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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 21 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,804.0 $412K 0.00% -519.0 -12.0% $108.35 +0.1%
402 CRC CALIFORNIA RES CORP Energy 7,629.0 $403K 0.00% -89.0 -1.1% $52.87 +1.7%
403 MHO M/I HOMES INC Consumer Cyclical 2,483.0 $399K 0.00% -55.0 -2.2% $160.79 -3.8%
404 OC OWENS CORNING NEW Industrials 2,486.0 $395K 0.00% -246.0 -9.0% $158.96 -4.9%
405 VICR VICOR CORP Technology 1,040.0 $395K 0.00% -849.0 -44.9% $379.78 -42.8%
406 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 11,231.0 $394K 0.00% -152.0 -1.3% $35.09 +1.9%
407 CCK CROWN HLDGS INC Consumer Cyclical 3,502.0 $392K 0.00% -257.0 -6.8% $111.82 +4.6%
408 RBRK RUBRIK INC. Technology 4,867.0 $391K 0.00% -514.0 -9.6% $80.28 +24.3%
409 CGNX COGNEX CORP Technology 5,387.0 $390K 0.00% -307.0 -5.4% $72.42 -16.3%
410 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,153.0 $390K 0.00% -80.0 -6.5% $338.15 +2.4%
411 DINO HF SINCLAIR CORP Energy 5,575.0 $388K 0.00% -618.0 -10.0% $69.65 +35.9%
412 EPAM EPAM SYS INC Technology 4,891.0 $388K 0.00% -8K -60.5% $79.35 +35.3%
413 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,581.0 $387K 0.00% -118.0 -7.0% $244.77 -10.9%
414 FORM FORMFACTOR INC Technology 2,409.0 $385K 0.00% -920.0 -27.6% $159.93 -28.1%
415 H HYATT HOTELS CORP Consumer Cyclical 1,985.0 $385K 0.00% -89.0 -4.3% $193.84 -5.6%
416 CATY CATHAY GEN BANCORP Financial Services 6,192.0 $384K 0.00% -359.0 -5.5% $61.99 +0.8%
417 U UNITY SOFTWARE INC Technology 13,390.0 $383K 0.00% -1K -9.5% $28.58 +64.8%
418 WBS WEBSTER FINL CORP Financial Services 4,988.0 $381K 0.00% -369.0 -6.9% $76.42 +1.5%
419 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 709.0 $381K 0.00% -107.0 -13.1% $536.95 +0.6%
420 EQH EQUITABLE HLDGS INC Financial Services 8,669.0 $380K 0.00% -12K -58.0% $43.88 +13.9%
Page 21 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%