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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 28 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GPC GENUINE PARTS CO Consumer Cyclical 35,929.0 $3.8M 0.01% +324.0 +0.9% $105.75 -7.7%
542 CDW CDW CORP Technology 31,195.0 $3.8M 0.01% +454.0 +1.5% $121.02 -11.7%
543 ATS CORPORATION 134,186.0 $3.8M 0.01% +3K +2.0% $28.10
544 CNC CENTENE CORP DEL Healthcare 113,870.0 $3.7M 0.01% +2K +1.5% $32.74 +76.5%
545 ARM ARM HOLDINGS PLC Technology 24,633.0 $3.7M 0.01% -587.0 -2.3% $151.28 +97.1%
546 ESS ESSEX PPTY TR INC Real Estate 15,383.0 $3.7M 0.01% +223.0 +1.5% $242.00 +13.1%
547 AKAM AKAMAI TECHNOLOGIES INC Technology 32,267.0 $3.7M 0.01% $114.85 +27.3%
548 TXT TEXTRON INC Industrials 42,282.0 $3.7M 0.01% $87.56 +2.2%
549 MEOH METHANEX CORP Basic Materials 62,234.0 $3.7M 0.01% +2K +3.5% $59.40 +0.4%
550 TRMB TRIMBLE INC Technology 56,645.0 $3.7M 0.01% +805.0 +1.4% $65.23 -14.2%
551 GGG GRACO INC Industrials 42,783.0 $3.6M 0.01% +34K +399.0% $84.65 -11.0%
552 LII LENNOX INTL INC Industrials 7,715.0 $3.6M 0.01% +93.0 +1.2% $464.13 +3.5%
553 ARIS ARIS MINING CORPORATION Basic Materials 192,914.0 $3.6M 0.01% +9K +4.8% $18.51 -6.5%
554 DECK DECKERS OUTDOOR CORP Consumer Cyclical 35,337.0 $3.5M 0.01% +663.0 +1.9% $100.09 +2.5%
555 BEPC BROOKFIELD RENEWABLE CORP Utilities 83,050.0 $3.5M 0.01% -15K -14.9% $42.51 -11.5%
556 AVY AVERY DENNISON CORP Industrials 20,430.0 $3.5M 0.01% -479.0 -2.3% $172.68 -8.0%
557 PODD INSULET CORP Healthcare 16,767.0 $3.5M 0.01% +241.0 +1.5% $209.84 -25.4%
558 TYL TYLER TECHNOLOGIES INC Technology 10,248.0 $3.5M 0.01% +148.0 +1.5% $342.38 -7.3%
559 WFG WEST FRASER TIMBER LTD Basic Materials 53,827.0 $3.5M 0.01% +2K +3.3% $65.11 -6.3%
560 NDSN NORDSON CORP Industrials 13,116.0 $3.5M 0.01% -1K -7.7% $266.06 +7.8%
Page 28 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%