← Back to Discover

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)
SOLAREDGE TECHNOLOGIES INCCOM83417M104 — 176 shares $5,078
SSGA ACTIVE ETF TRSTATE STREET MUL78467V103 — 161 shares $5,063
ZILLOW GROUP INCCL A98954M101 — 74 shares $5,049
HNI CORPCOM404251100 — 120 shares $5,045
WISDOMTREE TREMER MKT HIGH FD97717W315 — 108 shares $5,045
PRAXIS PRECISION MEDICINES ICOM NEW74006W207 — 17 shares $5,011
EVOLUS INCCOM30052C107 — 750 shares $4,988
NATIONAL STORAGE AFFILIATESCOM SHS BEN IN637870106 — 175 shares $4,937
SONOS INCCOM83570H108 — 280 shares $4,917
COMMUNITY TR BANCORP INCCOM204149108 — 87 shares $4,916
BOX INCCL A10316T104 — 164 shares $4,905
J P MORGAN EXCHANGE TRADED FREALTY INCOME ET46641Q126 — 105 shares $4,905
HILLMAN SOLUTIONS CORPCOM431636109 — 565 shares $4,893
ISHARES TRMSCI INTL MOMENT46434V449 — 102 shares $4,893
RIBBON COMMUNICATIONS INCCOM762544104 — 1,697 shares $4,887
DAILY JOURNAL CORPCOM233912104 — 10 shares $4,873
JETBLUE AWYS CORPCOM477143101 — 1,071 shares $4,873
PATTERSON-UTI ENERGY INCCOM703481101 — 797 shares $4,870
J P MORGAN EXCHANGE TRADED FU S TECH LEADERS46654Q732 — 54 shares $4,864
SAP SESPON ADR803054204 — 20 shares $4,858
READY CAPITAL CORP6.25 CNV PFD C75574U705 — 350 shares $4,809
FERRARI N VCOMN3167Y103 — 13 shares $4,804
PGIM ETF TRACTV HY BD ETF69344A206 — 135 shares $4,790
BROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS113004105 — 91 shares $4,767
VANECK ETF TRUSTINDIA GROWTH LDR92189F767 — 103 shares $4,748
STRATEGY SHSNS 7HANDL IDX86280R506 — 215 shares $4,741
CONSTELLIUM SECL A SHSF21107101 — 250 shares $4,713
BILIBILI INCSPONS ADS REP Z090040106 — 191 shares $4,697
SPDR SERIES TRUSTSTATE STREET SPD78464A789 — 78 shares $4,692
SERVE ROBOTICS INCCOM81758H106 — 447 shares $4,640
AMRIZE LTDSHSH2927K103 — 84 shares $4,620
PUMA BIOTECHNOLOGY INCCOM74587V107 — 775 shares $4,611
INNOVATIVE INDL PPTYS INCCOM45781V101 — 97 shares $4,594
GENTEX CORPCOM371901109 — 197 shares $4,584
VANGUARD SCOTTSDALE FDSLONG TERM TREAS92206C847 — 81 shares $4,520
KANZHUN LIMITEDSPONSORED ADS48553T106 — 221 shares $4,504
INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD46090F100 — 335 shares $4,444
LENDWAY INCCOM NEW45765Y204 — 1,285 shares $4,433
FLUENCE ENERGY INCCOM CL A34379V103 — 223 shares $4,411
INTEGER HLDGS CORPCOM45826H109 — 56 shares $4,392
BROOKFIELD INFRASTRUCTURE COCOM SUB VTG A11276H106 — 95 shares $4,313
FIRST TR EXCH TRD ALPHDX FDJAPAN ALPHADEX33737J158 — 64 shares $4,299
CELANESE CORP DELCOM150870103 — 101 shares $4,270
PALLADYNE AI CORPCOM NEW80359A205 — 1,000 shares $4,260
PACER FDS TRTRENDPILOT US BD69374H642 — 219 shares $4,249
AMERICAN PUB ED INCCOM02913V103 — 112 shares $4,234
FOSTER L B COCOM350060109 — 157 shares $4,231
NEKTAR THERAPEUTICSCOM NEW640268306 — 100 shares $4,228
TERAWULF INCCOM88080T104 — 368 shares $4,228
TIMKEN COCOM887389104 — 50 shares $4,207
MICROCHIP TECHNOLOGY INC.COM595017104 — 66 shares $4,206
SKYWARD SPECIALTY INS GROUPCOM830940102 — 82 shares $4,191
GLOBAL PARTNERS LPCOM UNITS37946R109 — 100 shares $4,185
VISTEON CORPCOM NEW92839U206 — 44 shares $4,184
VANECK ETF TRUSTEMERGING MRKT HI92189F353 — 210 shares $4,177
WALKER & DUNLOP INCCOM93148P102 — 69 shares $4,134
GENIUS SPORTS LIMITEDSHARES CL AG3934V109 — 375 shares $4,133
IAMGOLD CORPCOM450913108 — 250 shares $4,123
FIDELITY COVINGTON TRUSTINT HG DIV ETF316092725 — 159 shares $4,120
NATURAL GROCERS BY VITAMIN CCOM63888U108 — 164 shares $4,104
FIRST TR EXCH TRD ALPHDX FDDEV MRK EX US33737J174 — 51 shares $4,052
ZEVRA THERAPEUTICS INCCOM NEW488445206 — 450 shares $4,032
RINGCENTRAL INCCL A76680R206 — 138 shares $3,985
ADDUS HOMECARE CORPCOM006739106 — 37 shares $3,973
CONNECTONE BANCORP INCCOM20786W107 — 151 shares $3,959
CARGURUS INCCOM CL A141788109 — 102 shares $3,912
VERTEX INCCL A92538J106 — 195 shares $3,894
FASTLY INCCL A31188V100 — 381 shares $3,879
ITAU UNIBANCO HLDG SASPON ADR REP PFD465562106 — 540 shares $3,864
OUSTER INCCOM NEW68989M202 — 178 shares $3,852
GLOBAL X FDSGLOBAL X COPPER37954Y830 — 53 shares $3,831
HERITAGE COMM CORPCOM426927109 — 318 shares $3,819
CALIFORNIA WTR SVC GROUPCOM130788102 — 88 shares $3,795
MAGNACHIP SEMICONDUCTOR CORPCOM55933J203 — 1,481 shares $3,777
TRANSOCEAN LTDREGISTERED SHSH8817H100 — 912 shares $3,767
COMPANHIA PARANAENSE DE ENERSPONSORED ADS20441B704 — 391 shares $3,718
DESIGNER BRANDS INCCL A250565108 — 500 shares $3,715
ACADIAN ASSET MANAGEMENT INCCOM10948W103 — 79 shares $3,713
J JILL INCCOM46620W201 — 270 shares $3,704
ICON PLCSHSG4705A100 — 20 shares $3,644
UNITY SOFTWARE INCCOM91332U101 — 82 shares $3,622
TAL EDUCATION GROUPSPONSORED ADS874080104 — 330 shares $3,600
IRIDIUM COMMUNICATIONS INCCOM46269C102 — 207 shares $3,598
IPG PHOTONICS CORPCOM44980X109 — 50 shares $3,580
VANGUARD BD INDEX FDSLONG TERM BOND921937793 — 51 shares $3,546
FIVE9 INCCOM338307101 — 176 shares $3,529
INMODE LTDSHSM5425M103 — 240 shares $3,526
ICF INTL INCCOM44925C103 — 41 shares $3,497
ROKU INCCOM CL A77543R102 — 32 shares $3,472
HANCOCK JOHN INVT TR IICOM410142103 — 251 shares $3,431
HAWKINS INCCOM420261109 — 24 shares $3,409
PHREESIA INCCOM71944F106 — 200 shares $3,384
ACADIA HEALTHCARE COMPANY INCOM00404A109 — 237 shares $3,363
FIDELITY COVINGTON TRUSTMETAVERSE ETF316092188 — 93 shares $3,355
BRP INCCOM SUN VTG05577W200 — 47 shares $3,326
COMSTOCK RES INCCOM205768302 — 143 shares $3,315
ISHARES TRU.S. PHARMA ETF464288836 — 39 shares $3,308
STURM RUGER & CO INCCOM864159108 — 101 shares $3,298
KARMAN HLDGS INCCOMMON STOCK485924104 — 45 shares $3,293
MAGNUM ICE CREAM CO NVORD SHSN5505D105 — 207 shares $3,282