Illumine Investment Management, LLC Portfolio Holdings

Illumine Investment Management, LLC

  • $122 Billion
  • Q1 2025

Illumine Investment Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.25B, Jp Morgan ETF Tr Ultra Short I with a value of $4.17B, Costco Wholesale Corp with a value of $4.05B, Intuitive Surgical Inc with a value of $3.74B, and Neos ETF Trust with a value of $3.71B.

Examining the 13F form we can see an increase of $592M in the current position value, from $122B to 122B.

Illumine Investment Management, LLC is based out at Poulsbo, WA

Below you can find more details about Illumine Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
Technology: $26 Billion
ETFs: $21.7 Billion
Healthcare: $19.5 Billion
Financial Services: $18.9 Billion
Industrials: $10.1 Billion
Communication Services: $7.95 Billion
Consumer Defensive: $4.58 Billion
Consumer Cyclical: $3.21 Billion
Other: $1.41 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.08B
$1.48 Billion 1.21% of portfolio
63,385
Q1 2025 Added 3.4%
$7.92B
$1.42 Billion 1.16% of portfolio
12,420
Q1 2025 Reduced 39.36%
$2.26B
$1.19 Billion 0.97% of portfolio
6,987
Q1 2025 Reduced 1.15%
$2.07B
$958 Million 0.78% of portfolio
30,478
Q1 2025 Added 0.66%
$4.85B
$757 Million 0.62% of portfolio
7,227
Q1 2025 Added 3.61%
$6.68B
$730 Million 0.6% of portfolio
4,649
Q1 2025 Added 29.57%
$8.12B
$730 Million 0.6% of portfolio
2,771
Q1 2025 Added 3.32%
$8.05B
$684 Million 0.56% of portfolio
3,461
Q1 2025 Added 2.22%
$4.26B
$644 Million 0.53% of portfolio
4,049
Q1 2025 Reduced 10.91%
$5.3B
$509 Million 0.42% of portfolio
6,926
Q1 2025 Added 19.23%
$3.17B
$518 Million 0.42% of portfolio
14,362
Q1 2025 Added 10.18%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $122 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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