CIBC Capital Markets (Europe) S.A.
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$114.1M
Holdings
762
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
6.0%
02
$IVV
ISHARES TR
Held since at least Q1 2024
4.4%
03
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
3.7%
04
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
3.5%
05
$IWY
ISHARES TR
Held since at least Q1 2024
2.9%
06
$IYW
ISHARES TR
Held since at least Q1 2024
2.9%
07
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
2.8%
08
$SCEC
CAPITOL SER TR
Held since at least Q1 2024
2.6%
09
$IJR
ISHARES TR
Held since at least Q1 2024
2.4%
10
$IWX
ISHARES TR
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:30 UTC.