Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Corient IA LLC (CIK 2058426) reported $106.4M across 278 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HWM ($2.6M, 2.45%), PANW ($2.4M, 2.28%), ASML ($1.9M, 1.80%), NVDA ($1.9M, 1.77%), SPY ($1.8M, 1.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HWM | Howmet Aerospace Inc | $2.6M | 2.45% | 11,290 | Trimmed |
| 2 | PANW | Palo Alto Networks Inc | $2.4M | 2.28% | 15,134 | Added |
| 3 | ASML | ASML Hldg NV NY Reg Shs | $1.9M | 1.80% | 1,453 | Trimmed |
| 4 | NVDA | Nvidia Corp | $1.9M | 1.77% | 10,780 | Trimmed |
| 5 | SPY | State Street SPDR S&P 500 ETF | $1.8M | 1.68% | 2,750 | New |
| 6 | NYT | New York Times Cl A | $1.7M | 1.63% | 20,650 | Added |
| 7 | WMT | Walmart Inc | $1.5M | 1.40% | 12,000 | Trimmed |
| 8 | CASY | Casey's General Stores Inc | $1.4M | 1.28% | 1,872 | Trimmed |
| 9 | NFLX | Netflix Inc | $1.2M | 1.17% | 12,900 | Trimmed |
| 10 | PLTR | Palantir Technologies Inc Cl A | $1.2M | 1.11% | 8,070 | Trimmed |
| 11 | ISRG | Intuitive Surgical Inc | $1.1M | 1.06% | 2,450 | Trimmed |
| 12 | CW | Curtiss-Wright Corp | $1.1M | 1.04% | 1,620 | Trimmed |
| 13 | ERJ | Embraer SA Sp ADR | $1.1M | 1.00% | 17,990 | Trimmed |
| 14 | AVGO | Broadcom Inc | $996,622 | 0.94% | 3,220 | Trimmed |
| 15 | TT | Trane Technologies PLC | $912,661 | 0.86% | 2,190 | Trimmed |
| 16 | TSLA | Tesla Inc | $899,635 | 0.85% | 2,420 | Trimmed |
| 17 | PWR | Quanta Services Inc | $889,412 | 0.84% | 1,620 | Trimmed |
| 18 | RACE | Ferrari NV | $859,663 | 0.81% | 2,540 | Trimmed |
| 19 | LITE | Lumentum Hldgs Inc | $857,367 | 0.81% | 1,220 | Trimmed |
| 20 | JBL | Jabil Inc | $855,329 | 0.80% | 3,220 | Trimmed |
| 21 | ABBV | AbbVie Inc | $843,209 | 0.79% | 3,877 | Trimmed |
| 22 | MSFT | Microsoft Corp | $825,479 | 0.78% | 2,230 | Trimmed |
| 23 | AMD | Advanced Micro Devices | $822,874 | 0.77% | 4,045 | Trimmed |
| 24 | SHOP | Shopify Inc Cl A | $775,775 | 0.73% | 6,540 | Trimmed |
| 25 | GOOG | Alphabet Inc Cl C | $757,310 | 0.71% | 2,640 | Added |
Source: SEC Form 13F filings · as of 2026-03-31