Filing analysis
CIBC Bancorp USA Inc.
13F-HR · period Q2 2026 · filed Aug 13, 2026
$82.25BReported 13F value
4,604Positions
3Other managers included
+254New
719Increased
759Reduced
−98Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| KB KB Financial Group Inc. | $68.09M | 0.1% |
| EWZ iShares MSCI Brazil ETF | $66.84M | 0.1% |
| HONA Honeywell Aerospace Inc | $66.33M | 0.1% |
| WBS Webster Financial Corporation | $49.92M | 0.1% |
| MTSI MACOM Technology Solutions… | $43.66M | 0.1% |
| RYAAY Ryanair Holdings plc | $41.39M | 0.1% |
| IDEQ | $40.81M | 0.1% |
| GXO GXO Logistics, Inc. | $37.56M | 0.0% |
| FRVO Fervo Energy Company | $33.61M | 0.0% |
| ALGM Allegro MicroSystems, Inc. | $22.81M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +96.5% | $998.25M |
| DKNG DraftKings Inc. | ▲ Add | +205.0% | $942.62M |
| FLTR.L Flutter Entertainment plc | ▲ Add | +68.6% | $1.29B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +12.1% | $752.07M |
| VOO Vanguard S&P 500 ETF | ▲ Add | +43.8% | $1.00B |
| MSFT Microsoft Corporation | ▼ Trim | -10.2% | $2.90B |
| AMAT Applied Materials, Inc. | ▲ Add | +96.0% | $371.01M |
| AVGO Broadcom Inc. | ▲ Add | +0.7% | $1.50B |
| LLY Eli Lilly and Company | ▲ Add | +0.2% | $1.09B |
| LRCX Lam Research Corporation | ▲ Add | +10.3% | $458.76M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.