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CIK: 0002052970
Total reported value
$153.6M
$153.6M
91 檔
13.8%
During the Q4 2024 filing period, Illumine Investment Management, LLC (CIK: 0002052970) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $153.6M across 91 reported positions.
During Q4 2024, Illumine Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.86% | — | — | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.27% | -0.78% | EXIT | |
| 3 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.26% | -0.71% | EXIT | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.02% | -0.48% | EXIT | |
| 5 | HYBI | Neos Enhanced Ics ETF | ETF-Other | 3.00% | — | — | |
| 6 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.82% | +0.05% | EXIT | |
| 7 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 2.78% | -0.40% | EXIT | |
| 8 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 2.70% | +0.21% | EXIT | |
| 9 | ANET | Arista Networks Inc | Stock-Tech | 2.59% | +0.10% | EXIT | |
| 10 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.48% | -0.84% | EXIT | |
| 11 | WRB | Wr Berkley CORP | Stock-Financials | 2.48% | -0.28% | EXIT | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.45% | -0.74% | EXIT | |
| 13 | INTU | Intuit Inc | Stock-Tech | 2.39% | — | — | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 2.35% | +3.19% | EXIT | |
| 15 | GOF | Guggenheim Strategic Opport | Stock-Other | 2.18% | -1.93% | EXIT | |
| 16 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.05% | -0.41% | EXIT | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.91% | -0.16% | EXIT | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.85% | -0.30% | EXIT | |
| 19 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 1.81% | -0.48% | EXIT | |
| 20 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.75% | — | — | |
| 21 | ZM | Zoom Communications Inc | Stock-Tech | 1.64% | — | — | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.51% | -0.24% | EXIT | |
| 23 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.50% | — | — | |
| 24 | DT | Dynatrace Inc | Stock-Tech | 1.49% | — | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | +0.18% | EXIT | |
| 26 | PGR | Progressive CORP | Stock-Financials | 1.47% | — | — | |
| 27 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.47% | -0.40% | EXIT | |
| 28 | XYL | Xylem Inc | Stock-Industrials | 1.46% | -1.41% | EXIT | |
| 29 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.45% | — | — | |
| 30 | SNPS | Synopsys Inc | Stock-Tech | 1.34% | -0.06% | EXIT | |
| 31 | AME | Ametek Inc | Stock-Industrials | 1.30% | -0.12% | EXIT | |
| 32 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.29% | +0.01% | EXIT | |
| 33 | POWL | Powell Industries Inc | Stock-Industrials | 1.29% | +0.43% | EXIT | |
| 34 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.16% | — | — | |
| 35 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 1.12% | -0.18% | EXIT | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | — | EXIT | |
| 37 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 1.07% | +0.05% | EXIT | |
| 38 | LMAT | Lemaitre Vascular Inc | Stock-Other | 1.02% | -0.29% | EXIT | |
| 39 | MPTI | M-tron Industries Inc | Stock-Other | 0.93% | +0.36% | EXIT | |
| 40 | LMND | Lemonade Inc | Stock-Financials | 0.91% | -0.09% | EXIT | |
| 41 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 0.85% | +0.49% | EXIT | |
| 42 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.83% | -0.14% | EXIT | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.82% | +0.15% | EXIT | |
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.81% | — | EXIT | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | — | EXIT | |
| 46 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 0.69% | +0.66% | EXIT | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.04% | EXIT | |
| 48 | AYI | Acuity Inc | Stock-Industrials | 0.64% | +0.13% | EXIT | |
| 49 | URI | United Rentals Inc | Stock-Industrials | 0.62% | +0.14% | EXIT | |
| 50 | ITRI | Itron Inc | Stock-Tech | 0.62% | — | — |
According to official SEC Form 13F filings, Illumine Investment Management, LLC reported a total U.S. public equity portfolio value of $153.6M across 91 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, COST, ISRG) accounted for 13.8% of total reported equity market value during Q4 2024.
During Q4 2024, Illumine Investment Management, LLC's top holdings by market value included AAPL (4.9%)、COST (3.3%)、ISRG (3.3%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 2024, Illumine Investment Management, LLC 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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