Corient IA LLC

CIK: 0002058426SEC EDGAR →

Portfolio Value

$106.0M

Holdings

207

As of

Q4 2025

New Positions

19

Closed Positions

71

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Nvidia Corp

11,500$2.0M
1.89%
2

Howmet Aerospace Inc

14,000$2.0M
1.89%
3

ASML Hldg NV NY Reg Shs

1,573$1.0M
0.94%
4

Curtiss-Wright Corp

2,000$1.0M
0.94%
5

Palo Alto Networks Inc

10,800$1.0M
0.94%
6

Netflix Inc

15,980$1.0M
0.94%
7

Intuitive Surgical Inc

3,050$1.0M
0.94%
8

Advanced Micro Devices

5,000$1.0M
0.94%
9

Embraer SA Sp ADR

19,920$1.0M
0.94%
10

Broadcom Inc

4,000$1.0M
0.94%

Quarterly Changes

Top Buys

NFLX↑ Increased
$1.9M
NOW↑ Increased
$920K
BN↑ Increased
$772K
YETINEW
$0
XPONEW
$0

Top Sells

FOACLOSED
$1.8M
EXECLOSED
$1.3M
AESICLOSED
$1.3M
LLY↓ Decreased
$1.3M
Softbank Grp Corp Unsp ADRCLOSED
$1.3M

New Positions (15)

$0 · 5K shares
$0 · 2K shares
$0 · 3K shares
$0 · 8K shares
$0 · 6K shares
$0 · 2K shares
$0 · 5K shares
Quanta Services Inc
$0 · 2K shares
Amphastar Pharma Inc
$0 · 8K shares
$0 · 500 shares
$0 · 3K shares
$0 · 10K shares
$0 · 8K shares
$0 · 12K shares
$0 · 4K shares

Closed Positions (45)

$1.8M · 80K shares
$1.3M · 13K shares
$1.3M · 115K shares
Softbank Grp Corp Unsp ADR
$1.3M · 20K shares
Tencent Hldgs Ltd Unsp ADR
$1.1M · 13K shares
Dassault Aviation SA
$1.0M · 3K shares
$910K · 133K shares
$829K · 2K shares
$810K · 6K shares
$788K · 135K shares
$618K · 34K shares
$593K · 10K shares
$502K · 3K shares
$483K · 14K shares
$463K · 500 shares
$459K · 5K shares
$445K · 15K shares
$363K · 10K shares
$355K · 1K shares
$349K · 20K shares
$326K · 3K shares
$311K · 15K shares
$311K · 4K shares
$302K · 10K shares
Gannett Co Inc
$299K · 73K shares
$293K · 4K shares
$279K · 5K shares
$252K · 5K shares
$244K · 15K shares
$240K · 3K shares
$233K · 10K shares
$226K · 700 shares
$221K · 2K shares
$220K · 5K shares
$216K · 16K shares
$216K · 7K shares
$216K · 3K shares
$215K · 1K shares
$210K · 5K shares
$210K · 700 shares
$202K · 4K shares
$201K · 1K shares
$136K · 10K shares
$70K · 23K shares
NioCorp Developments Ltd
$67K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Technology37$10.0M47.6%
Industrials47$5.0M23.8%
Consumer Cyclical23$3.0M14.3%
Healthcare27$1.0M4.8%
Consumer Defensive3$1.0M4.8%
Communication Services11$1.0M4.8%
Basic Materials12$00.0%
Energy11$00.0%
Financial Services8$00.0%
Unknown24$00.0%
Utilities4$00.0%