CIBC Bancorp USA Inc.: 13F holdings, Q2 2026

CIBC Bancorp USA Inc. reported 1,832 positions worth $80.82B in its Form 13F for Q2 2026 (vs. $74.01B in Q1 2026), filed 2026-08-13.

Top holdings

TickerCompanyValue% of portfolioSharesvs. Q1 2026
-NVIDIA CORPORATION$4.08B5.1%20,402,797-10%
AAPLAPPLE INC$3.60B4.5%12,434,859-9%
-MICROSOFT CORP$2.90B3.6%7,759,778-10%
GOOGLALPHABET INC-CL A$2.45B3.0%6,840,617-15%
AMZNAMAZON.COM INC$2.40B3.0%10,072,292-14%
AVGOBROADCOM INC$1.50B1.9%3,973,059+1%
FLUTFLUTTER ENTMT PLC$1.29B1.6%12,579,017+69%
-JPMORGAN CHASE & CO$1.25B1.6%3,826,652-13%
GOOGALPHABET INC-CL C$1.09B1.4%3,085,305-11%
LLYELI LILLY & CO$1.09B1.3%906,485same
METAMETA PLATFORMS INC$1.06B1.3%1,883,758-11%
-VISA INC$1.01B1.3%2,943,788-9%
-VANGUARD INDEX FDS$1.00B1.2%1,464,441+44%
-MICRON TECHNOLOGY INC$998.25M1.2%864,809+97%
DKNGDRAFTKINGS INC NEW$942.62M1.2%37,316,338+205%
-VANGUARD INDEX FDS$844.02M1.0%10,483,935+326%
AMDADVANCED MICRO DEVICES$752.07M0.9%1,294,192+12%
ODFLOLD DOMINION FREIGHT LINE IN$695.09M0.9%3,209,121same
-ASML HLDG NV$694.31M0.9%348,738-13%
-ASTRAZENECA PLC$680.75M0.8%3,772,997-18%
-MASTERCARD INCORPORATED$654.69M0.8%1,274,020+1%
-VANGUARD TAX-MANAGED FDS$593.00M0.7%8,337,316+23%
ATMPIPATH SELECT MLP ETN$573.60M0.7%16,639,598+1%
-LINDE PLC$549.93M0.7%1,058,970-17%
CATCATERPILLAR INC$544.91M0.7%511,515+6%
-RTX CORPORATION$542.07M0.7%2,854,962-9%
-ISHARES TR$537.23M0.7%4,326,938+304%
-EXXON MOBIL CORP$525.38M0.7%3,840,629-6%
UNHUNITEDHEALTH GROUP INC$501.62M0.6%1,206,042-13%
-GE VERNOVA INC$495.47M0.6%421,793+12%

Sold out in Q2 2026

TickerCompanyValue in Q1 2026
-HONEYWELL INTL INC$166.76M
BIOBIO-RAD LABORATORIES-A$33.48M
-ENVIRI CORP$21.95M
CCCCCC INTELLIGENT SOLUTIONS HL$18.00M
ACHCACADIA HEALTHCARE CO INC$16.15M
MWHSOLV ENERGY INC$12.13M
BMRNBIOMARIN PHARMACEUTICAL INC$11.74M
CWENCLEARWAY ENERGY INC$11.66M
VIKVIKING HOLDINGS LTD$11.30M
-CARNIVAL CORP$10.47M

Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.