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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 41 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,519.0 $596K 0.00% NEW $62.63 +40.5%
802 MCHI ISHARES TR 11,663.0 $595K 0.00% +391.0 +3.5% $51.02 +9.1%
803 ONTO ONTO INNOVATION INC Technology 1,560.0 $590K 0.00% $378.45 -22.5%
804 CNH INDL N V 52,536.0 $590K 0.00% +39K +285.4% $11.23
805 LNC LINCOLN NATL CORP IND Financial Services 16,498.0 $583K 0.00% -412.0 -2.4% $35.35 +19.2%
806 CEMB ISHARES INC 12,575.0 $574K 0.00% $45.65 -0.8%
807 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 19,009.0 $574K 0.00% -746.0 -3.8% $30.18 -1.4%
808 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,942.0 $570K 0.00% +591.0 +11.0% $95.98 +24.3%
809 LW LAMB WESTON HLDGS INC Consumer Defensive 13,104.0 $566K 0.00% -161.0 -1.2% $43.18 +24.3%
810 SM SM ENERGY COMPANY Energy 21,678.0 $566K 0.00% +4K +20.0% $26.10 +42.5%
811 AUB ATLANTIC UN BANKSHARES CORP Financial Services 13,369.0 $566K 0.00% +388.0 +3.0% $42.31 -2.7%
812 APG API GROUP CORP Industrials 13,332.0 $565K 0.00% +517.0 +4.0% $42.35 -2.8%
813 HLN HALEON PLC Healthcare 60,500.0 $564K 0.00% +7K +13.2% $9.33 +7.2%
814 ROKU ROKU INC Communication Services 4,045.0 $559K 0.00% +104.0 +2.6% $138.14 +14.0%
815 CRBG COREBRIDGE FINL INC 19,507.0 $558K 0.00% -4K -18.6% $28.63
816 BWXT BWX TECHNOLOGIES INC Industrials 2,861.0 $557K 0.00% $194.65 -19.5%
817 THC TENET HEALTHCARE CORP Healthcare 2,974.0 $556K 0.00% +30.0 +1.0% $187.08 +50.1%
818 IOT SAMSARA INC Technology 16,982.0 $551K 0.00% -283.0 -1.6% $32.43 +23.2%
819 EWBC EAST WEST BANCORP INC Financial Services 4,254.0 $549K 0.00% -156.0 -3.5% $129.09 +0.7%
820 TW TRADEWEB MKTS INC Financial Services 5,478.0 $546K 0.00% -55.0 -1.0% $99.66 +7.4%
Page 41 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%