CIK: 0001711924
Total reported value
$74.4B
Reporting period: 2026-03-31 · Number of holdings: 4157
CIBC Bancorp USA Inc. disclosed 4157 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $74.4B and a quarterly turnover rate of 134.0%.
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CIBC Bancorp USA Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.013 — mathematically equivalent to about 78 equally-sized positions, well below its 4157 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.63), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim NVDA
+123.4% $2.1B
Trim MSFT
+261.5% $2.0B
Trim META
+186.0% $664.2M
Add FLUT
+117698.6% $759.2M
Add GOOGL
+367.3% $1.9B
Add ODFL
+9525.3% $623.4M
The institution is executing a high-velocity capital rotation, actively buying share count across mega-cap technology and financials while managing a highly diversified basket of 1,751 positions. This is a momentum-driven hunt for alpha through rapid turnover rather than concentrated conviction bets.
The bet is on sustained liquidity feeding large-cap tech leadership, with IT holdings capturing nearly 30% of the portfolio and share counts rising despite price-driven weight drift in NVDA and MSFT. Financials and healthcare create a defensive barbell, but crowded trades at the top expose the portfolio to a positioning squeeze if growth multiples compress.
High turnover combined with an HHI of 0.0127 turns this diversified momentum engine into a transaction-cost liability. Portfolio drag from hundreds of low-conviction long-tail positions bleeds performance during volatility regimes, and rising coefficient of variation amplifies slippage across the 1,751-name basket.
Produced with AI assistance from publicly disclosed 13F data. Historical only; not a personalized investment recommendation.
Showing top 200 holdings (of 4157 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.32% | -5.05% | +123.39% | |
| 2 | AAPL | Apple INC | Stock-Tech | 4.65% | +0.34% | +339.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -2.47% | +261.52% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.28% | +0.29% | +369.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.10% | +0.82% | +367.32% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | +0.33% | +438.09% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 1.64% | -0.54% | +225.62% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -1.34% | +185.96% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | -0.30% | +175.93% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | +0.25% | +466.76% | |
| 11 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.17% | +1.17% | NEW | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.66% | +721.94% | |
| 13 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 1.02% | +1.01% | +117698.60% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | +0.95% | NEW | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | +0.56% | +578.27% | |
| 16 | LIN | Linde plc | Stock-Materials | 0.85% | -0.28% | +192.69% | |
| 17 | MA | Mastercard INC - A | Stock-Financials | 0.85% | — | +80.83% | |
| 18 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.84% | +0.81% | +9525.30% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.80% | +40517.38% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.81% | +0.64% | +1600.61% | |
| 21 | NEE | Nextera Energy INC | Stock-Utilities | 0.77% | +0.65% | +2084.31% | |
| 22 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.76% | +0.76% | NEW | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 0.71% | +0.69% | +12752.26% | |
| 24 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.68% | +0.55% | +1761.53% | |
| 25 | CME | Cme Group INC | Stock-Financials | 0.68% | +0.60% | +2986.65% | |
| 26 | BX | Blackstone INC | Stock-Financials | 0.62% | +0.53% | +3882.74% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | +0.61% | NEW | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | +0.48% | +2091.18% | |
| 29 | HD | Home Depot INC | Stock-Consumer Disc | 0.59% | +0.26% | +802.26% | |
| 30 | TSLA | Tesla INC | Stock-Consumer Disc | 0.59% | — | +106.69% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | +0.39% | +1552.32% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | +0.58% | NEW | |
| 33 | HWM | Howmet Aerospace INC | Stock-Industrials | 0.57% | +0.51% | +3256.73% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | +0.39% | +1139.98% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | — | +160.30% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.54% | +0.44% | +2305.50% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | +0.53% | NEW | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | +0.53% | NEW | |
| 39 | PLD | Prologis INC | Stock-Real Estate | 0.52% | +0.29% | +695.79% | |
| 40 | SPGI | S&p Global INC | Stock-Financials | 0.52% | +0.40% | +1906.12% | |
| 41 | ABBV | Abbvie INC | Stock-Healthcare | 0.50% | +0.19% | +608.58% | |
| 42 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.50% | — | +421.28% | |
| 43 | ADI | Analog Devices INC | Stock-Tech | 0.49% | +0.37% | +1222.47% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | — | +85.38% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.47% | +0.35% | +2180.93% | |
| 46 | CAT | Caterpillar INC | Stock-Industrials | 0.46% | +0.29% | +646.22% | |
| 47 | QCOM | Qualcomm INC | Stock-Tech | 0.46% | — | +273.25% | |
| 48 | TEL | TE Connectivity plc | Stock-Tech | 0.45% | +0.40% | +3859.88% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | +0.34% | +1627.33% | |
| 50 | GEV | GE Vernova INC | Stock-Industrials | 0.44% | +0.31% | +905.81% |
Performance for Q3 2026
+4.7%
Performance Last 4 Quarters
+14%
Based on 76% of reported portfolio value with available pricing
CIBC Bancorp USA Inc.'s most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); New buy: Vanguard Mid-cap ETF (VO); New buy: Ipath Select Mlp Etn (ATMP); New buy: Ishares Russell 1000 Growth (IWF); New buy: Vanguard Ftse Developed ETF (VEA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLUT | Flutter Entertainment plc | +1% | +117698.60% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +367.32% | Add |
| 3 | ODFL | Old Dominion Freight Line | +0.8% | +9525.30% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.8% | +40517.38% | Add |
| 5 | ASML | ASML Holding N.V. | +0.7% | +12752.26% | Add |
| 6 | LLY | Eli Lilly & Co | +0.7% | +721.94% | Add |
| 7 | NEE | Nextera Energy INC | +0.7% | +2084.31% | Add |
| 8 | RTX | Rtx CORP | +0.6% | +1600.61% | Add |
| 9 | CME | Cme Group INC | +0.6% | +2986.65% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.6% | +578.27% | Add |
| 11 | TJX | Tjx Companies INC | +0.6% | +1761.53% | Add |
| 12 | BX | Blackstone INC | +0.5% | +3882.74% | Add |
| 13 | HWM | Howmet Aerospace INC | +0.5% | +3256.73% | Add |
| 14 | UNP | Union Pacific CORP | +0.5% | +2091.18% | Add |
| 15 | DHR | Danaher CORP | +0.4% | +2305.50% | Add |
| 16 | SPGI | S&p Global INC | +0.4% | +1906.12% | Add |
| 17 | TEL | TE Connectivity plc | +0.4% | +3859.88% | Add |
| 18 | JKHY | Jack Henry & Associates INC | +0.4% | +18917.82% | Add |
| 19 | ABT | Abbott Laboratories | +0.4% | +1552.32% | Add |
| 20 | MCD | Mcdonald's CORP | +0.4% | +1139.98% | Add |
| 21 | EXE | Expand Energy CORP | +0.4% | +8515.33% | Add |
| 22 | ADI | Analog Devices INC | +0.4% | +1222.47% | Add |
| 23 | ADP | Automatic Data Processing | +0.4% | +2180.93% | Add |
| 24 | AAPL | Apple INC | +0.3% | +339.73% | Add |
| 25 | ETN | Eaton Corporation plc | +0.3% | +1627.33% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.3% | +438.09% | Add |
| 27 | GEV | GE Vernova INC | +0.3% | +905.81% | Add |
| 28 | AMZN | Amazon.com INC | +0.3% | +369.57% | Add |
| 29 | PLD | Prologis INC | +0.3% | +695.79% | Add |
| 30 | CAT | Caterpillar INC | +0.3% | +646.22% | Add |
| 31 | TMO | Thermo Fisher Scientific INC | +0.3% | +1138.19% | Add |
| 32 | HD | Home Depot INC | +0.3% | +802.26% | Add |
| 33 | V | Visa Inc-class A Shares | +0.3% | +466.76% | Add |
| 34 | ABBV | Abbvie INC | +0.2% | +608.58% | Add |
| 35 | LIN | Linde plc | -0.3% | +192.69% | Add |
| 36 | GOOG | Alphabet Inc-cl C | -0.3% | +175.93% | Add |
| 37 | AVGO | Broadcom INC | -0.5% | +225.62% | Add |
| 38 | META | Meta Platforms Inc-class A | -1.3% | +185.96% | Add |
| 39 | MSFT | Microsoft CORP | -2.5% | +261.52% | Add |
| 40 | NVDA | Nvidia CORP | -5.1% | +123.39% | Add |
| 41 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 42 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 43 | ATMP | Ipath Select Mlp Etn | — | NEW | New buy |
| 44 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 45 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 46 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 47 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 48 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 49 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 50 | GE | General Electric | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-21 | Amendment | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
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