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Portfolio (Quarterly) Guide ↗

CIBC Asset Management Inc

· CIK 0001021926
13F Portfolio $41.4B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1366 New
Page 10 of 69  ·  1,366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COP CONOCOPHILLIPS Energy 340,699.0 $31.9M 0.08% NEW $93.61 +30.8%
182 AON AON PLC Financial Services 89,600.0 $31.6M 0.08% NEW $352.88 -7.5%
183 NTR NUTRIEN LTD Basic Materials 505,327.0 $31.2M 0.07% NEW $61.78 +15.8%
184 KMI KINDER MORGAN INC DEL Energy 1,134,522.0 $31.2M 0.07% NEW $27.49 +22.3%
185 PSA PUBLIC STORAGE OPER CO Real Estate 118,340.0 $30.7M 0.07% NEW $259.48 +12.7%
186 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 100,819.0 $30.6M 0.07% NEW $303.25 +33.3%
187 PNC PNC FINL SVCS GROUP INC Financial Services 144,295.0 $30.1M 0.07% NEW $208.73 +2.0%
188 CL COLGATE PALMOLIVE CO Consumer Defensive 380,450.0 $30.0M 0.07% NEW $78.98 +13.9%
189 WELL WELLTOWER INC Real Estate 161,259.0 $29.9M 0.07% NEW $185.61 +15.2%
190 ROP ROPER TECHNOLOGIES INC Industrials 67,178.0 $29.9M 0.07% NEW $445.02 -27.9%
191 WBD WARNER BROS DISCOVERY INC Communication Services 1,035,360.0 $29.8M 0.07% NEW $28.82 -6.4%
192 CTAS CINTAS CORP Industrials 156,138.0 $29.4M 0.07% NEW $188.07 -10.5%
193 IVV ISHARES TR 42,234.0 $28.9M 0.07% NEW $684.94 +8.3%
194 CENCORA INC 85,355.0 $28.8M 0.07% NEW $337.60
195 VMC VULCAN MATLS CO Basic Materials 100,889.0 $28.8M 0.07% NEW $285.62 -6.2%
196 DE DEERE & CO Industrials 60,856.0 $28.3M 0.07% NEW $465.57 +20.7%
197 CSX CSX CORP Industrials 780,532.0 $28.3M 0.07% NEW $36.25 +26.0%
198 ITW ILLINOIS TOOL WKS INC Industrials 113,989.0 $28.1M 0.07% NEW $246.30 +0.6%
199 O REALTY INCOME CORP Real Estate 489,155.0 $27.5M 0.07% NEW $56.32 +8.5%
200 DDOG DATADOG INC Technology 199,738.0 $27.2M 0.07% NEW $135.99 +52.9%
Page 10 of 69  ·  1,366 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 24.9%
Technology 22.8%
Energy 9.7%
Basic Materials 9.0%
Communication Services 7.6%
Industrials 6.5%
Consumer Cyclical 6.5%
Healthcare 5.9%
Utilities 3.1%
Consumer Defensive 2.8%