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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 10 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DHR DANAHER CORP DEL Healthcare 183,107.0 $34.9M 0.08% -50K -21.6% $190.35 +4.8%
182 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 377,698.0 $34.8M 0.08% -2K -0.6% $92.09 -1.4%
183 IVV ISHARES TR 46,437.0 $34.8M 0.08% $748.89 +2.9%
184 EMERA INC 656,214.0 $34.7M 0.08% -164K -20.0% $52.94
185 UBER UBER TECHNOLOGIES INC Technology 481,301.0 $34.7M 0.08% -12K -2.4% $72.16 +3.5%
186 CEG CONSTELLATION ENERGY CORP Utilities 137,507.0 $34.2M 0.07% -22K -14.0% $248.37 +7.4%
187 PH PARKER-HANNIFIN CORP Industrials 34,467.0 $33.7M 0.07% +4K +12.1% $978.12 +6.5%
188 MCK MCKESSON CORP Healthcare 44,684.0 $33.7M 0.07% -36K -44.4% $753.62 +15.3%
189 VRT VERTIV HOLDINGS CO Industrials 99,080.0 $33.2M 0.07% +7K +7.9% $334.82 -18.6%
190 DELL DELL TECHNOLOGIES INC Technology 75,900.0 $32.7M 0.07% +2K +3.1% $431.46 +8.6%
191 DOO BRP INC Consumer Cyclical 515,376.0 $31.9M 0.07% +102K +24.6% $61.97 +10.7%
192 MRSH MARSH & MCLENNAN COS INC Financial Services 191,519.0 $31.9M 0.07% +12K +6.7% $166.67 +11.8%
193 WM WASTE MGMT INC DEL Industrials 141,965.0 $31.6M 0.07% -12K -8.0% $222.77 +0.4%
194 CTAS CINTAS CORP Industrials 185,192.0 $31.5M 0.07% -14K -7.0% $170.08 +17.3%
195 INTU INTUIT Technology 120,295.0 $31.4M 0.07% +5K +4.0% $261.00 +34.3%
196 ROST ROSS STORES INC Consumer Cyclical 146,845.0 $31.3M 0.07% +10K +7.7% $212.85 +11.1%
197 SPGI S&P GLOBAL INC Financial Services 80,496.0 $31.0M 0.07% -2K -2.5% $385.21 +8.5%
198 TER TERADYNE INC Technology 64,023.0 $31.0M 0.07% +27K +71.8% $483.84 -16.4%
199 TT TRANE TECHNOLOGIES PLC Industrials 62,314.0 $30.6M 0.07% +7K +11.8% $491.16 -5.7%
200 BX BLACKSTONE INC Financial Services 259,963.0 $30.6M 0.07% +4K +1.7% $117.67 +19.5%
Page 10 of 72  ·  1,428 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%