Arkolith/Funds/CIBC Asset Management Inc

CIBC Asset Management Inc

CIK 1021926Asset manager
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

CIBC Asset Management Inc holds a diversified book of 1428 stocks worth $45.6B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Royal Bank Of Canada. Their largest long position is Royal Bank Of Canada at 5% of the equity book.

Opened
214
bought for the first time
Added to
451
already held, bought more
Trimmed
642
sold some, still holds it
Sold out
113
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
27%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Information Technology
27%
Financials
23%
Industrials
10%
Materials
9%
Consumer Discretionary
7%
Energy
5%
Health Care
5%
Utilities
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as CIBC Asset Management Inc

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.5T
FMR LLC80 / 80$884.6B
MORGAN STANLEY80 / 80$572.9B
JPMORGAN CHASE & CO80 / 80$543.7B
BANK OF AMERICA CORP /DE/80 / 80$345.5B
GOLDMAN SACHS GROUP INC80 / 80$272.5B
ROYAL BANK OF CANADA80 / 80$259.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$239.8B

Ranked by how many of CIBC Asset Management Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,428 positions
#SecurityValueShares% PortLast moveHistory
1Royal BK Cda
COM
$2.1B10.21M
4.6%
−2.5%
Reduced · −265K sh
2Nvidia Corporation
COM
$1.6B8.24M
3.6%
−4.5%
Reduced · −390K sh
3Toronto Dominion BK Ont
COM NEW
$1.5B12.66M
3.4%
+5.9%
Added · +707K sh
4Apple Inc
COM
$1.5B5.06M
3.2%
−3.1%
Reduced · −162K sh
5Bank Montreal Medium
COM
$1.2B6.75M
2.6%
−0.5%
Reduced · −32K sh
6Microsoft Corp
COM
$967.6M2.59M
2.1%
−5.9%
Reduced · −162K sh
7Bank Nova Scotia B C
COM
$938.0M10.76M
2.1%
+22%
Added · +2.0M sh
8Canadian Imperial Bank Of Co
COM
$843.9M7.34M
1.9%
−14%
Reduced · −1.2M sh
9Amazon Com Inc
COM
$820.7M3.44M
1.8%
−3.8%
Reduced · −134K sh
10Canadian Natl Ry Co
COM
$819.9M6.86M
1.8%
+87%
Added · +3.2M sh
11Agnico Eagle Mines Ltd
COM
$768.0M4.93M
1.7%
+13%
Added · +573K sh
12Enbridge Inc
COM
$764.0M14.08M
1.7%
−3.1%
Reduced · −447K sh
13Alphabet Inc
CAP STK CL A
$746.0M2.09M
1.6%
−4.4%
Reduced · −97K sh
14Manulife Finl Corp
COM
$715.5M17.58M
1.6%
+25%
Added · +3.5M sh
15Brookfield Corp
CL A LTD VT SH
$672.3M15.75M
1.5%
+12%
Added · +1.6M sh
16Barrick MNG Corp
COM SHS
$668.0M18.11M
1.5%
−14%
Reduced · −2.9M sh
17Canadian Nat Res Ltd Med Ter
COM
$662.9M16.72M
1.5%
+6.5%
Added · +1.0M sh
18Broadcom Inc
COM
$647.2M1.71M
1.4%
−6.7%
Reduced · −122K sh
19Vanguard Index FDS
S&P 500 ETF SHS
$630.5M918.6K
1.4%
−2.8%
Reduced · −26K sh
20Micron Technology Inc
COM
$619.5M536.7K
1.4%
+1.3%
Added · +7K sh
21Alphabet Inc
CAP STK CL C
$612.0M1.73M
1.3%
−4.0%
Reduced · −72K sh
22Suncor Energy Inc New
COM
$588.3M10.90M
1.3%
−4.6%
Reduced · −527K sh
23TC Energy Corp
COM
$584.1M8.82M
1.3%
−5.2%
Reduced · −484K sh
24Shopify Inc
CL A SUB VTG SHS
$493.8M4.31M
1.1%
+0.1%
Added · +3K sh
25Canadian Pacific Kansas City
COM
$488.3M5.62M
1.1%
−15%
Reduced · −993K sh
26Meta Platforms Inc
CL A
$469.9M834.3K
1.0%
−3.4%
Reduced · −30K sh
27Tesla Inc
COM
$465.4M1.11M
1.0%
−2.1%
Reduced · −24K sh
28Advanced Micro Devices Inc
COM
$454.1M781.7K
1.0%
−0.8%
Reduced · −6K sh
29Teck Resources Ltd
CL B
$403.5M6.75M
0.9%
+0.7%
Added · +50K sh
30Vanguard Intl Equity Index F
ALLWRLD EX US
$395.5M4.72M
0.9%
−2.8%
Reduced · −134K sh
31Cenovus Energy Inc
COM
$379.2M15.26M
0.8%
−8.2%
Reduced · −1.4M sh
32Eli Lilly & Co
COM
$339.4M283.0K
0.7%
−6.4%
Reduced · −19K sh
33Intel Corp
COM
$318.4M2.28M
0.7%
−2.8%
Reduced · −66K sh
34Sun Life Financial Inc.
COM
$300.9M3.84M
0.7%
+183%
Added · +2.5M sh
35Wheaton Precious Metals Corp
COM
$281.5M2.49M
0.6%
−10%
Reduced · −282K sh
36Applied Matls Inc
COM
$278.8M385.9K
0.6%
−0.5%
Reduced · −2K sh
37GFL Environmental Inc
SUB VTG SHS
$275.6M7.49M
0.6%
+22%
Added · +1.4M sh
38Kinross Gold Corp
COM
$275.3M11.60M
0.6%
−13%
Reduced · −1.8M sh
39Cameco Corp
COM
$268.8M2.63M
0.6%
−27%
Reduced · −978K sh
40Lam Research Corp
COM NEW
$267.1M616.4K
0.6%
+1.4%
Added · +9K sh
41JPMorgan Chase & Co
COM
$257.5M786.8K
0.6%
−7.3%
Reduced · −62K sh
42Brookfield Asset Managmt Ltd
CL A LMT VTG SHS
$256.7M5.70M
0.6%
+7.9%
Added · +418K sh
43Walmart Inc
COM
$255.8M2.26M
0.6%
−0.4%
Reduced · −10K sh
44Johnson & Johnson
COM
$252.6M994.8K
0.6%
+11%
Added · +98K sh
45Berkshire Hathaway Inc Del
CL B NEW
$232.9M465.6K
0.5%
−2.1%
Reduced · −10K sh
46Hudbay Minerals Inc
COM
$209.4M8.86M
0.5%
−13%
Reduced · −1.4M sh
47Exxon Mobil Corp
COM
$197.9M1.45M
0.4%
+2.7%
Added · +39K sh
48Brookfield Infrastructure Pa
LP INT UNIT
$195.7M5.37M
0.4%
−20%
Reduced · −1.4M sh
49Cisco Sys Inc
COM
$194.2M1.65M
0.4%
−4.4%
Reduced · −77K sh
50Unitedhealth Group Inc
COM
$189.0M454.8K
0.4%
−2.4%
Reduced · −11K sh
Showing 50 of 1,428 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 20261,428$45.6B13F-HR
Q1 2026Mar 31, 2026May 12, 20261,372$40.9B13F-HR
Q4 2025Dec 31, 2025Feb 10, 20261,366$41.4B13F-HR
Q3 2025Sep 30, 2025Oct 31, 20251,239$34.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20251,220$32.3B13F-HR
Q1 2025Mar 31, 2025May 13, 20251,179$30.1B13F-HR
Q4 2024Dec 31, 2024Jan 31, 20251,219$30.5B13F-HR
Q3 2024Sep 30, 2024Nov 6, 20241,212$30.8B13F-HR
Q2 2024Jun 30, 2024Aug 1, 20241,146$28.1B13F-HR
Q1 2024Mar 31, 2024May 9, 20241,129$28.8B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20241,099$26.8B13F-HR
Q3 2023Sep 30, 2023Oct 30, 20231,046$24.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,099$26.1B13F-HR
Q1 2023Mar 31, 2023May 12, 20231,065$25.2B13F-HR
Q4 2022Dec 31, 2022Feb 13, 20231,062$23.8B13F-HR
Q3 2022Sep 30, 2022Nov 3, 20221,250$22.8B13F-HR
Q2 2022Jun 30, 2022Aug 9, 20221,269$24.7B13F-HR
Q1 2022Mar 31, 2022May 6, 20221,519$28.5B13F-HR
Q4 2021Dec 31, 2021Feb 8, 20221,536$27.3B13F-HR
Q3 2021Sep 30, 2021Nov 9, 20211,453$24.8B13F-HR
Q2 2021Jun 30, 2021Aug 16, 20211,362$24.7B13F-HR
Q1 2021Mar 31, 2021May 14, 20211,328$23.5B13F-HR
Q4 2020Dec 31, 2020Feb 3, 20211,237$21.3B13F-HR
Q3 2020Sep 30, 2020Nov 5, 20201,118$19.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.