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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 44 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 RMBS RAMBUS INC DEL Technology 3,410.0 $453K 0.00% $132.74 -31.3%
862 UNM UNUM GROUP Financial Services 5,063.0 $453K 0.00% -3K -37.7% $89.40 -1.8%
863 DOCN DIGITALOCEAN HLDGS INC Technology 2,882.0 $453K 0.00% $157.03 -26.4%
864 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,088.0 $451K 0.00% -204.0 -3.9% $88.60 -36.6%
865 LECO LINCOLN ELEC HLDGS INC Industrials 1,694.0 $450K 0.00% -78.0 -4.4% $265.51 +6.1%
866 BBIO BRIDGEBIO PHARMA INC Healthcare 5,995.0 $447K 0.00% -151.0 -2.5% $74.48 +9.4%
867 POWI POWER INTEGRATIONS INC Technology 5,281.0 $442K 0.00% -31.0 -0.6% $83.76 -34.1%
868 MGY MAGNOLIA OIL & GAS CORP Energy 17,201.0 $440K 0.00% $25.58 +10.0%
869 QRVO QORVO INC Technology 4,715.0 $440K 0.00% -275.0 -5.5% $93.27 +2.5%
870 ALLY ALLY FINL INC Financial Services 9,543.0 $439K 0.00% $45.95 -6.6%
871 EXEL EXELIXIS INC Healthcare 8,031.0 $437K 0.00% -1K -14.8% $54.41 -0.6%
872 AEIS ADVANCED ENERGY INDS Industrials 1,167.0 $435K 0.00% -59.0 -4.8% $372.87 -23.3%
873 OHI OMEGA HEALTHCARE INVS INC Real Estate 9,090.0 $433K 0.00% $47.68 -2.2%
874 MOD MODINE MFG CO Consumer Cyclical 1,616.0 $432K 0.00% $267.02 -26.0%
875 GTES GATES INDL CORP PLC Industrials 15,427.0 $431K 0.00% -91.0 -0.6% $27.97 -7.4%
876 MLI MUELLER INDS INC Industrials 3,506.0 $431K 0.00% $122.93 -48.6%
877 LAMR LAMAR ADVERTISING CO Real Estate 2,752.0 $429K 0.00% $155.98 -3.3%
878 WTRG ESSENTIAL UTILS INC Utilities 11,181.0 $428K 0.00% +310.0 +2.9% $38.31 +4.9%
879 FULT FULTON FINL CORP PA Financial Services 17,697.0 $428K 0.00% +519.0 +3.0% $24.19 -2.3%
880 RNR RENAISSANCERE HLDGS LTD Financial Services 1,344.0 $426K 0.00% -302.0 -18.4% $316.90 +2.1%
Page 44 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%