ポートフォリオ差分
Cibc World Market Inc.
Q1 2026 ⇄ Q2 2026
+150追加済み
−99除外
200サイズ変更済み
59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 |
|---|---|---|---|
| DDOG DATADOG INC | 2.17K | 127.72K | +5780.5% |
| ITT ITT INC | 1.51K | 81.52K | +5288.1% |
| ASTS AST SPACEMOBILE INC | 3.26K | 90.77K | +2685.3% |
| PCAR PACCAR INC | 3.49K | 76.27K | +2086.6% |
| USMV ISHARES TR | 10.22K | 219.78K | +2050.0% |
| BKNG BOOKING HOLDINGS INC | 8.32K | 176.50K | +2021.2% |
| KLAC KLA CORP | 38.10K | 752.83K | +1876.0% |
| MKTX MARKETAXESS HLDGS INC | 3.99K | 78.29K | +1861.1% |
| EL LAUDER ESTEE COS INC | 4.03K | 77.72K | +1830.5% |
| Q QNITY ELECTRONICS INC | 4.58K | 87.29K | +1804.1% |
| IWD ISHARES TR | 1.80K | 33.30K | +1753.9% |
| KR KROGER CO | 16.06K | 278.81K | +1635.6% |
| NCLH NORWEGIAN CRUISE LINE… | 61.72K | 1.04M | +1590.0% |
| WBD WARNER BROS DISCOVERY… | 177.06K | 2.88M | +1528.0% |
| EFX EQUIFAX INC | 8.45K | 126.96K | +1401.8% |
| VEEV VEEVA SYS INC | 1.97K | 29.27K | +1387.4% |
| MDY STATE STR SPDR S&P… | 6.02K | 83.26K | +1283.6% |
| ADM ARCHER DANIELS MIDLAND… | 14.98K | 172.69K | +1053.1% |
| PPLT ABRDN PLATINUM ETF TRUST | 6.56K | 69.03K | +951.8% |
| BDX BECTON DICKINSON & CO | 6.05K | 62.83K | +938.6% |
| TXT TEXTRON INC | 6.77K | 67.75K | +900.6% |
| BF-B BROWN FORMAN CORP | 60.12K | 595.00K | +889.7% |
| BLDP BALLARD PWR SYS INC NEW | 35.29K | 348.43K | +887.3% |
| FOX FOX CORP | 7.24K | 70.73K | +876.8% |
| AAUC ALLIED GOLD CORP | 61.11K | 587.42K | +861.2% |
| GXO GXO LOGISTICS… | 20.07K | 184.03K | +816.9% |
| HRL HORMEL FOODS CORP | 16.22K | 136.68K | +742.7% |
| VGT VANGUARD WORLD FD | 14.95K | 124.99K | +735.9% |
| APD AIR PRODUCTS AND… | 4.22K | 32.20K | +662.8% |
| CTVA CORTEVA INC | 12.33K | 83.02K | +573.6% |
| CELH CELSIUS HLDGS INC | 21.87K | 146.66K | +570.6% |
| STZ CONSTELLATION BRANDS INC | 6.91K | 45.23K | +554.9% |
| VUG VANGUARD INDEX FDS | 4.02K | 25.41K | +532.2% |
| HYG ISHARES TR | 9.45K | 57.02K | +503.5% |
| REGN REGENERON… | 3.77K | 21.81K | +479.0% |
| OWL BLUE OWL CAPITAL INC | 65.69K | 370.28K | +463.7% |
| DOOO BRP INC | 23.57K | 131.26K | +457.0% |
| PALL ABRDN PALLADIUM ETF… | 2.86K | 14.29K | +400.0% |
| BSV VANGUARD BD INDEX FDS | 11.00K | 54.81K | +398.1% |
| HDV ISHARES TR | 46.23K | 228.90K | +395.1% |
| AVDV AMERICAN CENTY ETF TR | 5.95K | 28.27K | +375.1% |
| TT TRANE TECHNOLOGIES PLC | 5.35K | 25.02K | +367.5% |
| IWN ISHARES TR | 2.64K | 12.19K | +362.0% |
| CRDO CREDO TECHNOLOGY GROUP… | 3.62K | 16.46K | +355.1% |
| SAMT ADVISORS INNER CIRCLE… | 18.77K | 84.86K | +352.0% |
| FTI TECHNIPFMC PLC | 38.78K | 172.07K | +343.7% |
| BG BUNGE GLOBAL SA | 18.01K | 79.77K | +343.0% |
| ITOT ISHARES TR | 49.70K | 216.63K | +335.9% |
| VV VANGUARD INDEX FDS | 722 | 3.12K | +332.8% |
| VMC VULCAN MATLS CO | 2.26K | 9.62K | +325.3% |
| UUUU ENERGY FUELS INC | 16.50K | 69.07K | +318.8% |
| XLF SELECT SECTOR SPDR TR | 1.09M | 4.52M | +315.2% |
| RIVN RIVIAN AUTOMOTIVE INC | 10.94K | 45.01K | +311.4% |
| JEPQ J P MORGAN EXCHANGE… | 9.08K | 37.31K | +310.7% |
| VO VANGUARD INDEX FDS | 4.01K | 16.28K | +305.7% |
| SNDK SANDISK CORP | 9.12K | 36.41K | +299.3% |
| WDC WESTERN DIGITAL CORP | 19.94K | 79.28K | +297.6% |
| CPAY CORPAY INC | 2.28K | 8.81K | +286.3% |
| ODFL OLD DOMINION FREIGHT… | 4.08K | 15.74K | +286.2% |
| MRVL MARVELL TECHNOLOGY INC | 169.07K | 641.96K | +279.7% |
| XSVM INVESCO EXCHANGE TRADED… | 97.22K | 358.10K | +268.4% |
| IJR ISHARES TR | 11.62K | 42.40K | +264.9% |
| NOK NOKIA CORP | 36.53K | 133.06K | +264.2% |
| OPPJ WISDOMTREE TR | 10.24K | 37.20K | +263.1% |
| FITB FIFTH THIRD BANCORP | 64.03K | 217.33K | +239.4% |
| LIN LINDE PLC | 53.79K | 180.08K | +234.8% |
| LNT ALLIANT ENERGY CORP | 3.03K | 10.00K | +229.6% |
| MTD METTLER TOLEDO… | 1.97K | 6.46K | +228.2% |
| NFGC NEW FOUND GOLD CORP | 31.73K | 98.94K | +211.8% |
| CARR CARRIER GLOBAL… | 36.40K | 113.39K | +211.6% |
| JAVA J P MORGAN EXCHANGE… | 17.55K | 54.52K | +210.6% |
| LSTR LANDSTAR SYS INC | 5.09K | 15.60K | +206.1% |
| AVT AVNET INC | 7.00K | 21.34K | +204.8% |
| TDG TRANSDIGM GROUP INC | 3.50K | 10.58K | +202.4% |
| GDXJ VANECK ETF TRUST | 20.70K | 61.53K | +197.2% |
| TRX TRX GOLD CORPORATION | 24.40K | 71.47K | +192.9% |
| VCSH VANGUARD SCOTTSDALE FDS | 26.11K | 74.65K | +185.9% |
| BA BOEING CO | 82.25K | 233.30K | +183.6% |
| STLD STEEL DYNAMICS INC | 8.70K | 24.65K | +183.2% |
| ILMN ILLUMINA INC | 4.55K | 12.85K | +182.6% |
| IEX IDEX CORP | 5.69K | 15.71K | +176.0% |
| TPG TPG INC | 5.78K | 15.90K | +175.0% |
| ORLA ORLA MNG LTD NEW | 267.18K | 724.61K | +171.2% |
| PFF ISHARES TR | 14.74K | 39.70K | +169.2% |
| SOFI SOFI TECHNOLOGIES INC | 14.53K | 38.67K | +166.3% |
| NVTS NAVITAS SEMICONDUCTOR… | 12.00K | 31.62K | +163.5% |
| VOO VANGUARD INDEX FDS | 71.38K | 185.06K | +159.3% |
| BND VANGUARD BD INDEX FDS | 142.66K | 368.74K | +158.5% |
| LEN LENNAR CORP | 5.57K | 14.01K | +151.7% |
| TRV TRAVELERS COMPANIES INC | 4.99K | 12.49K | +150.2% |
| EME EMCOR GROUP INC | 2.69K | 6.71K | +149.2% |
| LNG CHENIERE ENERGY INC | 33.48K | 82.44K | +146.2% |
| AMCR AMCOR PLC | 19.37K | 47.41K | +144.7% |
| IQV IQVIA HLDGS INC | 23.90K | 58.45K | +144.6% |
| Z ZILLOW GROUP INC | 10.69K | 26.11K | +144.3% |
| RF REGIONS FINANCIAL CORP… | 37.04K | 90.12K | +143.3% |
| EBAY EBAY INC. | 34.61K | 84.04K | +142.8% |
| DXCM DEXCOM INC | 40.88K | 99.18K | +142.6% |
| CLX CLOROX CO DEL | 2.64K | 6.37K | +141.5% |
| PDS PRECISION DRILLING CORP | 7.37K | 17.80K | +141.4% |
| JPXN ISHARES TR | 13.55K | 32.69K | +141.2% |
| IGF ISHARES TR | 8.89K | 21.26K | +139.1% |
| PFFD GLOBAL X FDS | 86.60K | 206.18K | +138.1% |
| FI FISERV INC | 108.45K | 255.92K | +136.0% |
| PL PLANET LABS PBC | 9.35K | 21.87K | +133.9% |
| AGCO AGCO CORP | 6.11K | 14.29K | +133.9% |
| AMAT APPLIED MATLS INC | 254.94K | 592.21K | +132.3% |
| LFMD LIFEMD INC | 13.00K | 30.00K | +130.8% |
| SMH VANECK ETF TRUST | 37.43K | 85.73K | +129.1% |
| DKNG DRAFTKINGS INC NEW | 1.55M | 3.52M | +128.0% |
| TSCO TRACTOR SUPPLY CO | 36.45K | 81.58K | +123.8% |
| SYY SYSCO CORP | 64.53K | 141.24K | +118.9% |
| IYR ISHARES TR | 327.77K | 697.12K | +112.7% |
| VTRS VIATRIS INC | 126.85K | 265.23K | +109.1% |
| CRCL CIRCLE INTERNET GROUP… | 3.12K | 6.52K | +108.9% |
| TE T1 ENERGY INC | 128.15K | 267.10K | +108.4% |
| PLTR PALANTIR TECHNOLOGIES… | 221.08K | 459.70K | +107.9% |
| DKS DICKS SPORTING GOODS INC | 2.49K | 5.09K | +104.6% |
| NET CLOUDFLARE INC | 7.55K | 15.43K | +104.2% |
| LH LABCORP HOLDINGS INC | 3.56K | 7.27K | +104.2% |
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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