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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 48 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 DVY ISHARES TR 2,380.0 $372K 0.00% $156.30 +5.0%
942 RNST RENASANT CORP Financial Services 8,739.0 $372K 0.00% -285.0 -3.2% $42.54 -2.4%
943 APLE APPLE HOSPITALITY REIT INC Real Estate 21,830.0 $367K 0.00% $16.81 -0.8%
944 AYI ACUITY INC Industrials 972.0 $366K 0.00% $376.66 -8.9%
945 SCI SERVICE CORP INTL Consumer Cyclical 4,805.0 $365K 0.00% -244.0 -4.8% $75.96 +9.6%
946 MTRN MATERION CORP Basic Materials 1,226.0 $365K 0.00% NEW $297.39 -22.0%
947 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,034.0 $364K 0.00% -65.0 -3.1% $178.95 +21.2%
948 ICHR ICHOR HOLDINGS Technology 3,238.0 $364K 0.00% NEW $112.28 -46.4%
949 CVBF CVB FINL CORP Financial Services 15,901.0 $359K 0.00% +3K +26.5% $22.55 +0.1%
950 NSIT INSIGHT ENTERPRISES INC Technology 2,924.0 $356K 0.00% -75.0 -2.5% $121.80 +21.0%
951 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4,071.0 $355K 0.00% -156.0 -3.7% $87.22 +10.5%
952 SMMT SUMMIT THERAPEUTICS INC Healthcare 24,289.0 $354K 0.00% $14.57 -9.7%
953 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,759.0 $354K 0.00% -127.0 -6.7% $201.08 +6.8%
954 AMTM AMENTUM HOLDINGS INC Industrials 17,104.0 $354K 0.00% -1K -7.2% $20.67 +4.0%
955 LFUS LITTELFUSE INC Technology 776.0 $353K 0.00% -39.0 -4.8% $455.33 -9.5%
956 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 4,331.0 $353K 0.00% +401.0 +10.2% $81.51 +6.9%
957 GEO GEO GROUP INC Industrials 11,931.0 $353K 0.00% -456.0 -3.7% $29.55 +10.7%
958 CART MAPLEBEAR INC Consumer Cyclical 7,441.0 $352K 0.00% -1K -14.6% $47.35 +5.2%
959 DRS LEONARDO DRS INC Industrials 8,226.0 $351K 0.00% $42.67 -4.6%
960 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5,626.0 $350K 0.00% -29.0 -0.5% $62.22 -31.6%
Page 48 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%