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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 20 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 OVV OVINTIV INC Energy 8,762.0 $461K 0.00% +220.0 +2.6% $52.65 +26.3%
382 WTRG ESSENTIAL UTILS INC Utilities 11,181.0 $428K 0.00% +310.0 +2.9% $38.31 +6.2%
383 FULT FULTON FINL CORP PA Financial Services 17,697.0 $428K 0.00% +519.0 +3.0% $24.19 -2.2%
384 AA ALCOA CORP Basic Materials 8,159.0 $425K 0.00% +181.0 +2.3% $52.14 -3.7%
385 RXO RXO INC Industrials 15,370.0 $424K 0.00% +1K +9.4% $27.59 -21.1%
386 EVR EVERCORE INC Financial Services 1,224.0 $418K 0.00% +31.0 +2.6% $341.44 -15.8%
387 MAC MACERICH CO Real Estate 16,495.0 $416K 0.00% +2K +13.6% $25.19 -2.3%
388 MDU MDU RES GROUP INC Industrials 19,323.0 $410K 0.00% +126.0 +0.7% $21.21 -3.5%
389 GKOS GLAUKOS CORP Healthcare 2,922.0 $408K 0.00% +245.0 +9.2% $139.76 +32.2%
390 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 30,184.0 $400K 0.00% +464.0 +1.6% $13.26 +8.3%
391 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 10,248.0 $400K 0.00% +460.0 +4.7% $39.05 +4.4%
392 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 9,552.0 $390K 0.00% +699.0 +7.9% $40.84 +9.2%
393 EWA ISHARES INC 13,753.0 $387K 0.00% +2K +17.9% $28.16 +5.5%
394 AGNC AGNC INVT CORP Real Estate 35,235.0 $384K 0.00% +3K +8.1% $10.90 +0.3%
395 SPXC SPX TECHNOLOGIES INC Industrials 1,541.0 $378K 0.00% +136.0 +9.7% $245.17 -16.6%
396 CVBF CVB FINL CORP Financial Services 15,901.0 $359K 0.00% +3K +26.5% $22.55 +0.1%
397 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 4,331.0 $353K 0.00% +401.0 +10.2% $81.51 +6.6%
398 UMBF UMB FINL CORP Financial Services 2,355.0 $336K 0.00% +77.0 +3.4% $142.76 +2.7%
399 WTFC WINTRUST FINL CORP Financial Services 2,080.0 $334K 0.00% +160.0 +8.3% $160.72 -4.9%
400 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 11,132.0 $332K 0.00% +1K +14.2% $29.85 +5.0%
Page 20 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 25.1%
Technology 24.3%
Energy 9.7%
Basic Materials 8.5%
Industrials 7.2%
Communication Services 6.2%
Consumer Cyclical 6.0%
Healthcare 5.7%
Consumer Defensive 3.1%
Utilities 2.8%