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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 18 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FIX COMFORT SYS USA INC Industrials 8,538.0 $11.8M 0.03% +224.0 +2.7% $1378.99 +34.5%
342 OXY OCCIDENTAL PETE CORP Energy 179,810.0 $11.7M 0.03% +3K +1.5% $65.00 -8.2%
343 URI UNITED RENTALS INC Industrials 16,008.0 $11.7M 0.03% +241.0 +1.5% $728.56 +29.6%
344 GWW WW GRAINGER INC Industrials 10,671.0 $11.6M 0.03% +253.0 +2.4% $1090.81 +16.0%
345 VST VISTRA CORP Utilities 77,222.0 $11.6M 0.03% +1K +1.6% $150.33 -9.0%
346 WDAY WORKDAY INC Technology 89,333.0 $11.6M 0.03% -2K -2.4% $129.92 -0.8%
347 VLTO VERALTO CORP Industrials 131,255.0 $11.6M 0.03% +2K +1.7% $88.42 -1.9%
348 KEYS KEYSIGHT TECHNOLOGIES INC Technology 41,076.0 $11.6M 0.03% +528.0 +1.3% $282.37 +20.6%
349 BDX BECTON DICKINSON & CO Healthcare 73,574.0 $11.6M 0.03% +409.0 +0.6% $157.23 -6.5%
350 SOUTH BOW CORP 340,103.0 $11.3M 0.03% +25K +7.9% $33.16
351 EW EDWARDS LIFESCIENCES CORP Healthcare 139,954.0 $11.2M 0.03% +2K +1.6% $80.08 +2.9%
352 KR KROGER CO Consumer Defensive 154,689.0 $11.2M 0.03% -5K -2.8% $72.36 -5.6%
353 EXPAND ENERGY CORPORATION 101,568.0 $11.2M 0.03% +16K +19.3% $109.78
354 TER TERADYNE INC Technology 37,271.0 $11.0M 0.03% +555.0 +1.5% $296.46 +8.3%
355 VRSK VERISK ANALYTICS INC Industrials 57,826.0 $11.0M 0.03% -631.0 -1.1% $189.75 -9.6%
356 CBRE CBRE GROUP INC Real Estate 79,861.0 $10.8M 0.03% +2K +2.0% $135.46 -5.4%
357 VRSN VERISIGN INC Technology 43,473.0 $10.8M 0.03% +2K +3.9% $248.36 +22.9%
358 F FORD MTR CO Consumer Cyclical 934,605.0 $10.8M 0.03% +14K +1.5% $11.54 +12.9%
359 BR BROADRIDGE FINL SOLUTIONS IN Technology 66,243.0 $10.8M 0.03% -12K -14.9% $162.48 -8.0%
360 CARR CARRIER GLOBAL CORPORATION Industrials 189,502.0 $10.7M 0.03% +2K +0.9% $56.31 +9.1%
Page 18 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%