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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 66 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 HP HELMERICH & PAYNE INC Energy 6,354.0 $208K $32.74 +35.0%
1302 PPC PILGRIMS PRIDE CORP Consumer Defensive 7,365.0 $207K $28.11 +1.4%
1303 CENX CENTURY ALUM CO Basic Materials 4,497.0 $207K +457.0 +11.3% $46.01 -0.8%
1304 NOV NOV INC Energy 11,145.0 $207K -1K -9.9% $18.55 +13.2%
1305 BYD BOYD GAMING CORP Consumer Cyclical 2,335.0 $206K -136.0 -5.5% $88.33 -6.6%
1306 NIC NICOLET BANKSHARES INC Financial Services 1,246.0 $206K NEW $165.39 +6.9%
1307 KN KNOWLES CORP Technology 4,953.0 $205K NEW $41.48 -13.1%
1308 KRMN KARMAN HLDGS INC Industrials 4,099.0 $205K NEW $49.92 +19.1%
1309 SBCF SEACOAST BKG CORP FLA Financial Services 6,150.0 $204K NEW $33.25 +6.9%
1310 CVLT COMMVAULT SYS INC Technology 1,441.0 $204K NEW $141.73 +0.8%
1311 PACS PACS GROUP INC Financial Services 4,781.0 $204K NEW $42.64 +2.7%
1312 SRRK SCHOLAR ROCK HLDG CORP Healthcare 3,705.0 $204K NEW $55.00 -0.5%
1313 VFC V F CORP Consumer Cyclical 12,138.0 $202K $16.68 -14.2%
1314 COGT COGENT BIOSCIENCES INC Healthcare 5,225.0 $202K $38.70 -3.4%
1315 M MACYS INC Consumer Cyclical 8,576.0 $202K NEW $23.55 -1.4%
1316 CHRD CHORD ENERGY CORPORATION Energy 1,765.0 $202K $114.30 +25.9%
1317 CNK CINEMARK HLDGS INC Communication Services 6,338.0 $201K NEW $31.73 +15.7%
1318 NHI NATIONAL HEALTH INVS INC Real Estate 2,634.0 $201K NEW $76.26 -4.0%
1319 BOX BOX INC Technology 7,557.0 $201K NEW $26.54 +22.2%
1320 NWBI NORTHWEST BANCSHARES INC Financial Services 13,201.0 $200K $15.16 +3.2%
Page 66 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%