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§ 13F · FUND PROFILE

CIBC WORLD MARKET INC..

CIBC capital markets, Canadian bank
AUM · $55793.4T (13F)Positions · 1404Turnover · 95% · Q4Filed · Feb 10, 2026
BIG MOVE · Q4
Semiconductors cut 1pp. Energy lifted 2pp.
CONCENTRATION
31%
Top 10 holdings
NEW BUYS
+139
+$210.9T deployed
EXITS
0
No exits
SECTOR SHIFT
SEMICONDUCTORS → ENERGY
-1pp · +2pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 10, 2026
#TickerNameShares$ value% portΔ Q4
1TDTORONTO DOMINION BK ONT38.67M$3644.7T5.9%−3%
2RYROYAL BK CDA20.67M$3524.3T5.7%−4%
3BNSBANK NOVA SCOTIA HALIFAX28.57M$2107.5T3.4%+8%
4NVDANVIDIA CORPORATION9.20M$1714.9T2.8%±0%
5BMOBANK MONTREAL QUE12.55M$1630.2T2.6%
6CNQCANADIAN NAT RES LTD44.15M$1495.2T2.4%
7SHOPSHOPIFY INC8.78M$1412.9T2.3%+2%
8SHOPSHOPIFY INC8.73M$1405.6T2.3%+1%
9TRPTC ENERGY CORP23.58M$1298.4T2.1%+21%
10ENBENBRIDGE INC25.70M$1229.8T2.0%+13%
§ 02 · SECTOR ALLOCATION

Where the money is

Other33.4% (+1pp)
Banking22.1% (±0)
Energy12.4% (+2pp)
Technology10.0% (+1pp)
Semiconductors7.0% (1pp)
Metals & Mining4.7% (±0)
§ 03 · THE CIBC SIGNAL

AC read

CIBC WORLD MARKET INC. is a Dealer / Bank fund managing $55793417.0 trillion in assets. The fund runs a massive portfolio of 1,404 positions, broad diversification across holdings, with the top 10 accounting for 31%. Trading activity is aggressive at 95% quarterly turnover, with 139 new positions and 0 exits last quarter. Top sector allocations: Other (33%), Banking (22%), Energy (12%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Busy quarter
+139 buys · 0 exits · 1226 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed