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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
Page 14 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PTON Peloton Interactive Inc Cl A Consumer Cyclical 21,330.0 $92K 0.09% NEW $4.29 +23.5%
262 ZS Zscaler Inc Technology 630.0 $88K 0.08% NEW $140.29 +24.5%
263 DOCS Doximity Inc Cl A Healthcare 3,540.0 $82K 0.08% NEW $23.30 -16.0%
264 NEM Newmont Corp Basic Materials 750.0 $81K 0.08% NEW $108.25 +1.5%
265 PYPL PayPal Hldgs Inc Financial Services 1,780.0 $81K 0.08% NEW $45.23 -1.9%
266 GDDY GoDaddy Inc Cl A Technology 890.0 $74K 0.07% NEW $82.67 +10.5%
267 BR Broadridge Finl Solutions Technology 440.0 $71K 0.07% NEW $162.48 -8.0%
268 CAE CAE Inc Industrials 2,660.0 $69K 0.07% NEW $26.05 +1.0%
269 TREX Trex Company Inc Industrials 1,780.0 $65K 0.06% NEW $36.42 +4.8%
270 TME Tencent Music Entertainment AD Communication Services 5,960.0 $55K 0.05% NEW $9.28 -2.4%
271 XJH iShares ESG Select Screened S& 900.0 $41K 0.04% NEW $45.37 +6.0%
272 XJR iShares ESG Select Screened S& 900.0 $39K 0.04% NEW $43.54 +7.9%
273 NE Noble Corp PLC (Delisted) Energy 466.0 $23K 0.02% NEW $49.07 +10.8%
274 MICC Magnum Ice Cream Co NV Consumer Defensive 1,192.0 $18K 0.02% NEW $14.95 +5.3%
275 XLI Industrial Sector SPDR ETF 100.0 $16K 0.01% NEW $161.73 +4.3%
276 XHB SPDR S&P Homebuilders ETF 100.0 $10K 0.01% NEW $98.72 -3.9%
277 XLP Consumer Staples SPDR ETF 100.0 $8K 0.01% NEW $81.98 +5.0%
278 IHI iShares U.S. Medical Devices E 50.0 $3K 0.00% NEW $53.36 -5.8%
279 XLB Materials Sector SPDR ETF 50.0 $2K 0.00% NEW $49.98 -1.9%
Page 14 of 14  ·  279 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 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%