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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 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ICUI ICU MED INC Healthcare 1,546.0 $227K NEW $146.60 +25.3%
102 ETSY INC 2,999.0 $226K NEW $75.33
103 CBC CENTRAL BANCOMPANY Financial Services 7,431.0 $226K NEW $30.38 +7.0%
104 AVT AVNET INC Technology 2,531.0 $225K NEW $88.82 +5.2%
105 LOAR LOAR HOLDINGS INC Industrials 2,774.0 $224K NEW $80.61 -4.9%
106 LNTH LANTHEUS HLDGS INC Healthcare 2,014.0 $223K NEW $110.94 -9.6%
107 CHYM CHIME FINL INC Financial Services 10,884.0 $223K NEW $20.48 +55.8%
108 SNDR SCHNEIDER NATIONAL INC Industrials 6,098.0 $223K NEW $36.53 -3.4%
109 GVA GRANITE CONSTR INC Industrials 1,395.0 $221K NEW $158.08 -21.3%
110 AROC ARCHROCK INC Energy 5,411.0 $220K NEW $40.71 -16.2%
111 LSTR LANDSTAR SYS INC Industrials 1,061.0 $219K NEW $206.81 -10.0%
112 CHE CHEMED CORP NEW Healthcare 467.0 $218K NEW $465.74 +13.6%
113 LQDA LIQUIDIA CORPORATION Healthcare 2,725.0 $217K NEW $79.73 -6.8%
114 FAF FIRST AMERN FINL CORP Financial Services 3,148.0 $216K NEW $68.59 +5.6%
115 SYRE SPYRE THERAPEUTICS INC Healthcare 2,429.0 $216K NEW $88.78 +21.4%
116 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,508.0 $215K NEW $47.74 -9.7%
117 MSM MSC INDL DIRECT INC Industrials 1,805.0 $215K NEW $118.95 +3.1%
118 IVT INVENTRUST PPTYS CORP Real Estate 6,065.0 $215K NEW $35.40 -5.6%
119 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,811.0 $215K NEW $118.53 -24.4%
120 BANR BANNER CORP Financial Services 3,223.0 $214K NEW $66.44 +9.5%
Page 6 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%