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Livermore
Livermore
ZHEN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

The latest 13F from CIBC Private Wealth Group, LLC covers Q4 2025 (filed Feb 12, 2026): 3,397 long positions worth $59.2B. The top 10 holdings make up 29.5% of the portfolio, and the largest is Microsoft Corp (MSFT) at 5.3%. Livermore has 25 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q4 2025

Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
496
Est. +$27.0M
Added
1184
Est. +$3.19B
Reduced
1070
Est. −$3.28B
Sold out
185
Est. −$25.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. MSFTMicrosoft Corp
    5.3%$3.16BHistory
  2. AAPLApple Inc.
    4.9%$2.87BHistory
  3. AMZNAmazon Com Inc
    3.9%$2.30BHistory
  4. NVDANVIDIA Corp
    3.8%$2.26BHistory
  5. GOOGLAlphabet Inc.
    3.4%$2.02BHistory

Share of portfolio

Top 5 holdings and the other 3,392 positions, by share of portfolio value

  1. MSFT5.3%
  2. AAPL4.9%
  3. AMZN3.9%
  4. NVDA3.8%
  5. GOOGL3.4%
  6. Other 3,392 positions78.7%

Biggest buys

New and added positions, by estimated amount bought

  1. SPYSPDR S&P 500 ETF Trust
    +$284.5MAddedHistory
  2. INTUIntuit Inc.
    +$269.9MAddedHistory
  3. iShares Tr46436E718
    +$234.4MAdded
  4. LLYEli Lilly & Co
    +$224.5MAddedHistory
  5. AMDAdvanced Micro Devices Inc
    +$121.2MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LLYEli Lilly & Co
    +0.66 pp0.7% → 1.4%History
  2. SPYSPDR S&P 500 ETF Trust
    +0.48 pp0.3% → 0.7%History
  3. INTUIntuit Inc.
    +0.45 pp0.1% → 0.5%History
  4. iShares Tr46436E718
    +0.39 pp0.3% → 0.7%
  5. AMDAdvanced Micro Devices Inc
    +0.21 pp<0.1% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WDAYWorkday, Inc.
    −$280.0MReducedHistory
  2. CVXChevron Corp
    −$178.4MReducedHistory
  3. RTXRTX Corp
    −$152.3MReducedHistory
  4. AMZNAmazon Com Inc
    −$144.5MReducedHistory
  5. FISVFiserv Inc
    −$129.5MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. WDAYWorkday, Inc.
    −0.54 pp0.6% → <0.1%History
  2. MSFTMicrosoft Corp
    −0.51 pp5.8% → 5.3%History
  3. FISVFiserv Inc
    −0.43 pp0.4% → <0.1%History
  4. CVXChevron Corp
    −0.32 pp0.4% → 0.1%History
  5. QCOMQualcomm Inc
    −0.20 pp0.8% → 0.6%History

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$59.2B
+$747.7M (+1.3%) vs. prior quarter
Positions
3,397
+311 vs. prior quarter
Top 10 concentration
29.5%
Top 10 as share of value
Turnover
5.5%
Q4 2025, one quarter
Average holding period
18.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $59.2B (Q4 2025)

Q1 2021: $39.7BQ2 2021: $43.5BQ3 2021: $43.0BQ4 2021: $48.2BQ1 2022: $45.8BQ2 2022: $38.5BQ3 2022: $37.1BQ4 2022: $29.8BQ1 2023: $34.4BQ2 2023: $45.7BQ3 2023: $42.3BQ4 2023: $47.2BQ1 2024: $51.1BQ2 2024: $53.3BQ3 2024: $55.8BQ4 2024: $55.2BQ1 2025: $47.4BQ2 2025: $56.0BQ3 2025: $58.4BQ4 2025: $59.2B
Q1 2021Q4 2025
13F filings of CIBC Private Wealth Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Feb 12, 20263,397$59.2BMSFTAAPLAMZNvs. Q3 2025SEC
Q3 2025Nov 24, 20253,086$58.4BMSFTAAPLAMZNvs. Q2 2025SEC
Q2 2025Aug 12, 20253,073$56.0BMSFTAMZNAAPLvs. Q1 2025SEC
Q1 2025May 14, 20253,082$47.4BMSFTAAPLAMZNvs. Q4 2024SEC
Q4 2024Feb 12, 20252,970$55.2BMSFTAAPLAMZNvs. Q3 2024SEC
Q3 2024Nov 13, 20243,113$55.8BMSFTAAPLAMZNvs. Q2 2024SEC
Q2 2024Aug 9, 20243,145$53.3BMSFTAAPLAMZNvs. Q1 2024SEC
Q1 2024May 10, 20243,064$51.1BMSFTAMZNAAPLvs. Q4 2023SEC
Q4 2023Feb 13, 20241,141$47.2BMSFTAAPLAMZNvs. Q3 2023SEC
Q3 2023Nov 13, 20231,077$42.3BMSFTAAPLAMZNvs. Q2 2023SEC
Q2 2023Nov 21, 2023Amended876$45.7BMSFTAAPLAMZNvs. Q1 2023SEC
Q1 2023Nov 21, 2023Amended886$34.4BAAPLAMZNNEEvs. Q4 2022SEC
Q4 2022Jun 1, 2023Amended859$29.8BMSFTAAPLAMZNvs. Q3 2022SEC
Q3 2022Nov 15, 2022908$37.1BMSFTAAPLAMZNvs. Q2 2022SEC
Q2 2022Aug 3, 20221,207$38.5BMSFTAAPLAMZNvs. Q1 2022SEC
Q1 2022May 16, 20221,263$45.8BMSFTAAPLAMZNvs. Q4 2021SEC
Q4 2021Apr 4, 2022Amended1,008$48.2BMSFTAAPLAMZNvs. Q3 2021SEC
Q3 2021Nov 12, 2021927$43.0BMSFTAMZNAAPLvs. Q2 2021SEC
Q2 2021Aug 16, 20211,022$43.5BMSFTAMZNAAPLvs. Q1 2021SEC
Q1 2021May 12, 20211,021$39.7BMSFTAMZNAAPL–SEC

13D and 13G filings

Companies where CIBC Private Wealth Group, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where CIBC Private Wealth Group, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
PAAPlains All American Pipeline LP13G7.60%5.38M sharesNewFeb 14, 20251 filingFeb 14, 2025SEC
APCARKO Petroleum Corp.13G/A5.00%625.2K shares−3.30 ppfrom 8.30%Feb 18, 20262 filingsAug 12, 2026SEC

Latest filings

28 filings on file made by CIBC Private Wealth Group, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by CIBC Private Wealth Group, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
ACELAccel Entertainment, Inc.Aug 14, 20268:54 AM ET13G/A0.50%373.5K shares−5.20 ppfrom 5.70%Below 5%Jun 3, 2026SEC
ACELAccel Entertainment, Inc.Aug 14, 20268:44 AM ET13G5.70%4.66M sharesNewApr 16, 2026SEC
APCARKO Petroleum Corp.Aug 12, 202611:37 AM ET13G/A5.00%625.2K shares−3.30 ppfrom 8.30%Feb 12, 2026SEC
APCARKO Petroleum Corp.Feb 18, 20265:48 PM ET13G8.30%919.5K sharesNewFeb 12, 2026SEC
ARKOARKO Corp.Feb 18, 20265:38 PM ET13G/A0.00%0 shares−8.30 ppfrom 8.30%Below 5%Feb 12, 2026SEC
ARKOARKO Corp.Feb 17, 20262:55 PM ET13G8.30%919.5K sharesNewFeb 12, 2026SEC
INRInfinity Natural Resources, Inc.Feb 2, 20263:03 PM ET13G/A––Nov 5, 2025SEC
INRInfinity Natural Resources, Inc.Nov 10, 20259:33 AM ET13G6.30%965.6K sharesNewNov 5, 2025SEC
PAAPlains All American Pipeline LPFeb 14, 202511:44 AM ET13G7.60%5.38M sharesNewDec 31, 2024SEC
ETRNMidstream Co LLCAug 1, 202413G/AOld format–––SEC
DJPBarclays Bank PLCJan 11, 202413G/AOld format–––SEC
ETRNMidstream Co LLCJan 11, 202413GOld format–New–SEC
CEQPCrestwood Equity Partners LPNov 20, 202313G/AOld format–––SEC
BCSBarclays PLCJan 11, 202313GOld format–New–SEC
CEQPCrestwood Equity Partners LPJan 10, 202313G/AOld format–––SEC
TMCITreace Medical Concepts, Inc.Mar 22, 202213G/AOld format–––SEC
LFGArchaea Energy Inc.Jan 7, 202213G/AOld format–––SEC
TMCITreace Medical Concepts, Inc.Jan 7, 202213G/AOld format–––SEC
LFGArchaea Energy Inc.Jan 7, 202213G/AOld format–––SEC
CEQPCrestwood Equity Partners LPNov 1, 202113GOld format–New–SEC