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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 74 of 88  ·  1,751 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 838.0 $277K -506.0 -37.6% $330.63 -4.0%
1462 ATEC ALPHATEC HLDGS INC Healthcare 25,420.0 $277K +13K +105.5% $10.88 -20.0%
1463 MWA MUELLER WTR PRODS INC Industrials 10,064.0 $276K -7K -39.5% $27.45 -4.4%
1464 TRC TEJON RANCH CO Industrials 14,563.0 $274K NEW $18.84 -1.8%
1465 PTCT PTC THERAPEUTICS INC Healthcare 4,001.0 $273K -4K -51.7% $68.13 +23.9%
1466 ACA ARCOSA INC Industrials 2,564.0 $272K -3K -50.5% $106.14 +36.0%
1467 AVDV AMERICAN CENTY ETF TR 2,725.0 $272K NEW $99.85 +4.3%
1468 PCTY PAYLOCITY HLDG CORP Technology 2,518.0 $272K NEW $108.04 -3.9%
1469 BMO BANK MONTREAL MEDIUM Financial Services 1,999.0 $271K NEW $135.34 +27.4%
1470 DBX DROPBOX INC Technology 11,879.0 $270K NEW $22.72 +15.8%
1471 TBLL INVESCO EXCH TRADED FD TR II 2,546.0 $269K NEW $105.55 -0.0%
1472 CALL AMERICAN AIRLINES GROUP INC 25,000.0 $268K NEW $10.74
1473 DON WISDOMTREE TR 5,080.0 $267K NEW $52.54 +7.0%
1474 GLNG GOLAR LNG LTD Energy 4,921.0 $266K -6K -53.8% $54.11 -7.9%
1475 ROIV ROIVANT SCIENCES LTD Healthcare 9,521.0 $264K NEW $27.70 +22.8%
1476 XMHQ INVESCO EXCHANGE TRADED FD T 2,551.0 $264K NEW $103.37 +7.1%
1477 HYD VANECK ETF TRUST 5,250.0 $263K NEW $50.14 +2.8%
1478 IYF ISHARES TR 2,233.0 $263K NEW $117.65 +9.0%
1479 CALL OLIN CORP 8,800.0 $262K NEW $29.73
1480 VLUE ISHARES TR 1,835.0 $261K NEW $142.19 +38.3%
Page 74 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%