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Illumine Investment Management, LLC

Location
POULSBO, WA
Portfolio Value
Micro $0
Filing Date
3Y Alpha vs SPY
-0.8%
Period ended 30 days ago
Filed Jul 29, 2026 · 1d
7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+19.9%
SPY
+21.4%
Annualised alpha
-0.9%
Max drawdown
−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Basic Materials 0.0% $0
Communication Services 0.0% $0
Consumer Cyclical 0.0% $0
Consumer Defensive 0.0% $0
Energy 0.0% $0
Financial Services 0.0% $0
Healthcare 0.0% $0
Industrials 0.0% $0
Real Estate 0.0% $0
Technology 0.0% $0
Utilities 0.0% $0
Unclassified 0.0% $0

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
80 tracked positions · $0 total · filing declares 95 positions · $153,593,415 · as of Jun 30, 2026
Showing 1–50 of 80 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.