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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 53 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 GTLS CHART INDS INC Industrials 1,480.0 $309K 0.00% +124.0 +9.1% $208.94 +0.5%
1042 MUSA MURPHY USA INC Consumer Cyclical 573.0 $309K 0.00% -70.0 -10.9% $538.87 +5.7%
1043 MP MP MATERIALS CORP Basic Materials 5,494.0 $308K 0.00% -1K -17.9% $56.01 +7.2%
1044 BOH BANK HAWAII CORP Financial Services 3,768.0 $307K 0.00% -42.0 -1.1% $81.49 -4.9%
1045 CIFR CIPHER DIGITAL INC Financial Services 12,528.0 $307K 0.00% -3K -19.6% $24.50 -35.7%
1046 LINE LINEAGE INC Real Estate 7,064.0 $306K 0.00% $43.25 -3.8%
1047 ARCB ARCBEST CORP Industrials 2,122.0 $305K 0.00% -23.0 -1.1% $143.54 -2.2%
1048 GAMESTOP CORP 13,783.0 $304K 0.00% $22.08
1049 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,815.0 $303K 0.00% NEW $52.15 +7.2%
1050 SOUTHSTATE BK CORP 3,033.0 $303K 0.00% -118.0 -3.7% $99.90
1051 ADT ADT INC DEL Industrials 46,545.0 $303K 0.00% +1K +2.4% $6.50 +13.5%
1052 CFR CULLEN FROST BANKERS INC Financial Services 1,954.0 $302K 0.00% -110.0 -5.3% $154.52 +6.3%
1053 BRX BRIXMOR PPTY GROUP INC Real Estate 9,537.0 $301K 0.00% $31.53 -7.0%
1054 LAZ LAZARD INC Financial Services 7,157.0 $300K 0.00% NEW $41.94 +5.3%
1055 PIPR PIPER SANDLER COMPANIES Financial Services 4,146.0 $300K 0.00% -86.0 -2.0% $72.34 +3.7%
1056 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,384.0 $299K 0.00% $216.32 +4.1%
1057 FUL FULLER H B CO Basic Materials 5,114.0 $298K 0.00% -33.0 -0.6% $58.29 +0.7%
1058 KALU KAISER ALUMINIUM CORPORATION Basic Materials 1,523.0 $298K 0.00% NEW $195.63 -21.2%
1059 OSK OSHKOSH CORP Industrials 1,934.0 $297K 0.00% -95.0 -4.7% $153.48 +2.4%
1060 RHI ROBERT HALF INC. Industrials 9,667.0 $297K 0.00% $30.70 +45.8%
Page 53 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%