13F

Investor

Corient IA LLC

CIK 0002058426 · filed 2026-05-14 · SEC filing

13F book

$106.4M

Positions

279

81 new · 9 sold

Largest name

2.4%

Howmet Aerospace Inc. · HWM

Est. mark

−$1.31M

Price effect on 198 names still held. Flow $1.37M.
NameTickerSharesValueWeightEst. markChange
Howmet Aerospace Inc.HWM11.3K$2.6M2.4%$287.2KCut−$268.4K
Palo Alto Networks IncPANW15.1K$2.43M2.3%−$257.9KAdded$436.9K
Asml Holding N V1.45K$1.92M1.8%$364.7KCut$236.3K
Nvidia CorpNVDA10.8K$1.88M1.8%−$130.4KCut−$264.7K
Spdr S&P 500 Etf Tr2.75K$1.79M1.7%New
New York Times CoNYT20.6K$1.73M1.6%$100.2KAdded$1.24M
Walmart Inc.WMT12K$1.49M1.4%$154.4KCut−$12.7K
Caseys Gen Stores Inc1.87K$1.36M1.3%$327.9KCut$206.3K
Netflix IncNFLX12.9K$1.24M1.2%$30.8KCut−$257.9K
Palantir Technologies Inc.PLTR8.07K$1.18M1.1%−$254KCut−$597K
Intuitive Surgical IncISRG2.45K$1.13M1.1%−$258.2KCut−$598K
Curtiss Wright CorpCW1.62K$1.1M1.0%$210.4KCut$874
Embraer S.A.EMBJ18K$1.07M1.0%−$90.5KCut−$214.7K
Broadcom Inc.AVGO3.22K$996.6K0.9%−$117.8KCut−$387.8K
Trane Technologies PlcTT2.19K$912.7K0.9%$60.3KCut−$138.2K
Tesla, Inc.TSLA2.42K$899.6K0.8%−$188.7KCut−$449.5K
Quanta Svcs Inc1.62K$889.4K0.8%$205.7KCut$45.3K
Ferrari N.V.RACE2.54K$859.7K0.8%−$79KCut−$182.5K
Lumentum Hldgs Inc1.22K$857.4K0.8%$407.7KCut$304.5K
Jabil IncJBL3.22K$855.3K0.8%$121.1KCut−$56.8K
AbbVie Inc.ABBV3.88K$843.2K0.8%−$42.6KCut−$154.6K
Microsoft CorpMSFT2.23K$825.5K0.8%−$253KCut−$383.6K
Advanced Micro Devices IncAMD4.04K$822.9K0.8%−$43.4KCut−$247.9K
Shopify Inc.SHOP6.54K$775.8K0.7%−$277KCut−$402.5K
Alphabet Inc2.64K$757.3K0.7%−$26.9KAdded$443.5K
Tower Semiconductor LtdTSEM4K$701.9K0.7%New
Applied Matls Inc2.03K$693.8K0.7%$172.1KCut$51.4K
Amazon Com IncAMZN3.22K$670.6K0.6%−$72.6KCut−$252.7K
Linde PlcLIN1.32K$654.4K0.6%$91.6KHeld
Cameco CorpCCJ5.96K$647.3K0.6%$102KHeld
Clear Secure, Inc.YOU13.2K$640.9K0.6%$176.5KCut$118.3K
Itt Inc.ITT3.32K$632.6K0.6%$56.5KCut−$61.5K
Eli Lilly & CoLLY670$616.2K0.6%−$29.4KAdded$412.1K
Barrick Mng Corp14.8K$602.1K0.6%−$40.7KCut−$88.6K
Parker-Hannifin CorpPH661$591.8K0.6%$10.8KCut−$59.6K
United Rentals, Inc.URI810$590.1K0.6%−$65.4KCut−$219.2K
Lam Research CorpLRCX2.75K$587.6K0.6%New
Nvent Electric PlcNVT4.89K$578.4K0.5%$79.8KCut−$33.4K
Heico Corp New2.03K$556.6K0.5%−$100.3KCut−$252.3K
Northrop Grumman Corp810$552.6K0.5%$90.7KCut−$17.6K
Corning Inc4.04K$549.3K0.5%$195.6KCut$111.5K
Western Digital CorpWDC2.03K$549.1K0.5%$199.4KCut$118.4K
Tenaris S A9.33K$542.8K0.5%$184.1KHeld
Teledyne Technologies IncTDY890$538.5K0.5%$83.9KCut$27.7K
Jpmorgan Chase & Co.1.78K$523.6K0.5%−$49.9KCut−$120.8K
Axon Enterprise, Inc.AXON1.22K$518.1K0.5%−$174.8KCut−$333.8K
Check Point Software Tech Lt3.6K$514.3K0.5%−$153.8KCut−$224.3K
Booking Holdings Inc.BKNG120$505.2K0.5%−$137.4KCut−$298.1K
Xylem Inc.XYL4.22K$504.3K0.5%−$70.4KCut−$176.6K
Brookfield Corp12.4K$502.8K0.5%−$67.3KCut−$95.8K
Brookfield Asset Managmt Ltd11.3K$500.1K0.5%−$89.3KCut−$142.2K
Baidu Inc4.47K$498K0.5%−$86KCut−$100.4K
Wayfair Inc.W6.58K$494.9K0.5%−$165.8KCut−$258.2K
Gilead Sciences, Inc.GILD3.54K$493.4K0.5%$58.9KCut$2.41K
Hsbc Hldgs Plc5.96K$491.6K0.5%$22.8KHeld
Valmont Inds Inc1.22K$487.5K0.5%−$3.36KCut−$116K
Canadian Natl Ry Co4.67K$479.9K0.5%$18.3KCut−$28.2K
Berkshire Hathaway Inc Del1K$479.2K0.5%New
RTX CorpRTX2.47K$477K0.4%$23.5KCut−$73.2K
Martin Marietta Matls Inc810$476.8K0.4%−$27.5KCut−$145.8K
Crowdstrike Hldgs Inc1.22K$476.3K0.4%−$95.6KCut−$226.8K
Pulte Group Inc4.04K$475.1K0.4%$1.41KCut−$111.2K
Oshkosh CorpOSK3.22K$474K0.4%$69.5KCut−$28.5K
Watts Water Technologies IncWTS1.62K$470.3K0.4%$23.1KCut−$81.8K
Terex Corp New7.92K$467.8K0.4%New
Axcelis Technologies IncACLS5K$465.4K0.4%New
UBS Group AGUBS11.9K$464.5K0.4%−$86.1KHeld
Clean Harbors IncCLH1.62K$464.5K0.4%$84.6KCut−$4.46K
Meta Platforms, Inc.META810$463.4K0.4%−$71.2KCut−$130.7K
Novartis Ag3.03K$462.8K0.4%$45.1KHeld
Fortinet, Inc.FTNT5.65K$461.7K0.4%$13.1KCut−$94.2K
Cheniere Energy, Inc.LNG1.62K$459.7K0.4%$144.8KCut$70.9K
Cf Inds Hldgs Inc3.54K$459.6K0.4%$185.9KCut$150.3K
Deere & CoDE810$456.3K0.4%$79.2KCut−$9.3K
Astrazeneca Plc OrdAZN2.31K$448.4K0.4%New
Taiwan Semiconductor Mfg Ltd1.32K$446.1K0.4%$45KHeld
Snap-on IncSNA1.22K$443.1K0.4%$22.7KCut−$73.8K
Rockwell Automation, IncROK1.22K$437.8K0.4%−$36.8KCut−$145.8K
Steel Dynamics IncSTLD2.42K$435.6K0.4%$25.5KCut−$72.8K
Imperial Oil LtdIMO3.32K$434.3K0.4%$147.8KHeld
Spdr Gold Tr1K$430.3K0.4%New
Analog Devices IncADI1.34K$426.3K0.4%$62.9KCut$19.5K
USA TODAY Co., Inc.TDAY60K$423K0.4%New
ServiceNow, Inc.NOW4.04K$422.4K0.4%−$196.5KCut−$343.6K
Sociedad Quimica Y Minera De5.21K$421.7K0.4%$63.2KCut$44.7K
L3harris Technologies Inc1.22K$421.1K0.4%$62.9KCut−$19.3K
Idexx Labs Inc745$418.6K0.4%−$85.4KCut−$139.5K
Comfort Sys Usa Inc300$413.7K0.4%New
Toyota Motor Corp1.99K$410.1K0.4%−$15.9KHeld
DiaMedica Therapeutics Inc.DMAC60K$406.2K0.4%New
Autoliv IncALV3.86K$405.9K0.4%−$52.3KCut−$121.1K
Ecolab Inc.ECL1.51K$401.7K0.4%$5.28KCut−$44.6K
Welltower Inc.WELL2.03K$401.4K0.4%$24.6KCut−$62.7K
Stryker CorpSYK1.22K$400.9K0.4%−$27.9KCut−$126.3K
First Solar, Inc.FSLR2.03K$400.4K0.4%−$129.9KCut−$252.6K
Suncor Energy Inc New5.96K$394K0.4%$129.6KHeld
Spotify Technology S.A.SPOT810$392.8K0.4%−$77.6KCut−$187.9K
Rio Tinto Plc4.17K$389K0.4%$55.3KHeld
Waste Mgmt Inc Del1.62K$372.3K0.4%$16.3KCut−$67.2K
Aerovironment IncAVAV2.03K$371.6K0.3%−$119.4KCut−$233.1K
American Elec Pwr Co Inc2.82K$369.6K0.3%$44.5KCut−$33.9K
Live Nation Entertainment In2.42K$369.1K0.3%$24.2KCut−$58.4K
Badger Meter IncBMI2.42K$368.7K0.3%−$53.4KCut−$154.5K
D R Horton Inc2.66K$365K0.3%−$18.1KCut−$67.1K
Owens Corning New3.37K$364.7K0.3%−$12.4KCut−$82.9K
Ormat Technologies, Inc.ORA3.22K$360.4K0.3%$4.67KCut−$81.5K
Paccar IncPCAR3.1K$358.1K0.3%$18.6KCut−$25.2K
Sun Life Financial Inc.5.71K$357.2K0.3%$914Held
Tjx Cos Inc New2.23K$356.1K0.3%$13.6KCut−$27.9K
Republic Svcs Inc1.62K$354.8K0.3%$11.5KCut−$69K
Boston Scientific CorpBSX5.65K$354.5K0.3%−$184.2KCut−$312.9K
Natera, Inc.NTRA1.75K$350K0.3%−$50.9KCut−$108.2K
Arcosa, Inc.ACA3.3K$349.9K0.3%−$593Cut−$43.4K
Darden Restaurants IncDRI1.78K$349K0.3%$21.4KCut−$19.1K
Ishares Bitcoin Trust EtfIBIT9K$345.8K0.3%New
Carnival Corp Ltd.CCL13.3K$344.7K0.3%−$62.1KCut−$113.4K
Nucor CorpNUE2.03K$343.3K0.3%$12.2KCut−$64.5K
Cnx Res Corp8.89K$342.7K0.3%$15.8KCut−$25K
Fresenius Medical Care Ag15K$338.4K0.3%−$18.9KHeld
Service Corp Intl4.04K$333.3K0.3%$18.3KCut−$56.5K
Gsk Plc5.97K$329.5K0.3%$36.7KHeld
Koninklijke Philips N V11.9K$325.8K0.3%$3.8KHeld
Royal Bk Cda1.99K$321.9K0.3%−$17.3KHeld
Vanguard Tax-Managed Fds5K$320.4K0.3%New
Take-Two Interactive Softwar1.62K$319.9K0.3%−$94.8KCut−$192.1K
Dominos Pizza IncDPZ890$319.3K0.3%−$51.6KCut−$97.5K
Talen Energy CorpTLN1K$319.2K0.3%New
Marvell Technology, Inc.MRVL3.22K$318.9K0.3%$45.3KCut−$21K
Napco Sec Technologies Inc8.07K$317.9K0.3%−$18.6KCut−$99.1K
Uber Technologies, IncUBER4.41K$317.2K0.3%−$43.1KCut−$91.3K
Old Dominion Freight Line In1.62K$316.5K0.3%$62.5KCut$2.95K
Amgen IncAMGN890$313.1K0.3%$21.8KCut−$14.2K
Arcelormittal Sa Luxembourg5.97K$310.3K0.3%$38.3KHeld
Labcorp Holdings Inc.LH1.16K$309.5K0.3%$18.5KCut−$16.6K
Agco Corp2.66K$308.2K0.3%$30.7KCut−$4.75K
Sanofi Sa6.39K$307.9K0.3%−$1.79KHeld
Rogers Communications Inc7.99K$307.2K0.3%$5.75KHeld
Select Sector Spdr Tr5K$306.3K0.3%New
Salesforce, Inc.CRM1.62K$302.4K0.3%−$126.7KCut−$227.4K
Unilever Plc5.3K$301.8K0.3%−$44.7KHeld
Nextera Energy Inc3.22K$299.1K0.3%$40.6KCut−$22K
Waste Connections, Inc.WCN1.84K$298.9K0.3%−$23.8KCut−$227.2K
Shell Plc3.2K$297.6K0.3%$62.5KHeld
Delta Air Lines Inc DelDAL4.44K$295.2K0.3%−$13KCut−$51.8K
Flowserve CorpFLS4K$294K0.3%$16.5KCut−$18.2K
Brinks CoBCO2.82K$292.2K0.3%−$36.9KCut−$116.3K
Canadian Nat Res Ltd5.96K$290.4K0.3%$88.7KHeld
Lindsay CorpLNN2.42K$288.1K0.3%$2.9KCut−$65.5K
Sap Se1.66K$284.2K0.3%−$119KHeld
Jacobs Solutions Inc.J2.23K$283.8K0.3%−$11.6KCut−$47.3K
Flutter Entmt Plc2.78K$283K0.3%−$313.9KCut−$389.2K
Expedia Group, Inc.EXPE1.22K$281.7K0.3%−$64KCut−$143.3K
PENTAIR plcPNR3.22K$280.5K0.3%−$54.8KCut−$136.1K
Bp Plc5.96K$280.1K0.3%$73.1KHeld
Sitime CorpSITM800$276.3K0.3%New
American Wtr Wks Co Inc New2.03K$276.3K0.3%$11.3KCut−$50K
Takeda Pharmaceutical Co Ltd14.9K$275.6K0.3%$43.6KHeld
On Hldg Ag7.99K$271.8K0.3%−$99.6KCut−$146.5K
Mettler Toledo International Inc/MTD210$264.9K0.2%−$27.9KCut−$83.7K
Planet Fitness, Inc.PLNT3.54K$263.3K0.2%−$120.7KCut−$170.6K
Teradyne, IncTER885$262.4K0.2%New
Canadian Pacific Kansas City3.32K$261.2K0.2%$16.7KHeld
Edwards Lifesciences CorpEW3.22K$257.9K0.2%−$16.6KCut−$83.1K
Williams Cos Inc3.54K$257.6K0.2%$44.9KCut$17.2K
Ryerson Hldg Corp11.4K$256.5K0.2%New
Regal Rexnord CorpRRX1.34K$250.9K0.2%$62.9KCut$40.4K
Ishares Tr2K$248.6K0.2%New
Mueller Inds Inc2.23K$247.1K0.2%−$8.92KCut−$39.9K
Mueller Wtr Prods Inc8.9K$244.7K0.2%$32.7KCut$6.46K
Masco Corp4.04K$243.9K0.2%−$12.5KCut−$73.4K
BorgWarner IncBWA4.44K$241K0.2%New
Churchill Downs IncCHDN2.66K$238.9K0.2%−$63.7KCut−$102.4K
Itron, Inc.ITRI2.66K$238.4K0.2%−$8.59KCut−$40.2K
Masimo Corp1.34K$238.3K0.2%New
Ulta Beauty, Inc.ULTA455$237.8K0.2%−$37.4KCut−$64.7K
XPO, Inc.XPO1.22K$237.4K0.2%$71.5KCut$33.5K
Blackstone Inc.BX2.03K$233.4K0.2%−$79.5KCut−$151.9K
NXP Semiconductors N.V.NXPI1.18K$232.3K0.2%−$23.8KHeld
Agilent Technologies, Inc.A2.03K$231.4K0.2%−$44.8KCut−$108.8K
Danaher Corporation1.22K$231.3K0.2%−$48KCut−$112.1K
Dr Reddys Labs Ltd16.5K$229.1K0.2%−$3.14KHeld
Vulcan Matls Co840$228.7K0.2%−$10.9KCut−$42.2K
Alcon IncALC2.98K$224.5K0.2%−$10.3KHeld
Ufp Industries IncUFPI2.42K$222.9K0.2%$2.59KCut−$50.2K
Ollies Bargain Outlet Hldgs2.42K$222.7K0.2%−$42.5KCut−$106.1K
Tractor Supply Co4.85K$219.7K0.2%−$22.8KCut−$80.4K
Brookfield Renewable Partner6.67K$217.7K0.2%$37.8KCut$15.4K
Bhp Group Ltd2.98K$216.8K0.2%New
Adobe Inc.ADBE890$216.3K0.2%−$95.2KCut−$133.6K
Vanguard Intl Equity Index F4K$216.2K0.2%New
Veralto CorpVLTO2.44K$215.7K0.2%−$27.7KCut−$83.6K
Copart IncCPRT6.46K$214.5K0.2%−$38.4KCut−$98.7K
Transdigm Group IncTDG180$208.6K0.2%−$30.8KCut−$57.4K
Leidos Holdings, Inc.LDOS1.34K$208.4K0.2%−$33.3KCut−$62.2K
Bank Nova Scotia Halifax2.98K$206.5K0.2%−$13.1KHeld
Qorvo, Inc.QRVO2.66K$205.9K0.2%−$18.9KCut−$47.6K
Apple Inc.AAPL810$205.6K0.2%−$14.6KCut−$66.3K
Otis Worldwide CorpOTIS2.66K$205K0.2%−$27.3KCut−$57K
Bank Montreal Que1.5K$203K0.2%New
Dexcom IncDXCM3.22K$202.2K0.2%−$11.5KCut−$63.3K
California Wtr Svc Group4.44K$201.3K0.2%$8.92KCut−$15.3K
Thermo Fisher Scientific Inc.TMO400$196.6K0.2%−$35.2KCut−$93.1K
Vertex Pharmaceuticals Inc440$196.5K0.2%−$3KCut−$30.2K
Rambus Inc Del2.23K$191.8K0.2%−$13.1KCut−$37.9K
Brinker Intl Inc1.34K$191.3K0.2%−$1KCut−$24K
Liberty Media Corp Del2.23K$189.6K0.2%−$30.1KCut−$56.7K
Generac Hldgs Inc970$189.5K0.2%New
Smith & Nephew Plc5.96K$189.4K0.2%New
SM Energy CoSM6.06K$189K0.2%New
Fluor Corp NewFLR4.04K$188.5K0.2%New
Alibaba Group Hldg Ltd1.5K$188.2K0.2%−$31.7KHeld
Zebra Technologies Corporati890$186.1K0.2%−$30KCut−$56.7K
Cloudflare, Inc.NET890$183.6K0.2%New
Abbott LabsABT1.78K$182.8K0.2%−$40.3KCut−$67.8K
F5, Inc.FFIV630$182.3K0.2%New
Wd 40 CoWDFC890$181.5K0.2%New
Automatic Data Processing In890$180.8K0.2%−$48.1KCut−$76.4K
Zoom Communications, Inc.ZM2.23K$179.3K0.2%−$13.2KCut−$36.5K
Essential Utils Inc4.44K$178.8K0.2%New
Equinix IncEQIX180$176.4K0.2%New
Tootsie Roll Inds Inc4.12K$175.8K0.2%New
Topbuild Corp500$175.7K0.2%New
Enbridge Inc3.2K$173.2K0.2%New
Icici Bank Limited6.62K$171.5K0.2%New
Novo-Nordisk A S4.63K$170.2K0.2%−$65.4KHeld
Roku, IncROKU1.78K$168.4K0.2%−$24.7KCut−$48.6K
Crispr Therapeutics AgCRSP3.54K$168.4K0.2%−$17.2KCut−$41.4K
Toronto Dominion Bk Ont1.79K$167K0.2%New
Mirion Technologies, Inc.MIR8.89K$165.3K0.2%−$42.9KCut−$68.9K
Huntington Ingalls Inds Inc435$165.3K0.2%New
Yeti Hldgs Inc4.44K$162.5K0.2%−$33.7KCut−$58.4K
Eaton Corp PlcETN440$157.4K0.1%New
Roblox CorpRBLX2.76K$156.1K0.1%−$67.5KCut−$95.1K
Aptiv PlcAPTV2.23K$154.9K0.1%New
Align Technology IncALGN890$152.6K0.1%New
Gatx CorpGATX890$152K0.1%New
Penumbra IncPEN440$144.5K0.1%New
Trinity Inds Inc4.44K$142.9K0.1%New
Regeneron Pharmaceuticals, Inc.REGN180$139.1K0.1%New
Phinia Inc.PHIN2.03K$138.9K0.1%New
Samsara Inc.IOT4.35K$137.9K0.1%New
Ishares Tr2K$135.1K0.1%New
Hologic Inc1.78K$134.6K0.1%New
Atlas Energy Solutions Inc.AESI10K$131.2K0.1%New
Amphastar Pharmaceuticals In6.67K$130.7K0.1%−$48KCut−$70.2K
Box Inc5.33K$126K0.1%New
Finance Of America Compan7.5K$124.5K0.1%New
Block Inc2.03K$122.2K0.1%New
Shake Shack Inc.SHAK1.34K$118.5K0.1%New
Prologis Inc.890$117.6K0.1%New
Workday, Inc.WDAY890$115.6K0.1%−$75.5KCut−$99.2K
Block H & R Inc3.54K$112.4K0.1%New
Zillow Group Inc2.66K$110.1K0.1%−$71.4KCut−$94.6K
Winnebago Inds Inc3.54K$109.7K0.1%New
Docusign, Inc.DOCU2.23K$105.7K0.1%New
Datadog, Inc.DDOG890$105.1K0.1%New
Honda Motor Ltd4.17K$101.4K0.1%New
Blue Owl Capital Corporation8.93K$98.8K0.1%−$12.2KCut−$25.5K
Match Group Inc New3.1K$95.2K0.1%New
Draftkings Inc New4.35K$94K0.1%New
Peloton Interactive, Inc.PTON21.3K$91.5K0.1%−$39.9KCut−$56.3K
Zscaler, Inc.ZS630$88.4K0.1%New
Doximity, Inc.DOCS3.54K$82.5K0.1%New
Newmont Corp750$81.2K0.1%New
Paypal Hldgs Inc1.78K$80.5K0.1%New
GoDaddy Inc.GDDY890$73.6K0.1%New
Broadridge Finl Solutions In440$71.5K0.1%New
CAE IncCAE2.66K$69.3K0.1%New
Trex Co IncTREX1.78K$64.8K0.1%New
Tencent Music Entmt Group5.96K$55.3K0.1%New
Ishares Tr900$40.8K0.0%New
Ishares Tr900$39.2K0.0%New
Noble Corp Plc466$22.9K0.0%New
Magnum Ice Cream Co Nv1.19K$17.8K0.0%New
Select Sector Spdr Tr100$16.2K0.0%New
Spdr Series Trust100$9.87K0.0%New
Select Sector Spdr Tr100$8.2K0.0%New
Ishares Tr50$2.67K0.0%New
Select Sector Spdr Tr50$2.5K0.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.