Cibc Bank Usa 13F annual report
Cibc Bank Usa is an investment fund managing more than $756 million ran by Mary Antunes. There are currently 227 companies in Mrs. Antunes’s portfolio. The largest investments include Ishares and Jp Morgan Chase & Co, together worth $377 million.
Limited to 30 biggest holdings
$756 million Assets Under Management (AUM)
As of 7th October 2020, Cibc Bank Usa’s top holding is 2,652,110 shares of Ishares currently worth over $330 million and making up 43.7% of the portfolio value.
In addition, the fund holds 1,921,852 shares of Jp Morgan Chase & Co worth $46.8 million.
The third-largest holding is Etracs worth $26.8 million and the next is Vanguard worth $82.7 million, with 1,141,039 shares owned.
Currently, Cibc Bank Usa's portfolio is worth at least $756 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cibc Bank Usa
The Cibc Bank Usa office and employees reside in Chicago, Illinois. According to the last 13-F report filed with the SEC, Mary Antunes serves as the Director, Private Wealth Compliance at Cibc Bank Usa.
Recent trades
In the most recent 13F filing, Cibc Bank Usa revealed that it had opened a new position in
LivaNova Plc and bought 5,825 shares worth $439 thousand.
This means they effectively own approximately 0.1% of the company.
LivaNova Plc makes up
1.4%
of the fund's Health Care sector allocation and has decreased its share price by 22.4% in the past year.
The investment fund also strengthened its position in Etracs by buying
445,108 additional shares.
This makes their stake in Etracs total 1,381,475 shares worth $26.8 million.
On the other hand, there are companies that Cibc Bank Usa is getting rid of from its portfolio.
Cibc Bank Usa closed its position in eBay on 29th January 2020.
It sold the previously owned 16,705 shares for $651 thousand.
Mary Antunes also disclosed a decreased stake in Ishares by approximately 0.1%.
This leaves the value of the investment at $330 million and 2,652,110 shares.
One of the average hedge funds
The two most similar investment funds to Cibc Bank Usa are Ironvine Capital Partners and At Bancorp. They manage $756 million and $755 million respectively.
Mary Antunes investment strategy
Cibc Bank Usa’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 6.4% of
the total portfolio value.
The fund focuses on investments in the United States as
63.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
60% of the total holdings value.
On the other hand, small-cap stocks make up only 2.6% of the portfolio.
The average market cap of the portfolio companies is close to $121 billion.
The complete list of Cibc Bank Usa trades based on 13F SEC filings
These positions were updated on January 29th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares |
1.23%
2,652,110
|
$329,934,000 | 43.65% |
| Jp Morgan Chase & Co |
19.00%
1,921,852
|
$46,832,000 | 6.20% |
| Etracs |
47.54%
1,381,475
|
$26,829,000 | 3.55% |
| Vanguard |
1.17%
1,141,039
|
$82,749,000 | 10.95% |
| Apple, Inc. |
0.93%
66,836
|
$19,627,000 | 2.60% |
| Amazon.com, Inc. |
1.97%
5,377
|
$9,936,000 | 1.31% |
| Microsoft Corp. |
2.50%
54,654
|
$8,619,000 | 1.14% |
| Facebook, Inc. |
1.12%
34,121
|
$7,003,000 | 0.93% |
| Spdr S&p |
0.98%
16,577
|
$5,335,000 | 0.71% |
| Starbucks Corp. |
0.87%
52,591
|
$4,624,000 | 0.61% |
| Alphabet, Inc. |
2.48%
5,048
|
$6,756,000 | 0.89% |
| Visa, Inc. |
2.68%
21,770
|
$4,090,000 | 0.54% |
| Pepsico Inc |
1.56%
29,655
|
$4,052,000 | 0.54% |
| Canadian Imperial Bk Of Commerce |
No change
47,209
|
$3,927,000 | 0.52% |
| Philip Morris International, Inc. |
0.78%
45,565
|
$3,877,000 | 0.51% |
| The Boeing Co. |
0.46%
11,798
|
$3,844,000 | 0.51% |
| Wynn Resorts Ltd. |
0.50%
25,230
|
$3,504,000 | 0.46% |
| AbbVie, Inc. |
0.58%
39,530
|
$3,500,000 | 0.46% |
| Direxion Daily |
0.21%
36,250
|
$3,431,000 | 0.45% |
| Lockheed Martin Corp. |
0.92%
8,570
|
$3,337,000 | 0.44% |
| Johnson & Johnson |
1.23%
22,547
|
$3,289,000 | 0.44% |
| Procter & Gamble Co. |
1.79%
25,996
|
$3,247,000 | 0.43% |
| The Walt Disney Co. |
2.30%
22,257
|
$3,219,000 | 0.43% |
| Abbott Laboratories |
3.00%
36,552
|
$3,175,000 | 0.42% |
| Berkshire Hathaway Inc. |
7.78%
13,763
|
$3,117,000 | 0.41% |
| Citigroup, Inc. |
2.81%
38,318
|
$3,061,000 | 0.40% |
| General Dynamics Corp. |
No change
16,048
|
$2,830,000 | 0.37% |
| Chevron Corp. |
2.23%
22,073
|
$2,660,000 | 0.35% |
| UnitedHealth Group, Inc. |
1.43%
9,025
|
$2,653,000 | 0.35% |
| Bank of America Corp. |
4.42%
73,710
|
$2,596,000 | 0.34% |
| Pfizer Inc. |
1.13%
63,433
|
$2,485,000 | 0.33% |
| Altria Group, Inc. |
0.03%
47,107
|
$2,351,000 | 0.31% |
| Mondelez International, Inc. |
0.24%
41,917
|
$2,309,000 | 0.31% |
| Accenture Plc |
0.78%
10,926
|
$2,301,000 | 0.30% |
| Honeywell International, Inc. |
3.29%
12,695
|
$2,248,000 | 0.30% |
| Lowe's Companies Inc |
0.61%
16,626
|
$1,991,000 | 0.26% |
| Barclays |
432.41%
111,492
|
$1,985,000 | 0.26% |
| Comcast Corp |
32.71%
42,785
|
$1,924,000 | 0.25% |
| Intel Corp. |
3.55%
31,206
|
$1,868,000 | 0.25% |
| Omnicom Group, Inc. |
2.29%
22,687
|
$1,838,000 | 0.24% |
| Walmart, Inc. |
1.69%
15,390
|
$1,829,000 | 0.24% |
| Exxon Mobil Corp. |
7.32%
26,002
|
$1,814,000 | 0.24% |
| Illinois Tool Works, Inc. |
1.04%
9,746
|
$1,750,000 | 0.23% |
| Cisco Systems, Inc. |
2.36%
35,976
|
$1,726,000 | 0.23% |
| Netflix, Inc. |
0.10%
5,175
|
$1,674,000 | 0.22% |
| Alps |
11.81%
48,238
|
$1,629,000 | 0.22% |
| Merck & Co., Inc. |
16.87%
17,658
|
$1,605,000 | 0.21% |
| Liberty Broadband Corp. |
No change
12,492
|
$1,571,000 | 0.21% |
| Target Corp. |
5.33%
11,900
|
$1,525,000 | 0.20% |
| TE Connectivity Ltd. |
1.41%
15,894
|
$1,524,000 | 0.20% |
| The Coca-Cola Co. |
5.61%
26,588
|
$1,472,000 | 0.19% |
| The Home Depot, Inc. |
2.64%
6,616
|
$1,446,000 | 0.19% |
| Wells Fargo & Company |
2.04%
26,597
|
$1,431,000 | 0.19% |
| Mc Donalds Corp |
4.22%
7,088
|
$1,401,000 | 0.19% |
| LKQ Corp. |
No change
39,190
|
$1,399,000 | 0.19% |
| Bristol Myers Squibb Co. |
7.33%
21,037
|
$1,351,000 | 0.18% |
| Verizon Communications, Inc. |
0.03%
21,758
|
$1,336,000 | 0.18% |
| Spdr |
No change
12,230
|
$1,316,000 | 0.17% |
| AT&T Inc. |
0.91%
33,133
|
$1,295,000 | 0.17% |
| Oracle Corp. |
4.48%
24,386
|
$1,292,000 | 0.17% |
| Everest Re Group Ltd Bermuda |
2.82%
4,668
|
$1,292,000 | 0.17% |
| Schlumberger Ltd |
5.09%
32,069
|
$1,289,000 | 0.17% |
| Fidelity |
269.28%
9,243
|
$1,285,000 | 0.17% |
| Tjx Companies Inc |
6.59%
20,699
|
$1,264,000 | 0.17% |
| Chubb Ltd. |
1.35%
8,032
|
$1,250,000 | 0.17% |
| Dollar General Corp. |
0.72%
7,893
|
$1,231,000 | 0.16% |
| Intuitive Surgical, Inc. |
0.20%
2,006
|
$1,186,000 | 0.16% |
| Southwest Airlines Co. |
5.76%
21,468
|
$1,158,000 | 0.15% |
| The Kraft Heinz Co. |
1.87%
35,494
|
$1,141,000 | 0.15% |
| Occidental Petroleum Corp. |
3.90%
27,472
|
$1,132,000 | 0.15% |
| Thermo Fisher Scientific, Inc. |
3.30%
3,447
|
$1,121,000 | 0.15% |
| Raytheon Co. (new) |
6.92%
5,085
|
$1,117,000 | 0.15% |
| Crown Castle Intl Corp |
2.64%
7,711
|
$1,096,000 | 0.15% |
| Nasdaq, Inc. |
4.06%
10,118
|
$1,084,000 | 0.14% |
| Masco Corp. |
1.08%
22,318
|
$1,072,000 | 0.14% |
| Smith & Nephew Plc |
0.57%
22,163
|
$1,065,000 | 0.14% |
| Us Bancorp New |
350.37%
17,821
|
$1,057,000 | 0.14% |
| CME Group, Inc. |
5.25%
5,235
|
$1,051,000 | 0.14% |
| The Kroger Co. |
4.45%
35,483
|
$1,029,000 | 0.14% |
| American International Group, Inc. |
0.37%
19,855
|
$1,019,000 | 0.13% |
| Automatic Data Processing, Inc. |
0.31%
5,916
|
$1,009,000 | 0.13% |
| Sysco Corp. |
No change
11,700
|
$1,001,000 | 0.13% |
| Northern Trust Corp. |
6.01%
9,255
|
$983,000 | 0.13% |
| Danaher Corp. |
6.83%
6,384
|
$980,000 | 0.13% |
| Alibaba Group Hldgs |
3.68%
4,570
|
$969,000 | 0.13% |
| Cf Inds Hldg Inc |
4.57%
20,284
|
$968,000 | 0.13% |
| Union Pacific Corp. |
5.64%
5,275
|
$954,000 | 0.13% |
| Quest Diagnostics, Inc. |
No change
8,672
|
$926,000 | 0.12% |
| Mastercard, Inc. |
0.84%
3,071
|
$917,000 | 0.12% |
| Caterpillar, Inc. |
0.12%
5,995
|
$886,000 | 0.12% |
| General Motors Co. |
No change
23,432
|
$858,000 | 0.11% |
| HCA Healthcare, Inc. |
1.38%
5,734
|
$848,000 | 0.11% |
| Hilton Worldwide Holdings, Inc. |
No change
7,625
|
$846,000 | 0.11% |
| Kellogg Co. |
3.93%
11,685
|
$809,000 | 0.11% |
| Schwab Charles Corp New |
41.49%
16,730
|
$795,000 | 0.11% |
| United Technologies Corp |
9.22%
5,248
|
$786,000 | 0.10% |
| Eaton Corp. Plc |
92.56%
8,280
|
$785,000 | 0.10% |
| Herc Holdings, Inc. |
No change
15,975
|
$782,000 | 0.10% |
| CVS Health Corp. |
6.72%
10,513
|
$781,000 | 0.10% |
| American Tower Corp. |
7.83%
3,389
|
$779,000 | 0.10% |
| Dollar Tree, Inc. |
1.97%
8,118
|
$764,000 | 0.10% |
| Unilever Plc Sponsored New Adr |
0.62%
12,702
|
$726,000 | 0.10% |
| Edison International |
4.31%
9,478
|
$715,000 | 0.09% |
| Emerson Electronic Co |
0.40%
9,373
|
$714,000 | 0.09% |
| United Parcel Service, Inc. |
2.54%
5,839
|
$683,000 | 0.09% |
| Amgen, Inc. |
0.88%
2,830
|
$683,000 | 0.09% |
| PPG Industries, Inc. |
No change
5,099
|
$681,000 | 0.09% |
| Nordstrom, Inc. |
5.48%
16,386
|
$671,000 | 0.09% |
| Cerner Corp. |
No change
9,100
|
$668,000 | 0.09% |
| Stryker Corp. |
3.41%
3,184
|
$668,000 | 0.09% |
| H&R Block, Inc. |
4.97%
28,465
|
$668,000 | 0.09% |
| 3M Co. |
7.91%
3,726
|
$658,000 | 0.09% |
| Novartis Ag Sponsored Adr |
2.10%
6,960
|
$658,000 | 0.09% |
| Macy's, Inc. |
7.20%
38,433
|
$653,000 | 0.09% |
| eBay, Inc. |
Closed
16,705
|
$651,000 | |
| Adr Hdfc Bank Ltd |
1.77%
10,171
|
$645,000 | 0.09% |
| C.H. Robinson Worldwide, Inc. |
5.08%
8,230
|
$644,000 | 0.09% |
| Intercontinental Exchange, Inc. |
4.00%
6,921
|
$640,000 | 0.08% |
| PACCAR, Inc. |
No change
8,070
|
$638,000 | 0.08% |
| Booking Holdings, Inc. |
39.55%
307
|
$630,000 | 0.08% |
| Expeditors International |
No change
8,060
|
$629,000 | 0.08% |
| L3 Harris Tehcnologies Inc |
2.44%
3,069
|
$608,000 | 0.08% |
| Sprint Corp |
No change
116,500
|
$607,000 | 0.08% |
| NVIDIA Corp. |
9.56%
2,568
|
$604,000 | 0.08% |
| The Western Union Co. |
No change
22,186
|
$594,000 | 0.08% |
| HD Supply Holdings, Inc. |
1.46%
14,730
|
$593,000 | 0.08% |
| Darden Restaurants, Inc. |
4.79%
5,430
|
$592,000 | 0.08% |
| Jm Smucker Co |
4.89%
5,661
|
$589,000 | 0.08% |
| Adobe, Inc. |
4.84%
1,776
|
$586,000 | 0.08% |
| Dominion Energy Inc Npv |
0.67%
6,873
|
$569,000 | 0.08% |
| Regeneron Pharmaceuticals, Inc. |
3.50%
1,480
|
$556,000 | 0.07% |
| Taiwan Semiconductor Mfg Co Ltd |
4.76%
9,547
|
$554,000 | 0.07% |
| Under Armour, Inc. |
No change
28,800
|
$552,000 | 0.07% |
| Zoetis, Inc. |
12.10%
4,133
|
$546,000 | 0.07% |
| Agilent Technologies, Inc. |
No change
6,318
|
$539,000 | 0.07% |
| W.W. Grainger, Inc. |
5.39%
1,544
|
$522,000 | 0.07% |
| Gaming And Leisure Pptys |
No change
12,106
|
$521,000 | 0.07% |
| Medtronic Plc |
0.37%
4,563
|
$518,000 | 0.07% |
| Asml Hldgs Nv - Ny Reg Shr |
4.22%
1,746
|
$517,000 | 0.07% |
| Kimco Realty Corp. |
4.13%
24,516
|
$508,000 | 0.07% |
| L Brands, Inc. |
6.86%
27,928
|
$507,000 | 0.07% |
| Waste Management, Inc. |
26.28%
4,450
|
$507,000 | 0.07% |
| Ritchie Bros. Auctioneers, Inc. |
1.60%
11,704
|
$503,000 | 0.07% |
| Ecolab, Inc. |
15.50%
2,586
|
$500,000 | 0.07% |
| PPL Corp. |
4.67%
13,391
|
$480,000 | 0.06% |
| ICON plc |
1.94%
2,779
|
$479,000 | 0.06% |
| BlackRock, Inc. |
17.64%
927
|
$466,000 | 0.06% |
| salesforce.com, inc. |
4.39%
2,833
|
$461,000 | 0.06% |
| Bhp Group Limited |
2.00%
8,397
|
$459,000 | 0.06% |
| ADT, Inc. |
48.43%
57,500
|
$456,000 | 0.06% |
| Aflac, Inc. |
No change
8,600
|
$455,000 | 0.06% |
| Fiserv, Inc. |
19.53%
3,904
|
$451,000 | 0.06% |
| Enbridge, Inc. |
0.87%
11,192
|
$445,000 | 0.06% |
| LivaNova Plc |
Opened
5,825
|
$439,000 | 0.06% |
| Invesco Ultra Short Duration |
No change
8,600
|
$433,000 | 0.06% |
| Euronet Worldwide, Inc. |
8.80%
2,744
|
$432,000 | 0.06% |
| The Travelers Cos., Inc. |
No change
3,118
|
$426,000 | 0.06% |
| Hartford Finl Svcs Grp |
4.06%
6,919
|
$420,000 | 0.06% |
| Yum China Holdings, Inc. |
1.98%
8,657
|
$416,000 | 0.06% |
| Diageo Plc New Adr |
1.41%
2,450
|
$412,000 | 0.05% |
| Brookfield Asset Management, Inc. |
25.06%
7,017
|
$406,000 | 0.05% |
| Concho Resources, Inc. |
47.25%
4,514
|
$395,000 | 0.05% |
| Royal Dutch Shell PLC |
2.96%
6,369
|
$382,000 | 0.05% |
| NextEra Energy, Inc. |
10.64%
1,549
|
$375,000 | 0.05% |
| Lloyds Banking Group Plc |
Opened
110,911
|
$367,000 | 0.05% |
| Duke Energy Corp. |
4.26%
4,022
|
$367,000 | 0.05% |
| Marsh & Mclennan |
No change
3,283
|
$366,000 | 0.05% |
| The Howard Hughes Corp. |
No change
2,867
|
$364,000 | 0.05% |
| Invesco Ltd. |
No change
1,709
|
$363,000 | 0.05% |
| MetLife, Inc. |
No change
7,100
|
$362,000 | 0.05% |
| Public Storage |
4.65%
1,689
|
$359,000 | 0.05% |
| Bank of Montreal |
69.74%
4,617
|
$358,000 | 0.05% |
| Alcon, Inc. |
5.80%
6,248
|
$353,000 | 0.05% |
| Simon Property Group, Inc. |
2.38%
2,362
|
$352,000 | 0.05% |
| Banco Santander S.a. Adr |
2.06%
82,209
|
$340,000 | 0.04% |
| Intercontinental Hotels Adr |
2.06%
4,908
|
$337,000 | 0.04% |
| Hsbc Hldgs Plc |
2.85%
8,598
|
$336,000 | 0.04% |
| Nutrien Ltd. |
28.59%
6,920
|
$331,000 | 0.04% |
| PayPal Holdings, Inc. |
10.82%
3,025
|
$327,000 | 0.04% |
| Zimmer Biomet Holdings, Inc. |
No change
2,180
|
$326,000 | 0.04% |
| Linde Plc |
11.27%
1,520
|
$324,000 | 0.04% |
| Colgate-Palmolive Co. |
Closed
4,425
|
$324,000 | |
| Pioneer Natural |
16.85%
2,122
|
$321,000 | 0.04% |
| Grifols Sa Adr |
32.83%
13,678
|
$319,000 | 0.04% |
| IHS Markit Ltd. |
2.95%
4,220
|
$318,000 | 0.04% |
| Blackrock Group Inc |
Opened
5,630
|
$315,000 | 0.04% |
| Interxion Holdings Nv |
2.41%
3,763
|
$315,000 | 0.04% |
| Fomento Economico Mexicano Adr |
1.94%
3,228
|
$306,000 | 0.04% |
| Skyworks Solutions, Inc. |
Opened
2,493
|
$302,000 | 0.04% |
| Foot Locker, Inc. |
6.82%
7,717
|
$301,000 | 0.04% |
| Becton, Dickinson & Co. |
19.13%
1,096
|
$298,000 | 0.04% |
| Cigna Corp. |
Opened
1,442
|
$295,000 | 0.04% |
| Las Vegas Sands Corp. |
2.09%
4,264
|
$294,000 | 0.04% |
| Edwards Lifesciences Corp. |
6.45%
1,254
|
$292,000 | 0.04% |
| Schein Henry Inc |
Closed
4,491
|
$286,000 | |
| Stanley Black & Decker Inc |
2.88%
1,716
|
$285,000 | 0.04% |
| New Oriental Ed & Technol-sp Adr |
1.72%
2,344
|
$284,000 | 0.04% |
| Canadian |
1.67%
3,115
|
$282,000 | 0.04% |
| Kinder Morgan, Inc. |
14.56%
12,845
|
$272,000 | 0.04% |
| QUALCOMM, Inc. |
Opened
3,037
|
$268,000 | 0.04% |
| NIKE, Inc. |
8.96%
2,626
|
$266,000 | 0.04% |
| The Southern Co. |
4.57%
4,179
|
$266,000 | 0.04% |
| Equinix, Inc. |
9.18%
452
|
$264,000 | 0.03% |
| Suncor Energy, Inc. |
1.89%
7,958
|
$261,000 | 0.03% |
| Fastenal Co. |
Opened
6,908
|
$255,000 | 0.03% |
| Texas Instruments Incorporated |
12.86%
1,983
|
$255,000 | 0.03% |
| Ibm Corp |
5.41%
1,890
|
$254,000 | 0.03% |
| Exelon Corp. |
9.41%
5,514
|
$251,000 | 0.03% |
| Landmark Infrastructure Partners |
No change
15,060
|
$247,000 | 0.03% |
| Ishares |
Closed
6,001
|
$468,000 | |
| Walgreens Boots Alliance, Inc. |
12.89%
4,155
|
$245,000 | 0.03% |
| Estee Lauder Co Inc |
10.98%
1,162
|
$240,000 | 0.03% |
| Broadcom, Inc. |
1.35%
751
|
$238,000 | 0.03% |
| Fox Corp. |
Closed
14,516
|
$458,000 | |
| Dupont De Nemours Inc-wi |
3.06%
3,615
|
$232,000 | 0.03% |
| S&P Global, Inc. |
1.17%
845
|
$231,000 | 0.03% |
| AstraZeneca Plc |
Opened
4,543
|
$227,000 | 0.03% |
| Costco Wholesale Corp. |
1.91%
770
|
$227,000 | 0.03% |
| DexCom, Inc. |
Opened
1,025
|
$224,000 | 0.03% |
| Cardinal Health, Inc. |
5.38%
4,274
|
$216,000 | 0.03% |
| American Express Co. |
Closed
1,822
|
$216,000 | |
| Spdr S&p Midcap 400 Etf Trus |
6.36%
574
|
$216,000 | 0.03% |
| Fortive Corp. |
44.42%
2,753
|
$210,000 | 0.03% |
| T-Mobile US, Inc. |
Opened
2,632
|
$207,000 | 0.03% |
| V F Corporation |
Opened
2,030
|
$202,000 | 0.03% |
| Vanguard |
Closed
1,558
|
$201,000 | |
| Regions Financial Corp. |
1.48%
10,000
|
$172,000 | 0.02% |
| Ford Mtr Co Del New |
3.30%
17,631
|
$164,000 | 0.02% |
| GrowGeneration Corp. |
Opened
30,000
|
$123,000 | 0.02% |
| Koss Corp. |
No change
79,661
|
$123,000 | 0.02% |
| Limelight Networks, Inc. |
No change
20,000
|
$82,000 | 0.01% |
| Ak Steel Holding Corp |
No change
25,000
|
$82,000 | 0.01% |
| Redhill Biopharma Ltd Sp Adr |
No change
12,000
|
$73,000 | 0.01% |
| Ferrellgas Partners Lp Unit Ltd |
No change
15,960
|
$5,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 234 holdings | |||
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