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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 6 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AQN ALGONQUIN POWER & UTILITIES Utilities 4,764,192.0 $28.7M 0.06% +517K +12.2% $6.03 -2.9%
102 ACN ACCENTURE PLC IRELAND Technology 230,090.0 $28.6M 0.06% +66K +40.4% $124.39 +49.7%
103 HWM HOWMET AEROSPACE INC Industrials 105,874.0 $28.5M 0.06% +10K +10.3% $268.86 +3.9%
104 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 71,829.0 $27.8M 0.06% +13K +22.3% $386.73 +2.6%
105 AEE AMEREN CORP Utilities 245,039.0 $27.7M 0.06% +73K +42.0% $113.04 -2.8%
106 PCAR PACCAR INC Industrials 229,963.0 $27.6M 0.06% +1K +0.5% $120.12 +7.3%
107 ABNB AIRBNB INC Consumer Cyclical 190,243.0 $27.2M 0.06% +13K +7.1% $143.10 +29.7%
108 LITE LUMENTUM HLDGS INC Technology 31,520.0 $27.0M 0.06% +14K +82.8% $858.06 -0.5%
109 WEC WEC ENERGY GROUP INC Utilities 229,915.0 $26.8M 0.06% +18K +8.4% $116.77 -6.0%
110 CMI CUMMINS INC Industrials 37,639.0 $26.8M 0.06% +2K +4.2% $713.21 -16.2%
111 SNA SNAP ON INC Industrials 65,690.0 $26.4M 0.06% +51K +355.8% $402.40 -2.8%
112 WRB BERKLEY W R CORP Financial Services 367,934.0 $26.0M 0.06% +283K +334.3% $70.53 -0.9%
113 XEL XCEL ENERGY INC Utilities 318,308.0 $25.6M 0.06% +24K +8.0% $80.30 -0.8%
114 PAYX PAYCHEX INC Industrials 259,267.0 $25.5M 0.06% +7K +2.6% $98.33 +25.8%
115 LHX L3HARRIS TECHNOLOGIES INC Industrials 87,382.0 $25.4M 0.06% +4K +5.0% $290.59 -6.5%
116 AXON AXON ENTERPRISE INC Industrials 44,912.0 $25.2M 0.06% +3K +6.1% $560.61 +12.3%
117 IMO IMPERIAL OIL LTD Energy 223,122.0 $25.0M 0.06% +61K +37.8% $112.07 +23.2%
118 FDX FEDEX CORP Industrials 79,462.0 $24.9M 0.06% +22K +39.5% $313.13 +5.2%
119 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 306,497.0 $24.9M 0.06% +23K +8.0% $81.16 -7.2%
120 FAST FASTENAL CO Industrials 505,666.0 $24.3M 0.05% +3K +0.7% $48.03 +6.4%
Page 6 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%