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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 34 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DVA DAVITA INC Healthcare 8,139.0 $1.8M 0.00% -497.0 -5.8% $222.48 -21.9%
662 HRL HORMEL FOODS CORP Consumer Defensive 72,422.0 $1.8M 0.00% -11K -13.2% $24.82 -3.7%
663 NG NOVAGOLD RESOURCES INC Basic Materials 298,625.0 $1.8M 0.00% +21K +7.4% $5.97 +46.1%
664 ERIE ERIE INDTY CO Financial Services 7,391.0 $1.8M 0.00% +121.0 +1.7% $239.75 +10.5%
665 NTRA NATERA INC Healthcare 6,513.0 $1.8M 0.00% +200.0 +3.2% $271.45 +22.3%
666 ILMN ILLUMINA INC Healthcare 9,973.0 $1.8M 0.00% -6K -36.6% $175.83 +24.8%
667 UHS UNIVERSAL HLTH SVCS INC Healthcare 11,734.0 $1.7M 0.00% -2K -16.6% $148.69 +19.2%
668 TTD THE TRADE DESK INC Technology 95,672.0 $1.7M 0.00% -10K -9.2% $18.08 -27.1%
669 FOX FOX CORP 35,696.0 $1.7M 0.00% -1K -3.7% $46.84
670 NU NU HLDGS LTD Financial Services 123,332.0 $1.6M 0.00% -106K -46.3% $13.36 +9.1%
671 RVMD REVOLUTION MEDICINES INC Healthcare 8,768.0 $1.6M 0.00% +492.0 +5.9% $187.28 +11.8%
672 RBLX ROBLOX CORP Technology 30,082.0 $1.6M 0.00% $54.38 -29.4%
673 VET VERMILION ENERGY INC Energy 170,411.0 $1.6M 0.00% +21K +14.3% $9.34 +36.3%
674 SONY SONY GROUP CORP Technology 79,466.0 $1.6M 0.00% -3K -3.1% $19.85 +20.5%
675 XLK SELECT SECTOR SPDR TR 7,805.0 $1.5M 0.00% +202.0 +2.7% $190.43 -3.7%
676 MOS MOSAIC CO Basic Materials 70,034.0 $1.5M 0.00% -862.0 -1.2% $21.19 +15.2%
677 SPACE EXPLORATION TECHN CORP 8,634.0 $1.5M 0.00% NEW $170.86
678 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 74,134.0 $1.5M 0.00% -1K -1.7% $19.89 +10.8%
679 TWLO TWILIO INC Communication Services 7,140.0 $1.5M 0.00% -955.0 -11.8% $206.33 +9.2%
680 PPTA PERPETUA RESOURCES CORP Basic Materials 71,031.0 $1.5M 0.00% +7K +10.4% $20.72 +24.0%
Page 34 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%