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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 12 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NXPI NXP SEMICONDUCTORS N V Technology 95,409.0 $26.8M 0.06% -9K -8.8% $281.03 -18.7%
222 MSI MOTOROLA SOLUTIONS INC Technology 64,269.0 $26.6M 0.06% -24K -27.2% $414.51 +13.3%
223 SNA SNAP ON INC Industrials 65,690.0 $26.4M 0.06% +51K +355.8% $402.40 -1.7%
224 O REALTY INCOME CORP Real Estate 426,720.0 $26.4M 0.06% -53K -11.0% $61.88 +0.5%
225 IQVIA HLDGS INC 136,606.0 $26.4M 0.06% -122K -47.2% $193.22
226 REGN REGENERON PHARMACEUTICALS Healthcare 41,660.0 $26.0M 0.06% -857.0 -2.0% $623.54 +29.9%
227 WRB BERKLEY W R CORP Financial Services 367,934.0 $26.0M 0.06% +283K +334.3% $70.53 -0.5%
228 XEL XCEL ENERGY INC Utilities 318,308.0 $25.6M 0.06% +24K +8.0% $80.30 -1.4%
229 NOW SERVICENOW INC Technology 256,861.0 $25.5M 0.06% -5K -1.9% $99.28 +20.4%
230 PWR QUANTA SVCS INC Industrials 35,416.0 $25.5M 0.06% $720.04 -3.3%
231 PAYX PAYCHEX INC Industrials 259,267.0 $25.5M 0.06% +7K +2.6% $98.33 +22.0%
232 LHX L3HARRIS TECHNOLOGIES INC Industrials 87,382.0 $25.4M 0.06% +4K +5.0% $290.59 -3.8%
233 AXON AXON ENTERPRISE INC Industrials 44,912.0 $25.2M 0.06% +3K +6.1% $560.61 +10.6%
234 IMO IMPERIAL OIL LTD Energy 223,122.0 $25.0M 0.06% +61K +37.8% $112.07 +21.1%
235 FDX FEDEX CORP Industrials 79,462.0 $24.9M 0.06% +22K +39.5% $313.13 +4.9%
236 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 306,497.0 $24.9M 0.06% +23K +8.0% $81.16 -6.9%
237 EQIX EQUINIX INC Real Estate 23,517.0 $24.5M 0.05% $1042.39 +4.1%
238 FAST FASTENAL CO Industrials 505,666.0 $24.3M 0.05% +3K +0.7% $48.03 +6.7%
239 ECL ECOLAB INC Basic Materials 87,003.0 $24.2M 0.05% -8K -8.5% $278.61 +0.5%
240 EQX EQUINOX GOLD CORP Basic Materials 2,484,212.0 $24.2M 0.05% -3.7M -59.7% $9.73 +17.7%
Page 12 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%