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Equibles

CIBC Bancorp USA Inc.

Bank
Location
CHICAGO, IL
Portfolio Value
Mid $1,986,594,056
Diversification
Diversified
Filing Date
Global Rank
#109 / 8,586 ▲ 219
Top Industry
Semiconductors 11.0%
3Y Alpha vs SPY
-5.7%
Period ended 3 months ago
Filed May 12, 2026 · 35d
2 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+10.1%
SPY
+13.2%
Annualised alpha
-5.6%
Max drawdown
−9.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,323 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025
Top Position
6.1%
−6.1 pts
Top 5
23.5%
−8.6 pts
Top 10
32.1%
−11.1 pts
HHI
158
Sep 2025 → Mar 2026 · range 158 – 308
Diversified−150

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 29.3% $19,143,771,528
Financial Services 12.4% $8,077,332,274
Healthcare 11.7% $7,647,763,571
Consumer Cyclical 11.1% $7,239,135,494
Industrials 10.9% $7,104,185,157
Communication Services 7.1% $4,654,189,849
Energy 5.8% $3,796,496,978
Consumer Defensive 3.0% $1,986,594,056
Utilities 2.4% $1,551,854,008
Real Estate 2.3% $1,471,209,249
Basic Materials 2.1% $1,359,056,590
Unclassified 2.0% $1,288,432,674

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Sep 30, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
NVDA +12,542,117 22,706,796 $3,960,065,221
DKNG +12,218,597 12,236,212 $264,546,902
AAPL +10,524,560 13,622,498 $3,457,253,767
AMZN +9,215,986 11,709,718 $2,438,782,966
FLUT +7,456,206 7,462,541 $760,806,053
VICI +6,492,661 6,919,705 $189,046,339
GOOGL +6,288,941 8,001,064 $2,300,785,962
MSFT +6,254,166 8,645,671 $3,200,368,033
NEE +5,921,244 6,205,330 $576,351,050
MDLZ +4,288,776 4,770,573 $274,975,826
DXCM +4,148,674 4,217,134 $264,836,014
ABT +3,956,953 4,211,858 $432,431,459
BX +3,938,106 4,039,532 $464,505,783
MNST +3,699,117 3,998,886 $289,759,278
JPM +3,564,622 4,378,303 $1,287,921,610
MCHP +3,524,531 3,618,747 $233,807,242
XOM +3,482,787 4,085,068 $693,072,635
ODFL +3,181,261 3,214,659 $628,144,367
TJX +3,000,555 3,170,893 $506,391,611
FIS +2,975,022 3,047,200 $142,944,150
RTX +2,954,390 3,138,969 $605,507,119
OTIS +2,805,352 2,864,227 $220,774,616
EXE +2,760,926 2,793,349 $306,653,852
AVGO +2,732,819 3,944,066 $1,220,727,866
V +2,660,603 3,230,614 $976,420,773

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
CTSH −2,248,168 761,138 $46,695,816
LUV −1,836,382 117,245 $4,404,894
BAC −1,212,501 1,436,867 $70,047,265
REXR −1,105,118 56,944 $1,863,776
HTZ −906,507 4,906,086 $22,617,056
FCX −622,811 269,542 $15,843,677
BOKF −536,815 568,992 $72,865,114
SLV −444,740 47,460 $3,233,923
C −441,359 1,024,947 $116,239,237
FDX −326,470 72,852 $25,948,423
ADBE −293,060 135,996 $33,057,906
KVUE −292,574 416,478 $7,180,079
NEM −255,173 191,529 $20,733,013
YUM −248,399 174,278 $27,096,742
WBD −225,374 1,125,548 $30,907,547
KDP −201,424 347,759 $9,156,493
SW −191,000 127,720 $5,089,641
IP −186,662 134,688 $4,808,360
OLN −185,082 41,918 $1,246,221
RIG −177,805 47,899 $317,568
MTCH −165,374 9,121 $280,105
FISV −158,887 176,497 $9,848,531
CTVA −148,730 165,042 $13,815,665
AA −135,854 51,608 $3,423,157
KHC −128,497 230,961 $5,194,311

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
AZN 4,595,892 $906,401,819
ATMP 16,510,044 $568,110,613
EPD 8,680,163 $328,457,367
GE 1,047,827 $297,341,867
ET 13,503,824 $260,623,802
TSM 744,449 $251,586,539
IAU 2,700,347 $238,062,590
SPY 298,903 $194,388,576
BN 3,765,073 $152,372,503
MPLX 2,642,104 $150,784,875
ALC 1,930,405 $145,456,016
SHEL 1,372,753 $127,666,029
BEPC 2,837,032 $112,998,983
USO 769,137 $97,872,683
VVV 2,612,360 $87,984,284
MTDR 1,366,491 $86,334,901
SAN 7,632,182 $86,091,012
PAA 3,761,989 $84,005,213
CHKP 582,524 $83,213,553
NVS 537,813 $82,150,935
LYG 15,495,165 $77,940,679
BHP 1,071,071 $77,909,703
FMX 698,611 $77,587,736
HDB 2,739,673 $68,163,064
RACE 200,794 $67,958,729

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
EMN 119,980 $7,564,739
CELH 65,990 $3,793,765
NOV 280,000 $3,710,000
LW 46,490 $2,700,139
BJRI 64,151 $1,958,530
FUBO 35,577 $1,771,734
PAYC 6,979 $1,452,609
NXE 97,780 $875,131
AGL 32,903 $847,252
LKQ 26,272 $802,346
GFS 20,319 $728,232
ARM 5,001 $707,591
MHK 5,329 $687,014
VRNS 11,773 $676,594
DT 10,820 $524,229
DOCU 7,245 $522,292
LEU 1,677 $519,987
QLYS 3,898 $515,822
PI 2,769 $500,496
GPRE 56,849 $499,702
BOX 14,986 $483,598
QTWO 6,636 $480,380
CALM 4,899 $460,995
DORM 2,944 $458,910
SLG 7,664 $458,383

Portfolio Positions

Export CSV View 13F filing
62 positions · $1,986,594,056 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 62 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
MNST
Monster Beverage Corp
Consumer Defensive 		3,998,886 $289,759,278 14.59%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		4,770,573 $274,975,826 13.84%
COST
Costco Wholesale Corp /New
Consumer Defensive 		237,697 $236,848,420 11.92%
WMT
Walmart Inc.
Consumer Defensive 		1,820,192 $226,213,460 11.39%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		1,253,528 $181,059,584 9.11%
PEP
Pepsico Inc
Consumer Defensive 		857,359 $133,139,278 6.70%
KO
Coca Cola Co
Consumer Defensive 		1,293,159 $98,344,741 4.95%
CL
Colgate Palmolive Co
Consumer Defensive 		1,150,377 $98,046,630 4.94%
FMX
Mexican Economic Development Inc
Consumer Defensive 		698,611 $77,587,736 3.91%
PM
Philip Morris International Inc.
Consumer Defensive 		336,248 $55,595,243 2.80%
USFD
US Foods Holding Corp.
Consumer Defensive 		462,316 $42,630,158 2.15%
MO
Altria Group, Inc.
Consumer Defensive 		580,609 $38,314,387 1.93%
DEO
Diageo PLC
Consumer Defensive 		339,638 $25,286,048 1.27%
DG
Dollar General Corp
Consumer Defensive 		136,844 $16,247,487 0.82%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		191,022 $13,885,388 0.70%
TGT
Target Corp
Consumer Defensive 		108,821 $13,189,104 0.66%
KR
Kroger Co
Consumer Defensive 		152,481 $11,033,524 0.56%
SYY
Sysco Corp
Consumer Defensive 		152,611 $10,885,741 0.55%
KMB
Kimberly Clark Corp
Consumer Defensive 		106,167 $10,241,929 0.52%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		109,522 $10,220,591 0.51%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive 		347,759 $9,156,493 0.46%
HSY
Hershey Co
Consumer Defensive 		42,320 $8,797,904 0.44%
DAR
Darling Ingredients Inc.
Consumer Defensive 		122,177 $7,556,647 0.38%
KVUE
Kenvue Inc.
Consumer Defensive 		416,478 $7,180,079 0.36%
GIS
General Mills Inc
Consumer Defensive 		188,539 $7,017,420 0.35%
CLX
Clorox Co /De/
Consumer Defensive 		58,265 $6,038,000 0.30%
DLTR
Dollar Tree, Inc.
Consumer Defensive 		53,316 $5,838,633 0.29%
STZ
Constellation Brands, Inc.
Consumer Defensive 		38,863 $5,829,450 0.29%
TSN
Tyson Foods, Inc.
Consumer Defensive 		83,285 $5,336,069 0.27%
KHC
Kraft Heinz Co
Consumer Defensive 		230,961 $5,194,311 0.26%
BG
Bunge Global SA
Consumer Defensive 		38,333 $4,875,957 0.25%
EL
Estee Lauder Companies Inc
Consumer Defensive 		61,479 $4,412,347 0.22%
HLF
Herbalife Ltd.
Consumer Defensive 		287,781 $4,236,135 0.21%
POST
Post Holdings, Inc.
Consumer Defensive 		42,311 $4,182,864 0.21%
MKC
Mccormick & Co Inc
Consumer Defensive 		81,019 $4,086,596 0.21%
SJM
J M SMUCKER Co
Consumer Defensive 		33,514 $3,232,088 0.16%
HRL
Hormel Foods Corp /De/
Consumer Defensive 		141,867 $3,213,286 0.16%
UL
Unilever PLC
Consumer Defensive 		54,155 $3,085,209 0.16%
TAP
Molson Coors Beverage Co
Consumer Defensive 		66,455 $2,861,551 0.14%
CPB
CAMPBELL'S Co
Consumer Defensive 		124,235 $2,766,713 0.14%
CAG
Conagra Brands Inc.
Consumer Defensive 		175,389 $2,757,114 0.14%
STKL
SunOpta Inc.
Consumer Defensive 		404,822 $2,623,246 0.13%
MICC
Magnum Ice Cream Co N.V.
Consumer Defensive 		161,818 $2,419,178 0.12%
SFD
Smithfield Foods Inc
Consumer Defensive 		79,937 $2,235,837 0.11%
BRBR
Bellring Brands, Inc.
Consumer Defensive 		73,109 $1,176,323 0.06%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive 		4,505 $863,788 0.04%
CCEP
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive 		8,687 $787,648 0.04%
ODD
Oddity Tech Ltd
Consumer Defensive 		50,000 $669,000 0.03%
LOPE
Grand Canyon Education, Inc.
Consumer Defensive 		3,871 $658,185 0.03%
UVV
Universal Corp /Va/
Consumer Defensive 		11,334 $597,301 0.03%

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