This page follows CIBC Asset Management Inc’s portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Each update adds the fund’s newly disclosed buys and sells, giving a running record of how one of Canada’s larger institutional managers shifts its U.S.-listed and cross-border holdings over time. As with any 13F filings list, the data reflects a snapshot of long positions in publicly traded securities as of the end of each quarter, not the exact days trades were placed.
For the quarter ending 2026-06-30, CIBC Asset Management Inc opened four new positions and added to a wide range of existing holdings across technology, mining, energy, financials, and consumer names.
New Positions Opened
During the quarter ending 2026-06-30, CIBC Asset Management Inc started new stakes in Honeywell Aerospace Inc (HONA) worth $39,792,631 and Honeywell Intl Inc worth $40,110,566, alongside a position in iShares Tr valued at $37,445,169 and a stake in Thomson Reuters Corp worth $37,943,902. These four entries mark the fund’s first disclosed exposure to these names in this filing period.
Positions Increased
CIBC Asset Management Inc added meaningfully to several existing holdings during the quarter ending 2026-06-30. The largest percentage increases came in Arm Holdings PLC, up 960% from $3,726,480 to $39,492,007, and Equinox Gold Corp (EQX), up 712% from $10,942,637 to $88,822,934. Gildan Activewear Inc (GIL) rose 112% to $144,350,010, and Applied Matls Inc climbed 111% to $278,816,744.
Among larger, established positions, Bank Nova Scotia B C increased 53% to $938,049,871, Bank Montreal Medium grew 30% to $1,197,389,349, and Nutrien Ltd (NTR) rose 68% to $97,372,086. UnitedHealth Group Inc (UNH) increased 50% to $188,990,296, Exxon Mobil Corp rose 39% to $239,044,154, and FirstService Corp New (FSV) added 101% to reach $100,239,510.
The fund also built up several of its largest core positions: Agnico Eagle Mines Ltd (AEM) rose 8% to $884,940,761, Enbridge Inc (ENB) increased 18% to $786,677,807, Apple Inc (AAPL) grew 10% to $1,464,094,423, and Nvidia Corporation (NVDA) rose 10% to $1,648,699,995. Index-fund exposure also expanded, with Vanguard Index Fds up 12% to $630,490,982 and Vanguard Intl Equity Index F up 8% to $395,539,023.
This profile will continue to track CIBC Asset Management Inc’s 13F disclosures as new filings become available, adding fresh position changes each quarter so readers can follow the fund’s activity over time, much as they might follow other closely watched 13F filers.
Related ticker coverage
- HONA — all coverage →
- AEM — all coverage →
- ENB — all coverage →
- AAPL — all coverage →
- EQX — all coverage →
- NVDA — all coverage →
- NTR — all coverage →
- UNH — all coverage →
- GIL — all coverage →
- FSV — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.