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Portfolio (Quarterly) Guide ↗

CIBC Bancorp USA Inc.

· CIK 0001711924
13F Portfolio $82.3B AUM 4,604 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 313 New 706 Added 751 Reduced 136 Exited
Page 97 of 97  ·  1,928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 AKBA AKEBIA THREAPEUTICS INC Healthcare 14,267.0 $16K — +2K +11.9% $1.14 -21.4%
1922 BEAT HEARTBEAM INC Healthcare 20,631.0 $15K — +10K +94.1% $0.75 -52.0%
1923 — ENCORE ENERGY CORP — 10,765.0 $14K — NEW — $1.31 —
1924 MVST MICROVAST HOLDINGS INC Industrials 11,679.0 $14K — +2K +16.5% $1.17 -41.2%
1925 SES SES AI CORPORATION Consumer Cyclical 13,915.0 $13K — NEW — $0.96 -44.3%
1926 — LINEAGE CELL THERAPEUTICS IN — 10,174.0 $13K — NEW — $1.31 —
1927 REI RING ENERGY INC Energy 10,581.0 $11K — NEW — $1.08 +25.9%
1928 IVVD INVIVYD INC Healthcare 11,621.0 $10K — NEW — $0.87 +7.1%
Page 97 of 97  ·  1,928 positions

① 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 33.2%
Financial Services 14.1%
Industrials 11.9%
Healthcare 10.0%
Consumer Cyclical 9.8%
Communication Services 6.6%
Energy 4.2%
Consumer Defensive 3.3%
Utilities 2.9%
Real Estate 2.1%