Illumine Investment Management, LLC holds a diversified book of 92 stocks worth $130.1M as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Park Aerospace Corp and trimmed United Therapeutics Corp. Their largest long position is United Therapeutics Corp at 4% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Illumine Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Illumine Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
76% 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 Illumine Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $6.5B |
| MORGAN STANLEY | 79 / 80 | $253.7B |
| ROYAL BANK OF CANADA | 78 / 80 | $74.1B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $60.5B |
| CWM, LLC | 77 / 80 | $2.7B |
| UBS Group AG | 76 / 80 | $68.7B |
| EverSource Wealth Advisors, LLC | 76 / 80 | $212.1M |
| JPMORGAN CHASE & CO | 75 / 80 | $218.9B |
Ranked by how many of Illumine Investment Management, LLC'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 | United Therapeutics Corp Del COM | $4.6M | 7.7K | 3.5% | ▼−6.7% Reduced · −553 sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.3M | 85.4K | 3.3% | ▼−1.5% Reduced · −1K sh | |
| 3 | Costco Wholesale Corporation COM | $4.3M | 4.3K | 3.3% | ▼−0.6% Reduced · −25 sh | |
| 4 | Ishares TR ISHS 5-10YR INVT | $4.1M | 76.2K | 3.1% | ▼−0.3% Reduced · −245 sh | |
| 5 | Virtus ETF TR II SEIX SR LN ETF | $3.8M | 165.9K | 2.9% | ▲+2.0% Added · +3K sh | |
| 6 | Advanced Micro Devices Inc COM | $3.7M | 18.2K | 2.8% | ▼−21% Reduced · −5K sh | |
| 7 | Interactive Brokers Group In COM CL A | $3.6M | 53.5K | 2.8% | ▼−19% Reduced · −12K sh | |
| 8 | Intuitive Surgical Inc COM NEW | $3.4M | 7.3K | 2.6% | ▼−0.8% Reduced · −59 sh | |
| 9 | Berkley W R Corp COM | $3.3M | 50.3K | 2.6% | ▼−0.6% Reduced · −301 sh | |
| 10 | Arista Networks Inc COM SHS | $3.2M | 26.0K | 2.5% | ▼−1.1% Reduced · −291 sh | |
| 11 | Kraneshares Trust MOUNT LUCAS ETF | $3.1M | 109.7K | 2.4% | ▲+0.2% Added · +265 sh | |
| 12 | T-Mobile US Inc COM | $2.8M | 13.3K | 2.1% | ▼−0.4% Reduced · −48 sh | |
| 13 | Vertex Pharmaceuticals Inc COM | $2.6M | 5.8K | 2.0% | ▼−0.7% Reduced · −38 sh | |
| 14 | Doordash Inc CL A | $2.6M | 17.1K | 2.0% | ▼−0.3% Reduced · −52 sh | |
| 15 | Leonardo DRS Inc COM | $2.5M | 56.6K | 1.9% | ▼−0.5% Reduced · −287 sh | |
| 16 | Guggenheim Strategic Opportu COM SBI | $2.5M | 227.6K | 1.9% | ▲+0.1% Added · +333 sh | |
| 17 | Microsoft Corp COM | $2.3M | 6.2K | 1.8% | ▲+51% Added · +2K sh | |
| 18 | Barclays PLC ADR | $2.2M | 104.5K | 1.7% | ▼−0.7% Reduced · −710 sh | |
| 19 | Applovin Corp COM CL A | $2.2M | 5.5K | 1.7% | ▼−0.5% Reduced · −29 sh | |
| 20 | Ishares TR 20 YR TR BD ETF | $2.1M | 24.8K | 1.7% | ▼−0.3% Reduced · −70 sh | |
| 21 | Tradeweb MKTS Inc CL A | $2.0M | 17.3K | 1.6% | ▼−0.3% Reduced · −46 sh | |
| 22 | Ssga Active ETF TR STATE STREET MUL | $2.0M | 55.2K | 1.5% | ▲+1.8% Added · +962 sh | |
| 23 | Ametek Inc COM | $1.9M | 8.7K | 1.4% | ▼−0.6% Reduced · −50 sh | |
| 24 | Xylem Inc COM | $1.8M | 15.3K | 1.4% | ▼−0.7% Reduced · −109 sh | |
| 25 | Allstate Corp COM | $1.7M | 8.2K | 1.3% | ▲+0.1% Added · +7 sh | |
| 26 | Lemaitre Vascular Inc COM | $1.6M | 14.9K | 1.2% | ▲+3.8% Added · +538 sh | |
| 27 | M-Tron Inds Inc COM | $1.6M | 24.1K | 1.2% | ▼−2.2% Reduced · −535 sh | |
| 28 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.6M | 4.7K | 1.2% | ▼~0% Reduced · −2 sh | |
| 29 | Smith A O Corp COM | $1.5M | 23.4K | 1.2% | ▼−0.3% Reduced · −76 sh | |
| 30 | DBX ETF TR XTRACK MSCI EAFE | $1.5M | 31.2K | 1.2% | ▲+1.9% Added · +581 sh | |
| 31 | Fabrinet SHS | $1.5M | 2.8K | 1.1% | ▼−9.2% Reduced · −281 sh | |
| 32 | Comfort Sys USA Inc COM | $1.5M | 1.1K | 1.1% | ▼−34% Reduced · −544 sh | |
| 33 | Powell Inds Inc COM | $1.4M | 2.7K | 1.1% | ▼−60% Reduced · −4K sh | |
| 34 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $1.4M | 27.0K | 1.1% | ▼−0.5% Reduced · −134 sh | |
| 35 | Lemonade Inc COM | $1.4M | 22.4K | 1.1% | ▼−27% Reduced · −8K sh | |
| 36 | Photronics Inc COM | $1.4M | 34.5K | 1.1% | ▼−1.2% Reduced · −407 sh | |
| 37 | NWPX Infrastructure Inc COM | $1.4M | 17.7K | 1.1% | ▼−2.8% Reduced · −505 sh | |
| 38 | Alphabet Inc CAP STK CL A | $1.4M | 4.8K | 1.1% | ▲~0% Added · +1 sh | |
| 39 | Synopsys Inc COM | $1.4M | 3.4K | 1.0% | ▼−0.3% Reduced · −12 sh | |
| 40 | Pgim ETF TR JENNISON INT OPP | $1.4M | 24.5K | 1.0% | ▲+2.7% Added · +650 sh | |
| 41 | Neurocrine Biosciences Inc COM | $1.3M | 9.6K | 1.0% | ▼−0.2% Reduced · −24 sh | |
| 42 | J P Morgan Exchange Traded F US QUALTY FCTR | $1.3M | 20.5K | 1.0% | ▲+1.2% Added · +245 sh | |
| 43 | Invesco QQQ TR UNIT SER 1 | $1.2M | 2.1K | 0.9% | ▲+0.1% Added · +3 sh | |
| 44 | Esco Technologies Inc COM | $1.1M | 4.0K | 0.9% | ▼−0.6% Reduced · −25 sh | |
| 45 | Park Aerospace Corp COM | $1.1M | 41.0K | 0.9% | ▲New New position | |
| 46 | Natural Gas Svcs Group Inc COM | $1.1M | 28.0K | 0.8% | ▲New New position | |
| 47 | Tenaris S A SPONSORED ADS | $1.0M | 17.6K | 0.8% | ▲New New position | |
| 48 | A10 Networks Inc COM | $988K | 42.7K | 0.8% | ▲+0.1% Added · +35 sh | |
| 49 | Johnson Outdoors Inc CL A | $955K | 20.5K | 0.7% | ▲New New position | |
| 50 | JPMorgan Chase & Co COM | $953K | 3.2K | 0.7% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.