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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 63 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ETSY INC 2,999.0 $226K NEW $75.33
1242 CBC CENTRAL BANCOMPANY Financial Services 7,431.0 $226K NEW $30.38 +7.0%
1243 KEX KIRBY CORP Industrials 1,659.0 $226K -260.0 -13.6% $135.97 +2.8%
1244 NFG NATIONAL FUEL GAS CO Energy 2,914.0 $225K $77.21 +8.0%
1245 AVT AVNET INC Technology 2,531.0 $225K NEW $88.82 +5.2%
1246 UGI UGI CORP NEW Utilities 6,477.0 $224K $34.54 +11.2%
1247 LOAR LOAR HOLDINGS INC Industrials 2,774.0 $224K NEW $80.61 -4.9%
1248 LNTH LANTHEUS HLDGS INC Healthcare 2,014.0 $223K NEW $110.94 -9.6%
1249 CHYM CHIME FINL INC Financial Services 10,884.0 $223K NEW $20.48 +55.8%
1250 XP XP INC Financial Services 13,705.0 $223K +282.0 +2.1% $16.26 -2.6%
1251 SNDR SCHNEIDER NATIONAL INC Industrials 6,098.0 $223K NEW $36.53 -3.4%
1252 EXP EAGLE MATLS INC Basic Materials 990.0 $223K -119.0 -10.7% $225.00 -10.9%
1253 WU WESTERN UN CO Financial Services 28,885.0 $222K -2K -6.7% $7.70 -6.4%
1254 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,384.0 $222K $160.42 +10.4%
1255 STAG STAG INDUSTRIAL INC Real Estate 5,810.0 $221K $38.06 -3.9%
1256 SLAB SILICON LABORATORIES INC Technology 1,010.0 $221K $218.56 +0.2%
1257 GVA GRANITE CONSTR INC Industrials 1,395.0 $221K NEW $158.08 -21.3%
1258 HLI HOULIHAN LOKEY INC Financial Services 1,644.0 $221K $134.13 -5.3%
1259 AROC ARCHROCK INC Energy 5,411.0 $220K NEW $40.71 -16.2%
1260 HE HAWAIIAN ELEC INDS INC MTN B Utilities 16,233.0 $220K $13.53 -14.6%
Page 63 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 25.1%
Technology 24.3%
Energy 9.7%
Basic Materials 8.5%
Industrials 7.2%
Communication Services 6.2%
Consumer Cyclical 6.0%
Healthcare 5.7%
Consumer Defensive 3.1%
Utilities 2.8%