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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 8 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COP CONOCOPHILLIPS Energy 451,432.0 $46.9M 0.10% +113K +33.5% $103.96 +24.8%
142 ETN EATON CORP PLC Industrials 108,470.0 $46.2M 0.10% +1K +1.3% $426.12 +1.2%
143 SO SOUTHERN CO Utilities 478,067.0 $45.8M 0.10% -29K -5.8% $95.71 -3.8%
144 FORTINET INC 297,718.0 $45.7M 0.10% +10K +3.5% $153.62
145 DDOG DATADOG INC Technology 175,448.0 $45.7M 0.10% -15K -8.0% $260.36 -5.5%
146 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 453,456.0 $45.4M 0.10% +337K +290.8% $100.07 +7.4%
147 CVS CVS HEALTH CORP Healthcare 436,422.0 $45.1M 0.10% +107K +32.7% $103.45 -8.3%
148 SNPS SYNOPSYS INC Technology 100,771.0 $45.0M 0.10% +1K +1.3% $446.07 -9.3%
149 BMY BRISTOL-MYERS SQUIBB CO Healthcare 776,340.0 $44.7M 0.10% +283K +57.5% $57.62 +14.6%
150 T AT&T INC Communication Services 2,160,813.0 $44.7M 0.10% +473K +28.0% $20.70 +20.3%
151 PFE PFIZER INC Healthcare 1,840,616.0 $44.3M 0.10% +47K +2.6% $24.08 +13.2%
152 BA BOEING CO Industrials 203,975.0 $44.2M 0.10% +3K +1.6% $216.47 +3.0%
153 DIS DISNEY WALT CO Communication Services 458,695.0 $44.1M 0.10% -12K -2.6% $96.25 +8.0%
154 CB CHUBB LIMITED Financial Services 128,118.0 $43.7M 0.10% -46K -26.6% $340.74 +1.3%
155 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 449,403.0 $43.2M 0.10% +35K +8.4% $96.12 -50.7%
156 LOW LOWES COS INC Consumer Cyclical 194,442.0 $42.9M 0.09% +48K +33.0% $220.49 -2.2%
157 CDNS CADENCE DESIGN SYSTEM INC Technology 112,830.0 $42.3M 0.09% -24K -17.5% $375.32 -15.7%
158 CL COLGATE PALMOLIVE CO Consumer Defensive 458,126.0 $42.0M 0.09% +71K +18.5% $91.64 -0.2%
159 USB US BANCORP Financial Services 671,690.0 $40.6M 0.09% +165K +32.5% $60.40 +7.3%
160 HONEYWELL INTL INC 179,145.0 $40.1M 0.09% NEW $223.90
Page 8 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%