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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 11 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LEIDOS HOLDINGS INC 1,340.0 $138K 0.13% $102.97
202 APTIV PLC 2,230.0 $137K 0.13% NEW $61.38
203 EXXON MOBIL CORP 1,000.0 $137K 0.13% NEW $136.72
204 AMPHASTAR PHARMACEUTICALS IN 6,670.0 $135K 0.12% NEW $20.18
205 PHG KONINKLIJKE PHILIPS N V Healthcare 4,646.0 $126K 0.12% -7K -60.9% $27.19 -0.8%
206 CVX CHEVRON CORPORATION Energy 750.0 $124K 0.12% NEW $165.76 +21.5%
207 IMO IMPERIAL OIL LTD Energy 1,100.0 $123K 0.11% -2K -66.9% $112.02 +17.5%
208 HII HUNTINGTON INGALLS INDS INC Industrials 435.0 $122K 0.11% $279.89 +5.7%
209 PROLOGIS INC. 890.0 $121K 0.11% NEW $135.47
210 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 1,980.0 $119K 0.11% -4K -66.8% $60.22 +23.6%
211 MTCH MATCH GROUP INC NEW Communication Services 3,100.0 $118K 0.11% $38.05 +10.6%
212 UNILEVER PLC 1,949.0 $117K 0.11% -3K -63.2% $60.13
213 NXP SEMICONDUCTORS N V 400.0 $112K 0.10% NEW $281.03
214 REGENERON PHARMACEUTICALS 180.0 $112K 0.10% NEW $623.54
215 TM TOYOTA MOTOR CORP Consumer Cyclical 660.0 $111K 0.10% -1K -66.8% $168.42 +13.9%
216 WGO WINNEBAGO INDS INC Consumer Cyclical 3,540.0 $111K 0.10% $31.24 -1.8%
217 DRAFTKINGS INC NEW 4,350.0 $110K 0.10% NEW $25.26
218 SU SUNCOR ENERGY INC NEW Energy 1,980.0 $106K 0.10% -4K -66.8% $53.68 +23.4%
219 ON HLDG AG 3,000.0 $106K 0.10% NEW $35.42
220 BOX INC 4,000.0 $106K 0.10% NEW $26.54
Page 11 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%