Fund Holdings — Corient IA LLC

Total Portfolio Value
$133.87M
Total Bought
$10.39M
Total Sold
$53.89M
Net Transaction
-$43.50M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Expand Energy Corp(EXE)012,500+12,50001,3280.99%+1,328
Atlas Energy Solutions Inc(AESI)0115,000+115,00001,3080.98%+1,308
Diamedica Therapeutics Inc0132,500+132,50009100.68%+910
Eli Lilly & Co(LLY)6901,690+1,0005381,2890.96%+752
Netflix Inc(NFLX)1,6232,398+7752,1732,8752.15%+702
ArriVent Biopharma Inc033,500+33,50006180.46%+618
Softbank Grp Corp Unsp ADR20,00020,00007291,2660.95%+537
Finance of America Co Inc Cl A(FOA)55,50080,000+24,5001,2941,7941.34%+500
Costco Wholesale Corp0500+50004630.35%+463
Palantir Technologies Inc Cl A(PLTR)10,00010,00001,3631,8241.36%+461
Roblox Corp Cl A(RBLX)03,100+3,10004290.32%+429
Tesla Inc(TSLA)3,0003,00009531,3341.00%+381
Nvidia Corp(NVDA)12,50012,50001,9752,3321.74%+357
Gold Trust(GLD)01,000+1,00003550.27%+355
Baidu Inc Sp ADR7,0007,00006009220.69%+322
CyberArk Software Ltd4,0004,00001,6281,9331.44%+305
Western Digital Corp(WDC)02,500+2,50003000.22%+300
Shopify Inc Cl A(SHOP)9,0009,00001,0381,3371.00%+299
Wayfair Inc Cl A(W)7,5007,50003846700.50%+286
Thermo Fisher Scientific(TMO)5001,000+5002034850.36%+282
Rambus Inc(RMBS)02,500+2,50002610.19%+261
Tencent Hldgs Ltd Unsp ADR12,50012,50008061,0640.80%+258
Mueller Ind Inc(MLI)02,500+2,50002530.19%+253
Lumentum Hldgs Inc(LITE)01,500+1,50002440.18%+244
Barrick Mining Corp(B)20,00019,900-1004166520.49%+236
BorgWarner Inc05,002+5,00202200.16%+220
Broadcom Inc(AVGO)4,0004,00001,1031,3200.99%+217
ProShares UltraPro Short S&P 5016,000+16,00002160.16%+216
Cloudflare Inc Cl A(NET)01,000+1,00002150.16%+215
United Rentals Inc(URI)1,0001,00007539550.71%+201
Generac Hldgs Inc(GNRC)01,200+1,20002010.15%+201
AbbVie Inc(ABBV)4,3674,36708111,0110.76%+201
Roku Inc(ROKU)02,000+2,00002000.15%+200
SunOpta Inc108,500134,500+26,0006297880.59%+159
nVent Electric PLC(NVT)6,0006,00004405920.44%+152
Alibaba Grp Hldg Ltd Sp ADR2,6002,500-1002954470.33%+152
Corning Inc(GLW)5,0005,00002634100.31%+147
UBS Group AG Reg(UBS)20,00020,00006768200.61%+144
First Solar Inc(FSLR)2,5002,50004145510.41%+137
Garrett Motion Inc(GTX)010,000+10,00001360.10%+136
Pulte Group Inc(PHM)5,0005,00005276610.49%+133
DR Horton Inc3,0003,00003875080.38%+122
Sony Grp Corp Sp ADR(SONY)17,50020,000+2,5004565760.43%+120
Caseys General Stores Inc(CASY)2,0922,09201,0671,1830.88%+115
Northrop Grumman Corp(NOC)1,0001,00005006090.46%+109
Curtiss-Wright Corp(CW)2,0002,00009771,0860.81%+109
HSBC Hldgs PLC Sp ADR(HSBC)10,00010,00006087100.53%+102
Advanced Micro Devices(AMD)5,0005,00007108090.60%+99
Brinks Co(BCO)3,5003,50003134090.31%+96
Cameco Corp(CCJ)10,00010,00007428390.63%+96
Valmont Industries(VMI)1,5001,50004905820.43%+92
REV Group Inc10,00010,00004765670.42%+91
Xylem Inc(XYL)5,0005,00006477380.55%+91
Embraer SA Sp ADR(EMBJ)25,00025,00001,4231,5111.13%+89
ITT Inc(ITT)4,0004,00006277150.53%+88
Lenovo Grp Ltd ADR15,00015,00003604450.33%+85
Linde PLC(LIN)2,3502,500+1501,1031,1880.89%+85
L3Harris Technologies Inc(LHX)1,5001,50003764580.34%+82
Martin Marietta Mtls(MLM)1,0001,00005496300.47%+81
Clear Secure Inc Cl A15,00014,900-1004164970.37%+81
Brookfield Corp(BN)11,25011,25006967720.58%+76
Aerovironment Inc2,5002,50007127870.59%+75
Teledyne Technologies Inc(TDY)1,0001,00005125860.44%+74
Quanta Services Inc2,0002,00007568290.62%+73
Walmart Inc(WMT)13,50013,50001,3201,3911.04%+71
Transocean Ltd(RIG)022,500+22,5000700.05%+70
NioCorp Developments Ltd(NB)010,000+10,0000670.05%+67
Watts Water Tech Cl A(WTS)2,0002,00004925590.42%+67
Koninklijke Philips NV(PHG)20,00020,00004805450.41%+66
Oshkosh Corp(OSK)4,0004,00004545190.39%+65
RTX Corp(RTX)3,0003,00004385020.37%+64
Welltower Inc REIT2,5002,50003844450.33%+61
IDEXX Laboratories Inc876825-514705270.39%+57
Smith & Nephew PLC Sp ADR(SNN)10,00010,00003063630.27%+57
Toyota Motor Corp Sp ADR(TM)3,0003,00005175730.43%+56
Imperial Oil Ltd(IMO)5,0005,00003974540.34%+56
Applied Materials Inc2,5002,50004585120.38%+54
Rio Tinto PLC Sp ADR(RIO)7,0007,00004084620.35%+54
Blackstone Inc2,5002,50003744270.32%+53
Snap-On Inc(SNA)1,5001,50004675200.39%+53
TJX Companies Inc(TJX)2,5002,50003093610.27%+53
JPMorgan Chase & Co(JPM)2,0002,00005806310.47%+51
Ormat Tech Inc(ORA)4,0004,00003353850.29%+50
Apple Inc(AAPL)1,0001,00002052550.19%+49
Bank of Montreal2,5002,50002773260.24%+49
AstraZeneca PLC Sp ADR(AZN)7,0007,00004895370.40%+48
Royal Bank of Canada(RY)3,0003,00003954420.33%+47
Bank of Nova Scotia5,0005,00002763230.24%+47
Leidos Hldgs Inc(LDOS)1,5001,50002372830.21%+47
Jacobs Solutions Inc(J)2,5002,50003293750.28%+46
ArcelorMittal NY Reg(MT)10,00010,00003163620.27%+46
BP PLC Sp ADR(BP)10,00010,00002993450.26%+45
Parker Hannifin Corp(PH)74174105185620.42%+44
Suncor Energy Inc(SU)10,00010,00003754180.31%+44
Peloton Interactive Inc Cl A(PTON)25,00024,000-1,0001742160.16%+43
Sociedad Quimica y Minera de C(SQM)8,0007,500-5002823220.24%+40
Ulta Beauty Inc50050002342730.20%+39
Tencent Music Entertainment AD10,00010,00001952330.17%+39
BHP Grp Ltd Sp ADR5,0005,00002402790.21%+38
Delta Air Lines Inc(DAL)5,0005,00002462840.21%+38
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