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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 6 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 O REALTY INCOME CORP Real Estate 426,720.0 $26.4M 0.06% -53K -11.0% $61.88 +0.5%
102 IQVIA HLDGS INC 136,606.0 $26.4M 0.06% -122K -47.2% $193.22
103 REGN REGENERON PHARMACEUTICALS Healthcare 41,660.0 $26.0M 0.06% -857.0 -2.0% $623.54 +29.9%
104 NOW SERVICENOW INC Technology 256,861.0 $25.5M 0.06% -5K -1.9% $99.28 +20.4%
105 ECL ECOLAB INC Basic Materials 87,003.0 $24.2M 0.05% -8K -8.5% $278.61 +0.5%
106 EQX EQUINOX GOLD CORP Basic Materials 2,484,212.0 $24.2M 0.05% -3.7M -59.7% $9.73 +17.7%
107 NXE NEXGEN ENERGY LTD Energy 2,496,914.0 $23.4M 0.05% -849K -25.4% $9.37 +9.5%
108 AMT AMERICAN TOWER CORP Real Estate 141,450.0 $23.1M 0.05% -1K -1.0% $163.57 +5.4%
109 ATO ATMOS ENERGY CORP Utilities 133,437.0 $23.0M 0.05% -25K -15.7% $172.08 -0.9%
110 WMB WILLIAMS COS INC Energy 306,053.0 $22.8M 0.05% -5K -1.5% $74.34 +1.1%
111 BKR BAKER HUGHES COMPANY Energy 405,414.0 $22.5M 0.05% -6K -1.4% $55.50 +16.1%
112 RSG REPUBLIC SVCS INC Industrials 105,230.0 $22.4M 0.05% -109K -50.8% $212.45 +2.1%
113 JCI JOHNSON CONTROLS INTERNATION Industrials 152,613.0 $22.3M 0.05% -4K -2.8% $146.11 +2.4%
114 FCX FREEPORT MCMORAN INC Basic Materials 348,385.0 $21.9M 0.05% -3K -0.7% $62.89 +5.5%
115 VICI VICI PPTYS INC Real Estate 819,304.0 $21.7M 0.05% -152K -15.6% $26.51 -2.3%
116 AME AMETEK INC Industrials 87,882.0 $21.3M 0.05% -10K -10.7% $241.94 +3.3%
117 RCI ROGERS COMMUNICATIONS INC Communication Services 637,142.0 $20.7M 0.04% -504K -44.2% $32.47 +10.6%
118 MCHP MICROCHIP TECHNOLOGY INC. Technology 225,489.0 $20.6M 0.04% -4K -1.6% $91.20 -14.3%
119 ROP ROPER TECHNOLOGIES INC Industrials 59,931.0 $20.3M 0.04% -1K -2.2% $338.39 +16.5%
120 CMS CMS ENERGY CORP Utilities 264,948.0 $20.2M 0.04% -52K -16.3% $76.40 -7.0%
Page 6 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%