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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) |
|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 195,334 shares | $41,086,509 |
| CORPAY INC | COM SHS | 219948106 | — | 136,442 shares | $41,059,491 |
| ALPS ETF TR | CLEAN ENERGY | 00162Q460 | — | 1,262,174 shares | $40,919,694 |
| TESLA INC | COM | 88160R101 | — | 90,769 shares | $40,820,435 |
| ILLUMINA INC | COM | 452327109 | — | 302,802 shares | $39,715,510 |
| FERRARI N V | COM | N3167Y103 | — | 105,400 shares | $39,450,926 |
| TRADEWEB MKTS INC | CL A | 892672106 | — | 357,060 shares | $38,398,209 |
| 3M CO | COM | 88579Y101 | — | 239,517 shares | $38,346,699 |
| NATERA INC | COM | 632307104 | — | 163,506 shares | $37,457,590 |
| ICON PLC | SHS | G4705A100 | — | 205,296 shares | $37,408,946 |
| US FOODS HLDG CORP | COM | 912008109 | — | 496,186 shares | $37,372,730 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 1,066,582 shares | $36,754,416 |
| HUBSPOT INC | COM | 443573100 | — | 90,060 shares | $36,141,078 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 547,485 shares | $36,134,031 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 65,237 shares | $35,963,401 |
| PLANET FITNESS INC | CL A | 72703H101 | — | 323,740 shares | $35,116,078 |
| LOWES COS INC | COM | 548661107 | — | 144,224 shares | $34,780,949 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 56,513 shares | $34,574,132 |
| COCA COLA CO | COM | 191216100 | — | 493,330 shares | $34,488,734 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 193,521 shares | $34,324,853 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 | — | 1,631,695 shares | $34,265,598 |
| ECOLAB INC | COM | 278865100 | — | 128,517 shares | $33,738,327 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | — | 765,786 shares | $33,418,905 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 609,894 shares | $33,367,289 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 53,863 shares | $32,587,654 |
| ZSCALER INC | COM | 98980G102 | — | 143,808 shares | $32,345,295 |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 | — | 808,490 shares | $31,935,355 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 129,597 shares | $31,919,864 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 317,809 shares | $31,742,803 |
| SAP SE | SPON ADR | 803054204 | — | 129,360 shares | $31,422,726 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 317,359 shares | $31,370,891 |
| TOTALENERGIES SE | ACT | F92124100 | — | 478,867 shares | $31,264,113 |
| EQT CORP | COM | 26884L109 | — | 578,172 shares | $30,990,046 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 114,120 shares | $30,618,322 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 149,328 shares | $30,341,956 |
| DOMINOS PIZZA INC | COM | 25754A201 | — | 71,713 shares | $29,891,240 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 246,674 shares | $29,645,228 |
| FERRARI N V | COM | N3167Y103 | — | 79,481 shares | $29,373,160 |
| TRANSUNION | COM | 89400J107 | — | 341,669 shares | $29,298,102 |
| EVERGY INC | COM | 30034W106 | — | 402,417 shares | $29,171,197 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 143,293 shares | $28,803,366 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 224,998 shares | $27,393,506 |
| IDEX CORP | COM | 45167R104 | — | 153,794 shares | $27,366,145 |
| MSCI INC | COM | 55354G100 | — | 47,568 shares | $27,291,304 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 104,170 shares | $26,958,103 |
| PPL CORP | COM | 69351T106 | — | 753,223 shares | $26,377,863 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 224,235 shares | $26,282,541 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 77,635 shares | $26,136,624 |
| ANTERO RESOURCES CORP | COM | 03674X106 | — | 753,091 shares | $25,951,516 |
| COPART INC | COM | 217204106 | — | 661,333 shares | $25,891,187 |
| ENTEGRIS INC | COM | 29362U104 | — | 305,666 shares | $25,752,348 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 | — | 419,164 shares | $25,719,878 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 694,141 shares | $25,683,217 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 276,723 shares | $25,350,557 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 294,411 shares | $25,019,053 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 165,725 shares | $24,913,495 |
| CATERPILLAR INC | COM | 149123101 | — | 43,154 shares | $24,721,705 |
| WESCO INTL INC | COM | 95082P105 | — | 100,653 shares | $24,623,660 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 117,188 shares | $24,506,441 |
| ISHARES TR | MBS ETF | 464288588 | — | 253,453 shares | $24,133,747 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 225,669 shares | $24,078,882 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 207,666 shares | $23,945,963 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 73,596 shares | $23,847,319 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 215,543 shares | $23,750,648 |
| MOODYS CORP | COM | 615369105 | — | 45,770 shares | $23,381,721 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 292,300 shares | $23,305,054 |
| FIRST SOLAR INC | COM | 336433107 | — | 88,717 shares | $23,175,646 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 163,760 shares | $23,098,348 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 57,877 shares | $22,937,426 |
| WELLS FARGO CO NEW | COM | 949746101 | — | 245,591 shares | $22,889,048 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | — | 75,583 shares | $22,834,417 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | — | 489,592 shares | $22,663,214 |
| HONEYWELL INTL INC | COM | 438516106 | — | 112,981 shares | $22,041,417 |
| TXO PARTNERS LP | COM UNIT | 87313P103 | — | 2,034,567 shares | $21,708,830 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | — | 465,919 shares | $21,660,576 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 109,824 shares | $21,313,610 |
| TC ENERGY CORP | COM | 87807B107 | — | 385,395 shares | $21,200,579 |
| BANK AMERICA CORP | COM | 060505104 | — | 380,584 shares | $20,932,116 |
| STARBUCKS CORP | COM | 855244109 | — | 245,192 shares | $20,647,623 |
| REGAL REXNORD CORPORATION | COM | 758750103 | — | 146,638 shares | $20,576,259 |
| ENBRIDGE INC | COM | 29250N105 | — | 430,134 shares | $20,573,329 |
| VIPER ENERGY INC | CL A | 64361Q101 | — | 531,284 shares | $20,523,501 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 41,799 shares | $20,392,304 |
| REVVITY INC | COM | 714046109 | — | 210,101 shares | $20,327,272 |
| CUMMINS INC | COM | 231021106 | — | 39,140 shares | $19,979,147 |
| EQUINOR ASA | SPONSORED ADR | 29446M102 | — | 807,936 shares | $19,091,528 |
| OSHKOSH CORP | COM | 688239201 | — | 151,552 shares | $19,039,529 |
| BROOKFIELD RENEWABLE ENERGY | PARTNERSHIP UNIT | G16258108 | — | 705,674 shares | $19,032,039 |
| MONDAY COM LTD | SHS | M7S64H106 | — | 125,868 shares | $18,573,082 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 206,584 shares | $18,480,963 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 352,170 shares | $18,450,180 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 212,664 shares | $18,346,481 |
| SERVICENOW INC | COM | 81762P102 | — | 118,134 shares | $18,096,985 |
| PENTAIR PLC | SHS | G7S00T104 | — | 172,288 shares | $17,942,075 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 239,768 shares | $17,440,724 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | — | 149,445 shares | $17,349,067 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 264,217 shares | $17,176,747 |
| APPLE INC | COM | 037833100 | — | 62,866 shares | $17,090,694 |
| EMERSON ELEC CO | COM | 291011104 | — | 128,332 shares | $17,032,226 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 80,232 shares | $17,003,591 |