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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 9 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHW SHERWIN WILLIAMS CO Basic Materials 55,605.0 $17.8M 0.04% +809.0 +1.5% $320.55 -6.0%
162 PSX PHILLIPS 66 Energy 97,308.0 $17.7M 0.04% +1K +1.5% $182.18 -5.0%
163 EMR EMERSON ELEC CO Industrials 134,519.0 $17.6M 0.04% +2K +1.5% $131.02 +1.0%
164 GM GENERAL MTRS CO Consumer Cyclical 236,085.0 $17.6M 0.04% +2K +0.8% $74.50 -0.9%
165 LNT ALLIANT ENERGY CORP Utilities 239,564.0 $17.2M 0.04% +7K +3.1% $71.68 +0.2%
166 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 56,364.0 $17.1M 0.04% +527.0 +0.9% $304.08 +4.2%
167 CRH PLC 162,817.0 $17.1M 0.04% +4K +2.5% $105.12
168 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 58,526.0 $17.0M 0.04% +1K +2.3% $290.49 +0.9%
169 TFC TRUIST FINL CORP Financial Services 368,870.0 $17.0M 0.04% +7K +1.9% $45.97 +2.1%
170 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 61,134.0 $16.8M 0.04% +561.0 +0.9% $275.18 -5.5%
171 NKE NIKE INC Consumer Cyclical 318,255.0 $16.8M 0.04% +5K +1.8% $52.82 -21.4%
172 NSC NORFOLK SOUTHN CORP Industrials 58,195.0 $16.7M 0.04% +595.0 +1.0% $287.00 +10.6%
173 SRE SEMPRA Utilities 169,187.0 $16.4M 0.04% +3K +1.6% $97.17 -6.7%
174 NDAQ NASDAQ INC Financial Services 188,666.0 $16.0M 0.04% +3K +1.7% $84.89 +7.5%
175 OTIS OTIS WORLDWIDE CORP Industrials 207,121.0 $16.0M 0.04% +7K +3.6% $77.08 -7.8%
176 KKR KKR & CO INC Financial Services 169,805.0 $15.7M 0.04% +2K +1.4% $92.50 +3.9%
177 PDD PDD HOLDINGS INC Consumer Cyclical 153,685.0 $15.7M 0.04% +3K +1.8% $102.18 -7.3%
178 TDG TRANSDIGM GROUP INC Industrials 13,503.0 $15.6M 0.04% +229.0 +1.7% $1158.96 +0.7%
179 L LOEWS CORP Financial Services 144,439.0 $15.4M 0.04% +4K +3.1% $106.65 +0.0%
180 PPL PPL CORP Utilities 393,940.0 $15.0M 0.04% +4K +1.1% $38.20 -7.5%
Page 9 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%