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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 2 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HBM HUDBAY MINERALS INC Basic Materials 10,235,345.0 $214.1M 0.52% +9.7M +1856.8% $20.92 +30.5%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 208,776.0 $208.0M 0.51% +2K +0.9% $996.25 +4.5%
23 AMD ADVANCED MICRO DEVICES INC Technology 787,604.0 $160.2M 0.39% +12K +1.5% $203.43 +108.5%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 1,084,652.0 $158.7M 0.39% +7K +0.6% $146.28 -8.6%
25 ABBV ABBVIE INC Healthcare 700,182.0 $152.3M 0.37% +12K +1.8% $217.49 -3.3%
26 CLS CELESTICA INC Technology 520,916.0 $146.8M 0.36% +84K +19.2% $281.77 +27.2%
27 BOYD GROUP SERVICES INC 1,069,075.0 $136.3M 0.33% +275K +34.7% $127.48
28 AMAT APPLIED MATLS INC Technology 387,754.0 $132.4M 0.32% +48K +14.2% $341.58 +27.8%
29 LRCX LAM RESEARCH CORP Technology 607,682.0 $129.8M 0.32% +82K +15.7% $213.66 +40.0%
30 CIGI COLLIERS INTL GROUP INC Real Estate 1,093,731.0 $116.7M 0.28% +954K +682.0% $106.71 -13.8%
31 TMO THERMO FISHER SCIENTIFIC INC Healthcare 236,892.0 $116.4M 0.28% +3K +1.4% $491.39 -8.8%
32 MA MASTERCARD INCORPORATED Financial Services 225,626.0 $112.7M 0.28% +3K +1.4% $499.66 -1.9%
33 KO COCA COLA CO Consumer Defensive 1,410,102.0 $107.2M 0.26% +26K +1.9% $76.03 +5.8%
34 EFA ISHARES TR 1,090,631.0 $105.9M 0.26% +24K +2.3% $97.13 +4.7%
35 BAC BANK AMERICA CORP Financial Services 2,155,950.0 $105.1M 0.26% +113K +5.5% $48.74 +2.1%
36 PG PROCTER & GAMBLE CO Consumer Defensive 724,745.0 $104.7M 0.26% +8K +1.1% $144.41 -1.2%
37 RB GLOBAL INC 1,057,548.0 $102.5M 0.25% +79K +8.1% $96.94
38 MCD MCDONALDS CORP Consumer Cyclical 325,234.0 $101.0M 0.25% +3K +0.8% $310.55 -11.5%
39 FSV FIRSTSERVICE CORP NEW Real Estate 721,874.0 $100.2M 0.24% +401K +124.9% $138.86 -6.4%
40 PAAS PAN AMERN SILVER CORP Basic Materials 1,808,564.0 $98.6M 0.24% +1.3M +274.1% $54.53 +12.0%
Page 2 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%