Illumine Investment Management, LLC Portfolio Holdings

Illumine Investment Management, LLC

  • $126 Billion
  • Q2 2025

Illumine Investment Management, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Door Dash, Inc. with a value of $4.93B, Costco Wholesale Corp with a value of $4.28B, Jp Morgan ETF Tr Ultra Short I with a value of $4.14B, Intuitive Surgical Inc with a value of $4.13B, and Interactive Brokers Group, Inc. with a value of $3.97B.

Examining the 13F form we can see an increase of $3.6B in the current position value, from $122B to 126B.

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 $126 Billion
ETFs: $22.3 Billion
Financial Services: $22.2 Billion
Technology: $20 Billion
Healthcare: $19.1 Billion
Industrials: $12.5 Billion
Communication Services: $9.17 Billion
Consumer Defensive: $4.83 Billion
Consumer Cyclical: $3.3 Billion
Other: $1.58 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.23 Billion 2.57% of portfolio
216,834
Q2 2025 Added 1.36%
$0
$1.02 Billion 0.81% of portfolio
24,266
Q2 2025 Added 1.13%
$0
$364 Million 0.29% of portfolio
95,785
Q2 2025 Added 1.61%
$0
$147 Million 0.12% of portfolio
12,974
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $126 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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