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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 52 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GTLS CHART INDS INC Industrials 1,356.0 $280K 0.00% $206.75 +0.2%
1022 GAP GAP INC Consumer Cyclical 11,528.0 $279K 0.00% $24.20 -14.3%
1023 CGNX COGNEX CORP Technology 5,694.0 $279K 0.00% $48.99 +23.8%
1024 ORA ORMAT TECHNOLOGIES INC Utilities 2,490.0 $279K 0.00% +306.0 +14.0% $111.92 +15.5%
1025 PECO PHILLIPS EDISON & CO INC Real Estate 7,438.0 $278K 0.00% -138.0 -1.8% $37.42 +6.9%
1026 PPC PILGRIMS PRIDE CORP Consumer Defensive 7,365.0 $278K 0.00% $37.76 -24.9%
1027 SNAP SNAP INC Communication Services 60,409.0 $278K 0.00% +3K +4.8% $4.60 +23.3%
1028 LFUS LITTELFUSE INC Technology 815.0 $277K 0.00% $339.35 +28.5%
1029 CRK COMSTOCK RES INC Energy 13,113.0 $276K 0.00% $21.08 -30.4%
1030 VSAT VIASAT INC Technology 6,025.0 $276K 0.00% $45.80 +56.2%
1031 MOOG INC 939.0 $275K 0.00% $292.64
1032 BRX BRIXMOR PPTY GROUP INC Real Estate 9,537.0 $275K 0.00% $28.80 +3.7%
1033 AAOI APPLIED OPTOELECTRONICS INC Technology 3,247.0 $275K 0.00% NEW $84.59 +102.5%
1034 PFS PROVIDENT FINL SVCS INC Financial Services 12,980.0 $275K 0.00% -340.0 -2.5% $21.16 +2.7%
1035 MAC MACERICH CO Real Estate 14,524.0 $275K 0.00% -320.0 -2.2% $18.90 +15.7%
1036 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 6,649.0 $274K 0.00% $41.27 +26.6%
1037 NFG NATIONAL FUEL GAS CO Energy 2,914.0 $274K 0.00% $93.96 -11.7%
1038 SKY CHAMPION HOMES INC Consumer Cyclical 3,680.0 $274K 0.00% -98.0 -2.6% $74.37 -11.7%
1039 WTM WHITE MTNS INS GROUP LTD Financial Services 124.0 $272K 0.00% $2196.96 -2.7%
1040 AYI ACUITY INC Industrials 972.0 $272K 0.00% $280.22 -2.9%
Page 52 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%