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CIBC Private Wealth Group LLC
Period ended Dec 31, 2025 · Latest filing Feb 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $59,158,508,421
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $3,159,772,619
- APPLE INC · COM · 037833100 · shares: $2,871,984,623
- AMAZON COM INC · COM · 023135106 · shares: $2,295,546,398
- NVIDIA CORPORATION · COM · 67066G104 · shares: $2,257,252,822
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $2,016,825,444
- JPMORGAN CHASE & CO. · COM · 46625H100 · shares: $1,016,726,726
- BROADCOM INC · COM · 11135F101 · shares: $965,901,492
- META PLATFORMS INC · CL A · 30303M102 · shares: $960,142,921
- VISA INC · COM CL A · 92826C839 · shares: $956,566,083
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $942,730,880
Reported holdings
3,694 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 594918104 | — | 6,523,939 shares | $3,155,107,221 |
| APPLE INC | COM | 037833100 | — | 10,501,339 shares | $2,854,893,929 |
| AMAZON COM INC | COM | 023135106 | — | 9,939,138 shares | $2,294,151,784 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 12,099,103 shares | $2,256,482,763 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 6,425,983 shares | $2,011,332,607 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 3,147,172 shares | $1,014,081,849 |
| BROADCOM INC | COM | 11135F101 | — | 2,784,310 shares | $963,649,658 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,453,880 shares | $959,691,419 |
| VISA INC | COM CL A | 92826C839 | — | 2,723,168 shares | $955,042,248 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 2,989,672 shares | $938,159,128 |
| ELI LILLY & CO | COM | 532457108 | — | 760,450 shares | $817,240,540 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | — | 8,077,476 shares | $742,562,352 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 4,314,368 shares | $676,492,965 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 2,184,483 shares | $633,980,537 |
| BLACKSTONE INC | COM | 09260D107 | — | 3,997,814 shares | $616,223,041 |
| RTX CORPORATION | COM | 75513E101 | — | 3,340,996 shares | $612,738,740 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 7,514,670 shares | $603,277,669 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 941,393 shares | $590,375,752 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 1,190,695 shares | $563,556,087 |
| ABBOTT LABS | COM | 002824100 | — | 3,926,356 shares | $491,933,103 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 4,006,447 shares | $482,135,861 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 806,858 shares | $467,533,851 |
| BARCLAYS BANK PLC | IPATH SELCT MLP | 06742C723 | — | 16,184,576 shares | $465,630,264 |
| DANAHER CORPORATION | COM | 235851102 | — | 2,031,420 shares | $465,032,706 |
| S&P GLOBAL INC | COM | 78409V104 | — | 884,806 shares | $462,391,017 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 2,243,038 shares | $459,867,586 |
| CME GROUP INC | COM | 12572Q105 | — | 1,674,409 shares | $457,247,501 |
| TJX COS INC NEW | COM | 872540109 | — | 2,957,706 shares | $454,333,292 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 644,146 shares | $439,256,195 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | — | 4,141,766 shares | $415,750,511 |
| UNION PAC CORP | COM | 907818108 | — | 1,767,500 shares | $408,858,066 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | — | 372,934 shares | $398,987,222 |
| LINDE PLC | SHS | G54950103 | — | 900,368 shares | $383,907,812 |
| AMPHENOL CORP NEW | CL A | 032095101 | — | 2,831,577 shares | $382,659,310 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 2,348,463 shares | $380,357,007 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 4,942,459 shares | $378,938,356 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 1,596,522 shares | $363,224,823 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 1,396,724 shares | $360,284,868 |
| HENRY JACK & ASSOC INC | COM | 426281101 | — | 1,886,820 shares | $344,306,914 |
| MCDONALDS CORP | COM | 580135101 | — | 1,101,449 shares | $336,635,806 |
| QUALCOMM INC | COM | 747525103 | — | 1,965,483 shares | $336,195,826 |
| PROLOGIS INC. | COM | 74340W103 | — | 2,626,658 shares | $335,319,210 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 5,306,487 shares | $331,496,227 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 954,491 shares | $315,087,026 |
| INTUIT | COM | 461202103 | — | 457,540 shares | $303,083,324 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 3,146,400 shares | $302,903,900 |
| STRYKER CORPORATION | COM | 863667101 | — | 853,827 shares | $300,094,700 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 518,353 shares | $295,917,382 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 1,520,793 shares | $295,626,855 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 474,515 shares | $295,461,627 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 430,597 shares | $294,933,209 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,144,270 shares | $294,340,687 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 1,299,202 shares | $292,853,220 |
| HOME DEPOT INC | COM | 437076102 | — | 847,138 shares | $291,500,128 |
| SALESFORCE INC | COM | 79466L302 | — | 1,097,419 shares | $290,717,384 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 8,975,638 shares | $287,758,970 |
| BLACKROCK INC | COM | 09290D101 | — | 258,805 shares | $277,009,013 |
| GE AEROSPACE | COM NEW | 369604301 | — | 894,666 shares | $275,583,817 |
| ABBVIE INC | COM | 00287Y109 | — | 1,167,708 shares | $266,809,621 |
| ANALOG DEVICES INC | COM | 032654105 | — | 977,637 shares | $265,135,231 |
| DISNEY WALT CO | COM | 254687106 | — | 2,314,879 shares | $263,363,760 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 459,173 shares | $260,057,317 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 191,244 shares | $254,325,454 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 15,366,720 shares | $253,397,208 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 560,583 shares | $249,532,089 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 2,849,088 shares | $248,867,866 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 1,190,134 shares | $248,416,760 |
| IDEXX LABS INC | COM | 45168D104 | — | 362,858 shares | $245,484,187 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 2,063,339 shares | $227,710,105 |
| GE VERNOVA INC | COM | 36828A101 | — | 347,749 shares | $227,278,346 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 4,214,220 shares | $226,851,444 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 2,735,976 shares | $222,079,192 |
| QUANTA SVCS INC | COM | 74762E102 | — | 508,475 shares | $214,606,883 |
| DEXCOM INC | COM | 252131107 | — | 3,127,922 shares | $207,600,199 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 551,763 shares | $206,050,357 |
| EATON CORP PLC | SHS | G29183103 | — | 645,528 shares | $205,607,120 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | — | 1,166,262 shares | $204,760,545 |
| ADOBE INC | COM | 00724F101 | — | 566,288 shares | $198,195,283 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 391,927 shares | $197,002,180 |
| T-MOBILE US INC | COM | 872590104 | — | 953,369 shares | $193,572,046 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | — | 2,899,840 shares | $192,723,387 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 634,547 shares | $186,284,105 |
| ZOETIS INC | CL A | 98978V103 | — | 1,475,666 shares | $185,668,331 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 972,047 shares | $185,651,188 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 1,309,901 shares | $179,377,811 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 584,878 shares | $177,738,571 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 3,079,471 shares | $176,268,934 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 1,759,028 shares | $175,744,536 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 952,398 shares | $175,431,747 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 3,650,954 shares | $174,479,085 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 3,725,871 shares | $170,980,217 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 689,771 shares | $169,793,939 |
| NETFLIX INC | COM | 64110L106 | — | 1,806,902 shares | $169,415,123 |
| VICI PPTYS INC | COM | 925652109 | — | 5,901,071 shares | $165,938,118 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 185,546 shares | $163,087,171 |
| CINTAS CORP | COM | 172908105 | — | 849,177 shares | $159,704,740 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 1,733,737 shares | $158,134,138 |
| PROGRESSIVE CORP | COM | 743315103 | — | 691,582 shares | $157,487,027 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 758,078 shares | $156,884,299 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 2,897,248 shares | $155,756,054 |