CI PRIVATE WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 1.77M | $115.98M |
 | TTEK | 1.76M | $58.84M |
 | AIRJ | 1.65M | $7.74M |
 | WFC | 1.59M | $132.62M |
 | LRCX | 1.55M | $207.53M |
 | RTX | 1.50M | $248.79M |
 | BRK-B | 1.39M | $699.27M |
 | VZ | 1.37M | $59.11M |
 | BAM | 1.37M | $77.84M |
 | PCAR | 1.32M | $130.06M |
 | MS | 1.29M | $200.76M |
 | UBER | 1.27M | $124.39M |
 | DIS | 1.23M | $140.79M |
 | TXN | 1.22M | $224.80M |
 | PANW | 1.21M | $246.14M |
 | ARCC | 1.19M | $24.28M |
 | MRVL | 1.14M | $96.12M |
 | ORLY | 1.08M | $115.83M |
 | HD | 1.06M | $426.49M |
 | ZTS | 1.04M | $152.75M |
The Coca-Cola Company
KO
Shares Held
1.77M
Value
$115.98M
Tetra Tech, Inc.
TTEK
Shares Held
1.76M
Value
$58.84M
AirJoule Technologies Corporation
AIRJ
Shares Held
1.65M
Value
$7.74M
Wells Fargo & Company
WFC
Shares Held
1.59M
Value
$132.62M
Lam Research Corporation
LRCX
Shares Held
1.55M
Value
$207.53M
RTX Corporation
RTX
Shares Held
1.50M
Value
$248.79M
Berkshire Hathaway Inc.
BRK-B
Shares Held
1.39M
Value
$699.27M
Verizon Communications Inc.
VZ
Shares Held
1.37M
Value
$59.11M
Brookfield Asset Management Ltd.
BAM
Shares Held
1.37M
Value
$77.84M
PACCAR Inc
PCAR
Shares Held
1.32M
Value
$130.06M
Morgan Stanley
MS
Shares Held
1.29M
Value
$200.76M
Uber Technologies, Inc.
UBER
Shares Held
1.27M
Value
$124.39M
The Walt Disney Company
DIS
Shares Held
1.23M
Value
$140.79M
Texas Instruments Incorporated
TXN
Shares Held
1.22M
Value
$224.80M
Palo Alto Networks, Inc.
PANW
Shares Held
1.21M
Value
$246.14M
Ares Capital Corporation
ARCC
Shares Held
1.19M
Value
$24.28M
Marvell Technology, Inc.
MRVL
Shares Held
1.14M
Value
$96.12M
O'Reilly Automotive, Inc.
ORLY
Shares Held
1.08M
Value
$115.83M
The Home Depot, Inc.
HD
Shares Held
1.06M
Value
$426.49M
Zoetis Inc.
ZTS
Shares Held
1.04M
Value
$152.75M