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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 4 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 387,754.0 $132.4M 0.32% +48K +14.2% $341.58 +27.8%
62 CVX CHEVRON CORPORATION Energy 634,856.0 $131.4M 0.32% $206.90 -9.8%
63 LRCX LAM RESEARCH CORP Technology 607,682.0 $129.8M 0.32% +82K +15.7% $213.66 +40.0%
64 BEP BROOKFIELD RENEWABLE ENERGY Utilities 3,894,157.0 $126.6M 0.31% -673K -14.7% $32.52 +5.7%
65 UNH UNITEDHEALTH GROUP INC Healthcare 465,868.0 $126.0M 0.31% $270.52 +47.5%
66 CIGI COLLIERS INTL GROUP INC Real Estate 1,093,731.0 $116.7M 0.28% +954K +682.0% $106.71 -13.8%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 236,892.0 $116.4M 0.28% +3K +1.4% $491.39 -8.8%
68 MA MASTERCARD INCORPORATED Financial Services 225,626.0 $112.7M 0.28% +3K +1.4% $499.66 -1.9%
69 PEP PEPSICO INC Consumer Defensive 716,073.0 $111.2M 0.27% $155.29 -4.3%
70 KO COCA COLA CO Consumer Defensive 1,410,102.0 $107.2M 0.26% +26K +1.9% $76.03 +5.8%
71 EFA ISHARES TR 1,090,631.0 $105.9M 0.26% +24K +2.3% $97.13 +4.7%
72 BAC BANK AMERICA CORP Financial Services 2,155,950.0 $105.1M 0.26% +113K +5.5% $48.74 +2.1%
73 PG PROCTER & GAMBLE CO Consumer Defensive 724,745.0 $104.7M 0.26% +8K +1.1% $144.41 -1.2%
74 INTC INTEL CORP Technology 2,345,832.0 $103.5M 0.25% $44.13 +162.7%
75 RB GLOBAL INC 1,057,548.0 $102.5M 0.25% +79K +8.1% $96.94
76 MCD MCDONALDS CORP Consumer Cyclical 325,234.0 $101.0M 0.25% +3K +0.8% $310.55 -11.5%
77 FSV FIRSTSERVICE CORP NEW Real Estate 721,874.0 $100.2M 0.24% +401K +124.9% $138.86 -6.4%
78 PAAS PAN AMERN SILVER CORP Basic Materials 1,808,564.0 $98.6M 0.24% +1.3M +274.1% $54.53 +12.0%
79 SPY STATE STR SPDR S&P 500 ETF T Financial Services 151,078.0 $98.3M 0.24% -40K -21.0% $650.34 +13.7%
80 MDT MEDTRONIC PLC Healthcare 1,125,342.0 $97.5M 0.24% +52K +4.9% $86.65 -11.2%
Page 4 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%