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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 6 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITW ILLINOIS TOOL WKS INC Industrials 115,435.0 $30.0M 0.07% +1K +1.3% $260.29 -3.7%
102 BMY BRISTOL-MYERS SQUIBB CO Healthcare 493,079.0 $29.9M 0.07% +11K +2.2% $60.65 -6.0%
103 BX BLACKSTONE INC Financial Services 255,595.0 $29.4M 0.07% +6K +2.5% $114.99 +2.5%
104 ATO ATMOS ENERGY CORP Utilities 158,206.0 $29.2M 0.07% +5K +3.4% $184.57 -4.4%
105 SANDISK CORP 45,759.0 $29.1M 0.07% +19K +72.3% $635.34
106 AFL AFLAC INC Financial Services 264,385.0 $29.0M 0.07% +40K +17.9% $109.71 +6.5%
107 LHX L3HARRIS TECHNOLOGIES INC Industrials 83,263.0 $28.7M 0.07% +1K +1.6% $345.15 -10.9%
108 PH PARKER-HANNIFIN CORP Industrials 30,750.0 $27.5M 0.07% +480.0 +1.6% $895.24 -1.7%
109 TRV TRAVELERS COMPANIES INC Financial Services 92,391.0 $26.9M 0.07% +2K +1.8% $291.68 +2.3%
110 VICI VICI PPTYS INC Real Estate 970,851.0 $26.5M 0.07% +29K +3.1% $27.29 +2.2%
111 AQN ALGONQUIN POWER & UTILITIES Utilities 4,247,631.0 $26.5M 0.07% +3.5M +463.9% $6.23 -7.7%
112 USB US BANCORP Financial Services 506,851.0 $26.4M 0.06% +11K +2.1% $52.01 +2.7%
113 GLW CORNING INC Technology 189,896.0 $25.8M 0.06% +3K +1.6% $135.97 +53.2%
114 ECL ECOLAB INC Basic Materials 95,098.0 $25.3M 0.06% +1K +1.4% $266.02 -6.4%
115 AMT AMERICAN TOWER CORP Real Estate 142,836.0 $24.7M 0.06% +20K +16.0% $172.58 -1.1%
116 ED CONSOLIDATED EDISON INC Utilities 217,239.0 $24.6M 0.06% +9K +4.1% $113.09 -5.3%
117 WEC WEC ENERGY GROUP INC Utilities 212,040.0 $24.5M 0.06% +18K +9.2% $115.77 -3.6%
118 CMS CMS ENERGY CORP Utilities 316,693.0 $24.5M 0.06% +7K +2.2% $77.51 -5.5%
119 CVS CVS HEALTH CORP Healthcare 328,979.0 $23.6M 0.06% +4K +1.2% $71.82 +35.3%
120 BSX BOSTON SCIENTIFIC CORP Healthcare 371,626.0 $23.3M 0.06% +6K +1.6% $62.75 -16.0%
Page 6 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%