Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $4.1B | 5.1% | −10.1% |
| AAPLApple Inc | $3.6B | 4.5% | −8.7% |
| MSFTMicrosoft Corp | $2.9B | 3.6% | −10.2% |
| GOOGLAlphabet Inc | $2.4B | 3.0% | −14.5% |
| AMZNAmazon Com Inc | $2.4B | 3.0% | −14.0% |
| AVGOBroadcom Inc | $1.5B | 1.9% | |
| Flutter Entmt PLCCUSIP G3643J108 | $1.3B | 1.6% | +68.6% |
| JPMJpmorgan Chase & Co | $1.3B | 1.6% | −12.6% |
| GOOGAlphabet Inc | $1.1B | 1.4% | −10.7% |
| LLYEli Lilly & Co | $1.1B | 1.3% | |
| METAMeta Platforms Inc | $1.1B | 1.3% | −10.5% |
| VVisa Inc | $1.0B | 1.3% | −8.9% |
| VOOVanguard Index Fds | $1.0B | 1.2% | +43.8% |
| MUMicron Technology Inc | $998.3M | 1.2% | +96.5% |
| DKNGDraftkings Inc New | $942.6M | 1.2% | +205.0% |
| VOVanguard Index Fds | $844.0M | 1.0% | +6.6% |
| AMDAdvanced Micro Devices Inc | $752.1M | 0.9% | +12.1% |
| ODFLOld Dominion Freight Line In | $695.1M | 0.9% | |
| Asml Hldg NvCUSIP N07059210 | $694.3M | 0.9% | −12.5% |
| Astrazeneca PLCCUSIP G0593M107 | $680.8M | 0.8% | −17.9% |
| MAMastercard Incorporated | $654.7M | 0.8% | +1.2% |
| VEAVanguard Tax-managed Fds | $593.0M | 0.7% | +23.1% |
| ATMPBarclays Bank PLC | $573.6M | 0.7% | |
| Linde PLCCUSIP G54950103 | $549.9M | 0.7% | −16.9% |
| CATCaterpillar Inc | $544.9M | 0.7% | +5.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $752.1M |
| PANWPalo Alto Networks Inc | March 31, 2026 | +112.7% | $418.3M |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $458.8M |
| UNHUnitedhealth Group Inc | March 31, 2026 | +53.6% | $501.6M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2026 | +50.6% | $694.3M |
| CATCaterpillar Inc | March 31, 2026 | +50.3% | $544.9M |
| TSMTaiwan Semiconductor Manufac | March 31, 2026 | +41.3% | $404.2M |
| GEVGe Vernova Inc | March 31, 2026 | +34.6% | $495.5M |
| GEGe Aerospace | March 31, 2026 | +31.7% | $435.8M |
| LLYEli Lilly & Co | March 31, 2026 | +30.4% | $1.1B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $166.8M
- BIOBio Rad Labs Inc was $33.5M
- Enviri CorpCUSIP 415864107 was $22.0M
- CCCCcc Intelligent Solutions Hl was $18.0M
- ACHCAcadia Healthcare Company In was $16.2M
- MWHSolv Energy Inc was $12.1M
- BMRNBiomarin Pharmaceutical Inc was $11.7M
- Clearway Energy IncCUSIP 18539C105 was $11.7M
- Viking Holdings LtdCUSIP G93A5A101 was $11.3M
- Carnival CorpCUSIP 143658300 was $10.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| December 31, 2025 | +1.9% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: CIBC Bancorp USA Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1711924&type=13F-HR&dateb=&owner=include&count=40CIK 1711924
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1711924/000129808826000018/Filed August 13, 2026 · accession 0001298088-26-000018