account_balance
Investment manager · 13F filer · SEC CIK 2052970
Illumine Investment Management, LLC
Reported value$144Mas of Sep 30, 2026
Positions107 107 new, 2 sold out
Top 10 weight31.7%AMD alone is 6%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
6.0%New
ANETArista Networks, Inc.
3.2%New
IBKRInteractive Brokers Group, Inc.
3.1%New
JPSTJ P Morgan Exchange Traded F
3.1%New
UTHRUnited Therapeutics Corp
2.9%New
MSFTMicrosoft Corp
2.9%New
IGIBiShares Tr
2.8%New
SEIXVirtus ETF Tr II
2.8%New
COSTCostco Wholesale Corp
2.6%New
KMLMKraneshares Trust
2.4%New
WRBW. R. Berkley Corp
2.3%New
ISRGIntuitive Surgical Inc
2.1%New
AMDAdvanced Micro Devices Inc
6.0%New
ANETArista Networks, Inc.
3.2%
IBKRInteractive Brokers Group, Inc.
3.1%
JPSTJ P Morgan Exchange Traded F
3.1%New
UTHRUnited Therapeutics Corp
2.9%New
MSFTMicrosoft Corp
2.9%New
IGIBiShares Tr
2.8%
SEIXVirtus ETF Tr II
2.8%
COSTCostco Wholesale Corp
2.6%
KMLMKraneshares Trust
2.4%
WRBW. R. Berkley Corp
2.3%
ISRGIntuitive Surgical Inc
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 6.0% NewANET Arista Networks, Inc. 3.2% NewIBKR Interactive Brokers Group, Inc. 3.1% New
JPST J P Morgan Exchange Traded F 3.1% New
UTHR United Therapeutics Corp 2.9% NewMSFT Microsoft Corp 2.9% NewIGIB iShares Tr 2.8% New
SEIX Virtus ETF Tr II 2.8% New
COST Costco Wholesale Corp 2.6% NewKMLM Kraneshares Trust 2.4% New
WRB W. R. Berkley Corp 2.3% NewISRG Intuitive Surgical Inc 2.1% NewWhat changed
Biggest moves since Jun 30, 2026
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