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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 64 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 LSTR LANDSTAR SYS INC Industrials 1,061.0 $219K NEW $206.81 -10.0%
1262 HR HEALTHCARE RLTY TR Real Estate 10,868.0 $219K -1K -9.2% $20.17 -5.3%
1263 MTX MINERALS TECHNOLOGIES INC Basic Materials 2,959.0 $219K -32.0 -1.1% $73.97 -3.0%
1264 MIRM MIRUM PHARMACEUTICALS INC Healthcare 1,866.0 $218K -503.0 -21.2% $117.07 -13.8%
1265 FNB F N B CORP Financial Services 11,423.0 $218K $19.08 +0.7%
1266 DVYE ISHARES INC 6,753.0 $218K $32.23 +5.8%
1267 CHE CHEMED CORP NEW Healthcare 467.0 $218K NEW $465.74 +13.6%
1268 LQDA LIQUIDIA CORPORATION Healthcare 2,725.0 $217K NEW $79.73 -6.8%
1269 MWA MUELLER WTR PRODS INC Industrials 8,371.0 $216K $25.83 -3.6%
1270 FAF FIRST AMERN FINL CORP Financial Services 3,148.0 $216K NEW $68.59 +5.6%
1271 PEB PEBBLEBROOK HOTEL TR Real Estate 11,120.0 $216K $19.41 -5.7%
1272 SYRE SPYRE THERAPEUTICS INC Healthcare 2,429.0 $216K NEW $88.78 +21.4%
1273 CMC COMMERCIAL METALS CO Basic Materials 3,432.0 $215K -214.0 -5.9% $62.75 +13.1%
1274 GAP GAP INC Consumer Cyclical 11,528.0 $215K $18.68 +7.5%
1275 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,508.0 $215K NEW $47.74 -9.7%
1276 ACI ALBERTSONS COMPANIES INC Consumer Defensive 15,892.0 $215K -2K -11.7% $13.53 -9.8%
1277 MSM MSC INDL DIRECT INC Industrials 1,805.0 $215K NEW $118.95 +3.1%
1278 IVT INVENTRUST PPTYS CORP Real Estate 6,065.0 $215K NEW $35.40 -5.6%
1279 AVA AVISTA CORP Utilities 5,248.0 $215K +133.0 +2.6% $40.91 -6.1%
1280 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,811.0 $215K NEW $118.53 -24.4%
Page 64 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%