Fund HoldingsCorient IA LLC

Total Portfolio Value
$106.30M
Total Bought
$5.38M
Total Sold
$29.96M
Net Transaction
-$24.59M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Brookfield Asset Mgmt Ltd Cl A(BAM)012,260+12,26006420.60%+642
Napco Security Tech Inc(NSSC)010,000+10,00004170.39%+417
Intuitive Surgical Inc03,050+3,05001,7271.62%+1,727
Sun Life Finl Inc(SLF)05,710+5,71003560.34%+356
Unilever PLC Sp ADR(UL)05,297+5,29703460.33%+346
Agilent Technologies(A)02,500+2,50003400.32%+340
Lumentum Hldgs Inc(LITE)1,5001,50002445530.52%+309
Rogers Comm Inc Cl B (CAD)(RCI)07,990+7,99003010.28%+301
Advanced Micro Devices(AMD)5,0005,00008091,0711.01%+262
Vertex Pharma Inc0500+50002270.21%+227
YETI Hldgs Inc(YETI)05,000+5,00002210.21%+221
Brinker Intl(EAT)01,500+1,50002150.20%+215
XPO Inc(XPO)01,500+1,50002040.19%+204
Brookfield Renewable Ptnrs LP07,500+7,50002020.19%+202
Amphastar Pharma Inc(AMPH)07,500+7,50002010.19%+201
Natera Inc(NTRA)02,000+2,00004580.43%+458
Applied Materials Inc2,5002,50005126420.60%+131
Western Digital Corp(WDC)2,5002,50003004310.41%+131
Howmet Aerospace Inc(HWM)014,000+14,00002,8702.70%+2,870
Walmart Inc(WMT)13,50013,50001,3911,5041.41%+113
Expedia Grp Inc(EXPE)01,500+1,50004250.40%+425
First Solar Inc(FSLR)2,5002,50005516530.61%+102
Olympic Steel Inc07,500+7,50003210.30%+321
Steel Dynamics Inc(STLD)03,000+3,00005080.48%+508
Parker Hannifin Corp(PH)74174105626510.61%+90
New York Times Cl A(NYT)07,000+7,00004860.46%+486
Wayfair Inc Cl A(W)7,5007,50006707530.71%+83
Flowserve Corp(FLS)04,500+4,50003120.29%+312
Alphabet Inc Cl C01,000+1,00003140.30%+314
Nucor Corp(NUE)02,500+2,50004080.38%+408
Broadcom Inc(AVGO)4,0004,00001,3201,3841.30%+65
Delta Air Lines Inc(DAL)5,0005,00002843470.33%+63
Rockwell Automation(ROK)01,500+1,50005840.55%+584
Ormat Tech Inc(ORA)4,0004,00003854420.42%+57
Salesforce Inc(CRM)02,000+2,00005300.50%+530
Sociedad Quimica y Minera de C(SQM)7,5005,480-2,0203223770.35%+55
Churchill Downs Inc(CHDN)03,000+3,00003410.32%+341
RTX Corp(RTX)3,0003,00005025500.52%+48
Gilead Sciences Inc(GILD)04,000+4,00004910.46%+491
Arcosa Inc03,700+3,70003930.37%+393
CNX Resources Corp(CNX)010,000+10,00003680.35%+368
Danaher Corp(DHR)01,500+1,50003430.32%+343
Amgen Inc(AMGN)01,000+1,00003270.31%+327
Amazon.com Inc(AMZN)04,000+4,00009230.87%+923
Jabil Inc(JBL)04,000+4,00009120.86%+912
Mettler-Toledo Intl(MTD)0250+25003490.33%+349
REV Group Inc10,00010,00005676080.57%+41
Paccar Inc(PCAR)03,500+3,50003830.36%+383
Barrick Mining Corp(B)19,90015,860-4,0406526910.65%+39
Analog Devices Inc(ADI)01,500+1,50004070.38%+407
On Holding AG Cl A09,000+9,00004180.39%+418
Mueller Ind Inc(MLI)2,5002,50002532870.27%+34
Old Dominion Freight Line(ODFL)02,000+2,00003140.30%+314
IDEXX Laboratories Inc82582505275580.53%+31
Edwards Lifesciences04,000+4,00003410.32%+341
Ulta Beauty Inc50050002733030.28%+29
Corning Inc(GLW)5,0005,00004104380.41%+28
Clear Secure Inc Cl A14,90014,90004975230.49%+25
Carnival Corp015,000+15,00004580.43%+458
TJX Companies Inc(TJX)2,5002,50003613840.36%+23
Valmont Industries(VMI)1,5001,50005826030.57%+22
nVent Electric PLC(NVT)6,0006,00005926120.58%+20
NextEra Energy Inc04,000+4,00003210.30%+321
Planet Fitness Inc Cl A04,000+4,00004340.41%+434
Welltower Inc REIT2,5002,50004454640.44%+19
Apple Inc(AAPL)1,0001,00002552720.26%+17
Roku Inc(ROKU)2,0002,00002002170.20%+17
Curtiss-Wright Corp(CW)2,0002,00001,0861,1031.04%+17
Quanta Services Inc2,0002,00008298440.79%+15
Tesla Inc(TSLA)3,0003,00001,3341,3491.27%+15
JPMorgan Chase & Co(JPM)2,0002,00006316440.61%+14
American Elec Power03,500+3,50004040.38%+404
Zoom Communications Inc Cl A02,500+2,50002160.20%+216
Deere & Co(DE)01,000+1,00004660.44%+466
iRhythm Holdings Inc(IRTC)01,500+1,50002660.25%+266
Clean Harbors Inc(CLH)02,000+2,00004690.44%+469
Marvell Technology Inc(MRVL)04,000+4,00003400.32%+340
TransDigm Grp Inc(TDG)0200+20002660.25%+266
HEICO Corp(HEI)02,500+2,50008090.76%+809
Mirion Technologies Inc010,000+10,00002340.22%+234
Brink's Co(BCO)3,5003,50004094090.38%-0
Waste Connections Inc(WCN)03,000+3,00005260.49%+526
Waste Mgmt Inc(WM)02,000+2,00004390.41%+439
Adobe Inc01,000+1,00003500.33%+350
Snap-On Inc(SNA)1,5001,50005205170.49%-3
Blue Owl Capital Corp010,000+10,00001240.12%+124
DexCom Inc(DXCM)04,000+4,00002650.25%+265
Take-Two Interactive Software(TTWO)02,000+2,00005120.48%+512
Regal Rexnord Corp(RRX)01,500+1,50002100.20%+210
Watts Water Tech Cl A(WTS)2,0002,00005595520.52%-7
Booking Hldgs Inc(BKNG)0150+15008030.76%+803
UFP Industries Inc(UFPI)03,000+3,00002730.26%+273
Martin Marietta Mtls(MLM)1,0001,00006306230.59%-8
AGCO Corp03,000+3,00003130.29%+313
Otis Worldwide Corp03,000+3,00002620.25%+262
Badger Meter Inc03,000+3,00005230.49%+523
Darden Restaurants(DRI)02,000+2,00003680.35%+368
California Water Srvc(CWT)05,000+5,00002170.20%+217
Leidos Hldgs Inc(LDOS)1,5001,50002832710.25%-13
Williams Cos Inc(WMB)04,000+4,00002400.23%+240
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