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Portfolio (Quarterly) Guide ↗

Corient IA LP

· CIK 0002058426
13F Portfolio $108M AUM 249 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 86 New 9 Added 41 Reduced 44 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ABT Abbott Laboratories Healthcare 1,780 $183K 0.17% SOLD
22 ADP Automatic Data Processing Industrials 890 $181K 0.17% SOLD
23 BLD TopBuild Corp Industrials 500 $176K 0.17% SOLD
24 RBLX Roblox Corp Cl A Technology 2,760 $156K 0.15% SOLD
25 Hologic Inc (Delisted) 1,780 $135K 0.13% SOLD
26 AESI Atlas Energy Solutions Inc Energy 10,000 $131K 0.12% SOLD
27 WDAY Workday Inc Cl A Technology 890 $116K 0.11% SOLD
28 HRB H&R Block Inc Consumer Cyclical 3,540 $112K 0.11% SOLD
29 Z Zillow Grp Inc Cl C Communication Services 2,660 $110K 0.10% SOLD
30 HMC Honda Motor Co Ltd Sp ADR Consumer Cyclical 4,170 $101K 0.10% SOLD
31 Blue Owl Capital Corp 8,930 $99K 0.09% SOLD
32 PTON Peloton Interactive Inc Cl A Consumer Cyclical 21,330 $92K 0.09% SOLD
33 DOCS Doximity Inc Cl A Healthcare 3,540 $82K 0.08% SOLD
34 NEM Newmont Corp Basic Materials 750 $81K 0.08% SOLD
35 GDDY GoDaddy Inc Cl A Technology 890 $74K 0.07% SOLD
36 TME Tencent Music Entertainment AD Communication Services 5,960 $55K 0.05% SOLD
37 XJH iShares ESG Select Screened S& 900 $41K 0.04% SOLD
38 XJR iShares ESG Select Screened S& 900 $39K 0.04% SOLD
39 MICC Magnum Ice Cream Co NV Consumer Defensive 1,192 $18K 0.02% SOLD
40 XLI Industrial Sector SPDR ETF 100 $16K 0.01% SOLD
Page 2 of 3  ·  44 positions
Sector Allocation
Industrials 32.7%
Technology 29.0%
Consumer Cyclical 10.6%
Healthcare 9.8%
Basic Materials 5.7%
Financial Services 4.3%
Energy 2.6%
Communication Services 2.6%
Utilities 1.6%
Consumer Defensive 0.9%