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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 5 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK OF AMER CORP Financial Services 1,898,216.0 $108.1M 0.24% -258K -11.9% $56.96 +12.1%
82 WDC WESTERN DIGITAL CORP Technology 168,588.0 $107.7M 0.24% +27K +19.3% $638.72 -21.9%
83 TMO THERMO FISHER SCIENTIFIC INC Healthcare 214,502.0 $107.6M 0.24% -22K -9.4% $501.46 +17.0%
84 QCOM QUALCOMM INC Technology 549,849.0 $101.6M 0.22% $184.79 -14.2%
85 CVX CHEVRON CORPORATION Energy 611,439.0 $101.4M 0.22% -23K -3.7% $165.76 +23.2%
86 CIGI COLLIERS INTL GROUP INC Real Estate 1,065,340.0 $100.0M 0.22% -28K -2.6% $93.83 +12.7%
87 PEP PEPSICO INC Consumer Defensive 726,686.0 $98.4M 0.22% +11K +1.5% $135.40 +3.5%
88 NTR NUTRIEN LTD Basic Materials 1,548,546.0 $97.4M 0.21% +778K +100.9% $62.88 +10.0%
89 GE GE AEROSPACE Industrials 256,111.0 $95.7M 0.21% +2K +0.9% $373.73 -0.6%
90 TFII TFI INTERNATIONAL INC Industrials 648,769.0 $93.6M 0.20% +214K +49.1% $144.30 -1.0%
91 RB GLOBAL INC 775,230.0 $91.9M 0.20% -282K -26.7% $118.52
92 EFA ISHARES TR 872,310.0 $90.6M 0.20% -218K -20.0% $103.88 +3.3%
93 WCN WASTE CONNECTIONS INC Industrials 536,576.0 $90.1M 0.20% -436K -44.8% $167.83 -0.7%
94 MDT MEDTRONIC PLC Healthcare 1,146,973.0 $89.7M 0.20% +22K +1.9% $78.23 +18.3%
95 ADI ANALOG DEVICES INC Technology 223,465.0 $88.8M 0.20% -4K -1.6% $397.17 -6.1%
96 SPY STATE STR SPDR S&P 500 ETF T Financial Services 118,053.0 $88.2M 0.19% -33K -21.9% $746.77 +2.9%
97 BOYD GROUP SERVICES INC 927,785.0 $87.9M 0.19% -141K -13.2% $94.77
98 VZ VERIZON COMMUNICATIONS INC Communication Services 2,031,501.0 $86.0M 0.19% +212K +11.7% $42.34 +15.1%
99 PM PHILIP MORRIS INTL INC Consumer Defensive 474,109.0 $85.8M 0.19% -34K -6.7% $180.90 +3.9%
100 IBM INTERNATIONAL BUSINESS MACHS Technology 304,254.0 $85.6M 0.19% +42K +16.1% $281.21 -17.7%
Page 5 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 25.1%
Technology 24.3%
Energy 9.7%
Basic Materials 8.5%
Industrials 7.2%
Communication Services 6.2%
Consumer Cyclical 6.0%
Healthcare 5.7%
Consumer Defensive 3.1%
Utilities 2.8%