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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 2 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDLN MEDLINE INC Healthcare 31,200.0 $1.2M 0.00% NEW $39.44 -13.5%
22 TIGO MILLICOM INTL CELLULAR S A Communication Services 13,237.0 $1.2M 0.00% NEW $90.76 -3.9%
23 GSK GSK PLC Healthcare 20,474.0 $1.1M 0.00% NEW $52.42 -2.4%
24 BP BP PLC Energy 22,011.0 $813K 0.00% NEW $36.95 +17.5%
25 MXL MAXLINEAR INC Technology 5,672.0 $726K 0.00% NEW $128.03 -43.3%
26 KB KB FINL GROUP INC Financial Services 6,408.0 $673K 0.00% NEW $104.96 +12.1%
27 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,519.0 $596K 0.00% NEW $62.63 +14.5%
28 RALLIANT CORP 6,810.0 $501K 0.00% NEW $73.63
29 KEEL KEEL INFRASTRUCTURE CORP Technology 85,203.0 $487K 0.00% NEW $5.71 -44.7%
30 IOO ISHARES TR 3,464.0 $473K 0.00% NEW $136.60 +5.3%
31 EBC EASTERN BANKSHARES INC Financial Services 20,809.0 $463K 0.00% NEW $22.24 +6.2%
32 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 5,985.0 $417K 0.00% NEW $69.74 -14.7%
33 CNA CNA FINL CORP Financial Services 8,347.0 $406K 0.00% NEW $48.61 +3.5%
34 FPS FORGENT POWER SOLUTIONS INC Industrials 7,216.0 $403K 0.00% NEW $55.86 -35.2%
35 ALGM ALLEGRO MICROSYSTEMS INC Technology 5,725.0 $399K 0.00% NEW $69.62 -43.4%
36 MTRN MATERION CORP Basic Materials 1,226.0 $365K 0.00% NEW $297.39 -11.2%
37 ICHR ICHOR HOLDINGS Technology 3,238.0 $364K 0.00% NEW $112.28 -41.1%
38 WSBC WESBANCO INC Financial Services 8,919.0 $348K 0.00% NEW $39.03 +8.1%
39 CACC CREDIT ACCEP CORP MICH Financial Services 529.0 $337K 0.00% NEW $636.74 -10.4%
40 FROG JFROG LTD Technology 3,699.0 $336K 0.00% NEW $90.88 +0.8%
Page 2 of 9  ·  170 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%