CIBC Private Wealth Group LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$59.2B

Total Positions

3,397

New This Quarter

504

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT5.34%

AAPL4.85%

AMZN3.88%

NVDA3.82%

GOOGL3.41%

JPM1.72%

AVGO1.63%

META1.62%

V1.62%

GOOG1.59%

Other14.72%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

TERN8Q held

TERNS PHARMACEUTICALS INC

Avg $3.87 · $183,603 est. P&L

Est. P&L

+948.97%

EOSE8Q held

EOS ENERGY ENTERPRISES INC

Avg $1.74 · $40,383 est. P&L

Est. P&L

+554.17%

PLTR21Q held

Palantir Technologies Inc

Avg $27.80 · $12.8M est. P&L

Est. P&L

+550.57%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 3397 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	6.5M	$3.2B	5.3%	—	$145.06	+236.06%	29 qtrs	Decreased 0
AAPL Apple Inc	10.6M	$2.9B	4.9%	—	$110.63	+146.61%	29 qtrs	Decreased 0
AMZN Amazon.com Inc	9.9M	$2.3B	3.9%	—	$109.20	+112.93%	29 qtrs	Decreased 0
NVDA NVIDIA Corp	12.1M	$2.3B	3.8%	—	$116.45	+61.04%	29 qtrs	Decreased 0
GOOGL Alphabet Inc	6.4M	$2B	3.4%	—	$101.11	+210.39%	29 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	3.2M	$1B	1.7%	—	$92.05	+249.79%	29 qtrs	Decreased 0
AVGO Broadcom Inc	2.8M	$965.9M	1.6%	—	$239.26	+46.22%	29 qtrs	Increased 56
META Meta Platforms Inc	1.5M	$960.1M	1.6%	—	$467.89	+42.33%	29 qtrs	Increased 54
V Visa Inc	2.7M	$956.6M	1.6%	—	$155.08	+127.56%	29 qtrs	Decreased 0
GOOG Alphabet Inc	3M	$942.7M	1.6%	—	$95.15	+230.60%	29 qtrs	Decreased 0
LLY Eli Lilly & Co	762,246	$819.2M	1.4%	—	$505.50	+113.24%	29 qtrs	Increased 66
AZN AstraZeneca PLC	8.1M	$743M	1.3%	—	$106.89	+69.19%	29 qtrs	Decreased 0
ODFL Old Dominion Freight Line Inc	4.4M	$682.9M	1.2%	—	$183.77	-13.31%	29 qtrs	Decreased 0
VO VANGUARD INDEX FDS	2.2M	$634.2M	1.1%	—	$225.42	+29.94%	29 qtrs	Increased 58
BX Blackstone Inc	4M	$617.2M	1.0%	—	$47.92	+219.29%	26 qtrs	Decreased 0
RTX RTX Corp	3.3M	$613.8M	1.0%	—	$76.21	+141.44%	23 qtrs	Decreased 0
NEE NextEra Energy Inc	7.5M	$605.1M	1.0%	—	$67.97	+18.48%	29 qtrs	Decreased 0
VOO VANGUARD INDEX FDS	941,501	$590.4M	1.0%	—	$407.20	+55.14%	29 qtrs	Increased 51
IWF ISHARES TR	1.2M	$563.6M	1.0%	—	$311.14	+53.29%	29 qtrs	Increased 55
ABT Abbott Laboratories	3.9M	$492.7M	0.8%	—	$87.63	+42.81%	29 qtrs	Decreased 0
XOM Exxon Mobil Corp	4M	$483.1M	0.8%	—	$100.80	+19.23%	29 qtrs	Decreased 0
TMO Thermo Fisher Scientific Inc	806,898	$467.6M	0.8%	—	$364.51	+60.06%	29 qtrs	Decreased 0
ATMP BARCLAYS BANK PLC	16.2M	$465.9M	0.8%	—	$15.96	+81.10%	29 qtrs	Increased 45
DHR Danaher Corp	2M	$465.7M	0.8%	—	$152.84	+50.92%	29 qtrs	Increased 44
SPGI S&P Global Inc	887,275	$463.7M	0.8%	—	$341.39	+54.57%	29 qtrs	Decreased 0
Showing 25 of 3,397 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ATMPBARCLAYS BANK PLC

Q1 2024 → Q4 2025+4.5M shares+$214M

ETEnergy Transfer LP

Q2 2024 → Q4 2025+2.3M shares+$48.9M

AVKADVENT CONV & INCOME FD

Q2 2024 → Q4 2025+146 shares+$3,009

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer