CIBC Atlas Disciplined Equity Fund
CIBC Atlas Disciplined Equity Fund reported 69 holdings worth US$1.34B as of Jul 31, 2026 (Form N-PORT)
As of Jul 31, 2026 · Filed Sep 29, 2026
CIBC Atlas Disciplined Equity Fund reported 69 holdings worth US$1.34B as of Jul 31, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Sep 29, 2026 (Form N-PORT).
- Holdings
- 69
- Value as reported
- US$1.34B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 515K | US$103M | 7.7% |
| Apple Inc | 300K | US$92.8M | 6.9% |
| Microsoft Corp. | 190K | US$88.1M | 6.6% |
| Alphabet Inc (google) Class C | 246K | US$87.6M | 6.5% |
| Amazon.com, Inc. | 260K | US$70.6M | 5.3% |
| Visa Inc. | 107K | US$39.1M | 2.9% |
| Broadcom Inc. | 88,216 | US$34.3M | 2.6% |
| Meta Platforms, Inc. | 58,552 | US$32.6M | 2.4% |
| Jp Morgan Chase & Co. | 76,911 | US$27.1M | 2.0% |
| Micron Technology, Inc. | 30,797 | US$25.3M | 1.9% |
| Asml Holding Nv | 17,970 | US$24.3M | 1.8% |
| Eaton Corporation, Plc | 55,159 | US$22.9M | 1.7% |
| Rtx Corporation | 105K | US$22.6M | 1.7% |
| Advanced Micro Devices Inc | 43,703 | US$20.8M | 1.6% |
| Unitedhealth Group Incorporated | 47,932 | US$19.9M | 1.5% |
| Automatic Data Processing, Inc. | 74,123 | US$19.8M | 1.5% |
| Linde Plc | 40,859 | US$19.5M | 1.5% |
| Pnc Financial Services Group, Inc. (the) | 75,919 | US$19M | 1.4% |
| Astrazeneca Plc | 111K | US$18.8M | 1.4% |
| Union Pacific Corporation | 63,669 | US$18.6M | 1.4% |
| Blackstone Inc. | 140K | US$17.8M | 1.3% |
| Tjx Companies, Inc. (the) | 109K | US$17.2M | 1.3% |
| Blackrock, Inc. | 15,640 | US$17.1M | 1.3% |
| Analog Devices, Inc. | 45,816 | US$16.8M | 1.3% |
| Eli Lilly And Company | 14,559 | US$16.7M | 1.2% |
| Monster Beverage Corporation | 169K | US$16.3M | 1.2% |
| Iqvia Holdings, Inc. | 66,754 | US$15.7M | 1.2% |
| Dexcom, Inc. | 186K | US$15.5M | 1.2% |
| Thermo Fisher Scientific Inc | 26,533 | US$15.2M | 1.1% |
| Mondelez International, Inc. | 234K | US$14.6M | 1.1% |
| Mcdonald's Corporation | 49,417 | US$13.4M | 1.00% |
| Home Depot, Inc. (the) | 39,379 | US$13.1M | 0.98% |
| Te Connectivity Plc | 62,972 | US$13M | 0.97% |
| Expand Energy Corporation | 135K | US$12.7M | 0.95% |
| Danaher Corporation | 62,886 | US$12.3M | 0.92% |
| Intercontinental Exchange Inc. | 76,494 | US$11.7M | 0.87% |
| Martin Marietta Materials, Inc. | 22,151 | US$11.6M | 0.87% |
| Lam Research Corporation | 39,443 | US$11.6M | 0.86% |
| Prologis, Inc. | 77,431 | US$11.2M | 0.84% |
| Caterpillar, Inc. | 13,490 | US$11M | 0.82% |
| O'reilly Automotive, Inc. | 113K | US$10.1M | 0.76% |
| S&p Global Inc. | 23,711 | US$9.77M | 0.73% |
| Walt Disney Company (the) | 101K | US$9.67M | 0.72% |
| Roper Technologies, Inc. | 24,406 | US$9.57M | 0.71% |
| Boeing Company (the) | 43,709 | US$9.45M | 0.71% |
| Salesforce, Inc. | 50,263 | US$9.25M | 0.69% |
| Stryker Corporation | 27,489 | US$8.95M | 0.67% |
| Tesla, Inc. | 28,414 | US$8.84M | 0.66% |
| Abbott Laboratories | 82,338 | US$8.7M | 0.65% |
| Lennox International, Inc. | 19,459 | US$8.09M | 0.60% |
| Progressive Corporation (the) | 37,441 | US$7.92M | 0.59% |
| Arista Networks, Inc. | 42,993 | US$7.75M | 0.58% |
| Idexx Laboratories, Inc. | 13,511 | US$7.55M | 0.56% |
| Cme Group Inc. | 26,488 | US$7.09M | 0.53% |
| T-mobile Us, Inc. | 40,706 | US$7.03M | 0.53% |
| Fidelity National Information Services, Inc. | 152K | US$6.82M | 0.51% |
| Arthur J. Gallagher & Co. | 27,181 | US$6.78M | 0.51% |
| Nextera Energy, Inc. | 77,748 | US$6.76M | 0.50% |
| Flex Ltd. | 59,237 | US$6.74M | 0.50% |
| Waste Connections, Inc. | 39,660 | US$6.64M | 0.50% |
| Xcel Energy Inc. | 84,289 | US$6.59M | 0.49% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 103K | US$6.53M | 0.49% |
| American Tower Corporation (reit) | 34,032 | US$5.9M | 0.44% |
| American Water Works Company, Inc. | 43,819 | US$5.88M | 0.44% |
| Cheniere Energy, Inc. | 22,133 | US$5.83M | 0.44% |
| Vici Properties Inc. | 216K | US$5.69M | 0.42% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Otis Worldwide Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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