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Funds / Illumine Investment Management, LLC
Institutional Fund

Illumine Investment Management, LLC

Poulsbo, WACIK 20529705 filings on record

Portfolio Value
$130.09M
Q1 2026
Holdings
92
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-5.2%
from $137.19M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • United Therapeutics Corp Del3.5%
  • J P Morgan Exchange Traded F3.3%
  • Costco Whsl Corp New3.3%
  • Ishares Tr3.1%
  • Virtus ETF Tr II2.9%
  • Advanced Micro Devices Inc2.8%
  • Other81.0%

Portfolio Holdings

92 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1United Therapeutics Corp Del7.7K$4.59M3.5%553Reduced
2J P Morgan Exchange Traded F85.4K$4.32M3.3%1.3KReduced
3Costco Whsl Corp New4.3K$4.26M3.3%25Reduced
4Ishares Tr76.2K$4.05M3.1%245Reduced
5Virtus ETF Tr II165.9K$3.83M2.9%+3.3KAdded
6Advanced Micro Devices Inc18.2K$3.70M2.8%4.8KReduced
7Interactive Brokers Group In53.5K$3.59M2.8%12.2KReduced
8Intuitive Surgical Inc7.3K$3.38M2.6%59Reduced
9Berkley W R Corp50.3K$3.33M2.6%301Reduced
10Arista Networks Inc26.0K$3.19M2.5%291Reduced

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