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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 16 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 Q QNITY ELECTRONICS INC Technology 51,124.0 $5.9M 0.01% +695.0 +1.4% $115.38 +36.3%
302 SYF SYNCHRONY FINANCIAL Financial Services 86,382.0 $5.9M 0.01% +674.0 +0.8% $68.02 +4.9%
303 BTG B2GOLD CORP Basic Materials 1,266,602.0 $5.7M 0.01% +45K +3.7% $4.53 +3.8%
304 TSCO TRACTOR SUPPLY CO Consumer Cyclical 126,462.0 $5.7M 0.01% +2K +1.4% $45.30 -32.5%
305 ULTA ULTA BEAUTY INC Consumer Cyclical 10,925.0 $5.7M 0.01% +255.0 +2.4% $522.71 -5.4%
306 SSRM SSR MINING IN Basic Materials 193,734.0 $5.7M 0.01% +7K +3.5% $29.28 +7.2%
307 VTI VANGUARD INDEX FDS 17,646.0 $5.7M 0.01% +4K +26.7% $320.81 +13.0%
308 WRB BERKLEY W R CORP Financial Services 84,722.0 $5.6M 0.01% +2K +2.8% $66.28 +0.3%
309 NI NISOURCE INC Utilities 119,633.0 $5.6M 0.01% +6K +5.4% $46.66 -0.8%
310 PHM PULTE GROUP INC Consumer Cyclical 47,449.0 $5.6M 0.01% +1K +2.6% $117.61 -6.4%
311 SAP SAP SE Technology 32,559.0 $5.5M 0.01% +1K +3.7% $169.34 +0.1%
312 KIM KIMCO REALTY CORP Real Estate 244,833.0 $5.5M 0.01% +85K +53.3% $22.47 +2.4%
313 CF CF INDUSTRIES HOLD Basic Materials 42,094.0 $5.5M 0.01% +1K +3.4% $129.84 -3.6%
314 ORLA ORLA MNG LTD NEW Basic Materials 339,782.0 $5.4M 0.01% +12K +3.6% $16.03 -16.7%
315 ARES ARES MANAGEMENT CORPORATION Financial Services 49,503.0 $5.4M 0.01% +689.0 +1.4% $109.10 +13.4%
316 SMURFIT WESTROCK PLC 134,668.0 $5.4M 0.01% +1K +1.0% $39.85
317 WSM WILLIAMS SONOMA INC Consumer Cyclical 29,415.0 $5.4M 0.01% +529.0 +1.8% $182.33 -7.5%
318 FSLR FIRST SOLAR INC Energy 26,879.0 $5.3M 0.01% +1K +4.2% $197.26 +18.3%
319 SNA SNAP ON INC Industrials 14,411.0 $5.2M 0.01% +617.0 +4.5% $363.22 -1.0%
320 STZ CONSTELLATION BRANDS INC Consumer Defensive 34,735.0 $5.2M 0.01% +421.0 +1.2% $150.00 -5.1%
Page 16 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%