CIBC WORLD MARKETS CORP
Institutional investor · Portfolio as of Q2 2023
Top Holdings586 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.9M | $971.2M | 7.9% | $256.32 | +28.26% | 19 qtrssince 2018-Q4 | Increased 87 |
VISA INC-CLASS A SHARES | 3.9M | $935.2M | 7.6% | $229.24 | +1.07% | 19 qtrssince 2018-Q4 | Increased 100 |
APPLE INC | 3.3M | $631.7M | 5.1% | $161.04 | +18.68% | 19 qtrssince 2018-Q4 | Increased 93 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.1M | $484.7M | 3.9% | $419.39 | +1.18% | 4 qtrssince 2022-Q3 | Increased 93 |
AMAZON.COM INC | 2.8M | $364.3M | 3.0% | $103.44 | +23.64% | 19 qtrssince 2018-Q4 | Increased 69 |
META PLATFORMS INC-CLASS A | 1M | $299.3M | 2.4% | $234.83 | +19.05% | 19 qtrssince 2018-Q4 | Increased 85 |
ALPHABET INC-CL A | 2.5M | $293.4M | 2.4% | $110.99 | +6.51% | 19 qtrssince 2018-Q4 | Increased 85 |
NVIDIA CORP | 629,873 | $266.4M | 2.2% | $32.52 | +25.42% | 19 qtrssince 2018-Q4 | Increased 85 |
CISCO SYSTEMS INC | 4.9M | $256M | 2.1% | $46.91 | +1.02% | 19 qtrssince 2018-Q4 | Increased 85 |
TESLA INC | 968,703 | $253.6M | 2.1% | $213.55 | +20.58% | 16 qtrssince 2019-Q3 | Increased 81 |
ISHARES 20 PLUS YEAR TREASURY BD | 2M | $209.2M | 1.7% | $91.28 | -0.06% | 2 qtrssince 2023-Q1 | Increased 78 |
MCDONALDS CORP | 626,840 | $187.1M | 1.5% | $222.52 | +24.83% | 19 qtrssince 2018-Q4 | Increased 71 |
BERKSHIRE HATHAWAY INC-CL B | 542,702 | $185.1M | 1.5% | $308.10 | +9.35% | 19 qtrssince 2018-Q4 | Increased 78 |
JPMORGAN CHASE & CO | 1.1M | $158.9M | 1.3% | $121.30 | +11.00% | 19 qtrssince 2018-Q4 | Increased 69 |
ALPHABET INC-CL C | 1.3M | $158.9M | 1.3% | $110.13 | +8.17% | 19 qtrssince 2018-Q4 | Increased 77 |
| 382,545 | $145.8M | 1.2% | $363.71 | +0.98% | 19 qtrssince 2018-Q4 | Increased 77 | |
EXXON MOBIL CORP | 1.1M | $122.4M | 1.0% | $97.11 | +0.07% | 6 qtrssince 2022-Q1 | Increased 68 |
NEXTERA ENERGY INC | 1.5M | $110.5M | 0.9% | — | — | — | — |
MASTERCARD INC - A | 267,953 | $105.4M | 0.9% | $360.66 | +5.80% | 19 qtrssince 2018-Q4 | Increased 68 |
JOHNSON & JOHNSON | 632,556 | $104.7M | 0.9% | $154.99 | -1.93% | 19 qtrssince 2018-Q4 | Increased 68 |
CIBC WORLD MARKETS CORP manages $12.3B across 586 positions as of Q2 2023. Top holdings: MSFT (7.9%), V (7.6%), AAPL (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 49 new positions, 102 exits, 460 increased. Top move: V (INCREASED, conviction 100). Portfolio: $12.3B across 586 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q4 2025 - no longer filing.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer