CIBC Bancorp USA Inc.

Diversified mechanical Mechanical CIK 1711924
League rank
#160
in Diversified mechanical · #3233 overall
Long book
$74.01B
Q1 2026
Positions
1675
Top-10 weight
28%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

CIBC Bancorp USA Inc. is a mechanically diversified allocator, running a $74.01B US long book across 1675 positions.

The portfolio is moderately concentrated (top 10 ≈ 28% of the book). Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q3 2025
+2.2%
Q1 2026
+12.2%

Sector allocation

Technology
36%
Industrials
12%
Consumer discretionary
10%
Financials
10%
Healthcare
9%
Services media
6%
Utilities
5%
Other
3%

Long book by quarter

$16.57B
Q3 2025
$74.01B
Q1 2026

What does CIBC Bancorp own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology22.7M$3.96B5.4%Held
AAPL APPLE INCTechnology13.6M$3.46B4.7%Held
MSFT MICROSOFT CORPTechnology8.6M$3.20B4.3%Held
AMZN AMAZON.COM INCConsumer discretionary11.7M$2.44B3.3%Held
GOOGL ALPHABET INC-CL ATechnology8.0M$2.31B3.1%Held
JPM JPMORGAN CHASE & COFinancials4.4M$1.29B1.7%Held
AVGO BROADCOM INCTechnology3.9M$1.22B1.6%Held
META META PLATFORMS INC-CLASS ATechnology2.1M$1.20B1.6%Held
GOOG ALPHABET INC-CL CTechnology3.5M$1.02B1.4%Held
V VISA INC-CLASS A SHARESServices media3.2M$976.8M1.3%Held
AZN ASTRAZENECA PLCHealthcare4.6M$869.5M1.2%Held
LLY ELI LILLY & COHealthcare904.7K$832.0M1.1%Held
PPB FLUTTER ENTERTAINMENT PLC-DI7.5M$760.8M1.0%Held
XOM EXXON MOBIL CORPEnergy4.1M$693.3M0.9%Held
LIN LINDE PLCMaterials1.3M$631.7M0.9%Held
MA MASTERCARD INC - AServices media1.3M$629.3M0.9%Held
ODFL OLD DOMINION FREIGHT LINEIndustrials3.2M$628.1M0.8%Held
RTX RTX CORPIndustrials3.1M$605.7M0.8%Held
NEE NEXTERA ENERGY INCUtilities6.2M$576.5M0.8%Held
ASML ASML HOLDING NV-NY REG SHSIndustrials398.7K$526.8M0.7%Held
TJX TJX COMPANIES INCConsumer discretionary3.2M$506.5M0.7%Held
CME CME GROUP INCFinancials1.7M$504.5M0.7%Held
BX BLACKSTONE INCFinancials4.0M$464.8M0.6%Held
UNP UNION PACIFIC CORPIndustrials1.8M$441.5M0.6%Held
HD HOME DEPOT INCConsumer discretionary1.3M$440.3M0.6%Held
TSLA TESLA INCIndustrials1.2M$439.3M0.6%Held
ABT ABBOTT LABORATORIESHealthcare4.2M$432.5M0.6%Held
HWM HOWMET AEROSPACE INCIndustrials1.8M$425.1M0.6%Held
MCD MCDONALD'S CORPConsumer discretionary1.4M$421.3M0.6%Held
JNJ JOHNSON & JOHNSONHealthcare1.7M$409.1M0.6%Held
DHR DANAHER CORPTechnology2.1M$402.2M0.5%Held
SPGI S&P GLOBAL INCServices media902.5K$384.1M0.5%Held
ABBV ABBVIE INCHealthcare1.7M$375.5M0.5%Held
UNH UNITEDHEALTH GROUP INCFinancials1.4M$373.3M0.5%Held
ADI ANALOG DEVICES INCTechnology1.1M$363.9M0.5%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials735.7K$352.8M0.5%Held
ADP AUTOMATIC DATA PROCESSINGTechnology1.7M$350.8M0.5%Held
CAT CATERPILLAR INCIndustrials482.8K$342.0M0.5%Held
QCOM QUALCOMM INCTechnology2.6M$340.4M0.5%Held
TEL TE CONNECTIVITY PLCConsumer discretionary1.6M$337.8M0.5%Held
ETN EATON CORP PLCIndustrials929.0K$332.2M0.4%Held
GEV GE VERNOVA INCIndustrials378.0K$330.0M0.4%Held
EPD ENTERPRISE PRODUCTS PARTNERSUtilities8.7M$328.6M0.4%Held
TMO THERMO FISHER SCIENTIFIC INCOther645.0K$317.1M0.4%Held
EXE EXPAND ENERGY CORPEnergy2.8M$306.7M0.4%Held
JKHY JACK HENRY & ASSOCIATES INCTechnology1.9M$301.9M0.4%Held
GE GENERAL ELECTRICIndustrials1.0M$297.4M0.4%Held
LNG CHENIERE ENERGY INCUtilities1.1M$293.3M0.4%Held
MNST MONSTER BEVERAGE CORPConsumer staples4.0M$289.8M0.4%Held
PWR QUANTA SERVICES INCIndustrials522.6K$286.9M0.4%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 20264157$74.39B canonicalSEC ↗
Q3 202513F-HR/ARESTATEMENTNov 21, 20251464$18.29B canonicalSEC ↗
Q3 202513F-HRNov 12, 20254865$85.45B SEC ↗
Q4 202413F-NTFeb 12, 2025$0 SEC ↗