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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 7 of 69  ·  1,372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEE NEXTERA ENERGY INC Utilities 611,152.0 $56.8M 0.14% -16K -2.5% $92.88 -3.7%
122 BKNG BOOKING HOLDINGS INC Consumer Cyclical 13,474.0 $56.7M 0.14% -112.0 -0.8% $4210.32 -96.4%
123 MO ALTRIA GROUP INC Consumer Defensive 801,680.0 $52.9M 0.13% -38K -4.5% $65.99 +10.5%
124 CMCSA COMCAST CORP NEW Communication Services 1,826,012.0 $52.4M 0.13% -89K -4.6% $28.71 -13.7%
125 SCHW SCHWAB CHARLES CORP Financial Services 542,325.0 $50.9M 0.12% +128K +30.7% $93.93 -2.6%
126 DUK DUKE ENERGY CORP NEW Utilities 387,544.0 $50.7M 0.12% +7K +1.8% $130.93 -6.9%
127 PFE PFIZER INC Healthcare 1,793,663.0 $50.4M 0.12% +208K +13.1% $28.08 -10.2%
128 SYK STRYKER CORPORATION Healthcare 153,188.0 $50.3M 0.12% +57K +59.6% $328.59 -6.6%
129 INTU INTUIT Technology 115,686.0 $50.0M 0.12% -29K -19.9% $432.38 -9.4%
130 MS MORGAN STANLEY Financial Services 302,055.0 $49.7M 0.12% +5K +1.6% $164.57 +17.3%
131 ADP AUTOMATIC DATA PROCESSING IN Industrials 244,362.0 $49.6M 0.12% +9K +4.0% $203.18 +6.7%
132 BLK BLACKROCK INC Financial Services 51,474.0 $49.5M 0.12% +2K +3.7% $961.71 +12.5%
133 SO SOUTHERN CO Utilities 507,531.0 $49.0M 0.12% +11K +2.2% $96.52 -4.1%
134 T AT&T INC Communication Services 1,687,730.0 $48.9M 0.12% +13K +0.8% $28.99 -17.0%
135 VRTX VERTEX PHARMACEUTICALS INC Healthcare 106,893.0 $47.7M 0.12% -748.0 -0.7% $446.54 -2.5%
136 TFII TRANSFORCE INC Industrials 435,012.0 $47.5M 0.12% +356K +452.1% $109.18 +28.2%
137 RSG REPUBLIC SVCS INC Industrials 213,853.0 $46.8M 0.11% -2K -1.1% $218.72 -4.3%
138 AEP AMERICAN ELEC PWR CO INC Utilities 356,193.0 $46.7M 0.11% -8K -2.1% $131.08 -3.9%
139 APH AMPHENOL CORP Technology 369,523.0 $46.7M 0.11% +3K +0.8% $126.35 -3.1%
140 CRM SALESFORCE INC Technology 246,935.0 $46.1M 0.11% +3K +1.4% $186.67 -6.9%
Page 7 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%