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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 15 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GM GENERAL MTRS CO Consumer Cyclical 236,085.0 $17.6M 0.04% +2K +0.8% $74.50 -1.9%
282 PYPL PAYPAL HLDGS INC Financial Services 386,029.0 $17.5M 0.04% -5K -1.3% $45.23 -1.9%
283 ODFL OLD DOMINION FREIGHT LINE IN Industrials 88,443.0 $17.3M 0.04% $195.40 +4.5%
284 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 58,716.0 $17.2M 0.04% $292.75 +34.6%
285 LNT ALLIANT ENERGY CORP Utilities 239,564.0 $17.2M 0.04% +7K +3.1% $71.68 +0.6%
286 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 56,364.0 $17.1M 0.04% +527.0 +0.9% $304.08 +4.6%
287 MELI MERCADOLIBRE INC Consumer Cyclical 9,903.0 $17.1M 0.04% -100.0 -1.0% $1729.02 -8.3%
288 CRH PLC 162,817.0 $17.1M 0.04% +4K +2.5% $105.12
289 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 58,526.0 $17.0M 0.04% +1K +2.3% $290.49 +0.4%
290 TFC TRUIST FINL CORP Financial Services 368,870.0 $17.0M 0.04% +7K +1.9% $45.97 +2.3%
291 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 61,134.0 $16.8M 0.04% +561.0 +0.9% $275.18 -8.2%
292 NKE NIKE INC Consumer Cyclical 318,255.0 $16.8M 0.04% +5K +1.8% $52.82 -19.4%
293 NSC NORFOLK SOUTHN CORP Industrials 58,195.0 $16.7M 0.04% +595.0 +1.0% $287.00 +11.5%
294 SRE SEMPRA Utilities 169,187.0 $16.4M 0.04% +3K +1.6% $97.17 -7.1%
295 NDAQ NASDAQ INC Financial Services 188,666.0 $16.0M 0.04% +3K +1.7% $84.89 +9.1%
296 OTIS OTIS WORLDWIDE CORP Industrials 207,121.0 $16.0M 0.04% +7K +3.6% $77.08 -7.7%
297 KKR KKR & CO INC Financial Services 169,805.0 $15.7M 0.04% +2K +1.4% $92.50 +3.8%
298 PDD PDD HOLDINGS INC Consumer Cyclical 153,685.0 $15.7M 0.04% +3K +1.8% $102.18 -7.1%
299 AJG GALLAGHER ARTHUR J & CO Financial Services 72,457.0 $15.7M 0.04% -12K -14.3% $216.58 -6.1%
300 TDG TRANSDIGM GROUP INC Industrials 13,503.0 $15.6M 0.04% +229.0 +1.7% $1158.96 +2.0%
Page 15 of 69  ·  1,372 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%