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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 15 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TECH BIO-TECHNE CORP Healthcare 34,505.0 $2.4M 0.01% -351.0 -1.0% $70.65 +2.3%
282 HII HUNTINGTON INGALLS INDS INC Industrials 8,687.0 $2.4M 0.01% -79.0 -0.9% $279.89 +7.7%
283 AMRIZE LTD 45,364.0 $2.4M 0.01% -848.0 -1.8% $53.30
284 BAX BAXTER INTL INC Healthcare 113,057.0 $2.4M 0.01% -1K -1.0% $21.32 +23.9%
285 CRL CHARLES RIV LABS INTL INC Healthcare 10,609.0 $2.4M 0.01% -434.0 -3.9% $226.79 +28.5%
286 AOS SMITH A O CORP Industrials 39,244.0 $2.4M 0.01% -440K -91.8% $60.46 +3.3%
287 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 102,614.0 $2.3M 0.01% -19K -15.4% $22.73 +8.0%
288 AES AES CORP Utilities 157,537.0 $2.3M 0.01% -2K -1.1% $14.66 +0.8%
289 FERG FERGUSON ENTERPRISES INC Industrials 9,604.0 $2.3M 0.01% -406.0 -4.1% $237.33 +0.9%
290 SWKS SKYWORKS SOLUTIONS INC Technology 32,971.0 $2.2M 0.01% -424.0 -1.3% $67.80 +0.2%
291 HMC HONDA MOTOR CO LTD Consumer Cyclical 84,860.0 $2.2M 0.01% -12K -12.3% $26.24 +24.2%
292 BXP BXP INC Real Estate 32,964.0 $2.2M 0.01% -211.0 -0.6% $66.31 +2.2%
293 NWSA NEWS CORP NEW Communication Services 86,943.0 $2.2M 0.01% -2K -2.2% $24.83 +19.4%
294 BLDR BUILDERS FIRSTSOURCE INC Industrials 23,709.0 $2.1M 0.01% -3K -11.2% $89.48 -21.4%
295 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 44,134.0 $2.1M 0.01% -1K -2.6% $47.81 -9.7%
296 IT GARTNER INC Technology 15,152.0 $2.0M 0.00% -2K -10.9% $129.62 +49.4%
297 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 77,685.0 $1.9M 0.00% -6K -7.2% $24.68 +16.0%
298 WYNN WYNN RESORTS LTD Consumer Cyclical 19,083.0 $1.9M 0.00% -599.0 -3.0% $97.09 +2.6%
299 FDS FACTSET RESH SYS INC Financial Services 8,035.0 $1.8M 0.00% -316.0 -3.8% $230.08 +30.4%
300 HSIC SCHEIN HENRY INC Healthcare 21,828.0 $1.8M 0.00% -1K -6.0% $83.52 +5.9%
Page 15 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%