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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 70 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 UBSI UNITED BANKSHARES INC WEST V Financial Services 7,881.0 $326K -7K -47.8% $41.42 +10.3%
1382 RDVY FIRST TR EXCHANGE TRADED FD 4,768.0 $326K NEW $68.29 +15.6%
1383 CUSHMAN AND WAKEFIELD LTD 26,547.0 $325K NEW $12.26
1384 CALL NUSCALE PWR CORP 30,000.0 $325K NEW $10.84
1385 GSK GSK PLC Healthcare 5,889.0 $323K NEW $54.91 -6.9%
1386 BOTZ GLOBAL X FDS 9,731.0 $323K NEW $33.22 +10.1%
1387 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,389.0 $322K -1K -30.2% $94.88 +8.6%
1388 DFIC DIMENSIONAL ETF TRUST 9,050.0 $322K NEW $35.53 +3.9%
1389 HUT 8 CORP 6,809.0 $319K -3K -32.2% $46.91
1390 EQNR EQUINOR ASA Energy 7,566.0 $319K NEW $42.20 -25.1%
1391 BCPC BALCHEM CORP Basic Materials 1,876.0 $318K -2K -46.4% $169.48 -0.1%
1392 MATX MATSON INC Industrials 1,939.0 $318K -2K -44.1% $163.94 +19.3%
1393 RIG TRANSOCEAN LTD Energy 47,899.0 $318K -178K -78.8% $6.63 -24.0%
1394 NE NOBLE CORP PLC Energy 6,460.0 $317K -7K -52.0% $49.07 -20.2%
1395 FERROVIAL SE 4,859.0 $316K NEW $65.05
1396 INGR INGREDION INC Consumer Defensive 2,795.0 $315K NEW $112.66 -12.9%
1397 SNCY SUN CTRY AIRLS HLDGS INC Industrials 19,036.0 $314K NEW $16.52 -2.1%
1398 CWB SPDR SERIES TRUST 3,433.0 $314K NEW $91.52 +17.1%
1399 ICHR ICHOR HOLDINGS Technology 6,714.0 $313K NEW $46.61 +91.8%
1400 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2,968.0 $313K -3K -52.2% $105.40 +15.9%
Page 70 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%