Portfolio diff
CIBC Asset Management Inc
Q1 2026 ⇄ Q2 2026
+150Added
−107Removed
200Resized
164Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| CRWV COREWEAVE INC | 3.64K | 94.86K | +2503.3% |
| BKNG BOOKING HOLDINGS INC | 13.47K | 342.56K | +2442.4% |
| KLAC KLA CORP | 55.36K | 566.01K | +922.4% |
| FUTU FUTU HLDGS LTD | 7.50K | 67.16K | +796.1% |
| CASY CASEYS GEN STORES INC | 1.74K | 12.25K | +604.5% |
| RKLB ROCKET LAB CORP | 23.76K | 126.50K | +432.3% |
| ALAB ASTERA LABS INC | 7.18K | 37.16K | +417.5% |
| CVNA CARVANA CO | 33.48K | 167.86K | +401.3% |
| FLEX FLEX LTD | 20.77K | 102.39K | +393.0% |
| VEEV VEEVA SYS INC | 7.60K | 35.92K | +372.8% |
| SNA SNAP ON INC | 14.41K | 65.69K | +355.8% |
| ARM ARM HOLDINGS PLC | 24.63K | 111.38K | +352.2% |
| WRB BERKLEY W R CORP | 84.72K | 367.93K | +334.3% |
| IWF ISHARES TR | 7.53K | 30.14K | +300.3% |
| CCEP COCA-COLA EUROPACIFIC… | 116.03K | 453.46K | +290.8% |
| CNHI CNH INDL N V | 13.63K | 52.54K | +285.4% |
| CSL CARLISLE COS INC | 2.16K | 8.18K | +278.3% |
| EQR EQUITY RESIDENTIAL | 83.47K | 288.44K | +245.6% |
| NBIX NEUROCRINE BIOSCIENCES… | 5.54K | 19.10K | +244.6% |
| MAS MASCO CORP | 48.80K | 154.73K | +217.1% |
| CW CURTISS WRIGHT CORP | 1.75K | 5.04K | +187.6% |
| SLF SUN LIFE FINANCIAL INC. | 1.36M | 3.84M | +182.6% |
| FCNCA FIRST CTZNS BANCSHARES… | 573 | 1.58K | +175.2% |
| POWL POWELL INDS INC | 412 | 1.13K | +173.3% |
| CINF CINCINNATI FINL CORP | 40.52K | 110.20K | +172.0% |
| AVY AVERY DENNISON CORP | 20.43K | 53.45K | +161.6% |
| UTHR UNITED THERAPEUTICS… | 2.46K | 6.29K | +155.0% |
| FLTR.L FLUTTER ENTMT PLC | 3.44K | 8.46K | +145.8% |
| PNFP PINNACLE FINL PARTNERS… | 4.79K | 11.35K | +137.1% |
| NBIS NEBIUS GROUP N.V. | 28.75K | 67.97K | +136.4% |
| LPLA LPL FINL HLDGS INC | 4.21K | 9.77K | +131.9% |
| SII SPROTT INC | 20.50K | 47.06K | +129.5% |
| GIL GILDAN ACTIVEWEAR INC | 1.22M | 2.78M | +128.5% |
| CF CF INDUSTRIES HOLD | 42.09K | 91.17K | +116.6% |
| ICLR ICON PUB LTD CO | 2.30K | 4.93K | +114.4% |
| BBY BEST BUY INC | 51.17K | 109.14K | +113.3% |
| VTR VENTAS INC | 113.61K | 240.94K | +112.1% |
| EIX EDISON INTL | 102.08K | 216.38K | +112.0% |
| NTRS NORTHERN TR CORP | 50.44K | 101.61K | +101.5% |
| NTR NUTRIEN LTD | 770.90K | 1.55M | +100.9% |
| PTON PELOTON INTERACTIVE INC | 11.72K | 22.84K | +95.0% |
| HYG ISHARES TR | 106.44K | 7.67K | -92.8% |
| AOS SMITH A O CORP | 479.57K | 39.24K | -91.8% |
| WPC WP CAREY INC | 100.63K | 12.32K | -87.8% |
| CNI CANADIAN NATL RY CO | 3.67M | 6.86M | +87.0% |
| GLPI GAMING & LEISURE P | 146.76K | 19.83K | -86.5% |
| DPZ DOMINOS PIZZA INC | 7.60K | 14.14K | +86.0% |
| KR KROGER CO | 154.69K | 286.24K | +85.0% |
| BNY BANK OF NY MELLON CORP | 183.41K | 337.95K | +84.3% |
| STT STATE STR CORP | 73.88K | 135.78K | +83.8% |
| LITE LUMENTUM HLDGS INC | 17.25K | 31.52K | +82.7% |
| COTY COTY INC | 27.73K | 50.44K | +81.9% |
| ALLE ALLEGION PLC | 140.64K | 25.70K | -81.7% |
| GGG GRACO INC | 42.78K | 8.01K | -81.3% |
| ZS ZSCALER INC | 35.03K | 6.64K | -81.0% |
| TSM TAIWAN SEMICONDUCTOR… | 81.27K | 16.61K | -79.6% |
| TEAM ATLASSIAN CORPORATION | 37.62K | 7.92K | -78.9% |
| INSM INSMED INC | 48.19K | 10.15K | -78.9% |
| APTV APTIV PLC | 46.27K | 82.21K | +77.7% |
| BRO BROWN & BROWN INC | 347.84K | 81.97K | -76.4% |
| TER TERADYNE INC | 37.27K | 64.02K | +71.8% |
| OMC OMNICOM GROUP INC | 83.75K | 143.03K | +70.8% |
| HPQ HP INC | 237.50K | 404.35K | +70.2% |
| DVN DEVON ENERGY CORP NEW | 160.90K | 271.41K | +68.7% |
| CRDO CREDO TECHNOLOGY GROUP… | 8.24K | 2.65K | -67.8% |
| MTB M & T BK CORP | 39.37K | 66.03K | +67.7% |
| HAL HALLIBURTON CO | 222.19K | 371.48K | +67.2% |
| DD DUPONT DE NEMOURS INC | 100.39K | 33.03K | -67.1% |
| LXRX LEXICON PHARMACEUTICALS… | 39.52K | 13.10K | -66.8% |
| RGLD ROYAL GOLD INC | 70.27K | 24.32K | -65.4% |
| CCO CLEAR CHANNEL OUTDOOR… | 44.35K | 15.42K | -65.2% |
| LII LENNOX INTL INC | 7.71K | 12.69K | +64.4% |
| BDX BECTON DICKINSON & CO | 73.57K | 119.75K | +62.8% |
| POOL POOL CORP | 8.06K | 3.16K | -60.7% |
| EEM ISHARES TR | 317.48K | 124.69K | -60.7% |
| EPAM EPAM SYS INC | 12.39K | 4.89K | -60.5% |
| TXT TEXTRON INC | 42.28K | 67.72K | +60.2% |
| EQX EQUINOX GOLD CORP | 6.17M | 2.48M | -59.7% |
| OPTU OPTIMUM COMMUNICATIONS… | 35.61K | 14.55K | -59.1% |
| CI THE CIGNA GROUP | 68.80K | 108.93K | +58.3% |
| CAG CONAGRA BRANDS INC | 106.37K | 44.44K | -58.2% |
| EVRG EVERGY INC | 150.68K | 63.07K | -58.1% |
| EQH EQUITABLE HLDGS INC | 20.62K | 8.67K | -58.0% |
| BMY BRISTOL-MYERS SQUIBB CO | 493.08K | 776.34K | +57.4% |
| RPM RPM INTL INC | 6.16K | 9.69K | +57.4% |
| MET METLIFE INC | 149.55K | 233.88K | +56.4% |
| SAN BANCO SANTANDER SA | 162.94K | 254.16K | +56.0% |
| ZTS ZOETIS INC | 270.64K | 119.63K | -55.8% |
| AVB AVALONBAY CMNTYS INC | 74.15K | 32.85K | -55.7% |
| MRK MERCK & CO INC | 742.93K | 1.16M | +55.6% |
| ORI OLD REP INTL CORP | 17.30K | 7.72K | -55.4% |
| SUNB SUNBELT RENTALS… | 22.38K | 34.77K | +55.4% |
| PSKY PARAMOUNT SKYDANCE CORP | 59.68K | 92.68K | +55.3% |
| FOXA FOX CORP | 52.24K | 80.93K | +54.9% |
| PTC PTC INC | 29.38K | 45.19K | +53.8% |
| CPB THE CAMPBELLS COMPANY | 46.92K | 21.72K | -53.7% |
| MGA MAGNA INTL INC | 1.28M | 1.97M | +53.7% |
| PGR PROGRESSIVE CORP | 168.54K | 258.51K | +53.4% |
| XPO XPO INC | 3.59K | 5.49K | +52.6% |
| LAB STANDARD BIOTOOLS INC | 25.44K | 12.06K | -52.6% |
| EXE EXPAND ENERGY… | 101.57K | 154.88K | +52.5% |
| LFST LIFESTANCE HEALTH GROUP… | 11.97K | 18.25K | +52.4% |
| CHTR CHARTER COMMUNICATIONS… | 44.23K | 21.13K | -52.2% |
| CBOE CBOE GLOBAL MKTS INC | 68.95K | 33.77K | -51.0% |
| RSG REPUBLIC SVCS INC | 213.85K | 105.23K | -50.8% |
| NVR NVR INC | 708 | 1.07K | +50.7% |
| IGSB ISHARES TR | 41.97K | 20.77K | -50.5% |
| ED CONSOLIDATED EDISON INC | 217.24K | 325.55K | +49.9% |
| TFII TFI INTERNATIONAL INC | 435.01K | 648.77K | +49.1% |
| THG HANOVER INS GROUP INC | 2.13K | 1.09K | -49.0% |
| CWK CUSHMAN AND WAKEFIELD… | 14.64K | 21.80K | +48.9% |
| TME TENCENT MUSIC ENTMT… | 40.43K | 20.75K | -48.7% |
| INCY INCYTE CORP | 42.64K | 63.14K | +48.1% |
| RF REGIONS FINANCIAL CORP… | 226.44K | 334.24K | +47.6% |
| KNSL KINSALE CAP GROUP INC | 1.38K | 724 | -47.6% |
| SNDK SANDISK CORP | 45.76K | 67.43K | +47.4% |
| HON HONEYWELL INTL INC | 339.79K | 179.15K | -47.3% |
| IQV IQVIA HLDGS INC | 258.54K | 136.61K | -47.2% |
| SAP SAP SE | 32.56K | 17.33K | -46.8% |
| RYAAY RYANAIR HOLDINGS PLC | 57.30K | 83.94K | +46.5% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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