Q2 2026 13F · SEC CIK 1711924

CIBC Bancorp USA Inc.

Bank & trustFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $80.8B
Reported positions: 1,832
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

CIBC Bancorp USA Inc. is a bank & trust that reported 1,832 positions worth $80.8B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation (NVDA, 5.1%), Apple Inc (AAPL, 4.5%), Microsoft Corp (MSFT, 3.6%).

CIBC Bancorp USA Inc. holdings largest 50 of 1,832 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

CIBC Bancorp USA Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.1%	5.4%	20,402,797	-10.1%	$4.1B
AAPLApple Inc	4.5%	4.7%	12,434,859	-8.7%	$3.6B
MSFTMicrosoft Corp	3.6%	4.3%	7,759,778	-10.2%	$2.9B
GOOGLAlphabet Inc	3.0%	3.1%	6,840,617	-14.5%	$2.4B
AMZNAmazon Com Inc	3.0%	3.3%	10,072,292	-14.0%	$2.4B
AVGOBroadcom Inc	1.9%	1.6%	3,973,059	+0.7%	$1.5B
FLUTFlutter Entmt PLC	1.6%	1.0%	12,579,017	+68.6%	$1.3B
JPMJpmorgan Chase & Co	1.6%	1.7%	3,826,652	-12.6%	$1.3B
GOOGAlphabet Inc	1.4%	1.4%	3,085,305	-10.7%	$1.1B
LLYEli Lilly & Co	1.3%	1.1%	906,485	+0.2%	$1.1B
METAMeta Platforms Inc	1.3%	1.6%	1,883,758	-10.5%	$1.1B
VVisa Inc	1.3%	1.3%	2,943,788	-8.9%	$1.0B
VOOVanguard Index Fds	1.2%	0.8%	1,464,441	+43.8%	$1.0B
MUMicron Technology Inc	1.2%	—	864,809	—	$998.3M
DKNGDraftkings Inc	1.2%	—	37,316,338	—	$942.6M
VOVanguard Index Fds	1.0%	1.0%	10,483,935	+326.2%	$844.0M
AMDAdvanced Micro Devices Inc	0.9%	—	1,294,192	—	$752.1M
ODFLOld Dominion Freight Line in	0.9%	0.8%	3,209,121	-0.2%	$695.1M
ASMLAsml Hldg NV	0.9%	0.7%	348,738	-12.5%	$694.3M
AZNAstrazeneca PLC	0.8%	1.2%	3,772,997	-17.9%	$680.8M
MAMastercard Incorporated	0.8%	0.8%	1,274,020	+1.2%	$654.7M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.6%	8,337,316	+23.1%	$593.0M
ATMPBarclays Select MLP ETN	0.7%	0.8%	16,639,598	+0.8%	$573.6M
LINLinde PLC	0.7%	0.9%	1,058,970	-16.9%	$549.9M
CATCaterpillar Inc	0.7%	0.5%	511,515	+5.9%	$544.9M
RTXRtx Corporation	0.7%	0.8%	2,854,962	-9.0%	$542.1M
IWFIshares Tr	0.7%	0.6%	4,326,938	+303.6%	$537.2M
XOMExxon Mobil Corp	0.7%	0.9%	3,840,629	-6.0%	$525.4M
UNHUnitedhealth Group Inc	0.6%	0.5%	1,206,042	-12.5%	$501.6M
GEVGe Vernova Inc	0.6%	0.4%	421,793	+11.6%	$495.5M
VBVanguard Index Fds	0.6%	0.5%	1,585,209	+5.2%	$479.9M
ABBVAbbvie Inc	0.6%	0.5%	1,860,030	+7.7%	$468.0M
LRCXLam Research Corp	0.6%	—	1,057,591	—	$458.8M
TSLATesla Inc	0.5%	0.6%	1,055,073	-10.7%	$443.6M
GEGe Aerospace	0.5%	—	1,166,053	—	$435.8M
HDHome Depot Inc	0.5%	0.6%	1,219,667	-8.9%	$430.4M
PANWPalo Alto Networks Inc	0.5%	—	1,226,765	—	$418.3M
TJXTjx Cos Inc New	0.5%	0.7%	2,753,717	-13.2%	$417.5M
HWMHowmet Aerospace Inc	0.5%	0.6%	1,441,922	-21.8%	$410.8M
TSMTaiwan Semiconductor Manufac	0.5%	—	846,379	—	$404.2M
SPGIS&p Global Inc	0.5%	0.5%	935,479	+3.7%	$381.2M
NEENextera Energy Inc	0.5%	0.8%	4,334,293	-30.2%	$380.6M
BXBlackstone Inc	0.5%	0.6%	3,203,373	-20.7%	$377.3M
IVVIshares Tr	0.5%	—	501,517	—	$375.6M
AMATApplied Matls Inc	0.5%	—	513,288	—	$371.0M
ETNEaton Corp PLC	0.4%	0.4%	849,084	-8.6%	$362.0M
PWRQuanta Svcs Inc	0.4%	—	501,598	—	$361.1M
ABTAbbott Laboratories	0.4%	0.6%	3,890,759	-7.6%	$353.2M
ADIAnalog Devices Inc	0.4%	0.5%	882,660	-22.8%	$350.9M
WMTWalmart Inc	0.4%	—	3,081,891	—	$349.0M

What CIBC Bancorp USA Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.7% /yr; S&P 500 +14.6%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$80.8B	1,832
Q1 2026	$74.0B	1,675
Q3 2025	$16.6B	1,358

Questions about CIBC Bancorp USA Inc.'s portfolio

What stocks does CIBC Bancorp USA Inc. own?

CIBC Bancorp USA Inc.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 1,832 positions worth $80.8B. The largest are Nvidia Corporation (NVDA) at 5.1%, Apple Inc (AAPL) at 4.5%, Microsoft Corp (MSFT) at 3.6%, Alphabet Inc (GOOGL) at 3.0% and Amazon Com Inc (AMZN) at 3.0%.

What did CIBC Bancorp USA Inc. buy last quarter?

In Q2 2026, CIBC Bancorp USA Inc. added Vanguard Index Fds (VO) (+326.2% shares), Ishares Tr (IWF) (+303.6% shares) and Flutter Entmt PLC (FLUT) (+68.6% shares), compared with its Q1 2026 filing.

What did CIBC Bancorp USA Inc. sell last quarter?

In Q2 2026, CIBC Bancorp USA Inc. cut from its top 50 Cme Group Inc (CME), cut from its top 50 Union Pac Corp (UNP), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Danaher Corp Del (DHR), Nextera Energy Inc (NEE) (-30.2% shares), Analog Devices Inc (ADI) (-22.8% shares) and Howmet Aerospace Inc (HWM) (-21.8% shares), compared with its Q1 2026 filing.

When is CIBC Bancorp USA Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. CIBC Bancorp USA Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.