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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 37 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 EMN EASTMAN CHEM CO Basic Materials 10,872.0 $830K 0.00% -296.0 -2.6% $76.32 -4.1%
722 SUI SUN CMNTYS INC Real Estate 6,532.0 $823K 0.00% +1K +19.5% $125.96 -2.4%
723 FNF FIDELITY NATL FINL INC Financial Services 17,635.0 $818K 0.00% +443.0 +2.6% $46.38 +6.4%
724 HEICO CORP NEW 3,814.0 $805K 0.00% +190.0 +5.2% $211.09
725 RVMD REVOLUTION MEDICINES INC Healthcare 8,276.0 $805K 0.00% +2K +37.1% $97.25 +54.6%
726 RDDT REDDIT INC Communication Services 5,941.0 $800K 0.00% +266.0 +4.7% $134.65 +9.0%
727 MTZ MASTEC INC Industrials 2,447.0 $787K 0.00% $321.74 +20.8%
728 ALAB ASTERA LABS INC Technology 7,180.0 $787K 0.00% +342.0 +5.0% $109.60 +171.8%
729 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 8,236.0 $773K 0.00% +532.0 +6.9% $93.87 +106.0%
730 EQH EQUITABLE HLDGS INC Financial Services 20,618.0 $765K 0.00% $37.11 +14.6%
731 BAP CREDICORP LTD Financial Services 2,255.0 $765K 0.00% +623.0 +38.2% $339.18 +1.4%
732 SSNC SS&C TECH HLDGS Technology 11,286.0 $763K 0.00% -481.0 -4.1% $67.57 -0.5%
733 HEI HEICO CORP NEW Industrials 2,772.0 $760K 0.00% -143.0 -4.9% $274.20 +9.8%
734 GFS GLOBALFOUNDRIES INC Technology 17,087.0 $760K 0.00% $44.48 +82.9%
735 CG CARLYLE GROUP INC Financial Services 15,269.0 $739K 0.00% +609.0 +4.2% $48.39 -6.7%
736 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 6,623.0 $736K 0.00% +2K +57.3% $111.06 +9.3%
737 JXN JACKSON FINANCIAL INC Financial Services 6,946.0 $734K 0.00% $105.72 +2.3%
738 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5,544.0 $730K 0.00% +1K +25.3% $131.74 +18.0%
739 CSL CARLISLE COS INC Industrials 2,162.0 $721K 0.00% +88.0 +4.2% $333.62 -0.4%
740 LKQ LKQ CORP Consumer Cyclical 24,493.0 $719K 0.00% -668.0 -2.6% $29.37 -8.5%
Page 37 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%