Portfolio diff
CIBC Bancorp USA Inc.
Q1 2026 ⇄ Q2 2026
+150Toegevoegd
−99Verwijderd
200Aangepast
81Ongewijzigd
Toegevoegd (Q2 2026)
Verwijderd (werd aangehouden in Q1 2026)
Aangepaste posities
| Effect | Q1 2026 aandelen | Q2 2026 aandelen | Wijziging |
|---|---|---|---|
| ACM AECOM | 8.20K | 925.18K | +11186.8% |
| PK PARK HOTELS & RESORTS… | 16.03K | 1.11M | +6811.0% |
| FLEX FLEX LTD | 29.48K | 1.05M | +3454.8% |
| MKTX MARKETAXESS HLDGS INC | 3.31K | 114.97K | +3373.4% |
| LII LENNOX INTL INC | 9.62K | 319.78K | +3223.8% |
| AUR AURORA INNOVATION INC | 42.05K | 1.10M | +2518.4% |
| ITT ITT INC | 10.13K | 263.28K | +2499.6% |
| AFG AMERICAN FINANCIAL… | 4.88K | 121.75K | +2392.4% |
| BKNG BOOKING HOLDINGS INC | 10.91K | 211.89K | +1842.5% |
| HOOD ROBINHOOD MKTS INC | 147.26K | 2.50M | +1598.0% |
| SPXC SPX TECHNOLOGIES INC | 3.23K | 51.40K | +1493.9% |
| NDSN NORDSON CORP | 17.56K | 275.41K | +1468.7% |
| NVT NVENT ELEC PLC | 9.83K | 141.57K | +1339.6% |
| FR FIRST INDL RLTY TR INC | 31.33K | 426.26K | +1260.4% |
| SPEM SPDR INDEX SHS FDS | 11.79K | 159.46K | +1252.0% |
| SCZ ISHARES TR | 4.50K | 60.10K | +1235.6% |
| DOX AMDOCS LTD | 9.06K | 116.50K | +1186.3% |
| WH WYNDHAM HOTELS &… | 3.21K | 36.97K | +1052.1% |
| SNOW SNOWFLAKE INC | 24.48K | 248.29K | +914.3% |
| MGK VANGUARD WORLD FD | 19.11K | 184.53K | +865.7% |
| INGR INGREDION INC | 2.79K | 26.29K | +840.5% |
| CRDO CREDO TECHNOLOGY GROUP… | 15.11K | 141.83K | +838.7% |
| CCK CROWN HLDGS INC | 20.66K | 188.02K | +810.1% |
| KLAC KLA CORP | 100.37K | 911.39K | +808.0% |
| ASTS AST SPACEMOBILE INC | 10.85K | 97.32K | +796.9% |
| VTIP VANGUARD MALVERN FDS | 4.01K | 35.69K | +790.0% |
| WTRG ESSENTIAL UTILS INC | 27.82K | 245.70K | +783.0% |
| VOOG VANGUARD ADMIRAL FDS INC | 2.99K | 25.82K | +762.5% |
| VGT VANGUARD WORLD FD | 13.61K | 104.04K | +664.5% |
| XJH ISHARES TR | 13.36K | 95.16K | +612.2% |
| MANH MANHATTAN ASSOCIATES INC | 6.11K | 41.24K | +574.9% |
| VXUS VANGUARD STAR FDS | 75.28K | 502.20K | +567.1% |
| XEL XCEL ENERGY INC | 230.37K | 1.51M | +555.1% |
| VUG VANGUARD INDEX FDS | 52.31K | 329.78K | +530.5% |
| SILJ AMPLIFY ETF TR | 22.00K | 138.00K | +527.3% |
| XCEM COLUMBIA ETF TR II | 294.47K | 1.84M | +524.9% |
| CASY CASEYS GEN STORES INC | 2.05K | 12.41K | +506.4% |
| CHE CHEMED CORP NEW | 4.05K | 23.68K | +484.7% |
| COWZ PACER FDS TR | 3.40K | 19.13K | +463.2% |
| BNDX VANGUARD CHARLOTTE FDS | 6.17K | 33.45K | +441.9% |
| JEF JEFFERIES FINANCIAL… | 78.79K | 413.70K | +425.1% |
| BF-B BROWN FORMAN CORP | 107.21K | 560.39K | +422.7% |
| CMS CMS ENERGY CORP | 85.15K | 435.76K | +411.8% |
| BSV VANGUARD BD INDEX FDS | 10.51K | 53.70K | +411.2% |
| SPYM SPDR SERIES TRUST | 109.05K | 550.57K | +404.9% |
| HDV ISHARES TR | 5.16K | 25.08K | +386.2% |
| RVMD REVOLUTION MEDICINES INC | 14.26K | 67.25K | +371.5% |
| XPO XPO INC | 1.29K | 5.83K | +351.0% |
| VO VANGUARD INDEX FDS | 2.46M | 10.48M | +326.2% |
| NOW SERVICENOW INC | 343.15K | 1.39M | +306.3% |
| IWF ISHARES TR | 1.07M | 4.33M | +303.6% |
| TER TERADYNE INC | 33.86K | 135.92K | +301.4% |
| P EVERPURE INC | 28.96K | 115.75K | +299.6% |
| SMMD ISHARES TR | 21.15K | 83.01K | +292.5% |
| HST HOST HOTELS & RESORTS… | 323.12K | 1.25M | +287.5% |
| SPOT SPOTIFY TECHNOLOGY S A | 2.87K | 11.07K | +286.3% |
| HSY HERSHEY CO | 42.32K | 158.11K | +273.6% |
| BND VANGUARD BD INDEX FDS | 97.67K | 362.40K | +271.1% |
| WBD WARNER BROS DISCOVERY… | 1.13M | 4.15M | +268.5% |
| NSC NORFOLK SOUTHN CORP | 87.49K | 321.79K | +267.8% |
| WM WASTE MGMT INC DEL | 130.80K | 453.54K | +246.7% |
| LYB LYONDELLBASELL… | 74.03K | 226.59K | +206.1% |
| DKNG DRAFTKINGS INC NEW | 12.24M | 37.32M | +205.0% |
| WCN WASTE CONNECTIONS INC | 197.85K | 596.98K | +201.7% |
| WWD WOODWARD INC | 17.00K | 51.13K | +200.8% |
| GDX VANECK ETF TRUST | 14.13K | 41.68K | +194.9% |
| CVNA CARVANA CO | 37.75K | 105.62K | +179.8% |
| SHW SHERWIN WILLIAMS CO | 236.65K | 658.76K | +178.4% |
| CSL CARLISLE COS INC | 2.77K | 7.68K | +177.5% |
| CATH GLOBAL X FDS | 2.79K | 7.53K | +170.3% |
| MTZ MASTEC INC | 1.10K | 2.92K | +164.4% |
| MCK MCKESSON CORP | 39.14K | 102.74K | +162.5% |
| CRWD CROWDSTRIKE HLDGS INC | 54.03K | 141.52K | +161.9% |
| NVCT NUVECTIS PHARMA INC | 25.66K | 67.16K | +161.7% |
| EQT EQT CORP | 662.11K | 1.73M | +161.7% |
| VRTX VERTEX PHARMACEUTICALS… | 63.95K | 166.67K | +160.6% |
| LITE LUMENTUM HLDGS INC | 16.14K | 41.10K | +154.6% |
| BG BUNGE GLOBAL SA | 38.33K | 96.44K | +151.6% |
| SLV ISHARES SILVER TR | 47.46K | 117.95K | +148.5% |
| QUBT QUANTUM COMPUTING INC | 12.27K | 30.31K | +147.0% |
| KVUE KENVUE INC | 416.48K | 990.29K | +137.8% |
| MFC MANULIFE FINL CORP | 13.99K | 33.14K | +136.9% |
| KR KROGER CO | 152.48K | 360.83K | +136.6% |
| SNDK SANDISK CORP | 32.07K | 75.26K | +134.7% |
| VV VANGUARD INDEX FDS | 5.46K | 12.82K | +134.6% |
| CEG CONSTELLATION ENERGY… | 117.33K | 274.19K | +133.7% |
| TTWO TAKE-TWO INTERACTIVE… | 103.07K | 240.06K | +132.9% |
| AR ANTERO RESOURCES CORP | 432.12K | 1.00M | +132.0% |
| SHYG ISHARES TR | 6.82K | 15.39K | +125.7% |
| FER.MC FERROVIAL NV | 4.86K | 10.93K | +125.0% |
| ONDS ONDAS INC | 15.76K | 34.92K | +121.5% |
| SOLS SOLSTICE ADVANCED MATLS… | 13.07K | 28.32K | +116.6% |
| VRSN VERISIGN INC | 30.62K | 65.42K | +113.7% |
| JNK SPDR SERIES TRUST | 2.48K | 5.27K | +112.7% |
| RJF RAYMOND JAMES FINL INC | 53.20K | 112.64K | +111.7% |
| VCIT VANGUARD SCOTTSDALE FDS | 32.02K | 67.12K | +109.6% |
| LSTR LANDSTAR SYS INC | 7.62K | 15.83K | +107.9% |
| XLE SELECT SECTOR SPDR TR | 42.06K | 87.41K | +107.8% |
| QTUM ETF SER SOLUTIONS | 2.01K | 4.05K | +101.8% |
| VMC VULCAN MATLS CO | 31.15K | 62.76K | +101.5% |
| PDD PDD HOLDINGS INC | 5.57K | 11.21K | +101.2% |
| LXRX LEXICON PHARMACEUTICALS… | 1.80M | 13.74K | -99.2% |
| JBLU JETBLUE AIRWAYS CORP | 2.32M | 20.10K | -99.1% |
| CHKP CHECK POINT SOFTWARE… | 582.52K | 6.91K | -98.8% |
| ETR ENTERGY CORP NEW | 99.70K | 198.21K | +98.8% |
| ACWI ISHARES TR | 695.55K | 12.77K | -98.2% |
| ESGV VANGUARD WORLD FD | 86.63K | 170.36K | +96.7% |
| MU MICRON TECHNOLOGY INC | 440.04K | 864.81K | +96.5% |
| COMP COMPASS INC | 1.10M | 40.83K | -96.3% |
| AMAT APPLIED MATLS INC | 261.89K | 513.29K | +96.0% |
| MOS MOSAIC CO | 107.32K | 209.92K | +95.6% |
| FIVE FIVE BELOW INC | 60.88K | 3.53K | -94.2% |
| BEAT HEARTBEAM INC | 10.63K | 20.63K | +94.1% |
| POWL POWELL INDS INC | 1.28K | 2.46K | +91.9% |
| OC OWENS CORNING NEW | 20.45K | 1.66K | -91.9% |
| CPNG COUPANG INC | 617.80K | 58.43K | -90.5% |
| NVTS NAVITAS SEMICONDUCTOR… | 10.78K | 20.50K | +90.2% |
| SNA SNAP ON INC | 26.65K | 50.60K | +89.9% |
| AM ANTERO MIDSTREAM CORP | 151.97K | 287.78K | +89.4% |
| BWXT BWX TECHNOLOGIES INC | 2.59K | 4.90K | +89.3% |
Ruwe vergelijking van aandelenaantallen tussen de twee geselecteerde kwartalen (zoals gerapporteerd; splitsingen tussen ver uit elkaar liggende kwartalen worden hier niet gecorrigeerd — de tabbladen voor kwartaalwijzigingen op de managerpagina zijn wel gecorrigeerd voor splitsingen). Uitsluitend common-stockposities met gekoppelde tickers.
Herkomst: Beide momentopnamen zijn afkomstig uit de geparseerde 13F-informatietabellen van de manager (laatste geaccepteerde versies).
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