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Portfolio (Quarterly) Guide ↗

CIBC Asset Management Inc

· CIK 0001021926
13F Portfolio $40.9B AUM 1,372 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New 551 Added 320 Reduced 65 Exited
Page 5 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BRO BROWN & BROWN INC Financial Services 347,844.0 $22.6M 0.06% -85K -19.6% $65.02 -13.4%
82 DDOG DATADOG INC Technology 190,598.0 $22.5M 0.06% -9K -4.6% $118.05 +71.8%
83 AON AON PLC Financial Services 68,971.0 $22.3M 0.05% -21K -23.0% $322.78 -1.7%
84 ROP ROPER TECHNOLOGIES INC Industrials 61,257.0 $21.7M 0.05% -6K -8.8% $353.86 -10.1%
85 ADSK AUTODESK INC Technology 88,228.0 $21.1M 0.05% -707.0 -0.8% $239.40 -1.2%
86 ALLE ALLEGION PLC Industrials 140,636.0 $20.4M 0.05% -5K -3.5% $145.00 -13.3%
87 EA ELECTRONIC ARTS INC Communication Services 99,606.0 $20.3M 0.05% -506.0 -0.5% $203.87 -1.5%
88 FANG DIAMONDBACK ENERGY INC Energy 102,436.0 $20.3M 0.05% -578.0 -0.6% $197.79 +1.2%
89 AXON AXON ENTERPRISE INC Industrials 42,342.0 $18.0M 0.04% -2K -3.7% $424.69 -7.7%
90 PYPL PAYPAL HLDGS INC Financial Services 386,029.0 $17.5M 0.04% -5K -1.3% $45.23 -0.4%
91 MELI MERCADOLIBRE INC Consumer Cyclical 9,903.0 $17.1M 0.04% -100.0 -1.0% $1729.02 -7.0%
92 AJG GALLAGHER ARTHUR J & CO Financial Services 72,457.0 $15.7M 0.04% -12K -14.3% $216.58 -7.7%
93 KDP KEURIG DR PEPPER INC Consumer Defensive 587,675.0 $15.5M 0.04% -4K -0.8% $26.33 +10.5%
94 GIB CGI INC Technology 207,576.0 $15.1M 0.04% -33K -13.9% $72.89 -14.5%
95 MCHP MICROCHIP TECHNOLOGY INC. Technology 229,114.0 $14.8M 0.04% -3K -1.3% $64.61 +50.2%
96 DGX QUEST DIAGNOSTICS INC Healthcare 72,897.0 $14.3M 0.04% -19K -20.9% $195.98 -4.1%
97 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 189,242.0 $13.5M 0.03% -996.0 -0.5% $71.18 -12.0%
98 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 309,417.0 $13.0M 0.03% -175K -36.1% $41.98 -5.5%
99 CPRT COPART INC Industrials 385,991.0 $12.8M 0.03% -3K -0.6% $33.20 -1.7%
100 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 42,465.0 $12.3M 0.03% -8K -15.2% $290.70 -14.8%
Page 5 of 16  ·  320 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 22.2%
Technology 20.6%
Energy 12.6%
Basic Materials 11.2%
Communication Services 6.8%
Industrials 6.6%
Consumer Cyclical 6.0%
Healthcare 5.7%
Consumer Defensive 3.3%
Utilities 3.2%