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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 3 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MDT MEDTRONIC PLC Healthcare 1,125,342.0 $97.5M 0.24% +52K +4.9% $86.65 -11.2%
42 HD HOME DEPOT INC Consumer Cyclical 276,041.0 $90.8M 0.22% +7K +2.4% $328.89 -7.5%
43 MRK MERCK & CO INC Healthcare 742,928.0 $89.4M 0.22% +22K +3.1% $120.29 -5.7%
44 EQX EQUINOX GOLD CORP Basic Materials 6,169,847.0 $88.8M 0.22% +5.4M +692.9% $14.40 -0.2%
45 CAE CAE INC Industrials 3,349,229.0 $87.8M 0.21% +2.2M +202.3% $26.20 -2.7%
46 CAT CATERPILLAR INC Industrials 120,980.0 $85.7M 0.21% +7K +6.2% $708.46 +25.4%
47 SLF SUN LIFE FINANCIAL INC. Financial Services 1,358,872.0 $84.9M 0.21% +14K +1.0% $62.46 +14.7%
48 PM PHILIP MORRIS INTL INC Consumer Defensive 508,127.0 $84.0M 0.20% +5K +1.0% $165.34 +16.0%
49 GS GOLDMAN SACHS GROUP INC Financial Services 92,320.0 $78.1M 0.19% +4K +4.0% $845.99 +14.5%
50 BKLN INVESCO EXCH TRADED FD TR II 3,801,166.0 $77.6M 0.19% +338K +9.8% $20.41 +1.0%
51 HON HONEYWELL INTL INC Industrials 339,790.0 $76.8M 0.19% +3K +0.9% $226.03 -3.7%
52 GE GE AEROSPACE Industrials 253,860.0 $72.0M 0.18% +2K +0.8% $283.77 +2.7%
53 RTX RTX CORPORATION Industrials 360,910.0 $69.6M 0.17% +5K +1.4% $192.90 -8.9%
54 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 1,215,873.0 $68.0M 0.17% +20K +1.7% $55.95 +2.1%
55 GEV GE VERNOVA INC Utilities 75,720.0 $66.1M 0.16% +1K +1.8% $872.61 +25.0%
56 ORCL ORACLE CORP Technology 443,673.0 $65.3M 0.16% +17K +4.0% $147.11 +33.0%
57 PANW PALO ALTO NETWORKS INC Technology 406,756.0 $65.2M 0.16% +42K +11.6% $160.32 +48.6%
58 UNP UNION PAC CORP Industrials 268,623.0 $65.1M 0.16% +2K +0.7% $242.50 +11.1%
59 C CITIGROUP INC Financial Services 562,863.0 $63.8M 0.16% +27K +5.1% $113.37 +8.9%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 261,969.0 $63.5M 0.15% +5K +1.9% $242.39 -9.9%
Page 3 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%