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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 57 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 BTU PEABODY ENGR CORP Energy 11,606.0 $268K 0.00% -85.0 -0.7% $23.12 +20.0%
1122 ITRI ITRON INC Technology 3,101.0 $268K 0.00% -28.0 -0.9% $86.53 +15.1%
1123 ALGT ALLEGIANT TRAVEL CO Industrials 2,276.0 $268K 0.00% NEW $117.60 -31.8%
1124 CBSH COMMERCE BANCSHARES INC Financial Services 4,633.0 $268K 0.00% $57.75 +1.7%
1125 DOCU DOCUSIGN INC Technology 6,012.0 $267K 0.00% -423.0 -6.6% $44.42 +38.8%
1126 BSY BENTLEY SYS INC Technology 8,919.0 $267K 0.00% $29.89 +23.7%
1127 DIA STATE STR SPDR DOW JONES IND Financial Services 510.0 $266K 0.00% $522.39 +1.8%
1128 ENS ENERSYS Industrials 1,139.0 $266K 0.00% -162.0 -12.4% $233.82 -18.5%
1129 ROG ROGERS CORP Technology 1,626.0 $266K 0.00% NEW $163.73 -22.7%
1130 BCC BOISE CASCADE CO DEL Basic Materials 3,426.0 $266K 0.00% -145.0 -4.1% $77.63 +5.9%
1131 ORA ORMAT TECHNOLOGIES INC Utilities 2,439.0 $266K 0.00% -51.0 -2.0% $108.90 +0.2%
1132 INDB INDEPENDENT BK CORP MASS Financial Services 3,172.0 $266K 0.00% +45.0 +1.4% $83.72 -0.2%
1133 MC MOELIS & CO Financial Services 4,056.0 $265K 0.00% -78.0 -1.9% $65.42 +4.4%
1134 ATR APTARGROUP INC Healthcare 2,115.0 $265K 0.00% $125.20 +7.4%
1135 REZI RESIDEO TECHNOLOGIES INC Industrials 8,511.0 $265K 0.00% $31.10 -34.9%
1136 WAFD WAFD INC Financial Services 6,896.0 $265K 0.00% +176.0 +2.6% $38.37 -5.2%
1137 ACIW ACI WORLDWIDE INC Technology 5,241.0 $264K 0.00% -546.0 -9.4% $50.29 +3.0%
1138 TGTX TG THERAPEUTICS INC Healthcare 4,786.0 $263K 0.00% NEW $54.94 -0.1%
1139 PCVX VAXCYTE INC Healthcare 4,516.0 $263K 0.00% $58.13 +8.5%
1140 ECG EVERUS CONSTR GROUP Industrials 1,577.0 $262K 0.00% NEW $165.95 -23.3%
Page 57 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%