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CIK: 0002058426
Total reported value
$108.4M
$108.4M
291 檔
8.1%
According to the latest 13F quarterly dataset, Corient IA LP managed an equity portfolio of $108.4M at the end of Q1 2025, spanning 291 distinct U.S. exchange-listed positions.
During Q1 2025, Corient IA LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 291 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.47% | +0.35% | — | |
| 2 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.33% | +0.21% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.46% | — | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | -0.32% | — | |
| 5 | ✓ | Stock-Other | 1.09% | — | — | ||
| 6 | ✓ | Stock-Other | 1.07% | — | — | ||
| 7 | ✓ | Stock-Other | 1.06% | — | — | ||
| 8 | ✓ | Stock-Other | 1.03% | — | — | ||
| 9 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.96% | — | — | |
| 10 | ✓ | Hermes International | Stock-Other | 0.93% | — | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.31% | — | |
| 12 | ✓ | Stock-Other | 0.86% | — | — | ||
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -1.40% | EXIT | |
| 14 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 0.82% | -0.30% | — | |
| 15 | ✓ | Stock-Other | 0.81% | — | — | ||
| 16 | ✓ | Stock-Other | 0.81% | — | — | ||
| 17 | ✓ | Stock-Other | 0.74% | — | — | ||
| 18 | VOLVF | Volvo Ab-b Shs | Stock-Other | 0.73% | — | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | +0.34% | — | |
| 20 | BYDDY | Byd Co Ltd-unsponsored Adr | Stock-Other | 0.72% | — | — | |
| 21 | ✓ | Demant A/S | Stock-Other | 0.71% | — | — | |
| 22 | ✓ | Stock-Other | 0.68% | — | — | ||
| 23 | ✓ | Stock-Other | 0.65% | — | — | ||
| 24 | ✓ | Stock-Other | 0.65% | — | — | ||
| 25 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.65% | +0.09% | — | |
| 26 | EADSY | Airbus Se - Unsp Adr | Stock-Other | 0.62% | — | — | |
| 27 | CFRUY | Cie Financiere Rich-unsp Adr | Stock-Other | 0.61% | — | — | |
| 28 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.61% | -0.28% | — | |
| 29 | ✓ | Stock-Other | 0.61% | — | — | ||
| 30 | ✓ | Stock-Other | 0.59% | — | — | ||
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 0.58% | — | — | |
| 32 | AWK | American Water Works Co Inc | Stock-Utilities | 0.58% | -0.01% | — | |
| 33 | BAESY | Bae Systems PLC -spon Adr | Stock-Other | 0.57% | — | — | |
| 34 | ✓ | Stock-Other | 0.57% | — | — | ||
| 35 | ✓ | Stock-Other | 0.57% | — | — | ||
| 36 | ✓ | Stock-Other | 0.56% | — | — | ||
| 37 | ✓ | Stock-Other | 0.55% | — | — | ||
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.09% | — | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.55% | -0.14% | — | |
| 40 | ABBNY | Abb Ltd-spon Adr | Stock-Industrials | 0.54% | — | — | |
| 41 | AIQUY | Air Liquide-unsponsored Adr | Stock-Other | 0.54% | — | — | |
| 42 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.54% | — | — | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.53% | -0.03% | — | |
| 44 | ✓ | Stock-Other | 0.51% | — | — | ||
| 45 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.50% | -0.11% | — | |
| 46 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.50% | -0.14% | — | |
| 47 | HTHIY | Hitachi LTD -adr | Stock-Other | 0.49% | — | — | |
| 48 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.49% | +0.02% | — | |
| 49 | ✓ | Stock-Other | 0.49% | — | — | ||
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | +0.01% | — |
According to official SEC Form 13F filings, Corient IA LP reported a total U.S. public equity portfolio value of $108.4M across 291 disclosed positions in Q1 2025.
During Q1 2025, Corient IA LP's top holdings by market value included HWM (1.5%)、PANW (1.3%)、AMZN (1.2%). The largest single position, HWM, represented 1.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HWM, PANW, AMZN) accounted for 8.1% of total reported equity market value during Q1 2025.
In Q1 2025, Corient IA LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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