Fund HoldingsCorient IA LLC

Total Portfolio Value
$169.82M
Total Bought
$20.76M
Total Sold
$8.30M
Net Transaction
+$12.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Vertiv Hldgs Co026,000+26,00003,3391.97%+3,339
Trane Technologies PLC(TT)3,5867,186+3,6001,2083,1431.85%+1,935
Finance of America Companies I055,500+55,50001,2940.76%+1,294
Mirion Technologies Inc060,000+60,00001,2920.76%+1,292
Alphabet Inc Cl C06,000+6,00001,0640.63%+1,064
Howmet Aerospace Inc(HWM)16,00016,00002,0762,9781.75%+902
Onity Group Inc022,500+22,50008590.51%+859
Synaptics Inc(SYNA)012,500+12,50008100.48%+810
Microsoft Corp(MSFT)2,7003,500+8001,0141,7411.03%+727
Nvidia Corp(NVDA)11,65012,500+8501,2631,9751.16%+712
Netflix Inc(NFLX)1,6481,623-251,5372,1731.28%+637
SunOpta Inc0108,500+108,50006290.37%+629
Energy Transfer LP(ET)030,000+30,00005440.32%+544
Regal Rexnord Corp(RRX)03,750+3,75005440.32%+544
Anglo American PLC Sp ADR035,229+35,22905190.31%+519
Palantir Technologies Inc Cl A(PLTR)10,10010,000-1008521,3630.80%+511
Lithia Motors Inc Cl A(LAD)01,500+1,50005070.30%+507
WillScot Holdings Corp(WSC)017,500+17,50004800.28%+480
Axon Enterprise Inc(AXON)1,5001,50007891,2420.73%+453
Broadcom Inc(AVGO)4,0004,00006701,1030.65%+433
Barrick Mining Corp(B)020,000+20,00004160.25%+416
Aerovironment Inc02,500+2,50007120.42%+712
Gannett Co Inc0100,000+100,00003580.21%+358
Amazon.com Inc(AMZN)9,0009,400+4001,7122,0621.21%+350
Curtiss-Wright Corp(CW)2,0002,00006359770.58%+343
Palo Alto Networks Inc(PANW)11,00010,800-2001,8772,2101.30%+333
Cameco Corp(CCJ)010,000+10,00007420.44%+742
Jabil Inc(JBL)4,0004,00005448720.51%+328
ASML Hldg NV NY Reg Shs2,3152,31501,5341,8551.09%+321
Uber Technologies Inc(UBER)07,000+7,00006530.38%+653
CyberArk Software Ltd4,0004,00001,3521,6280.96%+276
Embraer SA Sp ADR(EMBJ)25,00025,00001,1551,4230.84%+268
Federal Signal Co(FSS)02,500+2,50002660.16%+266
Fluor Corp(FLR)05,000+5,00002560.15%+256
Quanta Services Inc02,000+2,00007560.45%+756
Demant A/S30,00030,00001,0041,2500.74%+247
CRISPR Therapeutics AG(CRSP)05,000+5,00002430.14%+243
Taiwan Semicon Mfg Co Ltd Sp A(TSM)4,0004,00006649060.53%+242
CrowdStrike Hldgs Inc(CRWD)1,5001,50005297640.45%+235
Ulta Beauty Inc0500+50002340.14%+234
ServiceNow Inc(NOW)1,0001,00007961,0280.61%+232
iRhythm Technologies Inc(IRTC)01,500+1,50002310.14%+231
Iberdrola SA Sp ADR03,000+3,00002290.14%+229
BAE Systems PLC Sp ADR(BAESF)10,00010,00008051,0340.61%+229
Softbank Grp Corp Unsp ADR020,000+20,00007290.43%+729
Sensata Tech Hldgs PLC07,500+7,50002260.13%+226
Toronto Dominion Bank(TD)03,000+3,00002200.13%+220
Ferrari NV3,5003,50001,4981,7181.01%+220
Zscaler Inc(ZS)0700+70002200.13%+220
Spotify Technology SA1,0001,00005507670.45%+217
DraftKings Inc(DKNG)05,000+5,00002140.13%+214
Shake Shack Inc Cl A(SHAK)01,500+1,50002110.12%+211
Fidelis Insurance Hldgs Ltd012,500+12,50002070.12%+207
F5 Inc(FFIV)0700+70002060.12%+206
Box Inc Cl A(BOX)06,000+6,00002050.12%+205
Aptiv PLC(APTV)03,000+3,00002050.12%+205
Flutter Entertainment PLC DI(FLUT)3,1263,12606938930.53%+201
Advanced Micro Devices(AMD)5,0005,00005147100.42%+196
Tencent Music Entertainment AD010,000+10,00001950.11%+195
Shopify Inc Cl A(SHOP)9,0009,00008591,0380.61%+179
Hitachi Ltd ADR(HTHIF)30,00030,00006948720.51%+178
Booking Hldgs Inc(BKNG)15015006918680.51%+177
Tesla Inc(TSLA)3,0003,00007779530.56%+176
Badger Meter Inc3,0003,00005717350.43%+164
Airbus SE Unsp ADR20,00020,00008791,0400.61%+161
REV Group Inc010,000+10,00004760.28%+476
Casey's General Stores Inc(CASY)2,0922,09209081,0670.63%+159
On Holding AG Cl A19,00019,00008349890.58%+154
HEICO Corp(HEI)2,5002,50006688200.48%+152
Schneider Electric SE Unsp ADR20,00020,00009111,0600.62%+150
Intuitive Surgical Inc3,0503,05001,5111,6570.98%+147
Wayfair Inc Cl A(W)07,500+7,50003840.23%+384
Qantas Airways Ltd100,000100,00005647060.42%+142
Autoliv Inc(ALV)6,0006,00005316710.40%+141
Mitsubishi UFJ Finl Grp Sp ADR(MUFG)010,000+10,00001370.08%+137
Walmart Inc(WMT)13,50013,50001,1851,3200.78%+135
Carnival Corp015,000+15,00004220.25%+422
United Rentals Inc(URI)1,0001,00006277530.44%+127
nVent Electric PLC(NVT)06,000+6,00004400.26%+440
ABB Ltd Sp ADR15,00015,00007678920.52%+125
AIA Grp Ltd Sp ADR20,00020,00006037240.43%+121
Meta Platforms Inc Cl A(META)950900-505486640.39%+117
Rockwell Automation(ROK)01,500+1,50004980.29%+498
ITT Inc(ITT)4,0004,00005176270.37%+111
Vodafone Grp PLC Sp ADR(VOD)010,000+10,00001070.06%+107
Brookfield Corp11,25011,25005906960.41%+106
Dassault Aviation SA4,4104,41001,4531,5580.92%+105
IDEXX Laboratories Inc0876+87604700.28%+470
Brookfield Asset Mgmt Ltd Cl A(BAM)14,52514,52507048030.47%+99
First Solar Inc(FSLR)02,500+2,50004140.24%+414
Applied Materials Inc02,500+2,50004580.27%+458
Ericsson LM Tel Sp ADR(ERIC)011,000+11,0000930.05%+93
Canadian Pacific Kansas City L10,22810,22807188110.48%+93
Fresenius Med Care AG Sp ADR(FMS)25,00025,00006237140.42%+92
Valterra Platinum Ltd ADR012,279+12,2790910.05%+91
JPMorgan Chase & Co(JPM)02,000+2,00005800.34%+580
SAP SE Sp ADR(SAP)2,5002,50006717600.45%+89
Chipotle Mexican Grill Inc(CMG)15,00015,00007538420.50%+89
Siemens AG Sp ADR6,0006,00006877730.46%+87
Watts Water Tech Cl A(WTS)02,000+2,00004920.29%+492
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