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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 20 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CPB THE CAMPBELLS COMPANY Consumer Defensive 21,717.0 $484K 0.00% -25K -53.7% $22.27 +6.9%
382 VSNT VERSANT MEDIA GROUP INC Industrials 13,412.0 $483K 0.00% -413.0 -3.0% $36.01 +9.0%
383 DIOD DIODES INC Technology 4,367.0 $478K 0.00% -31.0 -0.7% $109.44 -13.8%
384 CE CELANESE CORP DEL Basic Materials 10,229.0 $471K 0.00% -77.0 -0.8% $46.00 +0.6%
385 SMTC SEMTECH CORP Technology 2,874.0 $465K 0.00% -2K -35.1% $161.85 -22.5%
386 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,904.0 $459K 0.00% -95.0 -4.8% $240.97 +4.6%
387 AFG AMERICAN FINANCIAL GROUP INC Financial Services 3,272.0 $458K 0.00% -2K -34.0% $139.94 +2.4%
388 IESC IES HOLDINGS INC Industrials 617.0 $453K 0.00% -122.0 -16.5% $734.66 -5.1%
389 UNM UNUM GROUP Financial Services 5,063.0 $453K 0.00% -3K -37.7% $89.40 -2.0%
390 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,088.0 $451K 0.00% -204.0 -3.9% $88.60 -35.3%
391 LECO LINCOLN ELEC HLDGS INC Industrials 1,694.0 $450K 0.00% -78.0 -4.4% $265.51 +5.3%
392 BBIO BRIDGEBIO PHARMA INC Healthcare 5,995.0 $447K 0.00% -151.0 -2.5% $74.48 +12.7%
393 POWI POWER INTEGRATIONS INC Technology 5,281.0 $442K 0.00% -31.0 -0.6% $83.76 -33.4%
394 QRVO QORVO INC Technology 4,715.0 $440K 0.00% -275.0 -5.5% $93.27 +3.8%
395 EXEL EXELIXIS INC Healthcare 8,031.0 $437K 0.00% -1K -14.8% $54.41 -0.0%
396 AEIS ADVANCED ENERGY INDS Industrials 1,167.0 $435K 0.00% -59.0 -4.8% $372.87 -21.1%
397 GTES GATES INDL CORP PLC Industrials 15,427.0 $431K 0.00% -91.0 -0.6% $27.97 -6.2%
398 RNR RENAISSANCERE HLDGS LTD Financial Services 1,344.0 $426K 0.00% -302.0 -18.4% $316.90 +0.1%
399 BWA BORGWARNER INC Consumer Cyclical 6,372.0 $423K 0.00% -940.0 -12.9% $66.40 -0.3%
400 SANM SANMINA CORP Technology 1,656.0 $419K 0.00% -1K -42.7% $253.08 -23.1%
Page 20 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%