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CIK: 0002052970
Total reported value
$153.6M
$153.6M
90 檔
13.6%
At the close of Q1 2025, Illumine Investment Management, LLC disclosed equity holdings valued at approximately $153.6M, spread across 90 reported holdings.
During Q1 2025, 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 | 4.30% | — | +0.15% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.41% | -0.48% | EXIT | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.32% | -0.78% | EXIT | |
| 4 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.06% | -0.71% | EXIT | |
| 5 | HYBI | Neos Enhanced Ics ETF | ETF-Other | 3.04% | — | +4.66% | |
| 6 | WRB | Wr Berkley CORP | Stock-Financials | 3.01% | -0.28% | EXIT | |
| 7 | DASH | Doordash Inc - A | Stock-Consumer Disc | 3.00% | +0.05% | EXIT | |
| 8 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 2.98% | -0.40% | EXIT | |
| 9 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.86% | -0.74% | EXIT | |
| 10 | GOF | Guggenheim Strategic Opport | Stock-Other | 2.73% | -1.93% | EXIT | |
| 11 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.44% | -0.41% | EXIT | |
| 12 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 2.41% | +0.21% | EXIT | |
| 13 | INTU | Intuit Inc | Stock-Tech | 2.38% | — | +2.58% | |
| 14 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.32% | -0.16% | EXIT | |
| 15 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.17% | -0.84% | EXIT | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 2.07% | +3.19% | EXIT | |
| 17 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 2.07% | -0.48% | EXIT | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.84% | -0.24% | EXIT | |
| 19 | PGR | Progressive CORP | Stock-Financials | 1.80% | — | +4.16% | |
| 20 | ANET | Arista Networks Inc | Stock-Tech | 1.78% | +0.10% | EXIT | |
| 21 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.61% | — | +3.88% | |
| 22 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.53% | -0.40% | EXIT | |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.53% | -0.30% | EXIT | |
| 24 | XYL | Xylem Inc | Stock-Industrials | 1.52% | -1.41% | EXIT | |
| 25 | ZM | Zoom Communications Inc | Stock-Tech | 1.48% | — | +0.26% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | +0.18% | EXIT | |
| 27 | DT | Dynatrace Inc | Stock-Tech | 1.30% | — | +0.83% | |
| 28 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.29% | — | +2.49% | |
| 29 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.27% | — | -0.04% | |
| 30 | AME | Ametek Inc | Stock-Industrials | 1.25% | -0.12% | EXIT | |
| 31 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 1.21% | -0.18% | EXIT | |
| 32 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.21% | — | +3.40% | |
| 33 | SNPS | Synopsys Inc | Stock-Tech | 1.21% | -0.06% | EXIT | |
| 34 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 1.16% | +0.49% | EXIT | |
| 35 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.06% | +0.01% | EXIT | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | — | EXIT | |
| 37 | POWL | Powell Industries Inc | Stock-Industrials | 0.97% | +0.43% | EXIT | |
| 38 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.93% | -0.29% | EXIT | |
| 39 | MPTI | M-tron Industries Inc | Stock-Other | 0.88% | +0.36% | EXIT | |
| 40 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.87% | +0.05% | EXIT | |
| 41 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.84% | — | EXIT | |
| 42 | LMND | Lemonade Inc | Stock-Financials | 0.78% | -0.09% | EXIT | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.04% | EXIT | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.15% | EXIT | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | — | EXIT | |
| 46 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 0.63% | -0.03% | EXIT | |
| 47 | ITRI | Itron Inc | Stock-Tech | 0.62% | — | +3.61% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.07% | EXIT | |
| 49 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 0.60% | +0.66% | EXIT | |
| 50 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.60% | +0.05% | EXIT |
According to official SEC Form 13F filings, Illumine Investment Management, LLC reported a total U.S. public equity portfolio value of $153.6M across 90 disclosed positions in Q1 2025.
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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 AAPL, JPST, COST) accounted for 13.6% of total reported equity market value during Q1 2025.
During Q1 2025, Illumine Investment Management, LLC's top holdings by market value included AAPL (4.3%)、JPST (3.4%)、COST (3.3%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q1 2025, 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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