Atlantic Trust
Latest statistics and disclosures from CIBC Private Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, NVDA, GOOGL, and represent 21.30% of CIBC Private Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$285M), INTU (+$270M), SGOV (+$234M), LLY (+$225M), NFLX (+$148M), AMD (+$121M), IWF (+$118M), VO (+$97M), AVGO (+$93M), IWP (+$91M).
- Started 504 new stock positions in EAGG, KROP, OFG, IGE, HFWA, INGM, AUPH, ELPC, SCL, HIFS.
- Reduced shares in these 10 stocks: WDAY (-$280M), CVX (-$178M), RTX (-$152M), AMZN (-$145M), FI (-$130M), QCOM (-$125M), TEL (-$113M), SPOT (-$83M), SE (-$81M), AVAV (-$76M).
- Sold out of its positions in OEFA, ARKW, AEF, ALRS, ALE, AMRC, CRMT, FOLD, IBUY, CNBS.
- CIBC Private Wealth Group was a net buyer of stock by $192M.
- CIBC Private Wealth Group has $59B in assets under management (AUM), dropping by 1.28%.
- Central Index Key (CIK): 0001298088
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Download as csvPortfolio Holdings for CIBC Private Wealth Group
CIBC Private Wealth Group holds 3397 positions in its portfolio as reported in the December 2025 quarterly 13F filing
CIBC Private Wealth Group has 3397 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CIBC Private Wealth Group Dec. 31, 2025 positions
- Download the CIBC Private Wealth Group December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.3 | $3.2B | 6.5M | 483.61 |
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| Apple (AAPL) | 4.9 | $2.9B | 11M | 271.86 |
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| Amazon (AMZN) | 3.9 | $2.3B | -5% | 9.9M | 230.82 |
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| NVIDIA Corporation (NVDA) | 3.8 | $2.3B | 12M | 186.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $2.0B | -2% | 6.4M | 313.00 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $1.0B | 3.2M | 322.23 |
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| Broadcom (AVGO) | 1.6 | $966M | +10% | 2.8M | 346.12 |
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| Meta Platforms Cl A (META) | 1.6 | $960M | +6% | 1.5M | 660.09 |
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| Visa Com Cl A (V) | 1.6 | $957M | 2.7M | 350.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $943M | -4% | 3.0M | 313.80 |
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| Eli Lilly & Co. (LLY) | 1.4 | $819M | +37% | 762k | 1074.68 |
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| Astrazeneca Sponsored Adr | 1.3 | $743M | 8.1M | 91.93 |
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| Old Dominion Freight Line (ODFL) | 1.2 | $683M | 4.4M | 156.80 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $634M | +18% | 2.2M | 290.22 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $617M | 4.0M | 154.15 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $614M | -19% | 3.3M | 183.40 |
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| Nextera Energy (NEE) | 1.0 | $605M | 7.5M | 80.28 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $590M | +14% | 942k | 627.13 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $564M | +26% | 1.2M | 473.30 |
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| Abbott Laboratories (ABT) | 0.8 | $493M | -2% | 3.9M | 125.29 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $483M | 4.0M | 120.34 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $468M | -3% | 807k | 579.45 |
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| Barclays Bank Ipath Selct Mlp (ATMP) | 0.8 | $466M | 16M | 28.77 |
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| Danaher Corporation (DHR) | 0.8 | $466M | 2.0M | 228.92 |
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| S&p Global (SPGI) | 0.8 | $464M | -2% | 887k | 522.59 |
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| Howmet Aerospace (HWM) | 0.8 | $460M | -3% | 2.2M | 205.02 |
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| Cme (CME) | 0.8 | $457M | 1.7M | 273.08 |
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| TJX Companies (TJX) | 0.8 | $455M | 3.0M | 153.61 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $439M | +183% | 644k | 681.92 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $416M | +129% | 4.1M | 100.38 |
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| Union Pacific Corporation (UNP) | 0.7 | $409M | 1.8M | 231.32 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $399M | 373k | 1069.86 |
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| Linde SHS (LIN) | 0.7 | $385M | +11% | 902k | 426.39 |
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| Amphenol Corp Cl A (APH) | 0.6 | $383M | -2% | 2.8M | 135.14 |
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| Intercontinental Exchange (ICE) | 0.6 | $380M | 2.3M | 161.96 |
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| Monster Beverage Corp (MNST) | 0.6 | $379M | 4.9M | 76.67 |
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| Te Connectivity Ord Shs (TEL) | 0.6 | $364M | -23% | 1.6M | 227.51 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $360M | +10% | 1.4M | 257.95 |
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| Jack Henry & Associates (JKHY) | 0.6 | $344M | 1.9M | 182.48 |
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| McDonald's Corporation (MCD) | 0.6 | $341M | 1.1M | 305.63 |
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| Qualcomm (QCOM) | 0.6 | $337M | -27% | 2.0M | 171.05 |
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| Prologis (PLD) | 0.6 | $335M | -2% | 2.6M | 127.66 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $332M | +13% | 5.3M | 62.46 |
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| UnitedHealth (UNH) | 0.5 | $315M | -6% | 955k | 330.11 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $303M | +6% | 3.1M | 96.27 |
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| Intuit (INTU) | 0.5 | $303M | +811% | 458k | 662.41 |
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| Stryker Corporation (SYK) | 0.5 | $300M | -3% | 854k | 351.48 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $296M | -2% | 519k | 570.88 |
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| Automatic Data Processing (ADP) | 0.5 | $296M | -3% | 1.2M | 257.23 |
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| Martin Marietta Materials (MLM) | 0.5 | $296M | 475k | 622.66 |
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| Cheniere Energy Com New (LNG) | 0.5 | $296M | -4% | 1.5M | 194.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $295M | 431k | 684.96 |
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| Home Depot (HD) | 0.5 | $294M | 854k | 344.08 |
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| Iqvia Holdings (IQV) | 0.5 | $293M | 1.3M | 225.41 |
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| salesforce (CRM) | 0.5 | $291M | -2% | 1.1M | 264.91 |
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| Enterprise Products Partners (EPD) | 0.5 | $288M | -3% | 9.0M | 32.06 |
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| Blackrock (BLK) | 0.5 | $277M | 259k | 1070.33 |
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| Ge Aerospace Com New (GE) | 0.5 | $277M | 898k | 308.03 |
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| Abbvie (ABBV) | 0.5 | $267M | 1.2M | 228.51 |
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| Analog Devices (ADI) | 0.4 | $266M | 979k | 271.20 |
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| Walt Disney Company (DIS) | 0.4 | $264M | 2.3M | 113.77 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $260M | 459k | 566.36 |
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| TransDigm Group Incorporated (TDG) | 0.4 | $255M | +9% | 191k | 1329.85 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $253M | 15M | 16.49 |
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| Roper Industries (ROP) | 0.4 | $250M | -4% | 561k | 445.12 |
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| Otis Worldwide Corp (OTIS) | 0.4 | $249M | 2.9M | 87.35 |
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| PNC Financial Services (PNC) | 0.4 | $249M | 1.2M | 208.73 |
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| IDEXX Laboratories (IDXX) | 0.4 | $246M | -2% | 363k | 676.54 |
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| Chesapeake Energy Corp (EXE) | 0.4 | $228M | +64% | 2.1M | 110.36 |
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| Ge Vernova (GEV) | 0.4 | $228M | -2% | 348k | 653.57 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $227M | -11% | 4.2M | 53.83 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $222M | +3% | 2.7M | 81.17 |
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| Quanta Services (PWR) | 0.4 | $215M | 509k | 422.06 |
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| Dex (DXCM) | 0.4 | $208M | +7% | 3.1M | 66.37 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $206M | +51% | 552k | 373.44 |
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| Eaton Corp SHS (ETN) | 0.3 | $206M | 646k | 318.50 |
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| American Tower Reit (AMT) | 0.3 | $205M | -17% | 1.2M | 175.57 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $198M | -6% | 566k | 350.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $198M | 394k | 502.65 |
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| Metropcs Communications (TMUS) | 0.3 | $194M | +42% | 953k | 203.05 |
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| Fidelity National Information Services (FIS) | 0.3 | $193M | -7% | 2.9M | 66.46 |
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| Zoetis Cl A (ZTS) | 0.3 | $187M | -11% | 1.5M | 125.82 |
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| L3harris Technologies (LHX) | 0.3 | $186M | +34% | 635k | 293.57 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $186M | +2% | 972k | 190.99 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $179M | +103% | 1.3M | 136.94 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $178M | +3% | 585k | 303.89 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $177M | -2% | 1.8M | 99.91 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $176M | -4% | 3.1M | 57.24 |
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| Palo Alto Networks (PANW) | 0.3 | $176M | -2% | 956k | 184.20 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $175M | +6% | 3.7M | 47.79 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $171M | +49% | 3.7M | 45.89 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $170M | +7% | 690k | 246.16 |
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| Netflix (NFLX) | 0.3 | $169M | +682% | 1.8M | 93.76 |
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| Vici Pptys (VICI) | 0.3 | $166M | -11% | 5.9M | 28.12 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $163M | 186k | 878.96 |
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| Cintas Corporation (CTAS) | 0.3 | $160M | -4% | 849k | 188.07 |
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| O'reilly Automotive (ORLY) | 0.3 | $158M | -3% | 1.7M | 91.21 |
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| Johnson & Johnson (JNJ) | 0.3 | $158M | 763k | 206.95 |
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| Progressive Corporation (PGR) | 0.3 | $158M | -9% | 692k | 227.72 |
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| Cisco Systems (CSCO) | 0.3 | $156M | -2% | 2.0M | 77.03 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $156M | +5% | 2.9M | 53.76 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $147M | -2% | 914k | 161.23 |
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| International Business Machines (IBM) | 0.2 | $146M | 494k | 296.21 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $145M | 2.7M | 53.37 |
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| Oneok (OKE) | 0.2 | $144M | -16% | 2.0M | 73.50 |
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| Advanced Micro Devices (AMD) | 0.2 | $137M | +789% | 638k | 214.17 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $136M | +7% | 1.3M | 107.35 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $136M | +6% | 404k | 335.27 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $133M | +8% | 1.4M | 96.03 |
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| Alcon Ord Shs (ALC) | 0.2 | $129M | 1.6M | 78.81 |
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| Targa Res Corp (TRGP) | 0.2 | $127M | -31% | 687k | 184.50 |
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| Goldman Sachs (GS) | 0.2 | $121M | -2% | 138k | 879.00 |
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| Blue Owl Capital Com Cl A (OWL) | 0.2 | $118M | -19% | 7.9M | 14.94 |
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| MercadoLibre (MELI) | 0.2 | $118M | -14% | 59k | 2014.33 |
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| Anthem (ELV) | 0.2 | $118M | -12% | 337k | 350.56 |
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| Flutter Entmt SHS (FLUT) | 0.2 | $117M | +27% | 544k | 215.05 |
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| Wal-Mart Stores (WMT) | 0.2 | $111M | 999k | 111.41 |
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| Rollins (ROL) | 0.2 | $111M | +60% | 1.8M | 60.02 |
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| Banco Santander Sa Adr (SAN) | 0.2 | $110M | +4% | 9.4M | 11.73 |
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| Cloudflare Cl A Com (NET) | 0.2 | $110M | -3% | 557k | 197.15 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $108M | -2% | 2.8M | 38.34 |
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| Amgen (AMGN) | 0.2 | $107M | 326k | 327.31 |
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| Boston Scientific Corporation (BSX) | 0.2 | $105M | -21% | 1.1M | 95.35 |
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| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.2 | $104M | 3.5M | 29.91 |
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| Cadence Design Systems (CDNS) | 0.2 | $104M | +163% | 332k | 312.58 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $103M | 556k | 185.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $102M | 165k | 613.94 |
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| Cyberark Software SHS (CYBR) | 0.2 | $98M | -3% | 219k | 446.06 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $98M | +3% | 2.7M | 36.54 |
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| Oracle Corporation (ORCL) | 0.2 | $96M | 492k | 194.91 |
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| Ameriprise Financial (AMP) | 0.2 | $96M | -26% | 196k | 490.34 |
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| Snowflake Com Shs (SNOW) | 0.2 | $95M | -2% | 435k | 219.36 |
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| Costco Wholesale Corporation (COST) | 0.2 | $95M | 110k | 862.34 |
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| Broadridge Financial Solutions (BR) | 0.2 | $94M | -3% | 421k | 223.17 |
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| CoStar (CSGP) | 0.2 | $92M | -25% | 1.4M | 67.24 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $90M | +40% | 848k | 106.70 |
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| Cardinal Health (CAH) | 0.1 | $89M | -2% | 432k | 205.51 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $88M | -45% | 545k | 161.63 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $87M | +10101% | 1.3M | 67.13 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $87M | +20% | 453k | 191.56 |
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| Pepsi (PEP) | 0.1 | $87M | -6% | 603k | 143.52 |
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| Microchip Technology (MCHP) | 0.1 | $86M | -8% | 1.4M | 63.73 |
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| AmerisourceBergen (COR) | 0.1 | $85M | -5% | 252k | 337.75 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $85M | -7% | 4.7M | 17.96 |
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| American Express Company (AXP) | 0.1 | $83M | 225k | 369.95 |
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| Live Nation Entertainment (LYV) | 0.1 | $80M | -3% | 562k | 142.50 |
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| Colgate-Palmolive Company (CL) | 0.1 | $80M | 1.0M | 79.02 |
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| Dick's Sporting Goods (DKS) | 0.1 | $80M | -2% | 404k | 197.97 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $80M | -6% | 200k | 397.65 |
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| Ubs Ag London Branch Etracs Aler Mlp (MLPB) | 0.1 | $79M | 3.1M | 25.30 |
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| Ross Stores (ROST) | 0.1 | $79M | -5% | 438k | 180.14 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $79M | +4% | 15M | 5.30 |
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| Shell Spon Ads (SHEL) | 0.1 | $78M | +4% | 1.1M | 73.48 |
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| Chevron Corporation (CVX) | 0.1 | $75M | -70% | 493k | 152.41 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $75M | +3% | 269k | 278.92 |
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| Axon Enterprise (AXON) | 0.1 | $74M | -29% | 131k | 564.62 |
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| Procter & Gamble Company (PG) | 0.1 | $72M | -5% | 501k | 143.31 |
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| Marriott Intl Cl A (MAR) | 0.1 | $72M | -4% | 231k | 310.24 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $71M | +4% | 517k | 137.87 |
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| Datadog Cl A Com (DDOG) | 0.1 | $70M | -5% | 516k | 135.99 |
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| Ferrari Nv Ord (RACE) | 0.1 | $68M | 185k | 369.54 |
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| Chubb (CB) | 0.1 | $68M | +3% | 217k | 312.11 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $66M | -3% | 708k | 93.12 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.1 | $64M | -4% | 1.4M | 45.40 |
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| AutoZone (AZO) | 0.1 | $63M | -6% | 19k | 3391.50 |
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| Equinix (EQIX) | 0.1 | $61M | -6% | 79k | 766.16 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $60M | +4% | 8.2M | 7.32 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $60M | 407k | 146.58 |
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| Stepstone Group Com Cl A (STEP) | 0.1 | $58M | -3% | 900k | 64.17 |
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| Matador Resources (MTDR) | 0.1 | $58M | 1.4M | 42.44 |
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| Trip Com Group Ads (TCOM) | 0.1 | $57M | +4% | 796k | 71.91 |
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| Ameren Corporation (AEE) | 0.1 | $57M | +49% | 565k | 99.86 |
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| Iron Mountain (IRM) | 0.1 | $56M | -6% | 678k | 82.95 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $56M | -5% | 345k | 162.01 |
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| Nrg Energy Com New (NRG) | 0.1 | $55M | +41% | 346k | 159.24 |
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| Kodiak Gas Svcs (KGS) | 0.1 | $55M | +3046% | 1.5M | 37.40 |
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| Medtronic SHS (MDT) | 0.1 | $54M | 560k | 96.06 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $54M | -7% | 241k | 223.23 |
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| Morgan Stanley Com New (MS) | 0.1 | $54M | 302k | 177.53 |
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| Monolithic Power Systems (MPWR) | 0.1 | $53M | -5% | 59k | 906.37 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $53M | +2% | 526k | 101.07 |
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| Waste Management (WM) | 0.1 | $53M | -15% | 242k | 219.75 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $53M | -5% | 305k | 173.49 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $53M | -4% | 70.00 | 754800.00 |
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| United Parcel Service CL B (UPS) | 0.1 | $53M | -10% | 531k | 99.19 |
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| Williams Companies (WMB) | 0.1 | $53M | +5% | 875k | 60.11 |
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| Kinder Morgan (KMI) | 0.1 | $52M | -5% | 1.9M | 27.49 |
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| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $52M | +5% | 369k | 140.83 |
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| Hubbell (HUBB) | 0.1 | $51M | -5% | 115k | 444.11 |
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| Valvoline Inc Common (VVV) | 0.1 | $50M | +141% | 1.7M | 29.06 |
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| Ametek (AME) | 0.1 | $50M | -3% | 241k | 205.31 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $49M | +676% | 174k | 279.14 |
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| Tractor Supply Company (TSCO) | 0.1 | $48M | -6% | 964k | 50.01 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $48M | +4% | 788k | 60.37 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $47M | +4% | 1.8M | 25.60 |
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| Hess Midstream Cl A Shs (HESM) | 0.1 | $46M | -20% | 1.3M | 34.50 |
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| Dt Midstream Common Stock (DTM) | 0.1 | $46M | 384k | 119.68 |
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| Boeing Company (BA) | 0.1 | $45M | -20% | 208k | 217.12 |
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| Waste Connections (WCN) | 0.1 | $43M | -6% | 245k | 175.36 |
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| Merck & Co (MRK) | 0.1 | $42M | 396k | 105.26 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $41M | +5% | 195k | 210.34 |
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| Corpay Com Shs (CPAY) | 0.1 | $41M | -7% | 136k | 300.93 |
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| Alps Etf Tr Clean Energy (ACES) | 0.1 | $41M | +10% | 1.3M | 32.42 |
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| Tesla Motors (TSLA) | 0.1 | $41M | +31% | 91k | 449.72 |
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| Illumina (ILMN) | 0.1 | $40M | 303k | 131.16 |
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| 3M Company (MMM) | 0.1 | $40M | 247k | 160.11 |
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| Tradeweb Mkts Cl A (TW) | 0.1 | $38M | -7% | 357k | 107.54 |
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| Natera (NTRA) | 0.1 | $38M | -5% | 164k | 229.09 |
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| Icon SHS (ICLR) | 0.1 | $37M | -8% | 205k | 182.20 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $37M | -5% | 496k | 75.32 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $37M | -34% | 1.1M | 34.46 |
|
| Hubspot (HUBS) | 0.1 | $36M | -29% | 90k | 401.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $36M | +7% | 548k | 66.00 |
|
| Curtiss-Wright (CW) | 0.1 | $36M | -5% | 65k | 551.27 |
|
| Lowe's Companies (LOW) | 0.1 | $36M | -5% | 148k | 241.16 |
|
| Planet Fitness Cl A (PLNT) | 0.1 | $35M | +18% | 324k | 108.47 |
|
| Coca-Cola Company (KO) | 0.1 | $35M | 496k | 69.91 |
|
|
| Emcor (EME) | 0.1 | $35M | +20% | 57k | 611.79 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $34M | +550% | 194k | 177.37 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $34M | +5% | 1.6M | 21.00 |
|
| Illinois Tool Works (ITW) | 0.1 | $34M | 139k | 246.30 |
|
|
| Ecolab (ECL) | 0.1 | $34M | 129k | 262.52 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $34M | +8% | 614k | 54.71 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $33M | +608% | 766k | 43.64 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $33M | -6% | 54k | 605.01 |
|
| Zscaler Incorporated (ZS) | 0.1 | $32M | -6% | 144k | 224.92 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $32M | 809k | 39.50 |
|
|
| Totalenergies Se Act (TTE) | 0.1 | $32M | NEW | 485k | 65.42 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $32M | -2% | 318k | 99.88 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $31M | +5% | 129k | 242.90 |
|
| Canadian Natl Ry (CNI) | 0.1 | $31M | -6% | 318k | 98.86 |
|
| EQT Corporation (EQT) | 0.1 | $31M | 578k | 53.60 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $31M | -3% | 114k | 268.30 |
|
| Keysight Technologies (KEYS) | 0.1 | $30M | -5% | 149k | 203.19 |
|
| Domino's Pizza (DPZ) | 0.1 | $30M | +31% | 72k | 416.82 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $30M | +60% | 247k | 120.18 |
|
| Transunion (TRU) | 0.0 | $29M | -7% | 342k | 85.75 |
|
| Evergy (EVRG) | 0.0 | $29M | -16% | 402k | 72.49 |
|
| Guidewire Software (GWRE) | 0.0 | $29M | -24% | 143k | 201.01 |
|
| Msci (MSCI) | 0.0 | $27M | -6% | 48k | 573.73 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $27M | +2053% | 225k | 121.75 |
|
| IDEX Corporation (IEX) | 0.0 | $27M | -10% | 154k | 177.94 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $27M | -61% | 105k | 258.79 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $26M | +309% | 225k | 117.21 |
|
| PPL Corporation (PPL) | 0.0 | $26M | +26887% | 753k | 35.02 |
|
| General Dynamics Corporation (GD) | 0.0 | $26M | 78k | 336.66 |
|
|
| Antero Res (AR) | 0.0 | $26M | -17% | 753k | 34.46 |
|
| Copart (CPRT) | 0.0 | $26M | -13% | 661k | 39.15 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $26M | -26% | 698k | 37.00 |
|
| Moody's Corporation (MCO) | 0.0 | $26M | 51k | 510.85 |
|
Past Filings by CIBC Private Wealth Group
SEC 13F filings are viewable for CIBC Private Wealth Group going back to 2014
- CIBC Private Wealth Group 2025 Q4 filed Feb. 12, 2026
- CIBC Private Wealth Group 2025 Q3 filed Nov. 24, 2025
- CIBC Private Wealth Group 2025 Q2 filed Aug. 12, 2025
- CIBC Private Wealth Group 2025 Q1 filed May 14, 2025
- CIBC Private Wealth Group 2024 Q4 filed Feb. 12, 2025
- CIBC Private Wealth Group 2024 Q3 filed Nov. 13, 2024
- CIBC Private Wealth Group 2024 Q2 filed Aug. 9, 2024
- CIBC Private Wealth Group 2024 Q1 filed May 10, 2024
- CIBC Private Wealth Group 2023 Q1 amended filed Nov. 21, 2023
- CIBC Private Wealth Group 2023 Q2 amended filed Nov. 21, 2023
- CIBC Private Wealth Group 2023 Q3 filed Nov. 13, 2023
- CIBC Private Wealth Group 2023 Q2 filed Aug. 10, 2023
- CIBC Private Wealth Group 2022 Q4 restated filed June 1, 2023
- CIBC Private Wealth Group 2023 Q1 filed May 12, 2023
- CIBC Private Wealth Group 2022 Q4 restated filed Feb. 14, 2023
- CIBC Private Wealth Group 2022 Q4 filed Feb. 13, 2023