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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  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PHG KONINKLIJKE PHILIPS N V Healthcare 4,646.0 $126K 0.12% -7K -60.9% $27.19 +0.9%
22 IMO IMPERIAL OIL LTD Energy 1,100.0 $123K 0.11% -2K -66.9% $112.02 +17.4%
23 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 1,980.0 $119K 0.11% -4K -66.8% $60.22 +22.3%
24 UNILEVER PLC 1,949.0 $117K 0.11% -3K -63.2% $60.13
25 TM TOYOTA MOTOR CORP Consumer Cyclical 660.0 $111K 0.10% -1K -66.8% $168.42 +14.6%
26 SU SUNCOR ENERGY INC NEW Energy 1,980.0 $106K 0.10% -4K -66.8% $53.68 +21.8%
27 GSK GSK PLC Healthcare 1,980.0 $104K 0.10% -4K -66.8% $52.42 -0.7%
28 BIDU BAIDU INC Communication Services 890.0 $102K 0.09% -4K -80.1% $114.29 -18.3%
29 CNQ CANADIAN NAT RES LTD MED TER Energy 2,320.0 $92K 0.09% -4K -61.1% $39.50 +25.5%
30 SNY SANOFI SA Healthcare 2,120.0 $90K 0.08% -4K -66.8% $42.66 +7.9%
31 SAP SAP SE Technology 570.0 $88K 0.08% -1K -65.7% $154.11 +40.8%
32 BMO BANK MONTREAL MEDIUM Financial Services 490.0 $87K 0.08% -1K -67.3% $176.70 -1.8%
33 NVO NOVO-NORDISK A S Healthcare 1,750.0 $84K 0.08% -3K -62.2% $47.94 +1.5%
34 SHEL SHELL PLC Energy 1,070.0 $83K 0.08% -2K -66.6% $77.54 +18.9%
35 BHP BHP BILLITON LIMITED Basic Materials 990.0 $82K 0.08% -2K -66.8% $83.31 +18.5%
36 RDY DR REDDYS LABS LTD Healthcare 5,500.0 $80K 0.07% -11K -66.8% $14.49 -14.8%
37 TD TORONTO DOMINION BK ONT Financial Services 640.0 $78K 0.07% -1K -64.2% $121.43 -1.9%
38 BP BP PLC Energy 1,980.0 $73K 0.07% -4K -66.8% $36.95 +16.0%
39 ICICI BANK LIMITED 2,490.0 $72K 0.07% -4K -62.4% $29.03
40 IJH ISHARES TR 100.0 $8K 0.01% -2K -95.0% $77.11 -1.3%
Page 2 of 3  ·  41 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%