Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Illumine Investment Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Illumine Investment Management, LLC 13F Holdings (2026-06-30)
Creator: ko.io

Illumine Investment Management, LLC (CIK 2052970) reported $153.6M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMD ($9.3M, 6.03%), IBKR ($4.6M, 2.97%), JPST ($4.4M, 2.84%), IGIB ($4.1M, 2.69%), UTHR ($4.1M, 2.69%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Action
1	AMD	ADVANCED MICRO DEVICES INC	$9.3M	6.03%	Trimmed
2	IBKR	INTERACTIVE BROKERS GROUP IN	$4.6M	2.97%	Trimmed
3	JPST	J P MORGAN EXCHANGE TRADED F	$4.4M	2.84%	Trimmed
4	IGIB	ISHARES TR	$4.1M	2.69%	Trimmed
5	UTHR	UNITED THERAPEUTICS CORP DEL	$4.1M	2.69%	Trimmed
6	ANET	ARISTA NETWORKS INC	$3.9M	2.55%	Trimmed
7	SEIX	VIRTUS ETF TR II	$3.9M	2.53%	Trimmed
8	COST	COSTCO WHOLESALE CORPORATION	$3.8M	2.50%	Trimmed
9	WRB	BERKLEY W R CORP	$3.5M	2.28%	Trimmed
10	DASH	DOORDASH INC	$3.1M	2.03%	Trimmed
11	KMLM	KRANESHARES TRUST	$3.0M	1.97%	Trimmed
12	MSFT	MICROSOFT CORP	$3.0M	1.95%	Trimmed
13	ACMR	ACM RESH INC	$3.0M	1.94%	Trimmed
14	ISRG	INTUITIVE SURGICAL INC	$2.9M	1.89%	Trimmed
15	VRTX	VERTEX PHARMACEUTICALS INC	$2.8M	1.82%	Trimmed
16	APP	APPLOVIN CORP	$2.8M	1.80%	Trimmed
17	NWPX	NWPX INFRASTRUCTURE INC	$2.6M	1.72%	Trimmed
18	MPTI	M-TRON INDS INC	$2.5M	1.60%	Trimmed
19	POWL	POWELL INDS INC	$2.4M	1.54%	Trimmed
20	DRS	LEONARDO DRS INC	$2.4M	1.54%	Trimmed
21	TLT	ISHARES TR	$2.2M	1.41%	Trimmed
22	TMUS	T-MOBILE US INC	$2.1M	1.40%	Trimmed
23	FIX	COMFORT SYS USA INC	$2.2M	1.40%	Trimmed
24	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$2.1M	1.38%	Trimmed
25	RLY	SSGA ACTIVE ETF TR	$2.1M	1.35%	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30