CIBC Bancorp USA Inc.

CIK 0001711924 · Q1 2026

13F Equity AUM

$74.4B

+159.3% QoQ

Positions

1,724

-549 QoQ

AUM Rank

#179

Top 1%

Skill Alpha (FF)

—

Building track record (1q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 20.6%Top 10: 28.3%Top 20: 37.7%

NVDA5.3%

AAPL4.7%

MSFT4.3%

AMZN3.3%

GOOGL3.1%

JPM1.7%

AVGO1.6%

META1.6%

GOOG1.4%

V1.3%

Others (1714)71.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology25.1%

Financial Services22.4%

Healthcare10.1%

Consumer Cyclical9.6%

Industrials9.2%

Communication Services7.6%

Energy5.4%

Consumer Defensive2.6%

Other8.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1724Median: 0.00%Avg: 0.06%

0–0.5%

1682(49.2%)

0.5–1%

29(19.1%)

1–3%

8(11.0%)

3–5%

4(15.3%)

5%+

1(5.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,677Unique: 47vs 20 funds

22.8%Moderate

1,724

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

29.9%

BANK OF AMERICA CORP /DE/

33.1%

31.5%

33%

43.3%

31.9%

GEODE CAPITAL MANAGEMENT, LLC

30.6%

VANGUARD CAPITAL MANAGEMENT LLC

30.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

34.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New178Increased860Decreased664Exited704

New Positions

AZN1.2%

+4.6M

USO0.1%

+769K

DJP0.1%

+1.1M

TTE0.1%

+502K

XOM0.1%

+203K

JAMES HARDIE INDS PL…0.0%

+1.7M

BUWA0.0%

+120K

NVRI0.0%

+1.1M

SNDK0.0%

+32K

XOM0.0%

+119K

Increased

NVDA5.3%

+12.5M(+123%)

DKNG0.4%

+12.2M(+69365%)

AAPL4.7%

+10.5M(+340%)

AMZN3.3%

+9.2M(+370%)

FLUTTER ENTMT PLC1.0%

+7.5M(+117699%)

VICI0.3%

+6.5M(+1520%)

GOOGL3.1%

+6.3M(+367%)

MSFT4.3%

+6.3M(+262%)

NEE0.8%

+5.9M(+2084%)

MDLZ0.4%

+4.3M(+890%)

Decreased

TMCI0.0%

-16,993,169(-93%)

NSZ0.0%

-4,575,761(-100%)

SLV0.0%

-3,598,300(-98%)

CTSH0.1%

-2,248,168(-75%)

ET0.3%

-1,898,798(-12%)

AR0.0%

-1,871,034(-81%)

LUV0.0%

-1,836,382(-94%)

EAGL0.0%

-1,616,872(-91%)

PAA0.1%

-1,364,741(-27%)

SAN0.1%

-1,319,268(-15%)

Exited

JPMORGAN CHASE &…

-525,000

-639,461

CYBR

-227,454

INVESCO QQQ TR

-179,000

NVDA

-533,500

ISHARES TR

-1,950,000

ADBE

-225,000

BA-PA

-375,000

FOUR

-998,750

SELECT SECTOR SPDR T…

-217,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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