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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 23 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AAOI APPLIED OPTOELECTRONICS INC Technology 2,325.0 $344K 0.00% -922.0 -28.4% $148.16 -9.8%
442 AGX ARGAN INC Industrials 431.0 $344K 0.00% -322.0 -42.8% $798.55 -32.7%
443 LRN STRIDE INC Consumer Defensive 3,968.0 $342K 0.00% -42.0 -1.1% $86.24 -1.3%
444 FIRST HAWAIIAN INC 11,623.0 $341K 0.00% -162.0 -1.4% $29.30
445 SLG SL GREEN RLTY CORP Real Estate 6,519.0 $337K 0.00% -59.0 -0.9% $51.77 +13.2%
446 ARW ARROW ELECTRS INC Technology 1,579.0 $337K 0.00% -111.0 -6.6% $213.41 -0.7%
447 ABCB AMERIS BANCORP Financial Services 3,729.0 $337K 0.00% -235.0 -5.9% $90.26 -2.0%
448 COKE COCA COLA CONS INC Consumer Defensive 1,748.0 $334K 0.00% -762.0 -30.4% $190.92 -0.2%
449 AM ANTERO MIDSTREAM CORP Energy 14,629.0 $333K 0.00% -760.0 -4.9% $22.75 +0.0%
450 GNW GENWORTH FINL INC Financial Services 35,085.0 $332K 0.00% -18K -34.4% $9.47 +7.0%
451 VIAV VIAVI SOLUTIONS INC Technology 6,958.0 $332K 0.00% -224.0 -3.1% $47.75 -14.3%
452 BPOP POPULAR INC Financial Services 2,014.0 $331K 0.00% -271.0 -11.9% $164.18 +6.3%
453 PL PLANET LABS PBC Industrials 9,978.0 $331K 0.00% -4K -28.7% $33.13 -32.1%
454 KFY KORN FERRY Industrials 4,916.0 $327K 0.00% -61.0 -1.2% $66.58 +28.0%
455 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 3,760.0 $324K 0.00% -189.0 -4.8% $86.20 +0.9%
456 FIBK FIRST INTST BANCSYSTEM INC Financial Services 8,403.0 $324K 0.00% -574.0 -6.4% $38.56 -0.4%
457 WULF TERAWULF INC Financial Services 13,114.0 $324K 0.00% -3K -17.7% $24.70 -38.3%
458 WSC WILLSCOT HLDGS CORP Industrials 11,208.0 $323K 0.00% -98.0 -0.9% $28.86 -19.6%
459 GSAT GLOBALSTAR INC Communication Services 3,976.0 $323K 0.00% -1K -23.4% $81.29 +1.8%
460 PINS PINTEREST INC Communication Services 15,342.0 $323K 0.00% -13K -45.1% $21.03 +9.5%
Page 23 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%