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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 24 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ON ON SEMICONDUCTOR CORP Technology 95,243.0 $5.9M 0.01% $61.92 +77.0%
462 SYF SYNCHRONY FINANCIAL Financial Services 86,382.0 $5.9M 0.01% +674.0 +0.8% $68.02 +5.9%
463 DRI DARDEN RESTAURANTS INC Consumer Cyclical 29,767.0 $5.8M 0.01% $196.04 +0.5%
464 BTG B2GOLD CORP Basic Materials 1,266,602.0 $5.7M 0.01% +45K +3.7% $4.53 +2.5%
465 TSCO TRACTOR SUPPLY CO Consumer Cyclical 126,462.0 $5.7M 0.01% +2K +1.4% $45.30 -30.0%
466 ULTA ULTA BEAUTY INC Consumer Cyclical 10,925.0 $5.7M 0.01% +255.0 +2.4% $522.71 -5.7%
467 SSRM SSR MINING IN Basic Materials 193,734.0 $5.7M 0.01% +7K +3.5% $29.28 +5.0%
468 VTI VANGUARD INDEX FDS 17,646.0 $5.7M 0.01% +4K +26.7% $320.81 +13.8%
469 WRB BERKLEY W R CORP Financial Services 84,722.0 $5.6M 0.01% +2K +2.8% $66.28 +3.0%
470 OTEX OPEN TEXT CORP Technology 252,685.0 $5.6M 0.01% -3K -1.4% $22.22 +4.5%
471 NI NISOURCE INC Utilities 119,633.0 $5.6M 0.01% +6K +5.4% $46.66 +2.3%
472 PHM PULTE GROUP INC Consumer Cyclical 47,449.0 $5.6M 0.01% +1K +2.6% $117.61 -1.1%
473 SAP SAP SE Technology 32,559.0 $5.5M 0.01% +1K +3.7% $169.34 +6.2%
474 TOTALENERGIES SE 60,491.0 $5.5M 0.01% -8K -12.0% $90.98
475 KIM KIMCO REALTY CORP Real Estate 244,833.0 $5.5M 0.01% +85K +53.3% $22.47 +7.0%
476 CF CF INDUSTRIES HOLD Basic Materials 42,094.0 $5.5M 0.01% +1K +3.4% $129.84 -6.3%
477 ORLA ORLA MNG LTD NEW Basic Materials 339,782.0 $5.4M 0.01% +12K +3.6% $16.03 -23.4%
478 ARES ARES MANAGEMENT CORPORATION Financial Services 49,503.0 $5.4M 0.01% +689.0 +1.4% $109.10 +13.6%
479 SMURFIT WESTROCK PLC 134,668.0 $5.4M 0.01% +1K +1.0% $39.85
480 WSM WILLIAMS SONOMA INC Consumer Cyclical 29,415.0 $5.4M 0.01% +529.0 +1.8% $182.33 -1.1%
Page 24 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%