Corient IA LLC
Sector Allocation
- Technology35.3%$38.2M
- Industrials21.4%$23.2M
- Healthcare10.0%$10.9M
- Materials8.4%$9.2M
- Consumer Discretionary8.4%$9.1M
- Financials4.6%$5.0M
- Utilities3.3%$3.6M
- Communication Services2.5%$2.7M
- Consumer Staples1.9%$2.0M
- Energy1.8%$1.9M
AUM History
13fpro.ai/research/fund/corient-ia-llc-2058426
Conviction and streaks
Concentrating · top 10 = 20.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
HWM
$3.0MPANW
$2.7MFOA
$2.5MAMD
$2.3MNVDA
$2.3MASML
$2.2MLLY
$2.0MGOOG
$1.8MCASY
$1.5MAMAT
$1.5MAVGO
$1.4MWDC
$1.3MJBL
$1.2MCW
$1.2MMSFT
$1.2MAMZN
$1.2MPWR
$1.2MPH
$1.1MTT
$1.1MLITE
$1.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/corient-ia-llc-2058426
Corient IA LLC 13F holdings — Q2 2026
$108.4M portfolio (+1.9% QoQ) · 249 holdings · Q2 2026 13F · top 10 are 20% of the stock portfolio
$3.0M
2.8% of stocks
No changeThis quarter-31.8%Since filed6+ qtrsHeld$2.7M
2.5% of stocks
-48%This quarter+3.8%Since filed6+ qtrsHeld$2.5M
2.3% of stocks
+1120%This quarter-51.0%Since filed2 qtrsHeldAIQuality25.2#2,634Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$2.3M
2.2% of stocks
No changeThis quarter+16.0%Since filed6+ qtrsHeld$2.3M
2.1% of stocks
+5%This quarter-2.7%Since filed6+ qtrsHeld$2.2M
2.0% of stocks
-23%This quarter-9.6%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$2.0M
1.9% of stocks
+149%This quarter+5.0%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$1.8M
1.7% of stocks
+95%This quarter-7.5%Since filed5 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$1.5M
1.4% of stocks
No changeThis quarter-16.9%Since filed6+ qtrsHeld$1.5M
1.4% of stocks
No changeThis quarter-27.8%Since filed6+ qtrsHeld
All holdings — Corient IA LLC (Q2 2026)
249 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $1.4M | 1.3% | 3,620 | +12% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | WESTERN DIGITAL CORP | Technology | $1.3M | 1.2% | 2,030 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JABIL INC | Technology | $1.2M | 1.1% | 3,220 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CURTISS WRIGHT CORP | Industrials | $1.2M | 1.1% | 1,620 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MICROSOFT CORP | Technology | $1.2M | 1.1% | 3,250 | +46% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $1.2M | 1.1% | 4,970 | +54% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | QUANTA SERVICES, INC. | Industrials | $1.2M | 1.1% | 1,620 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Parker-Hannifin Corp | Industrials | $1.1M | 1.1% | 1,161 | +76% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Trane Technologies plc | Technology | $1.1M | 1.0% | 2,190 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Lumentum Holdings Inc. | Technology | $1.0M | 1.0% | 1,220 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | TOWER SEMICONDUCTOR LTD | Technology | $1.0M | 1.0% | 4,000 | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CORNING INC /NY | Materials | $1.0M | 0.9% | 4,040 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Tesla, Inc. | Consumer Discretionary | $1.0M | 0.9% | 2,420 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ASHLAND INC. | Consumer Staples | $988K | 0.9% | 15K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AbbVie Inc. | Healthcare | $976K | 0.9% | 3,877 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $974K | 0.9% | 2,450 | — | |||
| 27 | $MRVL | Marvell Technology, Inc. | Technology | $959K | 0.9% | 3,220 | — | |||
| 28 | $ACLS | AXCELIS TECHNOLOGIES INC | Technology | $947K | 0.9% | 5,000 | — | |||
| 29 | $PLTR | Palantir Technologies Inc. | Technology | $942K | 0.9% | 8,070 | — | |||
| 30 | — | USA TODAY CO INC - COM | — | $941K | 0.9% | 110K | +83% | |||
| 31 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $931K | 0.9% | 1,220 | — | |||
| 32 | $NFLX | NETFLIX INC | Communication Services | $921K | 0.8% | 13K | — | |||
| 33 | $URI | UNITED RENTALS, INC. | Industrials | $918K | 0.8% | 810 | — | |||
| 34 | $FTNT | Fortinet, Inc. | Technology | $868K | 0.8% | 5,650 | — | |||
| 35 | $LRCX | LAM RESEARCH CORP | Technology | $867K | 0.8% | 2,000 | -27% | |||
| 36 | $NVT | nVent Electric plc | Industrials | $829K | 0.8% | 4,890 | — | |||
| 37 | $ELV | Elevance Health, Inc. | Healthcare | $773K | 0.7% | 2,000 | New | |||
| 38 | $EMBJ | EMBRAER S.A. | Industrials | $759K | 0.7% | 12K | -34% | |||
| 39 | $YOU | Clear Secure, Inc. | Technology | $738K | 0.7% | 13K | — | |||
| 40 | $HEI | HEICO CORP | Industrials | $723K | 0.7% | 2,030 | — | |||
| 41 | $VMI | VALMONT INDUSTRIES INC | Industrials | $705K | 0.7% | 1,220 | — | |||
| 42 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $702K | 0.7% | 750 | New | |||
| 43 | $AXON | AXON ENTERPRISE, INC. | Industrials | $684K | 0.6% | 1,220 | — | |||
| 44 | $ITT | ITT INC. | Industrials | $657K | 0.6% | 3,320 | — | |||
| 45 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $634K | 0.6% | 1,620 | — | |||
| 46 | $RACE | Ferrari N.V. | Consumer Discretionary | $618K | 0.6% | 1,660 | -35% | |||
| 47 | $W | Wayfair Inc. | Consumer Discretionary | $608K | 0.6% | 6,580 | — | |||
| 48 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $604K | 0.6% | 1,220 | — | |||
| 49 | $SITM | SITIME Corp | Technology | $596K | 0.6% | 800 | — | |||
| 50 | $AAPL | Apple Inc. | Technology | $596K | 0.6% | 2,060 | +154% | |||
| 51 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $595K | 0.6% | 300 | — | |||
| 52 | $JPM | JPMORGAN CHASE & CO | Financials | $583K | 0.5% | 1,780 | — | |||
| 53 | $TEX | TEREX CORP | Industrials | $573K | 0.5% | 7,915 | — | |||
| 54 | $STLD | STEEL DYNAMICS INC | Materials | $555K | 0.5% | 2,420 | — | |||
| 55 | $PHM | PULTEGROUP INC/MI/ | Industrials | $554K | 0.5% | 4,040 | — | |||
| 56 | $OC | Owens Corning | Materials | $536K | 0.5% | 3,370 | — | |||
| 57 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $535K | 0.5% | 3,000 | +2400% | |||
| 58 | $ADI | ANALOG DEVICES INC | Technology | $532K | 0.5% | 1,340 | — | |||
| 59 | $DE | DEERE & CO | Industrials | $514K | 0.5% | 810 | — | |||
| 60 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $508K | 0.5% | 7,000 | New | |||
| 61 | $XYL | Xylem Inc. | Industrials | $499K | 0.5% | 4,220 | — | |||
| 62 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $498K | 0.5% | 747 | -16% | |||
| 63 | $OSK | OSHKOSH CORP | Industrials | $494K | 0.5% | 3,220 | — | |||
| 64 | $SHOP | SHOPIFY INC. | Technology | $493K | 0.5% | 4,320 | -34% | |||
| 65 | $SNA | Snap-on Inc | Industrials | $491K | 0.5% | 1,220 | — | |||
| 66 | $CLH | CLEAN HARBORS INC | Utilities | $484K | 0.5% | 1,620 | — | |||
| 67 | $ACA | Arcosa, Inc. | Industrials | $479K | 0.4% | 3,297 | — | |||
| 68 | $FSLR | FIRST SOLAR, INC. | Technology | $479K | 0.4% | 2,030 | — | |||
| 69 | $NTRA | Natera, Inc. | Healthcare | $475K | 0.4% | 1,750 | — | |||
| 70 | $RTX | RTX Corp | Industrials | $469K | 0.4% | 2,473 | — | |||
| 71 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $467K | 0.4% | 810 | — | |||
| 72 | $WELL | WELLTOWER INC. | Real Estate | $461K | 0.4% | 2,030 | — | |||
| 73 | $META | Meta Platforms, Inc. | Technology | $456K | 0.4% | 810 | — | |||
| 74 | $NUE | NUCOR CORP | Materials | $452K | 0.4% | 2,030 | — | |||
| 75 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $447K | 0.4% | 3,540 | — | |||
| 76 | — | D R HORTON INC - COM | — | $433K | 0.4% | 2,660 | — | |||
| 77 | $TER | TERADYNE, INC | Technology | $428K | 0.4% | 885 | — | |||
| 78 | $ECL | ECOLAB INC. | Materials | $421K | 0.4% | 1,510 | — | |||
| 79 | $DAL | DELTA AIR LINES, INC. | Industrials | $416K | 0.4% | 4,440 | — | |||
| 80 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $413K | 0.4% | 810 | — | |||
| 81 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $405K | 0.4% | 1,620 | — | |||
| 82 | $B | BARRICK MINING CORP | Materials | $400K | 0.4% | 11K | -26% | |||
| 83 | $NYT | NEW YORK TIMES CO | Communication Services | $395K | 0.4% | 5,650 | -73% | |||
| 84 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $392K | 0.4% | 745 | — | |||
| 85 | $LNG | Cheniere Energy, Inc. | Energy | $387K | 0.4% | 1,620 | — | |||
| 86 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $386K | 0.4% | 2,820 | — | |||
| 87 | $TLN | Talen Energy Corp | Utilities | $384K | 0.3% | 1,000 | — | |||
| 88 | $SYK | STRYKER CORP | Healthcare | $384K | 0.3% | 1,220 | — | |||
| 89 | $CF | CF Industries Holdings, Inc. | Materials | $383K | 0.3% | 3,540 | — | |||
| 90 | $CCL | Carnival Corp Ltd. | Industrials | $381K | 0.3% | 13K | — | |||
| 91 | $PCAR | PACCAR INC | Industrials | $372K | 0.3% | 3,100 | — | |||
| 92 | $SPOT | Spotify Technology S.A. | Communication Services | $372K | 0.3% | 810 | — | |||
| 93 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $367K | 0.3% | 1,780 | — | |||
| 94 | $WM | WASTE MANAGEMENT INC | Utilities | $361K | 0.3% | 1,620 | — | |||
| 95 | $BMI | BADGER METER INC | Technology | $359K | 0.3% | 2,420 | — | |||
| 96 | $BAM | Brookfield Asset Management Ltd. | Financials | $358K | 0.3% | 7,990 | -29% | |||
| 97 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $355K | 0.3% | 1,220 | — | |||
| 98 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $351K | 0.3% | 1,620 | — | |||
| 99 | $ORA | ORMAT TECHNOLOGIES, INC. | Utilities | $351K | 0.3% | 3,220 | — | |||
| 100 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $346K | 0.3% | 2,900 | -38% | |||
| 101 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $345K | 0.3% | 1,620 | — | |||
| 102 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $338K | 0.3% | 2,230 | — | |||
| 103 | $AVAV | AeroVironment Inc | Industrials | $335K | 0.3% | 2,030 | — | |||
| 104 | $MAS | MASCO CORP /DE/ | Industrials | $329K | 0.3% | 4,040 | — | |||
| 105 | $LH | LABCORP HOLDINGS INC. | Healthcare | $325K | 0.3% | 1,160 | — | |||
| 106 | $AMGN | AMGEN INC | Healthcare | $322K | 0.3% | 890 | — | |||
| 107 | $RRX | REGAL REXNORD CORP | Industrials | $319K | 0.3% | 1,340 | — | |||
| 108 | $AGCO | AGCO CORP /DE | Industrials | $318K | 0.3% | 2,660 | — | |||
| 109 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $318K | 0.3% | 7,475 | -40% | |||
| 110 | $UBER | Uber Technologies, Inc | Technology | $318K | 0.3% | 4,410 | — | |||
| 111 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $312K | 0.3% | 1,220 | — | |||
| 112 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $311K | 0.3% | 2,370 | -34% | |||
| 113 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $307K | 0.3% | 4,040 | — | |||
| 114 | $WCN | Waste Connections, Inc. | Utilities | $307K | 0.3% | 1,840 | — | |||
| 115 | $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | Technology | $306K | 0.3% | 8,070 | — | |||
| 116 | $CNX | CNX Resources Corp | Energy | $302K | 0.3% | 8,890 | — | |||
| 117 | $IBIT | iShares Bitcoin Trust ETF | Financials | $300K | 0.3% | 9,000 | — | |||
| 118 | $LNN | LINDSAY CORP | Industrials | $300K | 0.3% | 2,420 | — | |||
| 119 | $FLS | FLOWSERVE CORP | Industrials | $297K | 0.3% | 4,000 | — | |||
| 120 | $RMBS | RAMBUS INC | Technology | $296K | 0.3% | 2,230 | — | |||
| 121 | $EW | Edwards Lifesciences Corp | Healthcare | $291K | 0.3% | 3,220 | — | |||
| 122 | $FSS | FEDERAL SIGNAL CORP /DE/ | Industrials | $287K | 0.3% | 2,230 | New | |||
| 123 | $GNRC | GENERAC HOLDINGS INC. | Technology | $284K | 0.3% | 970 | — | |||
| 124 | $FLUT | Flutter Entertainment plc | Technology | $284K | 0.3% | 2,776 | — | |||
| 125 | $NEE | NEXTERA ENERGY INC | Utilities | $283K | 0.3% | 3,220 | — | |||
| 126 | $ALV | AUTOLIV INC | Industrials | $281K | 0.3% | 2,420 | -37% | |||
| 127 | $J | JACOBS SOLUTIONS INC. | Industrials | $281K | 0.3% | 2,230 | — | |||
| 128 | $RYZ | Ryerson Holding Corp | Consumer Discretionary | $281K | 0.3% | 11K | — | |||
| 129 | $MLI | MUELLER INDUSTRIES INC | Materials | $274K | 0.3% | 2,230 | — | |||
| 130 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $270K | 0.3% | 2,030 | — | |||
| 131 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $268K | 0.3% | 210 | — | |||
| 132 | $AWK | American Water Works Company, Inc. | Utilities | $267K | 0.3% | 2,030 | — | |||
| 133 | $BCO | BRINKS CO | Industrials | $266K | 0.3% | 2,820 | — | |||
| 134 | $BWA | BORGWARNER INC | Industrials | $266K | 0.2% | 4,000 | -10% | |||
| 135 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $263K | 0.2% | 890 | — | |||
| 136 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $263K | 0.2% | 3,540 | — | |||
| 137 | $FFIV | F5, INC. | Technology | $262K | 0.2% | 630 | — | |||
| 138 | $CRM | Salesforce, Inc. | Technology | $254K | 0.2% | 1,620 | — | |||
| 139 | $XPO | XPO, Inc. | Industrials | $250K | 0.2% | 1,220 | — | |||
| 140 | $QRVO | Qorvo, Inc. | Technology | $248K | 0.2% | 2,660 | — | |||
| 141 | $PNR | PENTAIR plc | Industrials | $247K | 0.2% | 3,220 | — | |||
| 142 | $DMAC | DiaMedica Therapeutics Inc. | Healthcare | $246K | 0.2% | 35K | -42% | |||
| 143 | $ROKU | ROKU, INC | Communication Services | $246K | 0.2% | 1,780 | — | |||
| 144 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $241K | 0.2% | 5,650 | — | |||
| 145 | $TDG | TransDigm Group INC | Industrials | $240K | 0.2% | 180 | — | |||
| 146 | $BX | Blackstone Inc. | Financials | $239K | 0.2% | 2,030 | — | |||
| 147 | $CHDN | Churchill Downs Inc | Communication Services | $238K | 0.2% | 2,660 | — | |||
| 148 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $234K | 0.2% | 890 | — | |||
| 149 | $DHR | DANAHER CORP /DE/ | Healthcare | $232K | 0.2% | 1,220 | — | |||
| 150 | $DDOG | Datadog, Inc. | Technology | $232K | 0.2% | 890 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 12 added to, 59 trimmed, 43 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$ASHASHLAND INC.$988K
first bought this quarter
$ELVElevance Health, Inc.$773K
first bought this quarter
$COSTCOSTCO WHOLESALE CORP /NEW$702K
first bought this quarter
$QSRRestaurant Brands International Inc.$508K
first bought this quarter
$FSSFEDERAL SIGNAL CORP /DE/$287K
first bought this quarter
$RKLBRocket Lab Corp$203K
first bought this quarter
+7 more in the Excel export
Added to (12)
now $2.5M · held 2 qtrs, 2 adds in a row
now $2.0M · held 6+ qtrs, 2 adds in a row
now $1.8M · held 5 qtrs, 2 adds in a row
$BKNGBooking Holdings Inc.+2400%
now $535K · held 6+ qtrs
now $1.1M · held 6+ qtrs
- USA TODAY CO INC - COM+83%
now $941K
+6 more in the Excel export
Trimmed (59)
now $2.7M · held 6+ qtrs
$NYTNEW YORK TIMES CO-73%
now $395K · held 6+ qtrs
now $2.2M · held 6+ qtrs, 4 trims in a row
$LINLINDE PLC-67%
now $228K
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-67%
now $210K
$BIDUBaidu, Inc.-80%
now $102K
+53 more in the Excel export
Holdings by quarter
Every 13F Corient IA LLC has filed, 5 earlier quarters. Pick one to see what it held then.
Is it too late to follow Corient IA?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Corient IA's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-12.5%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 36% over the last 4
Top 10 weight
20%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
80%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Corient IA LLC disclosed 249 positions worth $108.4M in its Form 13F-HR for Q2 2026, led by $HWM (Howmet Aerospace Inc.) at 2.8% of the equity portfolio, followed by $PANW and $FOA. During the quarter the fund opened 13 new positions and exited 43 — including a new stake in $ASH and a full exit from $SPY. The portfolio is most concentrated in Technology (35.3% of disclosed assets). All figures are sourced directly from Corient IA LLC’s Form 13F-HR filing with the SEC under CIK 2058426.
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AI-Powered Hedge Fund Analysis: Corient IA LLC
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Every holding in Corient IA LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.