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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 16 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 URI UNITED RENTALS INC Industrials 15,544.0 $17.6M 0.04% -464.0 -2.9% $1132.89 -1.4%
302 GWW WW GRAINGER INC Industrials 12,865.0 $17.5M 0.04% +2K +20.6% $1360.40 -3.9%
303 CTVA CORTEVA INC Basic Materials 206,345.0 $17.5M 0.04% +38K +22.8% $84.69 -7.2%
304 CNYA ISHARES TR 454,285.0 $17.4M 0.04% +14K +3.3% $38.30 -7.0%
305 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 59,238.0 $17.4M 0.04% +712.0 +1.2% $293.18 +3.4%
306 REGCO REGENCY CTRS CORP Real Estate 217,244.0 $17.3M 0.04% -54K -19.9% $79.61 -72.5%
307 INVH INVITATION HOMES INC Real Estate 571,370.0 $17.3M 0.04% +48K +9.2% $30.21 -0.0%
308 SPG SIMON PPTY GROUP INC NEW Real Estate 77,081.0 $17.2M 0.04% -1K -1.4% $223.65 -0.2%
309 CAH CARDINAL HEALTH INC Healthcare 71,113.0 $16.9M 0.04% +13K +22.0% $237.56 -1.1%
310 CRH PLC 157,741.0 $16.9M 0.04% -5K -3.1% $107.00
311 CPT CAMDEN PPTY TR Real Estate 147,015.0 $16.8M 0.04% +13K +9.9% $114.49 -5.3%
312 ADSK AUTODESK INC Technology 86,300.0 $16.8M 0.04% -2K -2.2% $194.42 +29.3%
313 DXCM DEXCOM INC Healthcare 248,522.0 $16.7M 0.04% +27K +12.3% $67.35 +33.5%
314 DGX QUEST DIAGNOSTICS INC Healthcare 78,671.0 $16.7M 0.04% +6K +7.9% $211.95 +14.1%
315 MELI MERCADOLIBRE INC Consumer Cyclical 9,798.0 $16.6M 0.04% -105.0 -1.1% $1697.39 +12.4%
316 FLEX FLEX LTD Technology 102,387.0 $16.6M 0.04% +82K +393.0% $162.07 -30.3%
317 AJG GALLAGHER ARTHUR J & CO Financial Services 71,689.0 $16.5M 0.04% -768.0 -1.1% $229.57 +12.1%
318 CIEN CIENA CORP Technology 33,384.0 $16.4M 0.04% -534.0 -1.6% $490.56 -18.6%
319 L LOEWS CORP Financial Services 144,746.0 $16.4M 0.04% $113.10 -1.7%
320 NOC NORTHROP GRUMMAN CORP Industrials 31,913.0 $16.3M 0.04% -515.0 -1.6% $509.31 +14.4%
Page 16 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%