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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 11 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CNC CENTENE CORP DEL Healthcare 111,689.0 $7.2M 0.02% -2K -1.9% $64.19 +0.8%
202 DOV DOVER CORP Industrials 31,783.0 $7.1M 0.02% -443.0 -1.4% $224.28 -9.8%
203 VRSN VERISIGN INC Technology 27,912.0 $7.0M 0.01% -16K -35.8% $251.56 +8.5%
204 FIS FIDELITY NATL INFORMATION SV Technology 177,938.0 $6.9M 0.01% -3K -1.5% $38.88 +4.6%
205 XYL XYLEM INC Industrials 56,509.0 $6.7M 0.01% -2K -3.5% $118.21 -1.7%
206 FICO FAIR ISAAC CORP Technology 5,497.0 $6.6M 0.01% -216.0 -3.8% $1194.78 -2.8%
207 AVB AVALONBAY CMNTYS INC Real Estate 32,848.0 $6.2M 0.01% -41K -55.7% $188.69 -2.5%
208 TPL TEXAS PACIFIC LAND CORPORATI Energy 14,028.0 $6.1M 0.01% -160.0 -1.1% $437.64 -14.7%
209 MTD METTLER TOLEDO INTERNATIONAL Healthcare 4,777.0 $6.1M 0.01% -83.0 -1.7% $1277.51 +11.6%
210 WST WEST PHARMACEUTICAL SVSC INC Healthcare 16,735.0 $6.0M 0.01% -487.0 -2.8% $359.00 -1.7%
211 DG DOLLAR GEN CORP Consumer Defensive 52,069.0 $6.0M 0.01% -463.0 -0.9% $115.11 +6.3%
212 VRSK VERISK ANALYTICS INC Industrials 31,228.0 $5.6M 0.01% -27K -46.0% $179.53 +3.9%
213 LUV SOUTHWEST AIRLS CO Industrials 107,445.0 $5.5M 0.01% -6K -5.0% $51.42 -19.4%
214 NI NISOURCE INC Utilities 115,533.0 $5.5M 0.01% -4K -3.4% $47.55 -12.5%
215 EVRG EVERGY INC Utilities 63,072.0 $5.5M 0.01% -88K -58.1% $86.43 -3.3%
216 LH LABCORP HOLDINGS INC Healthcare 19,386.0 $5.4M 0.01% -492.0 -2.5% $280.00 +18.0%
217 DLTR DOLLAR TREE INC Consumer Defensive 43,645.0 $5.3M 0.01% -2K -3.5% $120.95 +9.0%
218 EXPD EXPEDITORS INTL WASH INC Industrials 32,364.0 $5.3M 0.01% -642.0 -1.9% $162.98 +14.4%
219 JBHT HUNT J B TRANS SVCS INC Industrials 18,215.0 $5.3M 0.01% -340.0 -1.8% $289.43 -5.9%
220 CHRW C H ROBINSON WORLDWIDE IN Industrials 27,801.0 $5.2M 0.01% -3K -9.0% $188.34 -23.3%
Page 11 of 31  ·  616 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%