ポートフォリオ差分
CIBC Bancorp USA Inc.
Q1 2026 ⇄ Q2 2026
+150追加済み
−99除外
200サイズ変更済み
101変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| TWST TWIST BIOSCIENCE CORP | 2 | 19.03K | +951250.0% |
| CERT CERTARA INC | 19 | 166.54K | +876431.6% |
| ERIE ERIE INDTY CO | 3 | 12.05K | +401466.7% |
| XENE XENON PHARMACEUTICALS… | 2 | 5.42K | +270900.0% |
| BOKF BOK FINL CORP | 245 | 501.45K | +204573.5% |
| SCYB SCHWAB STRATEGIC TR | 15 | 26.62K | +177353.3% |
| POST POST HLDGS INC | 39 | 52.70K | +135033.3% |
| RWR SPDR SERIES TRUST | 3 | 4.00K | +133333.3% |
| AUB ATLANTIC UN BANKSHARES… | 1 | 1.18K | +117700.0% |
| HOMB HOME BANCSHARES INC | 3 | 3.50K | +116733.3% |
| BAB INVESCO EXCH TRADED FD… | 50 | 39.30K | +78500.0% |
| CRDO CREDO TECHNOLOGY GROUP… | 76 | 55.41K | +72813.2% |
| SSREF SSR MINING IN | 17 | 12.19K | +71617.6% |
| VNO VORNADO RLTY TR | 44 | 28.89K | +65565.9% |
| INDB INDEPENDENT BK CORP MASS | 5 | 2.92K | +58400.0% |
| PTON PELOTON INTERACTIVE INC | 40 | 22.59K | +56367.5% |
| NDSN NORDSON CORP | 492 | 273.20K | +55427.8% |
| KYMR KYMERA THERAPEUTICS INC | 7 | 3.46K | +49300.0% |
| EFV ISHARES TR | 77 | 36.86K | +47771.4% |
| ARE ALEXANDRIA REAL ESTATE… | 185 | 80.48K | +43405.4% |
| PPL PPL CORP | 1.60K | 651.50K | +40720.5% |
| ESNT ESSENT GROUP LTD | 13 | 5.04K | +38692.3% |
| EMBC EMBECTA CORP | 20 | 7.39K | +36865.0% |
| VOO VANGUARD INDEX FDS | 2.12K | 770.54K | +36280.8% |
| VSNT VERSANT MEDIA GROUP INC | 8 | 2.70K | +33637.5% |
| DRS LEONARDO DRS INC | 200 | 63.57K | +31684.0% |
| BBIO BRIDGEBIO PHARMA INC | 18 | 5.50K | +30477.8% |
| FLEX FLEX LTD | 2.64K | 782.77K | +29539.3% |
| VCR VANGUARD WORLD FD | 10 | 2.81K | +28030.0% |
| WT WISDOMTREE TR | 1.80K | 488.14K | +27019.0% |
| COLD AMERICOLD REALTY TRUST… | 204 | 52.15K | +25465.7% |
| XLY SELECT SECTOR SPDR TR | 56 | 14.04K | +24973.2% |
| BOOT BOOT BARN HLDGS INC | 7 | 1.72K | +24442.9% |
| CPRX CATALYST… | 27 | 6.22K | +22951.9% |
| ADMA ADMA BIOLOGICS INC | 44 | 8.61K | +19461.4% |
| ONON ON HLDG AG | 57 | 10.55K | +18401.8% |
| ALKS ALKERMES PLC | 52 | 9.26K | +17707.7% |
| GDDY GODADDY INC | 229 | 35.59K | +15439.3% |
| DCI DONALDSON INC | 200 | 30.79K | +15296.5% |
| EVRG EVERGY INC | 2.33K | 357.38K | +15264.4% |
| EXPO EXPONENT INC | 25 | 3.77K | +14972.0% |
| CRWV COREWEAVE INC | 120 | 17.26K | +14286.7% |
| SMCI SUPER MICRO COMPUTER INC | 974 | 131.50K | +13400.7% |
| ARCB ARCBEST CORP | 5 | 652 | +12940.0% |
| INCY INCYTE CORP | 367 | 45.36K | +12259.7% |
| PSMT PRICESMART INC | 10 | 1.12K | +11120.0% |
| CCI CROWN CASTLE INC | 1.31K | 146.80K | +11072.1% |
| CPB THE CAMPBELLS COMPANY | 141 | 15.74K | +11066.7% |
| FOXA FOX CORP | 1.17K | 125.50K | +10608.5% |
| WAL WESTERN ALLIANCE BANCORP | 65 | 6.89K | +10503.1% |
| SMMD ISHARES TR | 771 | 80.80K | +10379.6% |
| AEG AEGON LTD | 305 | 31.96K | +10377.7% |
| CBSH COMMERCE BANCSHARES INC | 2 | 207 | +10250.0% |
| MANH MANHATTAN ASSOCIATES INC | 100 | 10.23K | +10126.0% |
| TTD THE TRADE DESK INC | 3.49K | 324.07K | +9183.0% |
| AEE AMEREN CORP | 3.73K | 332.42K | +8804.8% |
| CRC CALIFORNIA RES CORP | 47 | 4.06K | +8536.2% |
| NVCT NUVECTIS PHARMA INC | 779 | 66.21K | +8399.5% |
| SNEX STONEX GROUP INC | 22 | 1.82K | +8190.9% |
| GATX GATX CORP | 36 | 2.97K | +8141.7% |
| HLF HERBALIFE LTD | 5.16K | 421.45K | +8075.6% |
| PROP PRAIRIE OPER CO | 1.72K | 132.90K | +7631.2% |
| TKO TKO GROUP HOLDINGS INC | 544 | 41.66K | +7559.0% |
| COWZ PACER FDS TR | 251 | 18.44K | +7246.6% |
| IOVA IOVANCE BIOTHERAPEUTICS… | 1 | 72 | +7100.0% |
| CNR CORE NATURAL RESOURCES… | 18 | 1.29K | +7083.3% |
| ETR ENTERGY CORP NEW | 1.69K | 121.13K | +7080.4% |
| FFIV F5 INC | 163 | 11.27K | +6811.0% |
| WWD WOODWARD INC | 203 | 13.89K | +6740.9% |
| IUSV ISHARES TR | 1.42K | 94.65K | +6588.9% |
| XYZ BLOCK INC | 1.34K | 85.53K | +6268.2% |
| VRSN VERISIGN INC | 1.01K | 62.79K | +6110.6% |
| FITB FIFTH THIRD BANCORP | 2.15K | 132.00K | +6048.0% |
| PHIN PHINIA INC | 34 | 2.05K | +5935.3% |
| WBD WARNER BROS DISCOVERY… | 70.00K | 4.05M | +5687.2% |
| IT GARTNER INC | 319 | 18.43K | +5678.4% |
| LNG CHENIERE ENERGY INC | 9.14K | 504.63K | +5418.1% |
| APLE APPLE HOSPITALITY REIT… | 228 | 12.15K | +5227.2% |
| LIVN LIVANOVA PLC | 59 | 3.10K | +5161.0% |
| TER TERADYNE INC | 886 | 44.82K | +4958.7% |
| COIN COINBASE GLOBAL INC | 716 | 36.05K | +4934.4% |
| UFPI UFP INDUSTRIES INC | 8 | 373 | +4562.5% |
| STAG STAG INDUSTRIAL INC | 81 | 3.67K | +4424.7% |
| MU MICRON TECHNOLOGY INC | 6.98K | 315.73K | +4422.6% |
| PTC PTC INC | 662 | 28.02K | +4132.3% |
| SLV ISHARES SILVER TR | 1.35K | 55.49K | +3998.3% |
| UEC URANIUM ENERGY CORP | 685 | 27.32K | +3888.9% |
| SBRA SABRA HEALTH CARE REIT… | 1.55K | 60.24K | +3793.9% |
| XEL XCEL ENERGY INC | 8.16K | 304.07K | +3628.1% |
| CNHI CNH INDL N V | 912 | 33.41K | +3562.9% |
| MTH MERITAGE HOMES CORP | 104 | 3.69K | +3444.2% |
| NVT NVENT ELEC PLC | 841 | 29.58K | +3416.8% |
| GENI GENIUS SPORTS LIMITED | 375 | 13.16K | +3409.6% |
| HLT HILTON WORLDWIDE HLDGS… | 847 | 29.20K | +3347.5% |
| VTWO VANGUARD SCOTTSDALE FDS | 1.30K | 44.82K | +3345.2% |
| IYW ISHARES TR | 1.55K | 53.14K | +3328.4% |
| WY WEYERHAEUSER CO | 8.71K | 294.94K | +3287.0% |
| CMC COMMERCIAL METALS CO | 92 | 3.11K | +3281.5% |
| NEM NEWMONT CORP | 6.13K | 194.87K | +3079.4% |
| GEV GE VERNOVA INC | 11.90K | 378.16K | +3078.3% |
| PCAR PACCAR INC | 2.59K | 79.68K | +2971.7% |
| EMHY ISHARES INC | 197 | 6.00K | +2945.7% |
| CFR CULLEN FROST BANKERS INC | 1.06K | 31.70K | +2884.6% |
| PWR QUANTA SVCS INC | 15.54K | 457.30K | +2843.6% |
| WSM WILLIAMS SONOMA INC | 278 | 8.16K | +2834.2% |
| BTC GRAYSCALE BITCOIN MINI… | 392 | 11.20K | +2756.6% |
| WK WORKIVA INC | 2.56K | 70.93K | +2672.8% |
| HAS HASBRO INC | 1.27K | 35.03K | +2647.8% |
| FERG FERGUSON ENTERPRISES INC | 66 | 1.80K | +2630.3% |
| CRWD CROWDSTRIKE HLDGS INC | 1.23K | 32.28K | +2533.0% |
| IR INGERSOLL RAND INC | 4.33K | 113.93K | +2532.4% |
| HRL HORMEL FOODS CORP | 5.94K | 155.91K | +2526.0% |
| DJP BARCLAYS BANK PLC | 342.92K | 8.84M | +2478.2% |
| QUBT QUANTUM COMPUTING INC | 452 | 11.40K | +2421.2% |
| VONV VANGUARD SCOTTSDALE FDS | 10.16K | 253.36K | +2394.4% |
| CLX CLOROX CO DEL | 296 | 7.26K | +2353.4% |
| KLAC KLA CORP | 1.14K | 27.28K | +2286.4% |
| LRN STRIDE INC | 99 | 2.34K | +2259.6% |
| RKLB ROCKET LAB CORP | 1.23K | 28.81K | +2249.6% |
| FLYW FLYWIRE CORPORATION | 5.91K | 138.12K | +2238.6% |
選択した2四半期間の生株数比較（報告値のまま；離れた四半期間の株式分割は本表では調整されません — マネージャーページの四半期変化タブは分割調整済みです）。ティッカーがマッピングされた普通株ポジションのみ対象。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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