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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 40 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 TTMI TTM TECHNOLOGIES INC Technology 5,621.0 $548K 0.00% $97.42 +73.8%
782 IOT SAMSARA INC Technology 17,265.0 $547K 0.00% +876.0 +5.3% $31.69 -4.9%
783 MGY MAGNOLIA OIL & GAS CORP Energy 17,201.0 $543K 0.00% -622.0 -3.5% $31.57 -7.4%
784 PSKY PARAMOUNT SKYDANCE CORP Communication Services 59,683.0 $538K 0.00% +301.0 +0.5% $9.02 +12.3%
785 RBC RBC BEARINGS INC Industrials 987.0 $536K 0.00% $543.12 +5.1%
786 HLN HALEON PLC Healthcare 53,465.0 $535K 0.00% NEW $10.01 -6.9%
787 ACM AECOM Industrials 6,299.0 $534K 0.00% -131.0 -2.0% $84.82 -17.3%
788 CRC CALIFORNIA RES CORP Energy 7,718.0 $534K 0.00% +173.0 +2.3% $69.22 -10.1%
789 SUSA ISHARES TR 4,010.0 $530K 0.00% $132.10 +14.0%
790 ENPH ENPHASE ENERGY INC Energy 13,996.0 $529K 0.00% +257.0 +1.9% $37.81 +64.9%
791 AA ALCOA CORP Basic Materials 7,978.0 $529K 0.00% $66.33 -0.1%
792 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 19,755.0 $522K 0.00% -532.0 -2.6% $26.43 +5.6%
793 APG API GROUP CORP Industrials 12,815.0 $519K 0.00% $40.52 +2.4%
794 MHK MOHAWK INDS INC Consumer Cyclical 5,257.0 $518K 0.00% -136.0 -2.5% $98.46 +3.9%
795 CNR CORE NATURAL RESOURCES INC Energy 4,934.0 $517K 0.00% -133.0 -2.6% $104.73 -19.8%
796 PINS PINTEREST INC Communication Services 27,958.0 $513K 0.00% +2K +5.8% $18.34 +2.6%
797 VSNT VERSANT MEDIA GROUP INC Industrials 13,825.0 $512K 0.00% NEW $37.02 +13.1%
798 ESI ELEMENT SOLUTIONS INC Basic Materials 14,967.0 $511K 0.00% -296.0 -1.9% $34.14 +18.2%
799 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 2,300.0 $511K 0.00% $222.07 +71.3%
800 TFX TELEFLEX INCORPORATED Healthcare 4,265.0 $510K 0.00% -115.0 -2.6% $119.61 +13.0%
Page 40 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%