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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 13 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NXE NEXGEN ENERGY LTD Energy 2,496,914.0 $23.4M 0.05% -849K -25.4% $9.37 +9.5%
242 AMT AMERICAN TOWER CORP Real Estate 141,450.0 $23.1M 0.05% -1K -1.0% $163.57 +5.4%
243 AON AON PLC Financial Services 69,491.0 $23.0M 0.05% +520.0 +0.8% $331.69 +3.5%
244 STT STATE STR CORP Financial Services 135,782.0 $23.0M 0.05% +62K +83.8% $169.60 +13.1%
245 ATO ATMOS ENERGY CORP Utilities 133,437.0 $23.0M 0.05% -25K -15.7% $172.08 -0.9%
246 WMB WILLIAMS COS INC Energy 306,053.0 $22.8M 0.05% -5K -1.5% $74.34 +1.1%
247 BKR BAKER HUGHES COMPANY Energy 405,414.0 $22.5M 0.05% -6K -1.4% $55.50 +16.1%
248 RSG REPUBLIC SVCS INC Industrials 105,230.0 $22.4M 0.05% -109K -50.8% $212.45 +2.1%
249 JCI JOHNSON CONTROLS INTERNATION Industrials 152,613.0 $22.3M 0.05% -4K -2.8% $146.11 +2.4%
250 VLO VALERO ENERGY CORP Energy 85,136.0 $22.2M 0.05% +6K +7.8% $260.44 +34.4%
251 FCX FREEPORT MCMORAN INC Basic Materials 348,385.0 $21.9M 0.05% -3K -0.7% $62.89 +5.4%
252 VICI VICI PPTYS INC Real Estate 819,304.0 $21.7M 0.05% -152K -15.6% $26.51 -2.3%
253 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 65,533.0 $21.7M 0.05% +9K +16.3% $330.46 -0.8%
254 UPS UNITED PARCEL SVCS INC Industrials 199,099.0 $21.4M 0.05% +7K +3.4% $107.50 -5.2%
255 VTR VENTAS INC Real Estate 240,942.0 $21.4M 0.05% +127K +112.1% $88.80 +2.7%
256 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 67,312.0 $21.4M 0.05% +6K +10.1% $317.53 -5.5%
257 AME AMETEK INC Industrials 87,882.0 $21.3M 0.05% -10K -10.7% $241.94 +3.3%
258 MPC MARATHON PETE CORP Energy 82,771.0 $21.2M 0.05% +8K +11.3% $255.67 +43.2%
259 HIG HARTFORD INSURANCE GROUP INC Financial Services 157,413.0 $20.9M 0.05% +3K +2.2% $132.52 +4.9%
260 RCI ROGERS COMMUNICATIONS INC Communication Services 637,142.0 $20.7M 0.04% -504K -44.2% $32.47 +10.6%
Page 13 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%