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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 41 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 OVV OVINTIV INC Energy 8,542.0 $507K 0.00% $59.36 -0.8%
802 LUMN LUMEN TECHNOLOGIES INC Communication Services 72,531.0 $504K 0.00% -1K -1.8% $6.95 +35.8%
803 TLN TALEN ENERGY CORP Utilities 1,575.0 $503K 0.00% $319.23 +7.9%
804 MATX MATSON INC Industrials 3,044.0 $499K 0.00% -82.0 -2.6% $163.94 +11.5%
805 ITT ITT INC Industrials 2,590.0 $493K 0.00% $190.53 +1.1%
806 PR PERMIAN RESOURCES CORP Energy 22,953.0 $489K 0.00% $21.32 -2.0%
807 RNR RENAISSANCERE HLDGS LTD Financial Services 1,646.0 $489K 0.00% $297.23 +2.0%
808 IONQ IONQ INC Technology 16,912.0 $488K 0.00% +762.0 +4.7% $28.83 +104.3%
809 MKSI MKS INC. Technology 2,107.0 $484K 0.00% $229.81 +36.3%
810 CLH CLEAN HARBORS INC Industrials 1,682.0 $482K 0.00% $286.73 -1.5%
811 COKE COCA COLA CONS INC Consumer Defensive 2,510.0 $481K 0.00% $191.74 -8.0%
812 AMTM AMENTUM HOLDINGS INC Industrials 18,435.0 $481K 0.00% -451.0 -2.4% $26.08 -11.2%
813 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 7,698.0 $481K 0.00% -77K -90.9% $62.42 +1.0%
814 SOMNIGROUP INTERNATIONAL INC 6,467.0 $478K 0.00% $73.92
815 RITM RITHM CAPITAL CORP Real Estate 50,301.0 $477K 0.00% +35K +231.8% $9.48 -2.2%
816 SNX TD SYNNEX CORPORATION Technology 2,800.0 $472K 0.00% $168.71 +36.7%
817 KNSL KINSALE CAP GROUP INC Financial Services 1,381.0 $472K 0.00% $341.66 -8.7%
818 DKNG DRAFTKINGS INC NEW Consumer Cyclical 21,790.0 $471K 0.00% +1K +5.5% $21.62 +17.5%
819 EWBC EAST WEST BANCORP INC Financial Services 4,410.0 $471K 0.00% $106.76 +15.2%
820 STRL STERLING INFRASTRUCTURE INC Industrials 1,155.0 $470K 0.00% $407.27 +84.6%
Page 41 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%