CIBC Bancorp USA Inc.

CIBC Bancorp USA reported a $74.39 billion U.S. equity book across 4,157 holdings for Q1 2026 — a sharp increase from the $18.29B in its prior reported 13F. The quarter was defined by accumulation: 30 new positions and 20 increases against zero reductions. The build centered on mega-cap technology — Nvidia (NVDA, 5.3%), Apple (AAPL, 4.6%), Microsoft (MSFT, 4.3%) and Amazon (AMZN, 3.3%) — with Apple added by ~$2.67B (+340%), Nvidia by ~$2.06B (+123%) and Microsoft by ~$1.96B (+262%). New positions included AstraZeneca (AZN), Flutter Entertainment and a Vanguard mid-cap ETF (VO). Technology leads sector exposure at $13.95B.