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Portfolio (Quarterly) Guide ↗

CIBC Asset Management Inc

· CIK 0001021926
13F Portfolio $40.9B AUM 1,372 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New 551 Added 320 Reduced 65 Exited
Page 51 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 5,027.0 $289K 0.00% $57.58 +20.8%
1002 GKOS GLAUKOS CORP Healthcare 2,677.0 $288K 0.00% -46.0 -1.7% $107.66 +26.2%
1003 ACLX ARCELLX INC Healthcare 2,508.0 $288K 0.00% NEW $114.82 +0.2%
1004 LCII LCI INDS Consumer Cyclical 2,339.0 $288K 0.00% -63.0 -2.6% $122.98 -13.2%
1005 ITGR INTEGER HLDGS CORP Healthcare 3,265.0 $287K 0.00% -92.0 -2.7% $88.00 +1.7%
1006 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,699.0 $287K 0.00% $169.02 +35.0%
1007 NOG NORTHERN OIL & GAS INC Energy 9,824.0 $287K 0.00% +204.0 +2.1% $29.23 -17.6%
1008 REZI RESIDEO TECHNOLOGIES INC Industrials 8,511.0 $287K 0.00% -158.0 -1.8% $33.71 -16.3%
1009 CAVA CAVA GROUP INC Consumer Cyclical 3,537.0 $286K 0.00% $80.90 -5.6%
1010 ACA ARCOSA INC Industrials 2,690.0 $286K 0.00% -46.0 -1.7% $106.14 +10.4%
1011 UFCS UNITED FIRE GROUP INC Financial Services 7,691.0 $285K 0.00% $37.06 +32.6%
1012 AMG AFFILIATED MANAGERS GROUP Financial Services 1,023.0 $283K 0.00% $276.70 +7.5%
1013 CFR CULLEN FROST BANKERS INC Financial Services 2,064.0 $283K 0.00% $137.08 +1.1%
1014 BOH BANK HAWAII CORP Financial Services 3,810.0 $283K 0.00% -104.0 -2.7% $74.25 +3.8%
1015 PRI PRIMERICA INC Financial Services 1,129.0 $283K 0.00% $250.48 +10.8%
1016 FSLY FASTLY INC Technology 9,719.0 $282K 0.00% NEW $29.06 -42.7%
1017 CRWV COREWEAVE INC Technology 3,644.0 $282K 0.00% NEW $77.47 +34.6%
1018 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2,667.0 $281K 0.00% $105.40 -5.5%
1019 SPXC SPX TECHNOLOGIES INC Industrials 1,405.0 $281K 0.00% $199.94 +0.8%
1020 ITRI ITRON INC Technology 3,129.0 $280K 0.00% +328.0 +11.7% $89.63 -10.4%
Page 51 of 69  ·  1,372 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 22.2%
Technology 20.6%
Energy 12.6%
Basic Materials 11.2%
Communication Services 6.8%
Industrials 6.6%
Consumer Cyclical 6.0%
Healthcare 5.7%
Consumer Defensive 3.3%
Utilities 3.2%