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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 12 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RDN RADIAN GROUP INC Financial Services 8,970.0 $297K 0.00% -177.0 -1.9% $33.08 +11.5%
222 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 15,321.0 $293K 0.00% -350.0 -2.2% $19.15 -5.7%
223 FIRST HAWAIIAN INC 11,785.0 $290K 0.00% -388.0 -3.2% $24.64
224 GKOS GLAUKOS CORP Healthcare 2,677.0 $288K 0.00% -46.0 -1.7% $107.66 +32.0%
225 LCII LCI INDS Consumer Cyclical 2,339.0 $288K 0.00% -63.0 -2.6% $122.98 -7.3%
226 ITGR INTEGER HLDGS CORP Healthcare 3,265.0 $287K 0.00% -92.0 -2.7% $88.00 +2.1%
227 REZI RESIDEO TECHNOLOGIES INC Industrials 8,511.0 $287K 0.00% -158.0 -1.8% $33.71 -10.8%
228 ACA ARCOSA INC Industrials 2,690.0 $286K 0.00% -46.0 -1.7% $106.14 +17.0%
229 BOH BANK HAWAII CORP Financial Services 3,810.0 $283K 0.00% -104.0 -2.7% $74.25 +2.0%
230 PECO PHILLIPS EDISON & CO INC Real Estate 7,438.0 $278K 0.00% -138.0 -1.8% $37.42 +6.1%
231 PFS PROVIDENT FINL SVCS INC Financial Services 12,980.0 $275K 0.00% -340.0 -2.5% $21.16 +4.0%
232 MAC MACERICH CO Real Estate 14,524.0 $275K 0.00% -320.0 -2.2% $18.90 +18.2%
233 SKY CHAMPION HOMES INC Consumer Cyclical 3,680.0 $274K 0.00% -98.0 -2.6% $74.37 -6.4%
234 BCC BOISE CASCADE CO DEL Basic Materials 3,571.0 $271K 0.00% -96.0 -2.6% $75.85 -13.0%
235 WU WESTERN UN CO Financial Services 30,972.0 $270K 0.00% -829.0 -2.6% $8.73 -4.8%
236 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 4,542.0 $269K 0.00% -173.0 -3.7% $59.27 -22.5%
237 IAC IAC INC Technology 6,688.0 $268K 0.00% -170.0 -2.5% $40.03 -0.0%
238 PHIN PHINIA INC Consumer Cyclical 3,846.0 $263K 0.00% -134.0 -3.4% $68.44 +16.2%
239 SFNC SIMMONS FIRST NATL CORP Financial Services 13,247.0 $258K 0.00% -374.0 -2.8% $19.45 +6.9%
240 TRN TRINITY INDS INC Industrials 7,938.0 $255K 0.00% -209.0 -2.6% $32.18 +9.6%
Page 12 of 16  ·  320 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%