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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 10 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ESSENTIAL UTILS INC 4,440.0 $170K 0.16% NEW $38.31
182 TR TOOTSIE ROLL INDS INC Consumer Defensive 4,239.0 $168K 0.15% +123.0 +3.0% $39.55 +4.1%
183 PHINIA INC 2,030.0 $167K 0.15% NEW $82.37
184 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 2,230.0 $165K 0.15% -3K -57.2% $74.04 +5.4%
185 NVS NOVARTIS AG Healthcare 1,030.0 $161K 0.15% -2K -66.0% $156.72 +1.0%
186 MIRION TECHNOLOGIES INC 8,890.0 $159K 0.15% NEW $17.93
187 IRTC IRHYTHM HOLDINGS INC Healthcare 1,340.0 $159K 0.15% NEW $118.95 -0.5%
188 SM SM ENERGY COMPANY Energy 6,060.0 $158K 0.15% $26.10 +37.7%
189 GATX GATX CORP Industrials 890.0 $158K 0.14% $177.19 +1.2%
190 RIO RIO TINTO PLC Basic Materials 1,640.0 $156K 0.14% -3K -60.7% $94.93 +10.5%
191 BLOCK INC 2,030.0 $154K 0.14% $76.00
192 TRN TRINITY INDS INC Industrials 4,440.0 $154K 0.14% $34.58 -14.3%
193 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,850.0 $153K 0.14% $31.61 +10.9%
194 ALGN ALIGN TECHNOLOGY INC Healthcare 890.0 $150K 0.14% $168.66 -5.1%
195 SLF SUN LIFE FINANCIAL INC. Financial Services 1,900.0 $149K 0.14% -4K -66.7% $78.42 +1.1%
196 ASTRAZENECA PLC 765.0 $145K 0.13% NEW $189.62
197 RY ROYAL BK CDA Financial Services 700.0 $145K 0.13% -1K -64.8% $206.97 +0.6%
198 IOT SAMSARA INC Technology 4,350.0 $141K 0.13% $32.43 +22.7%
199 PEN PENUMBRA INC Healthcare 440.0 $139K 0.13% $315.75 +2.3%
200 CRISPR THERAPEUTICS AG 2,540.0 $139K 0.13% NEW $54.54
Page 10 of 13  ·  249 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%