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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $74.4B AUM 4,157 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 739 New 628 Added 377 Reduced 452 Exited
Page 69 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ISHARES TR 14,700.0 $337K NEW $22.92
1362 TM TOYOTA MOTOR CORP Consumer Cyclical 1,624.0 $335K NEW $206.14 -18.6%
1363 CWAN CLEARWATER ANALYTICS HLDGS I Technology 14,141.0 $334K -12K -46.3% $23.65 +3.8%
1364 GBCI GLACIER BANCORP INC NEW Financial Services 7,477.0 $334K -6K -45.4% $44.67 +12.7%
1365 J P MORGAN EXCHANGE TRADED F 6,589.0 $333K NEW $50.61
1366 AOM ISHARES TR 7,029.0 $333K NEW $47.37 +4.7%
1367 APLD APPLIED DIGITAL CORP Technology 13,981.0 $332K -9K -38.8% $23.74 +76.8%
1368 OGS ONE GAS INC Utilities 3,852.0 $332K -3K -39.7% $86.13 -9.4%
1369 PAGP PLAINS GP HLDGS L P Energy 13,644.0 $331K NEW $24.28 -3.6%
1370 NTR NUTRIEN LTD Basic Materials 3,969.0 $331K NEW $83.39 -27.6%
1371 AROC ARCHROCK INC Energy 9,479.0 $330K -8K -46.3% $34.80 +11.5%
1372 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 13,976.0 $329K +3K +22.4% $23.56 +16.2%
1373 IDMO INVESCO EXCH TRADED FD TR II 5,995.0 $329K NEW $54.84 +8.3%
1374 RSPG INVESCO EXCHANGE TRADED FD T 3,000.0 $328K NEW $109.47 -10.9%
1375 SKY CHAMPION HOMES INC Consumer Cyclical 4,414.0 $328K -2K -27.8% $74.37 +18.6%
1376 CRSP CRISPR THERAPEUTICS AG Healthcare 6,885.0 $328K -2K -22.0% $47.57 +12.6%
1377 ARCB ARCBEST CORP Industrials 3,329.0 $327K NEW $98.36 +47.6%
1378 THOMSON REUTERS CORP 3,636.0 $327K -13K -78.0% $89.98
1379 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,188.0 $327K NEW $149.49 +22.7%
1380 KRYS KRYSTAL BIOTECH INC Healthcare 1,265.0 $327K -1K -52.1% $258.32 +34.6%
Page 69 of 88  ·  1,751 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
Technology 28.8%
Financial Services 14.2%
Industrials 11.4%
Healthcare 11.3%
Consumer Cyclical 9.8%
Communication Services 8.8%
Energy 5.4%
Consumer Defensive 3.1%
Utilities 2.9%
Real Estate 2.3%