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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 62 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 OII OCEANEERING INTL INC Energy 5,747.0 $204K NEW $35.47 +8.3%
1222 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 3,472.0 $204K -67.0 -1.9% $58.65 +5.6%
1223 HR HEALTHCARE RLTY TR Real Estate 11,966.0 $203K $16.99 +19.2%
1224 BYD BOYD GAMING CORP Consumer Cyclical 2,471.0 $203K $82.18 -5.2%
1225 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,499.0 $203K NEW $81.23 -4.9%
1226 FMC FMC CORP Basic Materials 11,773.0 $203K -326.0 -2.7% $17.22 -25.1%
1227 BIO BIO RAD LABS INC Healthcare 725.0 $202K $278.75 -0.9%
1228 ESTC ELASTIC N V Technology 4,033.0 $202K $49.99 +9.2%
1229 HTO H2O AMERICA Utilities 3,431.0 $201K NEW $58.67 -3.8%
1230 COGT COGENT BIOSCIENCES INC Healthcare 5,225.0 $201K NEW $38.49 -18.7%
1231 MSA MSA SAFETY INC Industrials 1,226.0 $201K NEW $163.95 +2.0%
1232 NSIT INSIGHT ENTERPRISES INC Technology 2,999.0 $201K -79.0 -2.6% $67.01 +31.3%
1233 SKT TANGER INC Real Estate 5,905.0 $201K -102.0 -1.7% $33.98 +4.1%
1234 CIFR CIPHER DIGITAL INC Financial Services 15,589.0 $201K $12.87 +47.7%
1235 MUR MURPHY OIL CORP Energy 4,857.0 $200K NEW $41.25 -1.8%
1236 LAD LITHIA MTRS INC Consumer Cyclical 802.0 $200K $249.72 +4.9%
1237 MTG MGIC INVT CORP WIS Financial Services 7,629.0 $200K $26.25 -0.9%
1238 PATH UIPATH INC Technology 17,924.0 $199K $11.10 -0.9%
1239 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 11,866.0 $198K -233.0 -1.9% $16.70 -11.1%
1240 WSC WILLSCOT HLDGS CORP Industrials 11,306.0 $196K -228.0 -2.0% $17.36 +33.9%
Page 62 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%