Fund Holdings

Corient IA LLC

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+1,45301,919,1661.80%+1,919,166
State Street SPDR S&P 500 ETF(SPY)02,750+2,75001,788,4351.68%+1,788,435
New York Times Cl A(NYT)7,00020,650+13,650485,9401,729,0251.63%+1,243,085
Palantir Technologies Inc Cl A(PLTR)08,070+8,07001,180,4801.11%+1,180,480
Broadcom Inc(AVGO)03,220+3,2200996,6220.94%+996,622
Trane Technologies PLC(TT)02,190+2,1900912,6610.86%+912,661
Ferrari NV
COM
02,540+2,5400859,6630.81%+859,663
Lumentum Hldgs Inc(LITE)01,220+1,2200857,3670.81%+857,367
AbbVie Inc(ABBV)03,877+3,8770843,2090.79%+843,209
Alphabet Inc Cl C(GOOG)02,640+2,6400757,3100.71%+757,310
Tower Semiconductor Ltd(TSEM)04,000+4,0000701,9200.66%+701,920
Linde PLC(LIN)01,320+1,3200654,4030.62%+654,403
Clear Secure Inc Cl A(YOU)013,240+13,2400640,9480.60%+640,948
ITT Inc(ITT)03,320+3,3200632,5600.59%+632,560
Barrick Mining Corp(B)014,760+14,7600602,0600.57%+602,060
Lam Research Corp(LRCX)02,750+2,7500587,5650.55%+587,565
nVent Electric PLC(NVT)04,890+4,8900578,3890.54%+578,389
JPMorgan Chase & Co(JPM)01,780+1,7800523,6050.49%+523,605
Axon Enterprise Inc(AXON)01,220+1,2200518,1220.49%+518,122
Check Point Software
ORD
03,600+3,6000514,2600.48%+514,260
Xylem Inc(XYL)04,220+4,2200504,2900.47%+504,290
Brookfield Corp(BN)012,425+12,4250502,8400.47%+502,840
Berkshire Hathaway Cl B01,000+1,0000479,2000.45%+479,200
CrowdStrike Hldgs Inc(CRWD)01,220+1,2200476,3000.45%+476,300
Terex Corp(TEX)07,915+7,9150467,7770.44%+467,777
Axcelis Technologies Inc05,000+5,0000465,4000.44%+465,400
UBS Group AG Reg(UBS)011,890+11,8900464,5420.44%+464,542
Meta Platforms Inc Cl A(META)0810+8100463,4250.44%+463,425
Cheniere Energy Inc(LNG)01,620+1,6200459,6910.43%+459,691
AstraZeneca Plc(AZN)02,315+2,3150448,3740.42%+448,374
Palo Alto Networks Inc(PANW)10,80015,134+4,3341,989,3602,426,2832.28%+436,923
SPDR Gold Shares ETF(GLD)01,000+1,0000430,2900.40%+430,290
USA TODAY Co Inc(TDAY)060,000+60,0000423,0000.40%+423,000
ServiceNow Inc(NOW)04,040+4,0400422,3820.40%+422,382
IDEXX Laboratories Inc(IDXX)0745+7450418,6080.39%+418,608
Comfort Systems USA Inc(FIX)0300+3000413,6970.39%+413,697
Eli Lilly & Co(LLY)190670+480204,189616,2460.58%+412,057
Diamedica Therapeutics Inc060,000+60,0000406,2000.38%+406,200
Welltower Inc REIT(WELL)02,030+2,0300401,3510.38%+401,351
Spotify Technology SA(SPOT)0810+8100392,7770.37%+392,777
DR Horton Inc(DHI)02,660+2,6600365,0050.34%+365,005
iShares Bitcoin Trust ETF(IBIT)09,000+9,0000345,7800.33%+345,780
CNX Resources Corp(CNX)08,890+8,8900342,7100.32%+342,710
Vanguard FTSE Developed Mkts E05,000+5,0000320,4000.30%+320,400
Domino's Pizza Inc(DPZ)0890+8900319,3230.30%+319,323
Talen Energy Corporation(TLN)01,000+1,0000319,2300.30%+319,230
Uber Technologies Inc(UBER)04,410+4,4100317,2110.30%+317,211
Energy Sector SPDR ETF
ST STR ENERG ETF
05,000+5,0000306,3000.29%+306,300
NextEra Energy Inc(NEE)03,220+3,2200299,0740.28%+299,074
Waste Connections Inc(WCN)01,840+1,8400298,8900.28%+298,890
Flutter Entertainment PLC DI(FLUT)02,776+2,7760283,0130.27%+283,013
Expedia Grp Inc(EXPE)01,220+1,2200281,6860.26%+281,686
Sitime Corporation(SITM)0800+8000276,2800.26%+276,280
On Holding AG Cl A(ONON)07,990+7,9900271,8200.26%+271,820
Planet Fitness Inc Cl A(PLNT)03,540+3,5400263,3050.25%+263,305
Teradyne Inc(TER)0885+8850262,3670.25%+262,367
Canadian Pacific Kansas City L(CP)03,320+3,3200261,1510.25%+261,151
Ryerson Holding Corp(RYZ)011,409+11,4090256,4740.24%+256,474
iShares Core S&P Small Cap ETF02,000+2,0000248,6200.23%+248,620
BorgWarner Inc04,442+4,4420241,0230.23%+241,023
Masimo Corp01,340+1,3400238,3460.22%+238,346
Ulta Beauty Inc(ULTA)0455+4550237,8330.22%+237,833
Blackstone Inc(BX)02,030+2,0300233,4300.22%+233,430
NXP Semiconductors NV
COM
01,180+1,1800232,2950.22%+232,295
Agilent Technologies(A)02,030+2,0300231,3790.22%+231,379
Alcon Inc(ALC)02,980+2,9800224,5430.21%+224,543
UFP Industries Inc(UFPI)02,420+2,4200222,9300.21%+222,930
Brookfield Renewable Ptnrs LP
PARTNERSHIP UNIT
06,670+6,6700217,7090.20%+217,709
BHP Grp Ltd Sp ADR02,980+2,9800216,7650.20%+216,765
Adobe Inc(ADBE)0890+8900216,3410.20%+216,341
Vanguard FTSE Emerging Mkts ET04,000+4,0000216,2000.20%+216,200
Veralto Corp(VLTO)02,440+2,4400215,7450.20%+215,745
Casey's General Stores Inc(CASY)2,0921,872-2201,156,2691,362,5541.28%+206,285
Otis Worldwide Corp(OTIS)02,660+2,6600205,0330.19%+205,033
Bank of Montreal01,500+1,5000203,0100.19%+203,010
Vertex Pharma Inc(VRTX)0440+4400196,4780.18%+196,478
Generac Hldgs Inc(GNRC)0970+9700189,4700.18%+189,470
Smith & Nephew PLC Sp ADR(SNN)05,960+5,9600189,4090.18%+189,409
SM Energy Co(SM)06,060+6,0600188,9510.18%+188,951
Fluor Corp(FLR)04,040+4,0400188,4660.18%+188,466
Alibaba Grp Hldg Ltd Sp ADR(BABA)01,500+1,5000188,1900.18%+188,190
Tenaris SA ADR(TS)9,3309,3300358,739542,8190.51%+184,080
Cloudflare Inc Cl A(NET)0890+8900183,6430.17%+183,643
F5 Inc(FFIV)0630+6300182,2780.17%+182,278
WD-40 Company(WDFC)0890+8900181,5070.17%+181,507
Zoom Communications Inc Cl A(ZM)02,230+2,2300179,2700.17%+179,270
Essential Utilities Inc(WTRG)04,440+4,4400178,7990.17%+178,799
Equinix Inc REIT(EQIX)0180+1800176,4430.17%+176,443
Tootsie Roll Industries(TR)04,116+4,1160175,8360.17%+175,836
TopBuild Corp0500+5000175,6500.17%+175,650
Enbridge Inc(ENB)03,200+3,2000173,2480.16%+173,248
ICICI Bank Ltd Sp ADR(IBN)06,620+6,6200171,4580.16%+171,458
Roku Inc(ROKU)01,780+1,7800168,4240.16%+168,424
CRISPR Therapeutics AG(CRSP)03,540+3,5400168,3980.16%+168,398
Toronto Dominion Bank(TD)01,790+1,7900167,0250.16%+167,025
Mirion Technologies Inc(MIR)08,890+8,8900165,2650.16%+165,265
Huntington Ingalls Inds(HII)0435+4350165,2570.16%+165,257
YETI Hldgs Inc(YETI)04,440+4,4400162,4600.15%+162,460
Eaton Corp PLC(ETN)0440+4400157,3750.15%+157,375
Aptiv PLC(APTV)02,230+2,2300154,8510.15%+154,851
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