Titelia

Holdings of Corient IA LLC

237 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 19.4 % of the equity sleeve

Sector breakdown

  • Technology 20.5 %
  • Industrials 15.3 %
  • Health care 10.0 %
  • Consumer discretionary 6.9 %
  • Communication 3.6 %
  • Materials 3.3 %
  • Financials 2.5 %
  • Consumer staples 2.5 %
  • Energy 1.4 %
  • Utilities 1.0 %
  • Real estate 0.8 %
  • Funds 0.5 %
  • Unattributed 31.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 92.1 %
  • NL 2.5 %
  • GB 1.2 %
  • LU 0.9 %
  • JP 0.9 %
  • TW 0.5 %
  • CL 0.5 %
  • IN 0.4 %
  • FR 0.3 %
  • DE 0.3 %
  • AU 0.2 %
  • DK 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US21883.8M $92.06 %
2NL22.2M $2.47 %
3GB41.1M $1.20 %
4LU2853.1K $0.94 %
5JP3787.1K $0.86 %
6TW1446.1K $0.49 %
7CL1421.7K $0.46 %
8IN2400.5K $0.44 %
9FR1307.9K $0.34 %
10DE1284.2K $0.31 %
11AU1216.8K $0.24 %
12DK1170.2K $0.19 %

Positions

RankCompanySharesValueWeight
1Howmet Aerospace Inc 11,2902.6M $
2Palo Alto Networks Inc 15,1342.4M $
3ASML Holding NV 1,4531.9M $
4NVIDIA Corp 10,7801.9M $
5State Street SPDR S&P 500 ETF Trust 2,7501.8M $
6New York Times Co/The 20,6501.7M $
7Walmart Inc 12,0001.5M $
8Casey's General Stores Inc 1,8721.4M $
9Netflix Inc 12,9001.2M $
10Palantir Technologies Inc 8,0701.2M $
11Intuitive Surgical Inc 2,4501.1M $
12Curtiss-Wright Corp 1,6201.1M $
13Embraer SA 17,9901.1M $
14Broadcom Inc 3,220996.6K $
15Tesla Inc 2,420899.6K $
16Quanta Services Inc 1,620889.4K $
17Lumentum Holdings Inc 1,220857.4K $
18Jabil Inc 3,220855.3K $
19AbbVie Inc 3,877843.2K $
20Microsoft Corp 2,230825.5K $
21Advanced Micro Devices Inc 4,045822.9K $
22Alphabet Inc 2,640757.3K $
23Applied Materials Inc 2,030693.8K $
24Amazon.com Inc 3,220670.6K $
25Clear Secure Inc 13,240640.9K $
26ITT Inc 3,320632.6K $
27Eli Lilly & Co 670616.2K $
28Parker-Hannifin Corp 661591.8K $
29United Rentals Inc 810590.1K $
30Lam Research Corp 2,750587.6K $
31HEICO Corp 2,030556.6K $
32Northrop Grumman Corp 810552.6K $
33Corning Inc 4,040549.3K $
34Western Digital Corp 2,030549.1K $
35Tenaris SA 9,330542.8K $
36Teledyne Technologies Inc 890538.5K $
37JPMorgan Chase & Co 1,780523.6K $
38Axon Enterprise Inc 1,220518.1K $
39Booking Holdings Inc 120505.2K $
40Xylem Inc/NY 4,220504.3K $
41Baidu Inc 4,470498K $
42Wayfair Inc 6,580494.9K $
43Gilead Sciences Inc 3,540493.4K $
44HSBC Holdings PLC 5,960491.6K $
45Valmont Industries Inc 1,220487.5K $
46Berkshire Hathaway Inc 1,000479.2K $
47RTX Corp 2,473477K $
48Martin Marietta Materials Inc 810476.8K $
49Crowdstrike Holdings Inc 1,220476.3K $
50PulteGroup Inc 4,040475.1K $
51Oshkosh Corp 3,220474K $
52Watts Water Technologies Inc 1,620470.3K $
53Terex Corp 7,915467.8K $
54Axcelis Technologies Inc 5,000465.4K $
55Clean Harbors Inc 1,620464.5K $
56Meta Platforms Inc 810463.4K $
57Novartis AG 3,030462.8K $
58Fortinet Inc 5,650461.7K $
59Cheniere Energy Inc 1,620459.7K $
60CF Industries Holdings Inc 3,540459.6K $
61Deere & Co 810456.3K $
62Taiwan Semiconductor Manufacturing Co Ltd 1,320446.1K $
63Snap-on Inc 1,220443.1K $
64Rockwell Automation Inc 1,220437.8K $
65Steel Dynamics Inc 2,420435.6K $
66SPDR Gold Shares 1,000430.3K $
67Analog Devices Inc 1,340426.3K $
68USA TODAY Co Inc 60,000423K $
69ServiceNow Inc 4,040422.4K $
70Sociedad Quimica y Minera de Chile SA 5,210421.7K $
71L3Harris Technologies Inc 1,220421.1K $
72IDEXX Laboratories Inc 745418.6K $
73Comfort Systems USA Inc 300413.7K $
74Toyota Motor Corp 1,990410.1K $
75Autoliv Inc 3,860405.9K $
76Ecolab Inc 1,510401.7K $
77Welltower Inc 2,030401.4K $
78Stryker Corp 1,220400.9K $
79First Solar Inc 2,030400.4K $
80Rio Tinto PLC 4,170389K $
81Waste Management Inc 1,620372.3K $
82AeroVironment Inc 2,030371.6K $
83American Electric Power Co Inc 2,820369.6K $
84Live Nation Entertainment Inc 2,420369.1K $
85Badger Meter Inc 2,420368.7K $
86DR Horton Inc 2,660365K $
87Owens Corning 3,370364.7K $
88Ormat Technologies Inc 3,220360.4K $
89PACCAR Inc 3,100358.1K $
90TJX Cos Inc/The 2,230356.1K $
91Republic Services Inc 1,620354.8K $
92Boston Scientific Corp 5,650354.5K $
93Natera Inc 1,750350K $
94Arcosa Inc 3,297349.9K $
95Darden Restaurants Inc 1,780349K $
96iShares Bitcoin Trust ETF 9,000345.8K $
97Nucor Corp 2,030343.3K $
98CNX Resources Corp 8,890342.7K $
99Fresenius Medical Care AG 15,000338.4K $
100Service Corp International/US 4,040333.3K $