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Portfolio (Quarterly) Guide ↗

CIBC Asset Management Inc

· CIK 0001021926
13F Portfolio $45.6B AUM 1,428 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 170 New 438 Added 616 Reduced 114 Exited
Page 12 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AG FIRST MAJESTIC SILVER CORP Basic Materials 493,296.0 $8.4M 0.02% +49K +11.1% $16.95 +24.5%
222 BBY BEST BUY INC Consumer Cyclical 109,142.0 $8.3M 0.02% +58K +113.3% $75.88 +13.2%
223 FFIV F5 INC Technology 19,515.0 $8.1M 0.02% +5K +36.9% $415.96 -7.6%
224 FISV FISERV INC Technology 162,908.0 $8.0M 0.02% +32K +24.9% $49.05 +7.2%
225 AWK AMERICAN WTR WKS CO INC NEW Utilities 60,704.0 $8.0M 0.02% +310.0 +0.5% $131.58 +2.9%
226 CFG CITIZENS FINL GROUP INC Financial Services 113,246.0 $7.9M 0.02% +10K +10.1% $70.07 -0.3%
227 JKHY HENRY JACK & ASSOC INC Technology 56,833.0 $7.8M 0.02% +3K +5.7% $137.74 +20.7%
228 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 72,514.0 $7.8M 0.02% +4K +6.0% $107.78 +2.8%
229 INGERSOLL RAND INC 93,736.0 $7.7M 0.02% +2K +1.7% $81.99
230 FSLR FIRST SOLAR INC Energy 32,156.0 $7.6M 0.02% +5K +19.6% $235.96 -9.2%
231 DRI DARDEN RESTAURANTS INC Consumer Cyclical 36,021.0 $7.4M 0.02% +6K +21.0% $206.01 +7.6%
232 EGO ELDORADO GOLD CORP NEW Basic Materials 236,188.0 $7.3M 0.02% +45K +23.2% $31.06 +47.2%
233 NVR NVR INC Consumer Cyclical 1,067.0 $7.3M 0.02% +359.0 +50.7% $6813.40 -6.6%
234 LII LENNOX INTL INC Industrials 12,687.0 $7.3M 0.02% +5K +64.5% $572.95 -29.7%
235 VTI VANGUARD INDEX FDS 19,494.0 $7.2M 0.02% +2K +10.5% $370.04 +2.2%
236 INCY INCYTE CORP Healthcare 63,141.0 $7.2M 0.02% +20K +48.1% $113.36 +12.7%
237 CORPAY INC 21,462.0 $7.2M 0.02% +5K +28.4% $333.27
238 PPG PPG INDS INC Basic Materials 58,969.0 $7.2M 0.02% +556.0 +0.9% $121.29 -6.3%
239 BB BLACKBERRY LTD Technology 549,444.0 $6.9M 0.01% +19K +3.6% $12.60 -36.2%
240 TROW PRICE T ROWE GROUP INC Financial Services 57,582.0 $6.5M 0.01% +1K +2.0% $113.69 -1.9%
Page 12 of 22  ·  438 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.4%
Technology 24.7%
Energy 9.8%
Basic Materials 8.7%
Industrials 7.3%
Consumer Cyclical 6.1%
Healthcare 5.8%
Communication Services 4.8%
Consumer Defensive 3.1%
Utilities 2.9%