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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
  1. MICROSOFT CORP · COM · 594918104 · shares: $3,159,772,619
  2. APPLE INC · COM · 037833100 · shares: $2,871,984,623
  3. AMAZON COM INC · COM · 023135106 · shares: $2,295,546,398
  4. NVIDIA CORPORATION · COM · 67066G104 · shares: $2,257,252,822
  5. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $2,016,825,444
  6. JPMORGAN CHASE & CO. · COM · 46625H100 · shares: $1,016,726,726
  7. BROADCOM INC · COM · 11135F101 · shares: $965,901,492
  8. META PLATFORMS INC · CL A · 30303M102 · shares: $960,142,921
  9. VISA INC · COM CL A · 92826C839 · shares: $956,566,083
  10. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $942,730,880

Reported holdings

3,694 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
AMDOCS LTDSHSG02602103 — 564 shares $45,408
VODAFONE GROUP PLCSPONSORED ADR92857W308 — 3,435 shares $45,380
SPROTT ASSET MANAGEMENT LPPHYSICAL PLATINU85207Q104 — 2,693 shares $45,350
ISHARES TRMORNINGSTR US EQ464287127 — 480 shares $45,302
HIMS & HERS HEALTH INCCOM CL A433000106 — 1,394 shares $45,263
EURONET WORLDWIDE INCCOM298736109 — 594 shares $45,209
NUVEEN S&P 500 DYNAMIC OVERWCOM6706EW100 — 2,500 shares $45,100
ISHARES INCMSCI EM ASIA ETF464286426 — 479 shares $45,036
GOLD FIELDS LTDSPONSORED ADR38059T106 — 1,031 shares $45,013
YUM BRANDS INCCOM988498101 — 297 shares $44,930
FRANKLIN TEMPLETON ETF TRUS CORE BOND ETF35473P553 — 2,073 shares $44,829
GXO LOGISTICS INCORPORATEDCOMMON STOCK36262G101 — 848 shares $44,639
U HAUL HOLDING COMPANYCOM SER N023586506 — 954 shares $44,590
FORTREA HLDGS INCCOMMON STOCK34965K107 — 2,584 shares $44,574
VIATRIS INCCOM92556V106 — 3,576 shares $44,521
BROOKFIELD CORPCL A LTD VT SH11271J107 — 970 shares $44,513
TOLL BROTHERS INCCOM889478103 — 329 shares $44,487
SPDR SERIES TRUSTSTATE STREET SPD78468R853 — 949 shares $44,481
GLOBAL X FDSDAX GERMANY ETF37954Y491 — 975 shares $44,480
SELECTIVE INS GROUP INCCOM816300107 — 529 shares $44,261
ISHARES TRESG OPTIMIZED464288802 — 317 shares $44,169
FIRST TR EXCHANGE-TRADED FDWTR ETF33733B100 — 406 shares $44,133
FIRST BUSEY CORPCOM NEW319383204 — 1,850 shares $44,012
MOHAWK INDS INCCOM608190104 — 402 shares $43,939
ONCOLYTICS BIOTECH INCCOM NEW682310875 — 50,000 shares $43,700
SIRIUSXM HOLDINGS INCCOMMON STOCK829933100 — 2,182 shares $43,629
ORGANON & COCOMMON STOCK68622V106 — 6,078 shares $43,579
NNN REIT INCCOM637417106 — 1,099 shares $43,553
COLLIERS INTL GROUP INCSUB VTG SHS194693107 — 295 shares $43,417
SPDR SERIES TRUSTSTATE STREET SPD78464A797 — 715 shares $43,393
CANADIAN NATL RY COCOM136375102 — 437 shares $43,278
ASGN INCCOM00191U102 — 898 shares $43,257
TELEFLEX INCORPORATEDCOM879369106 — 354 shares $43,202
ROYALTY PHARMA PLCSHS CLASS AG7709Q104 — 1,118 shares $43,200
AON PLCSHS CL AG0403H108 — 122 shares $43,051
TEMPUS AI INCCL A88023B103 — 729 shares $43,047
TURKCELL ILETISIM HIZMETLERISPON ADR NEW900111204 — 7,850 shares $42,940
HERITAGE DISTILLING HLDG COCOM42727R203 — 27,500 shares $42,900
ETSY INCCOM29786A106 — 763 shares $42,301
BITMINE IMMERSION TECNOLOGIECOM NEW09175A206 — 1,550 shares $42,083
MIDCAP FINANCIAL INVSTMNT COCOM NEW03761U502 — 3,675 shares $42,042
CACTUS INCCL A127203107 — 918 shares $41,934
CTO RLTY GROWTH INC NEWCOM22948Q101 — 2,261 shares $41,625
J P MORGAN EXCHANGE TRADED FBETABUILDERS DEV46641Q233 — 735 shares $41,381
KINIKSA PHARMACEUTICALS INTLORD SHS CL AG52694109 — 1,000 shares $41,250
ATLANTIC UN BANKSHARES CORPCOM04911A107 — 1,164 shares $41,089
ISHARES INCMSCI EURZONE ETF464286608 — 641 shares $41,088
INVESCO DB COMMDY INDX TRCKUNIT46138B103 — 1,832 shares $40,955
TTM TECHNOLOGIES INCCOM87305R109 — 593 shares $40,917
MKS INC.COM55306N104 — 256 shares $40,909
XYLEM INCCOM98419M100 — 300 shares $40,854
BLACKROCK TAX MUNICPAL BD TRSHS09248X100 — 2,500 shares $40,800
BREAD FINANCIAL HOLDINGS INCCOM018581108 — 551 shares $40,791
ALLY FINL INCCOM02005N100 — 896 shares $40,580
XPENG INCADS98422D105 — 2,000 shares $40,560
MACYS INCCOM55616P104 — 1,838 shares $40,528
JANUS DETROIT STR TRHENDRSON AAA CL47103U845 — 800 shares $40,464
LANDBRIDGE COMPANY LLCCL A514952100 — 825 shares $40,417
RUSH ENTERPRISES INCCL A781846209 — 748 shares $40,347
API GROUP CORPCOM STK00187Y100 — 1,051 shares $40,211
GRANITESHARES ETF TR2X LONG PLTR38747R710 — 1,500 shares $40,095
INVESCO EXCHANGE TRADED FD TBIOTECHNOLOGY46137V787 — 485 shares $39,843
JOHN HANCOCK EXCHANGE TRADEDMULTFCTR EMRNG47804J834 — 1,205 shares $39,645
PORTLAND GEN ELEC COCOM NEW736508847 — 825 shares $39,592
PENNANTPARK INVT CORPCOM708062104 — 6,600 shares $39,336
CHESAPEAKE UTILS CORPCOM165303108 — 315 shares $39,299
UBIQUITI INCCOM90353W103 — 71 shares $39,288
COLUMBIA SPORTSWEAR COCOM198516106 — 713 shares $39,279
INVESCO HIGH INCOME TR IICOM46131F101 — 3,505 shares $39,150
CAPITAL GROUP EQUITY ETF TRUS SMALL AND MID14022A102 — 1,356 shares $39,107
PAN AMERN SILVER CORPCOM697900108 — 754 shares $39,065
TERRENO RLTY CORPCOM88146M101 — 665 shares $39,042
GABELLI DIVID & INCOME TRCOM36242H104 — 1,405 shares $39,010
U S GOLD CORPCOM NEW90291C201 — 2,000 shares $38,820
NOKIA CORPSPONSORED ADR654902204 — 5,994 shares $38,781
BROWN FORMAN CORPCL A115637100 — 1,472 shares $38,728
WISDOMTREE TRITL HIGH DIV FD97717W802 — 750 shares $38,703
ONTO INNOVATION INCCOM683344105 — 245 shares $38,676
FEDERAL RLTY INVT TR NEWSH BEN INT NEW313745101 — 383 shares $38,606
BIOMARIN PHARMACEUTICAL INCCOM09061G101 — 648 shares $38,511
GLOBAL NET LEASE INCCOM NEW379378201 — 4,471 shares $38,451
GAMING & LEISURE PPTYS INCCOM36467J108 — 859 shares $38,382
ISHARES TRUS REGNL BKS ETF464288778 — 696 shares $38,376
FEDERATED HERMES INCCL B314211103 — 736 shares $38,324
SPDR SERIES TRUSTSTATE STREET SPD78464A839 — 452 shares $38,262
ISHARES TRCORE 1 5 YR USD46432F859 — 784 shares $38,220
INTELLIA THERAPEUTICS INCCOM45826J105 — 4,237 shares $38,091
SPDR SERIES TRUSTSTATE STREET SPD78468R200 — 1,235 shares $37,952
SPDR SERIES TRUSTSTATE STREET SPD78468R606 — 1,603 shares $37,943
ENI S P ASPONSORED ADR26874R108 — 1,000 shares $37,940
VUZIX CORPCOM NEW92921W300 — 10,000 shares $37,800
FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE33737A108 — 247 shares $37,754
ISHARES TRESG ADVANCED UNI46436E619 — 858 shares $37,675
UFP INDUSTRIES INCCOM90278Q108 — 413 shares $37,604
CUBESMARTCOM229663109 — 1,041 shares $37,528
BLACKROCK CORE BD TRSHS BEN INT09249E101 — 3,902 shares $37,420
SPDR SERIES TRUSTSTATE STREET SPD78464A300 — 411 shares $37,389
UFP TECHNOLOGIES INCCOM902673102 — 168 shares $37,301
NYLI CBRE GBL INFR MEGTRNDSCOM56064Q107 — 2,700 shares $37,152
NUSCALE PWR CORPCL A COM67079K100 — 2,620 shares $37,125