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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 22 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NRG NRG ENERGY INC Utilities 50,248.0 $7.3M 0.02% +5K +10.2% $146.14 -15.3%
422 WAT WATERS CORP Healthcare 24,543.0 $7.3M 0.02% +10K +70.8% $297.80 +11.9%
423 FISV FISERV INC Technology 130,437.0 $7.3M 0.02% +1K +1.0% $55.80 +0.4%
424 CCL CARNIVAL CORP Consumer Cyclical 277,888.0 $7.2M 0.02% +21K +8.2% $25.88 +0.6%
425 AMCOR PLC 180,784.0 $7.2M 0.02% NEW $39.75
426 CSGP COSTAR GROUP INC Real Estate 177,079.0 $7.1M 0.02% -23K -11.4% $40.34 -16.2%
427 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 106,002.0 $7.1M 0.02% +2K +1.5% $67.07 +24.4%
428 DOW DOW HLDGS INC Basic Materials 170,438.0 $7.1M 0.02% +4K +2.2% $41.65 -9.4%
429 TPR TAPESTRY INC Consumer Cyclical 50,282.0 $7.1M 0.02% +1K +2.1% $141.11 -6.7%
430 NTRS NORTHERN TR CORP Financial Services 50,435.0 $7.0M 0.02% +1K +2.1% $139.57 +18.2%
431 JBL JABIL INC Technology 26,361.0 $7.0M 0.02% +538.0 +2.1% $265.63 +25.3%
432 XYL XYLEM INC Industrials 58,533.0 $7.0M 0.02% +925.0 +1.6% $119.50 -11.0%
433 CTRA COTERRA ENERGY INC Energy 197,547.0 $6.9M 0.02% +3K +1.6% $35.14 -7.3%
434 UAL UNITED AIRLS HLDGS INC Industrials 74,488.0 $6.9M 0.02% +1K +1.8% $92.07 -3.2%
435 WPC WP CAREY INC Real Estate 100,634.0 $6.8M 0.02% $67.96 +9.7%
436 CNP CENTERPOINT ENERGY INC Utilities 157,716.0 $6.8M 0.02% +2K +1.4% $43.16 -1.5%
437 TDY TELEDYNE TECHNOLOGIES INC Technology 11,237.0 $6.8M 0.02% +164.0 +1.5% $605.01 +0.2%
438 TPL TEXAS PACIFIC LAND CORPORATI Energy 14,188.0 $6.7M 0.02% +233.0 +1.7% $474.56 -16.9%
439 DOV DOVER CORP Industrials 32,226.0 $6.7M 0.02% $208.45 -0.4%
440 EXPE EXPEDIA GROUP INC Consumer Cyclical 28,820.0 $6.7M 0.02% +887.0 +3.2% $230.89 -6.9%
Page 22 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%