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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 15 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EMR EMERSON ELEC CO Industrials 132,811.0 $19.0M 0.04% -2K -1.3% $143.15 +10.3%
282 SLB SLB LIMITED Energy 408,775.0 $19.0M 0.04% +4K +1.0% $46.49 +14.5%
283 SHW SHERWIN WILLIAMS CO Basic Materials 54,782.0 $18.9M 0.04% -823.0 -1.5% $344.32 +2.8%
284 NEBIUS GROUP N.V. 67,969.0 $18.8M 0.04% +39K +136.4% $276.17
285 NSC NORFOLK SOUTHN CORP Industrials 59,519.0 $18.7M 0.04% +1K +2.3% $314.59 +10.2%
286 HOOD ROBINHOOD MKTS INC Financial Services 185,915.0 $18.6M 0.04% -2K -0.9% $100.28 -4.5%
287 MCO MOODYS CORP Financial Services 41,063.0 $18.6M 0.04% -1K -3.0% $452.92 +10.6%
288 ALL ALLSTATE CORP Financial Services 77,817.0 $18.5M 0.04% +13K +20.7% $237.94 +10.1%
289 ODFL OLD DOMINION FREIGHT LINE IN Industrials 85,464.0 $18.5M 0.04% -3K -3.4% $216.60 -4.7%
290 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 73,522.0 $18.4M 0.04% -54K -42.2% $249.98 -4.6%
291 SYY SYSCO CORP Consumer Defensive 217,753.0 $18.2M 0.04% -39K -15.2% $83.58 -1.0%
292 HCA HCA HEALTHCARE INC Healthcare 46,641.0 $18.2M 0.04% +6K +15.1% $389.89 +5.4%
293 NOA NORTH AMERN CONSTR GROUP LTD Energy 1,354,606.0 $18.2M 0.04% -107K -7.3% $13.41 +1.3%
294 BDX BECTON DICKINSON & CO Healthcare 119,749.0 $18.1M 0.04% +46K +62.8% $151.33 +23.5%
295 COHR COHERENT CORP Technology 45,769.0 $18.1M 0.04% +3K +6.2% $394.47 -27.4%
296 FANG DIAMONDBACK ENERGY INC Energy 102,373.0 $18.0M 0.04% $175.78 +19.2%
297 ALAB ASTERA LABS INC Technology 37,158.0 $17.9M 0.04% +30K +417.5% $483.02 -41.2%
298 NTRS NORTHERN TR CORP Financial Services 101,612.0 $17.7M 0.04% +51K +101.5% $173.84 +7.7%
299 PYPL PAYPAL HLDGS INC Financial Services 408,970.0 $17.7M 0.04% +23K +5.9% $43.18 +41.4%
300 TDG TRANSDIGM GROUP INC Industrials 13,239.0 $17.6M 0.04% -264.0 -2.0% $1332.04 -7.9%
Page 15 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%