CIBC Private Wealth Group LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, CIBC Private Wealth Group LLC opened 406 positions, added to 817, reduced 829, sold out of 120 and left 315 unchanged. The largest increase in value was GOOGL (+$412,135,570); the largest decrease was WDAY (-$315,718,307).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-09-30 6,600,946; Shares 2025-12-31 6,443,532.
- WDAY: Country of operation United States; Class CL A; Shares 2025-09-30 1,375,970; Shares 2025-12-31 72,255.
- MSFT: Country of operation United States; Class COM; Shares 2025-09-30 6,595,287; Shares 2025-12-31 6,533,586.
- FISV: Country of operation United States; Class COM; Shares 2025-09-30 2,010,977; Shares 2025-12-31 83,589.
Two Form 13F-HR filings compared (SEC CIK 1298088): 2025-09-30 (filed 2025-11-24) and 2025-12-31 (filed 2026-02-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,600,946 | 6,443,532 | -157,414 | $1,604,689,874 | $2,016,825,444 | +$412,135,570 |
|---|
WDAY
WORKDAY INC | United States | CL A | 1,375,970 | 72,255 | -1,303,715 | $331,237,236 | $15,518,929 | -$315,718,307 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 6,595,287 | 6,533,586 | -61,701 | $3,416,028,952 | $3,159,772,619 | -$256,256,333 |
|---|
FISV
FISERV INC | United States | COM | 2,010,977 | 83,589 | -1,927,388 | $259,275,253 | $5,614,673 | -$253,660,580 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 1,663,579 | 492,867 | -1,170,712 | $258,337,133 | $75,117,925 | -$183,219,208 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 3,134,414 | 3,004,241 | -130,173 | $763,386,467 | $942,730,880 | +$179,344,413 |
|---|
AAPL
APPLE INC | United States | COM | 10,698,436 | 10,564,205 | -134,231 | $2,724,142,863 | $2,871,984,623 | +$147,841,760 |
|---|
QCOM
QUALCOMM INC | United States | COM | 2,697,229 | 1,968,164 | -729,065 | $448,710,965 | $336,654,411 | -$112,056,554 |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 146,915 | 4,765 | -142,150 | $102,546,677 | $2,767,083 | -$99,779,594 |
|---|
AVAV
AEROVIRONMENT INC | United States | COM | 315,716 | 3,346 | -312,370 | $99,415,811 | $809,364 | -$98,606,447 |
|---|
TEL
TE CONNECTIVITY PLC | | ORD SHS | 2,094,807 | 1,597,847 | -496,960 | $459,873,066 | $363,526,274 | -$96,346,792 |
|---|
NOW
SERVICENOW INC | United States | COM | 120,720 | 119,464 | -1,256 | $111,096,256 | $18,300,728 | -$92,795,528 |
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RTX
RTX CORPORATION | United States | COM | 4,177,124 | 3,346,888 | -830,236 | $698,958,190 | $613,819,333 | -$85,138,857 |
|---|
LNG
CHENIERE ENERGY INC | United States | COM NEW | 1,599,480 | 1,520,843 | -78,637 | $375,845,725 | $295,636,575 | -$80,209,150 |
|---|
FOUR
SHIFT4 PMTS INC | United States | CL A | 1,002,734 | 2,828 | -999,906 | $77,611,620 | $178,067 | -$77,433,553 |
|---|
BX
BLACKSTONE INC | United States | COM | 4,063,988 | 4,004,273 | -59,715 | $694,332,381 | $617,218,676 | -$77,113,705 |
|---|
ARES
ARES MANAGEMENT CORPORATION | United States | CL A COM STK | 1,007,852 | 545,278 | -462,574 | $161,145,458 | $88,133,303 | -$73,012,155 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 4,765,388 | 4,218,418 | -546,970 | $297,693,763 | $227,077,422 | -$70,616,341 |
|---|
ODFL
OLD DOMINION FREIGHT LINE IN | United States | COM | 4,366,843 | 4,355,518 | -11,325 | $614,764,213 | $682,945,285 | +$68,181,072 |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 1,419,295 | 1,166,450 | -252,845 | $272,958,834 | $204,793,552 | -$68,165,282 |
|---|
JKHY
HENRY JACK & ASSOC INC | United States | COM | 1,887,341 | 1,887,305 | -36 | $281,081,695 | $344,395,417 | +$63,313,722 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 834,965 | 806,898 | -28,067 | $404,974,678 | $467,557,029 | +$62,582,351 |
|---|
CSGP
COSTAR GROUP INC | United States | COM | 1,823,106 | 1,361,651 | -461,455 | $153,815,487 | $91,557,413 | -$62,258,074 |
|---|
AXON
AXON ENTERPRISE INC | United States | COM | 186,538 | 130,999 | -55,539 | $133,867,346 | $74,398,353 | -$59,468,993 |
|---|
ZTS
ZOETIS INC | United States | CL A | 1,681,306 | 1,484,832 | -196,474 | $246,008,713 | $186,821,597 | -$59,187,116 |
|---|
AJG
GALLAGHER ARTHUR J & CO | United States | COM | 273,659 | 104,629 | -169,030 | $84,763,241 | $27,076,888 | -$57,686,353 |
|---|
HD
HOME DEPOT INC | United States | COM | 864,589 | 854,449 | -10,140 | $350,322,850 | $294,015,721 | -$56,307,129 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,190,430 | 1,150,563 | -39,867 | $349,391,145 | $295,959,435 | -$53,431,710 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 466,336 | 459,184 | -7,152 | $208,559,525 | $260,063,547 | +$51,504,022 |
|---|
CELH
CELSIUS HLDGS INC | United States | COM NEW | 898,042 | 5,147 | -892,895 | $51,628,434 | $235,424 | -$51,393,010 |
|---|
VICI
VICI PPTYS INC | United States | COM | 6,649,710 | 5,901,406 | -748,304 | $216,847,058 | $165,947,538 | -$50,899,520 |
|---|
OWL
BLUE OWL CAPITAL INC | United States | COM CL A | 9,804,222 | 7,925,890 | -1,878,332 | $165,985,485 | $118,412,802 | -$47,572,683 |
|---|
ABT
ABBOTT LABS | United States | COM | 4,016,091 | 3,932,281 | -83,810 | $537,915,193 | $492,675,446 | -$45,239,747 |
|---|
ROP
ROPER TECHNOLOGIES INC | United States | COM | 589,327 | 560,607 | -28,720 | $293,891,285 | $249,542,772 | -$44,348,513 |
|---|
ORCL
ORACLE CORP | United States | COM | 497,488 | 492,124 | -5,364 | $139,913,602 | $95,919,978 | -$43,993,624 |
|---|
IQV
IQVIA HLDGS INC | United States | COM | 1,318,704 | 1,299,272 | -19,432 | $250,474,554 | $292,868,999 | +$42,394,445 |
|---|
TRGP
TARGA RES CORP | United States | COM | 1,007,421 | 687,247 | -320,174 | $168,783,395 | $126,797,140 | -$41,986,255 |
|---|
MELI
MERCADOLIBRE INC | | COM | 68,243 | 58,684 | -9,559 | $159,480,848 | $118,205,741 | -$41,275,107 |
|---|
MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 5,036,540 | 4,942,687 | -93,853 | $339,009,502 | $378,955,837 | +$39,946,335 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,020,922 | 955,375 | -65,547 | $352,524,493 | $315,378,843 | -$37,145,650 |
|---|
ETN
EATON CORP PLC | | SHS | 647,067 | 645,558 | -1,509 | $242,164,696 | $205,616,675 | -$36,548,021 |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 267,731 | 195,476 | -72,255 | $131,522,802 | $95,849,784 | -$35,673,018 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 1,795,044 | 1,733,821 | -61,223 | $193,523,678 | $158,141,800 | -$35,381,878 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 7,585,666 | 7,537,722 | -47,944 | $572,641,941 | $605,128,284 | +$32,486,343 |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 767,549 | 692,032 | -75,517 | $189,546,102 | $157,589,501 | -$31,956,601 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 1,387,686 | 1,096,053 | -291,633 | $135,479,812 | $104,508,666 | -$30,971,146 |
|---|
BLK
BLACKROCK INC | United States | COM | 261,678 | 258,817 | -2,861 | $305,082,548 | $277,021,857 | -$28,060,691 |
|---|
PLD
PROLOGIS INC. | United States | COM | 2,684,296 | 2,626,891 | -57,405 | $307,405,526 | $335,348,955 | +$27,943,429 |
|---|
OKE
ONEOK INC NEW | United States | COM | 2,354,725 | 1,962,467 | -392,258 | $171,824,265 | $144,241,308 | -$27,582,957 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 882,835 | 853,873 | -28,962 | $326,357,498 | $300,110,868 | -$26,246,630 |
|---|
AMZN
AMAZON COM INC | United States | COM | 10,571,204 | 9,945,180 | -626,024 | $2,321,119,188 | $2,295,546,398 | -$25,572,790 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 4,068,284 | 4,014,113 | -54,171 | $458,699,076 | $483,058,387 | +$24,359,311 |
|---|
APH
AMPHENOL CORP NEW | United States | CL A | 2,896,146 | 2,831,577 | -64,569 | $358,398,126 | $382,659,310 | +$24,261,184 |
|---|
DKNG
DRAFTKINGS INC NEW | United States | COM CL A | 1,625,434 | 1,066,582 | -558,852 | $60,791,232 | $36,754,416 | -$24,036,816 |
|---|
VEEV
VEEVA SYS INC | United States | CL A COM | 259,837 | 240,704 | -19,133 | $77,408,041 | $53,732,242 | -$23,675,799 |
|---|
HUBS
HUBSPOT INC | United States | COM | 127,817 | 90,060 | -37,757 | $59,792,793 | $36,141,078 | -$23,651,715 |
|---|
CRM
SALESFORCE INC | United States | COM | 1,130,741 | 1,100,057 | -30,684 | $267,985,503 | $291,416,217 | +$23,430,714 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 979,731 | 955,998 | -23,733 | $199,492,824 | $176,094,867 | -$23,397,957 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 905,469 | 887,275 | -18,194 | $440,700,593 | $463,681,292 | +$22,980,699 |
|---|
FSLR
FIRST SOLAR INC | United States | COM | 207,543 | 88,717 | -118,826 | $45,769,458 | $23,175,646 | -$22,593,812 |
|---|
AZO
AUTOZONE INC | United States | COM | 19,886 | 18,551 | -1,335 | $85,315,713 | $62,915,717 | -$22,399,996 |
|---|
CTAS
CINTAS CORP | United States | COM | 886,708 | 849,177 | -37,531 | $182,005,758 | $159,704,740 | -$22,301,018 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 990,237 | 979,203 | -11,034 | $243,301,157 | $265,559,930 | +$22,258,773 |
|---|
TJX
TJX COS INC NEW | United States | COM | 2,991,066 | 2,958,602 | -32,464 | $432,328,728 | $454,470,927 | +$22,142,199 |
|---|
PINS
PINTEREST INC | United States | CL A | 686,566 | 4,511 | -682,055 | $22,086,828 | $116,790 | -$21,970,038 |
|---|
IR
INGERSOLL RAND INC | United States | COM | 270,517 | 8,951 | -261,566 | $22,350,109 | $709,123 | -$21,640,986 |
|---|
ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 2,376,441 | 2,348,579 | -27,862 | $400,382,721 | $380,375,794 | -$20,006,927 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 189,055 | 185,791 | -3,264 | $143,332,390 | $163,302,516 | +$19,970,126 |
|---|
CAH
CARDINAL HEALTH INC | United States | COM | 441,788 | 431,769 | -10,019 | $69,342,996 | $88,728,540 | +$19,385,544 |
|---|
MNDY
MONDAY COM LTD | | SHS | 195,551 | 125,868 | -69,683 | $37,876,204 | $18,573,082 | -$19,303,122 |
|---|
ALNY
ALNYLAM PHARMACEUTICALS INC | United States | COM | 214,213 | 200,425 | -13,788 | $97,681,128 | $79,699,001 | -$17,982,127 |
|---|
IRM
IRON MTN INC DEL | United States | COM | 721,087 | 677,651 | -43,436 | $73,507,620 | $56,211,138 | -$17,296,482 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 12,188,730 | 12,103,232 | -85,498 | $2,274,173,194 | $2,257,252,822 | -$16,920,372 |
|---|
LYV
LIVE NATION ENTERTAINMENT IN | United States | COM | 585,304 | 561,905 | -23,399 | $95,638,641 | $80,071,434 | -$15,567,207 |
|---|
ADBE
ADOBE INC | United States | COM | 605,610 | 566,316 | -39,294 | $213,628,896 | $198,205,083 | -$15,423,813 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 768,311 | 762,539 | -5,772 | $142,460,259 | $157,807,503 | +$15,347,244 |
|---|
OTIS
OTIS WORLDWIDE CORP | United States | COM | 2,890,482 | 2,850,031 | -40,451 | $264,276,753 | $248,950,237 | -$15,326,516 |
|---|
UNP
UNION PAC CORP | United States | COM | 1,795,510 | 1,769,776 | -25,734 | $424,404,662 | $409,384,550 | -$15,020,112 |
|---|
GWRE
GUIDEWIRE SOFTWARE INC | United States | COM | 189,033 | 143,293 | -45,740 | $43,451,171 | $28,803,366 | -$14,647,805 |
|---|
NET
CLOUDFLARE INC | United States | CL A COM | 579,137 | 556,609 | -22,528 | $124,277,008 | $109,735,464 | -$14,541,544 |
|---|
AMGN
AMGEN INC | United States | COM | 328,702 | 326,112 | -2,590 | $92,759,612 | $106,739,620 | +$13,980,008 |
|---|
ZS
ZSCALER INC | United States | COM | 154,157 | 143,808 | -10,349 | $46,194,687 | $32,345,295 | -$13,849,392 |
|---|
KNTK
KINETIK HOLDINGS INC | United States | COM NEW CL A | 643,338 | 381,299 | -262,039 | $27,496,266 | $13,745,829 | -$13,750,437 |
|---|
FND
FLOOR & DECOR HLDGS INC | United States | CL A | 186,829 | 2,421 | -184,408 | $13,769,297 | $147,415 | -$13,621,882 |
|---|
V
VISA INC | United States | COM CL A | 2,763,214 | 2,727,513 | -35,701 | $943,306,000 | $956,566,083 | +$13,260,083 |
|---|
CSCO
CISCO SYS INC | United States | COM | 2,093,590 | 2,030,814 | -62,776 | $143,243,423 | $156,433,615 | +$13,190,192 |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 453,589 | 294,411 | -159,178 | $38,133,235 | $25,019,053 | -$13,114,182 |
|---|
FIS
FIDELITY NATL INFORMATION SV | United States | COM | 3,119,616 | 2,899,998 | -219,618 | $205,707,468 | $192,733,888 | -$12,973,580 |
|---|
DKS
DICKS SPORTING GOODS INC | United States | COM | 415,091 | 403,796 | -11,295 | $92,241,482 | $79,939,568 | -$12,301,914 |
|---|
HESM
HESS MIDSTREAM LP | United States | CL A SHS | 1,688,612 | 1,336,810 | -351,802 | $58,341,545 | $46,119,945 | -$12,221,600 |
|---|
CYBR
CYBERARK SOFTWARE LTD | | SHS | 227,429 | 219,187 | -8,242 | $109,882,407 | $97,770,633 | -$12,111,774 |
|---|
RBLX
ROBLOX CORP | United States | CL A | 137,347 | 90,089 | -47,258 | $19,025,306 | $7,299,912 | -$11,725,394 |
|---|
CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 954,366 | 698,389 | -255,977 | $37,401,603 | $25,840,393 | -$11,561,210 |
|---|
CWEN
CLEARWAY ENERGY INC | United States | CL C | 999,397 | 508,985 | -490,412 | $28,232,965 | $16,928,841 | -$11,304,124 |
|---|
BA
BOEING CO | United States | COM | 259,573 | 207,647 | -51,926 | $56,023,565 | $45,084,229 | -$10,939,336 |
|---|
TSCO
TRACTOR SUPPLY CO | United States | COM | 1,029,700 | 964,381 | -65,319 | $58,559,047 | $48,228,684 | -$10,330,363 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 286,675 | 242,081 | -44,594 | $63,306,417 | $53,187,544 | -$10,118,873 |
|---|
BR
BROADRIDGE FINL SOLUTIONS IN | United States | COM | 436,784 | 420,900 | -15,884 | $104,028,959 | $93,932,338 | -$10,096,621 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 3,192,322 | 3,155,380 | -36,942 | $1,006,954,102 | $1,016,726,726 | +$9,772,624 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 530,077 | 501,256 | -28,821 | $81,446,272 | $71,835,026 | -$9,611,246 |
|---|