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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 27 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 INNIO NV 121,369.0 $4.8M 0.01% NEW $39.55
522 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 60,266.0 $4.8M 0.01% -775.0 -1.3% $79.22 +6.0%
523 STZ CONSTELLATION BRANDS INC Consumer Defensive 34,259.0 $4.8M 0.01% -476.0 -1.4% $139.09 -2.8%
524 CDW CDW CORP Technology 33,836.0 $4.8M 0.01% +3K +8.5% $140.64 -1.9%
525 ULTA ULTA BEAUTY INC Consumer Cyclical 10,547.0 $4.8M 0.01% -378.0 -3.5% $450.98 +16.1%
526 DECK DECKERS OUTDOOR CORP Consumer Cyclical 47,874.0 $4.8M 0.01% +13K +35.5% $99.29 -7.9%
527 IP INTERNATIONAL PAPER CO Consumer Cyclical 124,521.0 $4.7M 0.01% -839.0 -0.7% $38.10 +9.1%
528 DOW DOW HLDGS INC Basic Materials 169,492.0 $4.6M 0.01% -946.0 -0.6% $27.36 +18.9%
529 LEIDOS HOLDINGS INC 44,944.0 $4.6M 0.01% +14K +45.3% $102.97
530 EL LAUDER ESTEE COS INC Consumer Defensive 58,336.0 $4.6M 0.01% $78.95 +27.0%
531 NGG NATIONAL GRID PLC Utilities 55,275.0 $4.6M 0.01% +2K +4.5% $82.82 -3.4%
532 ESS ESSEX PPTY TR INC Real Estate 15,521.0 $4.5M 0.01% +138.0 +0.9% $291.59 -1.1%
533 SHEL SHELL PLC Energy 58,058.0 $4.5M 0.01% -10K -14.3% $77.54 +20.5%
534 DUPONT DE NEMOURS INC 33,029.0 $4.5M 0.01% NEW $135.64
535 VWO VANGUARD INTL EQUITY INDEX F 74,965.0 $4.5M 0.01% -1K -1.8% $59.69 +1.3%
536 FEDEX FGHT HLDG CO INC 29,225.0 $4.4M 0.01% NEW $151.00
537 SBAC SBA COMMUNICATIONS CORP Real Estate 25,006.0 $4.4M 0.01% -457.0 -1.8% $176.46 +3.8%
538 LNG CHENIERE ENERGY INC Energy 18,416.0 $4.4M 0.01% -416.0 -2.2% $239.01 +16.0%
539 TSCO TRACTOR SUPPLY CO Consumer Cyclical 138,762.0 $4.4M 0.01% +12K +9.7% $31.61 +10.2%
540 FTV FORTIVE CORP Technology 71,730.0 $4.4M 0.01% -4K -5.5% $61.09 -1.8%
Page 27 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 25.4%
Technology 24.7%
Energy 9.8%
Basic Materials 8.7%
Industrials 7.3%
Consumer Cyclical 6.1%
Healthcare 5.8%
Communication Services 4.8%
Consumer Defensive 3.1%
Utilities 2.9%