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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 18 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EXPAND ENERGY CORPORATION 154,880.0 $14.1M 0.03% +53K +52.5% $91.19
342 TRGP TARGA RES CORP Energy 51,350.0 $13.8M 0.03% -260.0 -0.5% $268.14 +12.7%
343 CARR CARRIER GLOBAL CORPORATION Industrials 185,868.0 $13.6M 0.03% -4K -1.9% $73.35 -18.0%
344 FITB FIFTH THIRD BANCORP Financial Services 240,937.0 $13.6M 0.03% +14K +6.3% $56.37 -3.3%
345 GIS GENERAL MILLS INC Consumer Defensive 386,783.0 $13.5M 0.03% +110K +39.5% $34.80 +13.8%
346 CHD CHURCH & DWIGHT CO INC Consumer Defensive 138,521.0 $13.4M 0.03% +9K +6.8% $96.88 +0.6%
347 NKE NIKE INC Consumer Cyclical 326,425.0 $13.4M 0.03% +8K +2.6% $41.05 -2.0%
348 SOUTH BOW CORP 379,616.0 $13.3M 0.03% +40K +11.6% $35.16
349 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 320,519.0 $13.3M 0.03% +11K +3.6% $41.52 -4.6%
350 APOS APOLLO GLOBAL MGMT INC Financial Services 111,823.0 $13.2M 0.03% -2K -2.0% $118.31 -78.5%
351 IAG IAMGOLD CORP Basic Materials 829,066.0 $13.1M 0.03% +59K +7.7% $15.84 +29.4%
352 ROK ROCKWELL AUTOMATION INC Industrials 26,483.0 $13.1M 0.03% -638.0 -2.4% $495.08 -12.9%
353 RKLB ROCKET LAB CORP Industrials 126,499.0 $12.9M 0.03% +103K +432.3% $101.65 -28.2%
354 OTIS OTIS WORLDWIDE CORP Industrials 179,432.0 $12.8M 0.03% -28K -13.4% $71.60 +0.2%
355 MLM MARTIN MARIETTA MATLS INC Basic Materials 22,275.0 $12.8M 0.03% -280.0 -1.2% $576.70 -8.9%
356 F FORD MTR CO Consumer Cyclical 923,401.0 $12.8M 0.03% -11K -1.2% $13.90 +0.8%
357 DHI D R HORTON INC Consumer Cyclical 78,647.0 $12.8M 0.03% +13K +18.9% $162.88 -9.5%
358 ENTERGY CORP NEW 111,331.0 $12.8M 0.03% $114.86
359 AMP AMERIPRISE FINL INC Financial Services 27,712.0 $12.7M 0.03% +5K +24.1% $458.76 +19.3%
360 HAL HALLIBURTON CO Energy 371,480.0 $12.6M 0.03% +149K +67.2% $33.95 +5.1%
Page 18 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%