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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 49 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SAIA SAIA INC Industrials 829.0 $349K 0.00% $421.16 -14.0%
962 VMI VALMONT INDS INC Industrials 604.0 $349K 0.00% -44.0 -6.8% $577.60 -15.9%
963 WSBC WESBANCO INC Financial Services 8,919.0 $348K 0.00% NEW $39.03 +4.7%
964 NYT NEW YORK TIMES CO MTN BE Communication Services 4,962.0 $347K 0.00% -220.0 -4.2% $69.98 -6.1%
965 TDS TELEPHONE & DATA SYS INC Communication Services 9,374.0 $347K 0.00% -174.0 -1.8% $37.01 -9.2%
966 AUR AURORA INNOVATION INC Technology 50,746.0 $346K 0.00% -8K -13.4% $6.82 -8.5%
967 AAOI APPLIED OPTOELECTRONICS INC Technology 2,325.0 $344K 0.00% -922.0 -28.4% $148.16 -15.8%
968 AGX ARGAN INC Industrials 431.0 $344K 0.00% -322.0 -42.8% $798.55 -37.2%
969 LRN STRIDE INC Consumer Defensive 3,968.0 $342K 0.00% -42.0 -1.1% $86.24 -2.2%
970 SF STIFEL FINL CORP Financial Services 4,882.0 $341K 0.00% $69.77 +16.0%
971 FIRST HAWAIIAN INC 11,623.0 $341K 0.00% -162.0 -1.4% $29.30
972 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,927.0 $339K 0.00% $57.22 +16.6%
973 SLG SL GREEN RLTY CORP Real Estate 6,519.0 $337K 0.00% -59.0 -0.9% $51.77 +11.0%
974 ARW ARROW ELECTRS INC Technology 1,579.0 $337K 0.00% -111.0 -6.6% $213.41 -1.2%
975 CACC CREDIT ACCEP CORP MICH Financial Services 529.0 $337K 0.00% NEW $636.74 -5.6%
976 ABCB AMERIS BANCORP Financial Services 3,729.0 $337K 0.00% -235.0 -5.9% $90.26 -4.5%
977 UMBF UMB FINL CORP Financial Services 2,355.0 $336K 0.00% +77.0 +3.4% $142.76 +1.7%
978 FROG JFROG LTD Technology 3,699.0 $336K 0.00% NEW $90.88 +1.4%
979 WTFC WINTRUST FINL CORP Financial Services 2,080.0 $334K 0.00% +160.0 +8.3% $160.72 -5.0%
980 TRNO TERRENO RLTY CORP Real Estate 5,160.0 $334K 0.00% $64.77 +5.2%
Page 49 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%