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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 8 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NSC NORFOLK SOUTHN CORP Industrials 59,519.0 $18.7M 0.04% +1K +2.3% $314.59 +11.2%
142 ALL ALLSTATE CORP Financial Services 77,817.0 $18.5M 0.04% +13K +20.7% $237.94 +8.5%
143 HCA HCA HEALTHCARE INC Healthcare 46,641.0 $18.2M 0.04% +6K +15.1% $389.89 +4.4%
144 BDX BECTON DICKINSON & CO Healthcare 119,749.0 $18.1M 0.04% +46K +62.8% $151.33 +25.3%
145 COHR COHERENT CORP Technology 45,769.0 $18.1M 0.04% +3K +6.2% $394.47 -27.3%
146 ALAB ASTERA LABS INC Technology 37,158.0 $17.9M 0.04% +30K +417.5% $483.02 -40.6%
147 NTRS NORTHERN TR CORP Financial Services 101,612.0 $17.7M 0.04% +51K +101.5% $173.84 +6.8%
148 PYPL PAYPAL HLDGS INC Financial Services 408,970.0 $17.7M 0.04% +23K +5.9% $43.18 +43.5%
149 GWW WW GRAINGER INC Industrials 12,865.0 $17.5M 0.04% +2K +20.6% $1360.40 -4.6%
150 CTVA CORTEVA INC Basic Materials 206,345.0 $17.5M 0.04% +38K +22.8% $84.69 -5.3%
151 CNYA ISHARES TR 454,285.0 $17.4M 0.04% +14K +3.3% $38.30 -7.1%
152 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 59,238.0 $17.4M 0.04% +712.0 +1.2% $293.18 +4.2%
153 INVH INVITATION HOMES INC Real Estate 571,370.0 $17.3M 0.04% +48K +9.2% $30.21 +0.5%
154 CAH CARDINAL HEALTH INC Healthcare 71,113.0 $16.9M 0.04% +13K +22.0% $237.56 -2.8%
155 CPT CAMDEN PPTY TR Real Estate 147,015.0 $16.8M 0.04% +13K +9.9% $114.49 -4.7%
156 DXCM DEXCOM INC Healthcare 248,522.0 $16.7M 0.04% +27K +12.3% $67.35 +34.8%
157 DGX QUEST DIAGNOSTICS INC Healthcare 78,671.0 $16.7M 0.04% +6K +7.9% $211.95 +15.2%
158 FLEX FLEX LTD Technology 102,387.0 $16.6M 0.04% +82K +393.0% $162.07 -31.6%
159 EIX EDISON INTL Utilities 216,385.0 $16.1M 0.04% +114K +112.0% $74.45 +1.2%
160 SRE SEMPRA Utilities 173,428.0 $16.1M 0.04% +4K +2.5% $92.71 -5.3%
Page 8 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%