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Portfolio (Quarterly) Guide ↗

CIBC Asset Management Inc

· CIK 0001021926
13F Portfolio $40.9B AUM 1,372 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New 551 Added 320 Reduced 65 Exited
Page 13 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NUE NUCOR CORP Basic Materials 55,013.0 $9.3M 0.02% +803.0 +1.5% $169.10 +33.9%
242 VTR VENTAS INC Real Estate 113,613.0 $9.3M 0.02% +3K +2.6% $81.78 +7.8%
243 GRMN GARMIN LTD Technology 39,893.0 $9.3M 0.02% +6K +18.8% $232.01 -2.2%
244 PCG PG&E CORP Utilities 522,407.0 $9.2M 0.02% +8K +1.5% $17.57 -9.8%
245 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 123,957.0 $9.0M 0.02% +1K +1.0% $72.69 +9.2%
246 ACGL ARCH CAP GROUP LTD Financial Services 91,318.0 $8.8M 0.02% +2K +2.6% $95.99 +0.4%
247 HAL HALLIBURTON CO Energy 222,192.0 $8.7M 0.02% +4K +1.8% $38.99 +9.7%
248 KVUE KENVUE INC Consumer Defensive 497,266.0 $8.6M 0.02% +5K +1.1% $17.24 -0.3%
249 JKHY HENRY JACK & ASSOC INC Technology 53,768.0 $8.5M 0.02% +2K +3.1% $158.04 -12.0%
250 CCI CROWN CASTLE INC Real Estate 104,297.0 $8.5M 0.02% +2K +1.5% $81.31 +13.6%
251 FIS FIDELITY NATL INFORMATION SV Technology 180,656.0 $8.5M 0.02% +11K +6.6% $46.91 -7.5%
252 MSTR STRATEGY INC Technology 67,855.0 $8.5M 0.02% +7K +12.0% $124.80 +33.5%
253 HYG ISHARES TR 106,437.0 $8.5M 0.02% +96K +966.2% $79.56 -0.2%
254 AWK AMERICAN WTR WKS CO INC NEW Utilities 60,394.0 $8.2M 0.02% +13K +28.2% $136.09 -8.8%
255 PRU PRUDENTIAL FINL INC Financial Services 83,846.0 $8.2M 0.02% +897.0 +1.1% $97.69 +5.4%
256 HPE HEWLETT PACKARD ENTERPRISE C Technology 343,519.0 $8.2M 0.02% +6K +1.7% $23.81 +38.6%
257 DVN DEVON ENERGY CORP NEW Energy 160,897.0 $8.1M 0.02% +1K +0.7% $50.32 -1.3%
258 ANGLOGOLD ASHANTI PLC 83,106.0 $8.1M 0.02% +13K +18.9% $97.36
259 EME EMCOR GROUP INC Industrials 10,939.0 $8.1M 0.02% +335.0 +3.2% $738.31 +18.8%
260 RMD RESMED INC Healthcare 35,788.0 $8.0M 0.02% +1K +3.5% $224.48 -9.1%
Page 13 of 28  ·  551 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 22.2%
Technology 20.6%
Energy 12.6%
Basic Materials 11.2%
Communication Services 6.8%
Industrials 6.6%
Consumer Cyclical 6.0%
Healthcare 5.7%
Consumer Defensive 3.3%
Utilities 3.2%