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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 18 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TM TOYOTA MOTOR CORP Consumer Cyclical 4,186.0 $705K 0.00% -162.0 -3.7% $168.42 +12.1%
342 RKT ROCKET COS INC Financial Services 44,728.0 $704K 0.00% -3K -6.5% $15.75 -7.1%
343 SUI SUN CMNTYS INC Real Estate 5,843.0 $701K 0.00% -689.0 -10.6% $119.91 +1.8%
344 KMX CARMAX INC Consumer Cyclical 13,244.0 $700K 0.00% -697.0 -5.0% $52.89 +11.5%
345 USFD US FOODS HLDG CORP Consumer Defensive 6,820.0 $697K 0.00% -119.0 -1.7% $102.25 +5.2%
346 SSNC SS&C TECH HLDGS Technology 10,991.0 $682K 0.00% -295.0 -2.6% $62.05 +32.6%
347 POOL POOL CORP Industrials 3,163.0 $680K 0.00% -5K -60.7% $214.90 -8.8%
348 ENPH ENPHASE ENERGY INC Energy 13,719.0 $676K 0.00% -277.0 -2.0% $49.24 -20.0%
349 JXN JACKSON FINANCIAL INC Financial Services 6,530.0 $669K 0.00% -416.0 -6.0% $102.39 +28.0%
350 SNX TD SYNNEX CORPORATION Technology 2,494.0 $667K 0.00% -306.0 -10.9% $267.34 -5.8%
351 KLIC KULICKE & SOFFA INDS INC Technology 4,886.0 $654K 0.00% -220.0 -4.3% $133.76 -35.5%
352 VSH VISHAY INTERTECHNOLOGY INC Technology 11,706.0 $630K 0.00% -66.0 -0.6% $53.78 -40.6%
353 MHK MOHAWK INDS INC Consumer Cyclical 5,170.0 $627K 0.00% -87.0 -1.6% $121.33 +11.5%
354 LKQ LKQ CORP Consumer Cyclical 23,795.0 $627K 0.00% -698.0 -2.9% $26.33 -1.8%
355 TEAM ATLASSIAN CORPORATION Technology 7,922.0 $616K 0.00% -30K -78.9% $77.79 +124.0%
356 HYG ISHARES TR 7,669.0 $613K 0.00% -99K -92.8% $79.97 -0.3%
357 UCTT ULTRA CLEAN HLDGS INC Technology 4,300.0 $613K 0.00% -71.0 -1.6% $142.59 -47.4%
358 NXT NEXTPOWER INC Technology 5,121.0 $610K 0.00% -652.0 -11.3% $119.14 -22.7%
359 GH GUARDANT HEALTH INC Healthcare 4,056.0 $609K 0.00% -463.0 -10.2% $150.03 +8.9%
360 SITM SITIME CORP Technology 813.0 $606K 0.00% -161.0 -16.5% $745.56 -17.0%
Page 18 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%