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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLUTTER ENTMT PLC 2,776.0 $284K 0.26% NEW $102.17
42 NEXTERA ENERGY INC 3,220.0 $283K 0.26% NEW $87.77
43 AGILENT TECHNOLOGIES INC 2,030.0 $270K 0.25% NEW $132.83
44 DOMINOS PIZZA INC 890.0 $263K 0.24% NEW $296.04
45 DIAMEDICA THERAPEUTICS INC 35,000.0 $246K 0.23% NEW $7.04
46 ROKU INC 1,780.0 $246K 0.23% NEW $138.14
47 BLACKSTONE INC 2,030.0 $239K 0.22% NEW $117.67
48 BROOKFIELD RENEWABLE ENERGY 6,670.0 $232K 0.21% NEW $34.73
49 LINDE PLC 440.0 $228K 0.21% NEW $518.94
50 UFP INDUSTRIES INC 2,420.0 $220K 0.20% NEW $90.74
51 VERTEX PHARMACEUTICALS INC 440.0 $219K 0.20% NEW $496.73
52 CLOUDFLARE INC 890.0 $218K 0.20% NEW $245.28
53 VERALTO CORP 2,440.0 $216K 0.20% NEW $88.68
54 ULTA BEAUTY INC 455.0 $205K 0.19% NEW $450.98
55 RKLB ROCKET LAB CORP Industrials 2,000.0 $203K 0.19% NEW $101.65 -34.2%
56 UBS GROUP AG 3,960.0 $196K 0.18% NEW $49.56
57 ZOOM COMMUNICATIONS INC 2,230.0 $192K 0.18% NEW $86.31
58 OTIS WORLDWIDE CORP 2,660.0 $190K 0.18% NEW $71.60
59 PLANET FITNESS MASTER ISSUER 3,540.0 $185K 0.17% NEW $52.17
60 ESSENTIAL UTILS INC 4,440.0 $170K 0.16% NEW $38.31
Page 3 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%