CIBC Private Wealth Group, LLC
- SEC CIK
- 0001298088
- Latest filing
- Feb 12, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.
- Positions
- 1,021
- No 13F data for Q4 2020
- Portfolio value
- $39.7B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 7,829,879 | $1.85B | 4.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 557,116 | $1.72B | 4.3% | – | – | History |
| AAPLApple Inc. | Stock | 12,442,836 | $1.52B | 3.8% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 367,883 | $758.8M | 1.9% | – | – | History |
| BXBlackstone Inc. | COM | 9,929,224 | $740.0M | 1.9% | – | – | History |
| VVisa Inc. | Stock | 3,450,011 | $730.5M | 1.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 4,774,631 | $726.8M | 1.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,030,568 | $619.8M | 1.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 295,434 | $611.1M | 1.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,523,523 | $566.9M | 1.4% | – | – | History |
| ABTAbbott Laboratories | Stock | 4,558,918 | $546.3M | 1.4% | – | – | History |
| DHRDanaher Corp | Stock | 2,135,929 | $480.8M | 1.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,050,038 | $451.8M | 1.1% | – | – | History |
| HONHoneywell International Inc | COM | 2,067,526 | $448.8M | 1.1% | – | – | History |
| Alps Clean Energy ETF00162Q460 | ETF | 5,739,768 | $447.9M | 1.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 918,556 | $436.7M | 1.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 8,151,118 | $421.5M | 1.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 6,352,804 | $414.1M | 1.0% | – | – | History |
| SPGIS&P Global Inc. | Stock | 1,141,112 | $402.7M | 1.0% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 2,976,107 | $372.9M | 0.9% | – | – | History |
| ZTSZoetis Inc. | Stock | 2,343,896 | $369.1M | 0.9% | – | – | History |
| USBUS Bancorp DE | COM NEW | 6,477,979 | $358.3M | 0.9% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 3,177,329 | $354.8M | 0.9% | – | – | History |
| RTXRTX Corp | Stock | 4,549,599 | $351.5M | 0.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,131,194 | $350.3M | 0.9% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 750,493 | $342.5M | 0.9% | – | – | History |
| AMTAmerican Tower Corp | REIT | 1,408,678 | $336.8M | 0.8% | – | – | History |
| MAMastercard Inc | Stock | 919,401 | $327.4M | 0.8% | – | – | History |
| FISVFiserv Inc | Stock | 2,730,546 | $325.0M | 0.8% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 14,714,144 | $324.0M | 0.8% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 2,287,923 | $321.7M | 0.8% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,416,810 | $319.0M | 0.8% | – | – | History |
| ROPRoper Technologies Inc | Stock | 781,119 | $315.1M | 0.8% | – | – | History |
| NEENextera Energy Inc | Stock | 4,047,193 | $306.0M | 0.8% | – | – | History |
| TXNTexas Instruments Inc | Stock | 1,614,968 | $305.2M | 0.8% | – | – | History |
| QCOMQualcomm Inc | Stock | 2,216,086 | $293.8M | 0.7% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,051,477 | $290.2M | 0.7% | – | – | History |
| JKHYJack Henry & Associates Inc | Stock | 1,889,247 | $286.6M | 0.7% | – | – | History |
| SYKStryker Corp | Stock | 1,159,273 | $282.4M | 0.7% | – | – | History |
| ECLEcolab Inc. | Stock | 1,317,953 | $282.1M | 0.7% | – | – | History |
| MDTMedtronic plc | Stock | 2,349,643 | $277.6M | 0.7% | – | – | History |
| LINLinde PLC | SHS | 979,997 | $274.5M | 0.7% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,275,108 | $270.2M | 0.7% | – | – | History |
| ADIAnalog Devices Inc | Stock | 1,597,123 | $247.7M | 0.6% | – | – | History |
| DISWalt Disney Co | Stock | 1,333,538 | $246.1M | 0.6% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 1,302,341 | $245.5M | 0.6% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 691,900 | $243.9M | 0.6% | – | – | History |
| CMCSAComcast Corp | Stock | 4,504,597 | $243.7M | 0.6% | – | – | History |
| MPLXMPLX LP | COM UNIT REP LTD | 9,481,170 | $243.0M | 0.6% | – | – | History |
| TJXTJX Companies Inc | Stock | 3,626,522 | $239.9M | 0.6% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,298,783 | $227.8M | 0.6% | – | – | History |
| CMECME Group Inc. | COM | 1,113,142 | $227.3M | 0.6% | – | – | History |
| BLKBlackRock, Inc. | COM | 301,453 | $227.3M | 0.6% | – | – | History |
| CICigna Group | Stock | 936,419 | $226.4M | 0.6% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 1,111,629 | $222.0M | 0.6% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 3,229,633 | $221.1M | 0.6% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,530,791 | $214.4M | 0.5% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 1,267,359 | $201.3M | 0.5% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 478,183 | $190.2M | 0.5% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 3,185,017 | $186.4M | 0.5% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 561,993 | $183.8M | 0.5% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,146,928 | $171.9M | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 1,618,371 | $169.6M | 0.4% | – | – | History |
| RHIRobert Half Inc. | COM | 2,105,845 | $164.4M | 0.4% | – | – | History |
| DGDollar General Corp | COM | 776,761 | $157.4M | 0.4% | – | – | History |
| SHWSherwin Williams Co | COM | 208,130 | $153.6M | 0.4% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 19,750,088 | $151.7M | 0.4% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 1,809,335 | $151.3M | 0.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 603,052 | $146.4M | 0.4% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 629,380 | $142.7M | 0.4% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 576,805 | $140.2M | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 379,585 | $138.3M | 0.3% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 186,729 | $138.0M | 0.3% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 885,398 | $137.4M | 0.3% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 274,853 | $134.5M | 0.3% | – | – | History |
| EPAMEPAM Systems, Inc. | COM | 335,851 | $133.2M | 0.3% | – | – | History |
| TELTE Connectivity plc | REG SHS | 1,027,885 | $132.7M | 0.3% | – | – | History |
| TREXTrex Co Inc | COM | 1,449,482 | $132.7M | 0.3% | – | – | History |
| URIUnited Rentals, Inc. | COM | 401,355 | $132.2M | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 581,443 | $128.7M | 0.3% | – | – | – |
| BKNGBooking Holdings Inc. | Stock | 55,186 | $128.6M | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 1,160,416 | $126.8M | 0.3% | – | – | History |
| FASTFastenal Co | Stock | 2,482,413 | $124.8M | 0.3% | – | – | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,598,450 | $124.2M | 0.3% | – | – | History |
| CSGPCostar Group, Inc. | COM | 148,253 | $121.8M | 0.3% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 549,568 | $121.4M | 0.3% | – | – | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 2,760,983 | $119.7M | 0.3% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 1,591,642 | $117.7M | 0.3% | – | – | – |
| ASMLASML Holding NV | ADR | 189,809 | $117.2M | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 458,346 | $117.1M | 0.3% | – | – | History |
| ATMPBarclays Bank PLC | IPATH SELCT MLP | 8,455,541 | $115.8M | 0.3% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 344,380 | $115.7M | 0.3% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 533,721 | $114.3M | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 211,161 | $112.7M | 0.3% | – | – | History |
| VICIVici Properties Inc. | COM | 3,955,988 | $111.7M | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 478,702 | $111.0M | 0.3% | – | – | History |
| ELVElevance Health, Inc. | Stock | 308,472 | $110.7M | 0.3% | – | – | History |
| ACNAccenture plc | Stock | 389,172 | $107.5M | 0.3% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 446,780 | $107.4M | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 364,632 | $107.4M | 0.3% | – | – | History |