13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001298088
Total reported value
$59.2B
$59.2B
3075 檔
18.8%
According to the latest 13F quarterly dataset, CIBC Private Wealth Group LLC managed an equity portfolio of $59.2B at the end of Q2 2025, spanning 3075 distinct U.S. exchange-listed positions.
During Q2 2025, CIBC Private Wealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3075 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.96% | -0.51% | -3.29% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.17% | — | -0.43% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.97% | +0.19% | -0.70% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | — | -4.21% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +0.66% | -9.89% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.77% | — | -10.92% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | — | -0.06% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | — | +0.91% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 1.10% | -0.16% | +0.63% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 1.09% | -0.15% | +1.02% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.28% | -13.43% | |
| 12 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.04% | +0.10% | -58.61% | |
| 13 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.03% | +0.19% | +0.16% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | — | +2.81% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 0.92% | — | +1.71% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 0.92% | — | -6.45% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.21% | +27.57% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 0.86% | — | -0.30% | |
| 19 | CME | Cme Group Inc | Stock-Financials | 0.85% | — | -0.09% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | +0.14% | +4.31% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.83% | — | -0.32% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.66% | +1.87% | |
| 23 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.82% | — | +0.44% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | — | +0.34% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.14% | +0.89% | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 0.79% | — | +0.44% | |
| 27 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.78% | — | -0.81% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | -0.20% | +0.23% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.74% | — | +15.64% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.74% | +0.10% | +0.93% | |
| 31 | TEL | TE Connectivity plc | Stock-Tech | 0.71% | -0.18% | +0.61% | |
| 32 | LNG | Cheniere Energy Inc | Stock-Energy | 0.70% | -0.14% | -6.23% | |
| 33 | ELV | Elevance Health Inc | Stock-Healthcare | 0.70% | — | -11.29% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.69% | — | -0.06% | |
| 35 | MLM | Martin Marietta Materials | Stock-Materials | 0.68% | — | +0.88% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | — | -9.66% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | — | -0.19% | |
| 38 | FISV | Fiserv Inc | Stock-Other | 0.63% | -0.43% | -14.39% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | +0.19% | -6.76% | |
| 40 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.61% | +0.10% | -2.28% | |
| 41 | ROP | Roper Technologies Inc | Stock-Tech | 0.61% | — | -2.78% | |
| 42 | WDAY | Workday Inc-class A | Stock-Tech | 0.61% | -0.54% | +0.24% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.60% | — | -0.74% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | — | +0.41% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | — | -27.30% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.10% | -9.89% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.57% | -0.12% | -0.28% | |
| 48 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.57% | — | +0.74% | |
| 49 | TDG | Transdigm Group Inc | Stock-Industrials | 0.55% | — | -0.22% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.18% | +15.75% |
According to official SEC Form 13F filings, CIBC Private Wealth Group LLC reported a total U.S. public equity portfolio value of $59.2B across 3075 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AAPL) accounted for 18.8% of total reported equity market value during Q2 2025.
During Q2 2025, CIBC Private Wealth Group LLC's top holdings by market value included MSFT (6.0%)、AMZN (4.2%)、AAPL (4.0%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q2 2025, CIBC Private Wealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.