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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PHINIA INC 2,030.0 $167K 0.15% NEW $82.37
62 MIRION TECHNOLOGIES INC 8,890.0 $159K 0.15% NEW $17.93
63 IRTC IRHYTHM HOLDINGS INC Healthcare 1,340.0 $159K 0.15% NEW $118.95 +3.5%
64 ASTRAZENECA PLC 765.0 $145K 0.13% NEW $189.62
65 CRISPR THERAPEUTICS AG 2,540.0 $139K 0.13% NEW $54.54
66 APTIV PLC 2,230.0 $137K 0.13% NEW $61.38
67 EXXON MOBIL CORP 1,000.0 $137K 0.13% NEW $136.72
68 AMPHASTAR PHARMACEUTICALS IN 6,670.0 $135K 0.12% NEW $20.18
69 CVX CHEVRON CORPORATION Energy 750.0 $124K 0.12% NEW $165.76 +20.6%
70 PROLOGIS INC. 890.0 $121K 0.11% NEW $135.47
71 NXP SEMICONDUCTORS N V 400.0 $112K 0.10% NEW $281.03
72 REGENERON PHARMACEUTICALS 180.0 $112K 0.10% NEW $623.54
73 DRAFTKINGS INC NEW 4,350.0 $110K 0.10% NEW $25.26
74 ON HLDG AG 3,000.0 $106K 0.10% NEW $35.42
75 BOX INC 4,000.0 $106K 0.10% NEW $26.54
76 CANADIAN PACIFIC KANSAS CITY 1,100.0 $95K 0.09% NEW $86.65
77 TREX INC 1,780.0 $89K 0.08% NEW $50.04
78 YETI HLDGS INC 1,440.0 $71K 0.07% NEW $49.56
79 SONY SONY GROUP CORP Technology 3,460.0 $69K 0.06% NEW $20.06 +19.9%
80 ZSCALER INC 430.0 $61K 0.06% NEW $141.15
Page 4 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%