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Portfolio (Quarterly) Guide ↗

Corient IA LLC

· CIK 0002058426
13F Portfolio $106M AUM 279 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New 3 Added 106 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PANW Palo Alto Networks Inc Technology 15,134.0 $2.4M 2.28% +4K +40.1% $160.32 +51.5%
2 NYT New York Times Cl A Communication Services 20,650.0 $1.7M 1.63% +14K +195.0% $83.73 -11.0%
3 LLY Eli Lilly & Co Healthcare 670.0 $616K 0.58% +480.0 +252.6% $919.77 +9.5%

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 25.0%
Technology 24.3%
Healthcare 11.6%
Consumer Cyclical 11.0%
Communication Services 6.8%
Financial Services 6.1%
Basic Materials 5.3%
Energy 4.8%
Utilities 2.2%
Consumer Defensive 2.1%