Fund HoldingsCorient IA LLC

Total Portfolio Value
$106.37M
Total Bought
$43.97M
Total Sold
$45.42M
Net Transaction
-$1.44M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASML Hldg NV NY Reg Shs
N Y REGISTRY SHS
01,453+1,45301,9191.80%+1,919
State Street SPDR S&P 500 ETF(SPY)02,750+2,75001,7881.68%+1,788
New York Times Cl A(NYT)7,00020,650+13,6504861,7291.63%+1,243
Palantir Technologies Inc Cl A(PLTR)08,070+8,07001,1801.11%+1,180
Broadcom Inc(AVGO)03,220+3,22009970.94%+997
Trane Technologies PLC(TT)02,190+2,19009130.86%+913
Ferrari NV
COM
02,540+2,54008600.81%+860
Lumentum Hldgs Inc(LITE)01,220+1,22008570.81%+857
AbbVie Inc(ABBV)03,877+3,87708430.79%+843
Alphabet Inc Cl C(GOOG)02,640+2,64007570.71%+757
Tower Semiconductor Ltd(TSEM)04,000+4,00007020.66%+702
Linde PLC(LIN)01,320+1,32006540.62%+654
Clear Secure Inc Cl A(YOU)013,240+13,24006410.60%+641
ITT Inc(ITT)03,320+3,32006330.59%+633
Barrick Mining Corp(B)014,760+14,76006020.57%+602
Lam Research Corp(LRCX)02,750+2,75005880.55%+588
nVent Electric PLC(NVT)04,890+4,89005780.54%+578
JPMorgan Chase & Co(JPM)01,780+1,78005240.49%+524
Axon Enterprise Inc(AXON)01,220+1,22005180.49%+518
Check Point Software
ORD
03,600+3,60005140.48%+514
Xylem Inc(XYL)04,220+4,22005040.47%+504
Brookfield Corp(BN)012,425+12,42505030.47%+503
Berkshire Hathaway Cl B01,000+1,00004790.45%+479
CrowdStrike Hldgs Inc(CRWD)01,220+1,22004760.45%+476
Terex Corp(TEX)07,915+7,91504680.44%+468
Axcelis Technologies Inc05,000+5,00004650.44%+465
UBS Group AG Reg(UBS)011,890+11,89004650.44%+465
Meta Platforms Inc Cl A(META)0810+81004630.44%+463
Cheniere Energy Inc(LNG)01,620+1,62004600.43%+460
AstraZeneca Plc(AZN)02,315+2,31504480.42%+448
Palo Alto Networks Inc(PANW)015,134+15,13402,4262.28%+2,426
SPDR Gold Shares ETF(GLD)01,000+1,00004300.40%+430
USA TODAY Co Inc(TDAY)060,000+60,00004230.40%+423
ServiceNow Inc(NOW)04,040+4,04004220.40%+422
IDEXX Laboratories Inc(IDXX)0745+74504190.39%+419
Comfort Systems USA Inc(FIX)0300+30004140.39%+414
Eli Lilly & Co(LLY)0670+67006160.58%+616
Diamedica Therapeutics Inc060,000+60,00004060.38%+406
Welltower Inc REIT(WELL)02,030+2,03004010.38%+401
Spotify Technology SA(SPOT)0810+81003930.37%+393
DR Horton Inc(DHI)02,660+2,66003650.34%+365
iShares Bitcoin Trust ETF(IBIT)09,000+9,00003460.33%+346
CNX Resources Corp(CNX)08,890+8,89003430.32%+343
Vanguard FTSE Developed Mkts E05,000+5,00003200.30%+320
Domino's Pizza Inc(DPZ)0890+89003190.30%+319
Talen Energy Corporation(TLN)01,000+1,00003190.30%+319
Uber Technologies Inc(UBER)04,410+4,41003170.30%+317
Energy Sector SPDR ETF
ST STR ENERG ETF
05,000+5,00003060.29%+306
NextEra Energy Inc(NEE)03,220+3,22002990.28%+299
Waste Connections Inc(WCN)01,840+1,84002990.28%+299
Flutter Entertainment PLC DI(FLUT)02,776+2,77602830.27%+283
Expedia Grp Inc(EXPE)01,220+1,22002820.26%+282
Sitime Corporation(SITM)0800+80002760.26%+276
On Holding AG Cl A(ONON)07,990+7,99002720.26%+272
Planet Fitness Inc Cl A(PLNT)03,540+3,54002630.25%+263
Teradyne Inc(TER)0885+88502620.25%+262
Canadian Pacific Kansas City L(CP)03,320+3,32002610.25%+261
Ryerson Holding Corp(RYZ)011,409+11,40902560.24%+256
iShares Core S&P Small Cap ETF02,000+2,00002490.23%+249
BorgWarner Inc04,442+4,44202410.23%+241
Masimo Corp01,340+1,34002380.22%+238
Ulta Beauty Inc(ULTA)0455+45502380.22%+238
Blackstone Inc(BX)02,030+2,03002330.22%+233
NXP Semiconductors NV
COM
01,180+1,18002320.22%+232
Agilent Technologies(A)02,030+2,03002310.22%+231
Alcon Inc(ALC)02,980+2,98002250.21%+225
UFP Industries Inc(UFPI)02,420+2,42002230.21%+223
Brookfield Renewable Ptnrs LP
PARTNERSHIP UNIT
06,670+6,67002180.20%+218
BHP Grp Ltd Sp ADR02,980+2,98002170.20%+217
Adobe Inc(ADBE)0890+89002160.20%+216
Vanguard FTSE Emerging Mkts ET04,000+4,00002160.20%+216
Veralto Corp(VLTO)02,440+2,44002160.20%+216
Casey's General Stores Inc(CASY)01,872+1,87201,3631.28%+1,363
Otis Worldwide Corp(OTIS)02,660+2,66002050.19%+205
Bank of Montreal01,500+1,50002030.19%+203
Vertex Pharma Inc(VRTX)0440+44001960.18%+196
Generac Hldgs Inc(GNRC)0970+97001890.18%+189
Smith & Nephew PLC Sp ADR(SNN)05,960+5,96001890.18%+189
SM Energy Co(SM)06,060+6,06001890.18%+189
Fluor Corp(FLR)04,040+4,04001880.18%+188
Alibaba Grp Hldg Ltd Sp ADR(BABA)01,500+1,50001880.18%+188
Tenaris SA ADR(TS)09,330+9,33005430.51%+543
Cloudflare Inc Cl A(NET)0890+89001840.17%+184
F5 Inc(FFIV)0630+63001820.17%+182
WD-40 Company(WDFC)0890+89001820.17%+182
Zoom Communications Inc Cl A(ZM)02,230+2,23001790.17%+179
Essential Utilities Inc(WTRG)04,440+4,44001790.17%+179
Equinix Inc REIT(EQIX)0180+18001760.17%+176
Tootsie Roll Industries(TR)04,116+4,11601760.17%+176
TopBuild Corp0500+50001760.17%+176
Enbridge Inc(ENB)03,200+3,20001730.16%+173
ICICI Bank Ltd Sp ADR(IBN)06,620+6,62001710.16%+171
Roku Inc(ROKU)01,780+1,78001680.16%+168
CRISPR Therapeutics AG(CRSP)03,540+3,54001680.16%+168
Toronto Dominion Bank(TD)01,790+1,79001670.16%+167
Mirion Technologies Inc(MIR)08,890+8,89001650.16%+165
Huntington Ingalls Inds(HII)0435+43501650.16%+165
YETI Hldgs Inc(YETI)04,440+4,44001620.15%+162
Eaton Corp PLC(ETN)0440+44001570.15%+157
Aptiv PLC(APTV)02,230+2,23001550.15%+155
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