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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 6 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WDAY WORKDAY INC Technology 89,333.0 $11.6M 0.03% -2K -2.4% $129.92 -8.6%
102 KR KROGER CO Consumer Defensive 154,689.0 $11.2M 0.03% -5K -2.8% $72.36 -7.7%
103 VRSK VERISK ANALYTICS INC Industrials 57,826.0 $11.0M 0.03% -631.0 -1.1% $189.75 -17.3%
104 BR BROADRIDGE FINL SOLUTIONS IN Technology 66,243.0 $10.8M 0.03% -12K -14.9% $162.48 -10.4%
105 PSA PUBLIC STORAGE OPER CO Real Estate 38,571.0 $10.4M 0.03% -80K -67.4% $270.88 +11.9%
106 KHC KRAFT HEINZ CO Consumer Defensive 439,672.0 $9.9M 0.02% -5K -1.1% $22.49 +3.6%
107 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 29,472.0 $9.8M 0.02% -360.0 -1.2% $330.87 -13.3%
108 CHTR CHARTER COMMUNICATIONS INC Communication Services 44,228.0 $9.5M 0.02% -1K -3.0% $215.88 -35.0%
109 EFX EQUIFAX INC Industrials 48,452.0 $8.7M 0.02% -32K -39.6% $179.47 -12.1%
110 FERROVIAL SE 126,846.0 $8.3M 0.02% -7K -5.2% $65.05
111 INSM INSMED INC Healthcare 48,193.0 $7.9M 0.02% -270.0 -0.6% $163.52 -29.3%
112 CSGP COSTAR GROUP INC Real Estate 177,079.0 $7.1M 0.02% -23K -11.4% $40.34 -21.0%
113 OTEX OPEN TEXT CORP Technology 252,685.0 $5.6M 0.01% -3K -1.4% $22.22 +0.8%
114 TOTALENERGIES SE 60,491.0 $5.5M 0.01% -8K -12.0% $90.98
115 LNG CHENIERE ENERGY INC Energy 18,832.0 $5.3M 0.01% -5K -22.0% $283.76 -15.0%
116 BE BLOOM ENERGY CORP Industrials 38,629.0 $5.2M 0.01% -4K -9.8% $135.49 +103.7%
117 DLTR DOLLAR TREE INC Consumer Defensive 45,212.0 $5.0M 0.01% -291.0 -0.6% $109.51 -17.8%
118 ZS ZSCALER INC Technology 35,027.0 $4.9M 0.01% -456.0 -1.3% $140.29 +9.6%
119 NGG NATIONAL GRID PLC Utilities 52,906.0 $4.5M 0.01% -19K -26.6% $84.55 +3.4%
120 J JACOBS SOLUTIONS INC Industrials 35,079.0 $4.5M 0.01% -2K -5.9% $127.28 -11.4%
Page 6 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%