Corient IA LP holds a diversified book of 249 stocks worth $108.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ashland Inc and trimmed Palo Alto Networks Inc. Their largest long position is Howmet Aerospace Inc at 3% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Corient IA LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.0T |
| STATE STREET CORP | 80 / 80 | $1.3T |
| FMR LLC | 80 / 80 | $732.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $449.3B |
| MORGAN STANLEY | 80 / 80 | $431.5B |
| NORTHERN TRUST CORP | 80 / 80 | $262.6B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $201.7B |
| Legal & General Group Plc | 80 / 80 | $170.3B |
Ranked by how many of Corient IA LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Howmet Aerospace Inc COM | $3.0M | 11.3K | 2.8% | —Held | |
| 2 | Palo Alto Networks Inc COM | $2.7M | 7.9K | 2.5% | ▼−48% Reduced · −7K sh | |
| 3 | Finance Of America Compan CL A NEW | $2.5M | 91.5K | 2.3% | ▲12× Added · +84K sh | |
| 4 | Advanced Micro Devices Inc COM | $2.3M | 4.0K | 2.2% | —Held | |
| 5 | Nvidia Corporation COM | $2.3M | 11.3K | 2.1% | ▲+4.6% Added · +500 sh | |
| 6 | ASML Hldg NV N Y REGISTRY SHS | $2.2M | 1.1K | 2.0% | ▼−23% Reduced · −340 sh | |
| 7 | Eli Lilly & Co COM | $2.0M | 1.7K | 1.8% | ▲+149% Added · +1K sh | |
| 8 | Alphabet Inc CAP STK CL C | $1.8M | 5.1K | 1.7% | ▲+95% Added · +3K sh | |
| 9 | Caseys Gen Stores Inc COM | $1.5M | 1.9K | 1.4% | —Held | |
| 10 | Applied Matls Inc COM | $1.5M | 2.0K | 1.4% | —Held | |
| 11 | Broadcom Inc COM | $1.4M | 3.6K | 1.3% | ▲+12% Added · +400 sh | |
| 12 | Western Digital Corp COM | $1.3M | 2.0K | 1.2% | —Held | |
| 13 | Jabil Inc COM | $1.2M | 3.2K | 1.1% | —Held | |
| 14 | Curtiss Wright Corp COM | $1.2M | 1.6K | 1.1% | —Held | |
| 15 | Microsoft Corp COM | $1.2M | 3.3K | 1.1% | ▲+46% Added · +1K sh | |
| 16 | Amazon Com Inc COM | $1.2M | 5.0K | 1.1% | ▲+54% Added · +2K sh | |
| 17 | Quanta Svcs Inc COM | $1.2M | 1.6K | 1.1% | —Held | |
| 18 | Parker-Hannifin Corp COM | $1.1M | 1.2K | 1.0% | ▲+76% Added · +500 sh | |
| 19 | Trane Technologies PLC SHS | $1.1M | 2.2K | 1.0% | —Held | |
| 20 | Lumentum Hldgs Inc COM | $1.0M | 1.2K | 1.0% | —Held | |
| 21 | Tower Semiconductor Ltd SHS NEW | $1.0M | 4.0K | 1.0% | —Held | |
| 22 | Corning Inc COM | $1.0M | 4.0K | 1.0% | —Held | |
| 23 | Tesla Inc COM | $1.0M | 2.4K | 0.9% | —Held | |
| 24 | Ashland Inc COM | $988K | 15.0K | 0.9% | ▲New New position | |
| 25 | Abbvie Inc COM | $976K | 3.9K | 0.9% | —Held | |
| 26 | Intuitive Surgical Inc COM NEW | $974K | 2.5K | 0.9% | —Held | |
| 27 | Marvell Technology Inc COM | $959K | 3.2K | 0.9% | —Held | |
| 28 | Axcelis Technologies Inc COM NEW | $947K | 5.0K | 0.9% | —Held | |
| 29 | Palantir Technologies Inc CL A | $942K | 8.1K | 0.9% | —Held | |
| 30 | USA Today Co Inc COM | $941K | 110.0K | 0.9% | ▲+83% Added · +50K sh | |
| 31 | Crowdstrike Hldgs Inc CL A | $931K | 1.2K | 0.9% | —Held | |
| 32 | Netflix Inc. COM | $921K | 12.9K | 0.8% | —Held | |
| 33 | United Rentals Inc COM | $918K | 810 | 0.8% | —Held | |
| 34 | Fortinet Inc COM | $868K | 5.7K | 0.8% | —Held | |
| 35 | Lam Research Corp COM NEW | $867K | 2.0K | 0.8% | ▼−27% Reduced · −750 sh | |
| 36 | Nvent Elec PLC SHS | $829K | 4.9K | 0.8% | —Held | |
| 37 | Elevance Health Inc Formerly COM | $773K | 2.0K | 0.7% | ▲New New position | |
| 38 | Embraer S.A. SPONSORED ADS | $759K | 11.9K | 0.7% | ▼−34% Reduced · −6K sh | |
| 39 | Clear Secure Inc COM CL A | $738K | 13.2K | 0.7% | —Held | |
| 40 | Heico Corp New COM | $723K | 2.0K | 0.7% | —Held | |
| 41 | Valmont Inds Inc COM | $705K | 1.2K | 0.6% | —Held | |
| 42 | Costco Wholesale Corporation COM | $702K | 750 | 0.6% | ▲New New position | |
| 43 | Axon Enterprise Inc COM | $684K | 1.2K | 0.6% | —Held | |
| 44 | Itt Inc COM | $657K | 3.3K | 0.6% | —Held | |
| 45 | Watts Water Technologies Inc CL A | $634K | 1.6K | 0.6% | —Held | |
| 46 | Ferrari N V COM | $618K | 1.7K | 0.6% | ▼−35% Reduced · −880 sh | |
| 47 | Wayfair Inc CL A | $608K | 6.6K | 0.6% | —Held | |
| 48 | Rockwell Automation Inc COM | $604K | 1.2K | 0.6% | —Held | |
| 49 | Sitime Corp COM | $596K | 800 | 0.6% | —Held | |
| 50 | Apple Inc COM | $596K | 2.1K | 0.5% | ▲+154% Added · +1K sh |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2058426/holdings"
Use Arkolith to show Corient IA LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.