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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 72 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 BNDX VANGUARD CHARLOTTE FDS 6,173.0 $297K NEW $48.05 +0.9%
1422 STNG SCORPIO TANKERS INC Energy 3,973.0 $297K -773.0 -16.3% $74.66 +5.0%
1423 BCO BRINKS CO Industrials 2,862.0 $297K -2K -36.3% $103.63 -7.1%
1424 FNV FRANCO NEV CORP Basic Materials 1,184.0 $296K NEW $250.26 -16.2%
1425 IIM INVESCO VALUE MUN INCOME TR Financial Services 24,324.0 $296K NEW $12.16 +4.4%
1426 EIPI FIRST TR EXCHNG TRADED FD VI 13,126.0 $295K NEW $22.49 -2.6%
1427 IXUS ISHARES TR 3,404.0 $295K NEW $86.64 +8.7%
1428 MYRG MYR GROUP INC Industrials 1,044.0 $295K -601.0 -36.5% $282.32 +66.5%
1429 PWB INVESCO EXCHANGE TRADED FD T 2,338.0 $294K NEW $125.93 +28.2%
1430 CWST CASELLA WASTE SYS INC Industrials 3,749.0 $294K -3K -44.1% $78.49 +16.2%
1431 PROP PRAIRIE OPER CO Financial Services 144,619.0 $294K NEW $2.03 -67.4%
1432 TFI SPDR SERIES TRUST 6,473.0 $293K NEW $45.34 +0.8%
1433 CVSA COVISTA INC Consumer Cyclical 2,540.0 $293K -1K -32.9% $115.25 +6.6%
1434 GVA GRANITE CONSTR INC Industrials 2,441.0 $293K -2K -47.7% $119.88 +26.7%
1435 BGRN ISHARES TR 6,152.0 $292K NEW $47.47 +0.1%
1436 ITB ISHARES TR 3,223.0 $292K NEW $90.54 +14.1%
1437 ALKS ALKERMES PLC Healthcare 8,245.0 $292K -9K -52.3% $35.36 +42.7%
1438 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 5,125.0 $291K -4K -42.5% $56.77 -10.7%
1439 MTH MERITAGE HOMES CORP Consumer Cyclical 4,684.0 $290K -3K -38.2% $61.84 +33.2%
1440 VSAT VIASAT INC Technology 6,322.0 $290K -6K -49.7% $45.80 +35.9%
Page 72 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%