Portfolio (Quarterly)
Guide ↗
Illumine Investment Management, LLC
· CIK 0002052970| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | Technology | 4,643 | $3.1M | 2.24% | SOLD |
| 2 | PGR | PROGRESSIVE CORP | Financial Services | 8,005 | $1.8M | 1.33% | SOLD |
| 3 | VEEV | VEEVA SYS INC | Healthcare | 6,613 | $1.5M | 1.08% | SOLD |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 7,080 | $1.3M | 0.92% | SOLD |
| 5 | SLP | SIMULATIONS PLUS INC | Healthcare | 32,378 | $590K | 0.43% | SOLD |
| 6 | ETD | ETHAN ALLEN INTERIORS INC | Consumer Cyclical | 22,270 | $509K | 0.37% | SOLD |
| 7 | MGPI | MGP INGREDIENTS INC NEW | Consumer Defensive | 19,381 | $471K | 0.34% | SOLD |
| 8 | FC | FRANKLIN COVEY CO | Industrials | 27,428 | $460K | 0.34% | SOLD |
| 9 | META | META PLATFORMS INC | Communication Services | 310 | $205K | 0.15% | SOLD |
Sector Allocation
Financial Services
24.4%
Technology
23.4%
Industrials
17.7%
Healthcare
16.4%
Communication Services
6.5%
Consumer Defensive
4.1%
Consumer Cyclical
2.7%
Energy
2.2%
Basic Materials
1.7%
Utilities
0.8%