BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 45 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AA ALCOA CORP Basic Materials 8,159.0 $425K 0.00% +181.0 +2.3% $52.14 -0.6%
882 RXO RXO INC Industrials 15,370.0 $424K 0.00% +1K +9.4% $27.59 -18.3%
883 BWA BORGWARNER INC Consumer Cyclical 6,372.0 $423K 0.00% -940.0 -12.9% $66.40 +2.1%
884 NTNX NUTANIX INC Technology 8,260.0 $421K 0.00% $50.96 +32.7%
885 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5,764.0 $421K 0.00% $72.99 +7.9%
886 SANM SANMINA CORP Technology 1,656.0 $419K 0.00% -1K -42.7% $253.08 -25.4%
887 EVR EVERCORE INC Financial Services 1,224.0 $418K 0.00% +31.0 +2.6% $341.44 -14.5%
888 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 5,985.0 $417K 0.00% NEW $69.74 -15.6%
889 MAC MACERICH CO Real Estate 16,495.0 $416K 0.00% +2K +13.6% $25.19 -3.2%
890 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,804.0 $412K 0.00% -519.0 -12.0% $108.35 -2.3%
891 MDU MDU RES GROUP INC Industrials 19,323.0 $410K 0.00% +126.0 +0.7% $21.21 -5.9%
892 DT DYNATRACE INC Technology 9,320.0 $409K 0.00% $43.91 +12.3%
893 GKOS GLAUKOS CORP Healthcare 2,922.0 $408K 0.00% +245.0 +9.2% $139.76 +32.3%
894 CNA CNA FINL CORP Financial Services 8,347.0 $406K 0.00% NEW $48.61 +0.8%
895 VYM VANGUARD WHITEHALL FDS 2,555.0 $404K 0.00% $158.03 +4.4%
896 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,089.0 $404K 0.00% $193.23 +5.8%
897 CRC CALIFORNIA RES CORP Energy 7,629.0 $403K 0.00% -89.0 -1.1% $52.87 +0.7%
898 FPS FORGENT POWER SOLUTIONS INC Industrials 7,216.0 $403K 0.00% NEW $55.86 -40.6%
899 LBRT LIBERTY ENERGY INC Energy 15,341.0 $402K 0.00% $26.19 -26.1%
900 AAL AMERICAN AIRLINES GROUP INC Industrials 22,154.0 $400K 0.00% $18.07 -23.5%
Page 45 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%