CIBC Private Wealth Group LLC
Top Portfolio Positions
2,539 positions ·
$50,203,029,116 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
6,533,586 | $3,159,772,861 | 6.29% | |
| AAPL |
Apple Inc.
Technology
|
10,564,205 | $2,871,984,770 | 5.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,945,180 | $2,295,546,447 | 4.57% | |
| NVDA |
Nvidia Corp
Technology
|
12,103,232 | $2,257,252,767 | 4.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,443,532 | $2,016,825,516 | 4.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,155,380 | $1,016,726,542 | 2.03% | |
| AVGO |
Broadcom Inc.
Technology
|
2,790,816 | $965,901,417 | 1.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,454,564 | $960,143,150 | 1.91% | |
| V |
Visa Inc.
Financial Services
|
2,727,513 | $956,566,083 | 1.91% | |
| LLY |
ELI LILLY & Co
Healthcare
|
762,246 | $819,170,607 | 1.63% |
Portfolio Trend
Holdings in HQY
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $25,350,594 | 276,723 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,224,486 | 213,406 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $118,070,177 | 1,127,054 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $86,453,607 | 978,314 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,126,695 | 63,853 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,207,460 | 63,622 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,685,062 | 65,952 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,792,791 | 70,964 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,901,559 | 73,930 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,400,586 | 73,930 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,004,120 | 110,930 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $6,648,320 | 113,240 | Shares | Defined | 2023-11-21 | |
| 2022-12-31 | $7,034,973 | 114,130 | Shares | Defined | 2023-06-01 | |
| 2022-09-30 | $7,719,848 | 114,930 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $7,056,841 | 114,951 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $8,701,783 | 129,030 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,885,247 | 133,030 | Shares | Defined | 2022-04-04 | |
| 2021-09-30 | $8,753,738 | 135,172 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,455,567 | 154,766 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,128,268 | 163,651 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $8,871,294 | 127,260 | Shares | Defined | 2021-02-12 | |
| 2020-06-30 | $7,411,781 | 126,330 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,057,039 | 119,728 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||