Illumine Investment Management, LLC
Top Portfolio Positions
66 positions ·
$97,323,840 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMD |
Advanced Micro Devices Inc
Technology
|
22,984 | $4,922,253 | 5.06% |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
65,669 | $4,223,173 | 4.34% |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
7,390 | $4,185,400 | 4.30% |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
8,288 | $4,038,328 | 4.15% |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
17,199 | $3,895,229 | 4.00% |
| APP |
AppLovin Corp
Communication Services
|
5,568 | $3,751,829 | 3.85% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,304 | $3,711,511 | 3.81% |
| WRB |
Berkley W R Corp
Financial Services
|
50,555 | $3,544,916 | 3.64% |
| INTU |
Intuit Inc.
Technology
|
4,643 | $3,075,616 | 3.16% |
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
227,223 | $2,926,632 | 3.01% |
Portfolio Trend
Holdings in AMPH
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $758,623 | 28,328 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $737,592 | 27,677 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $622,812 | 27,126 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $769,104 | 26,530 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $633,029 | 17,049 | Shares | Sole | 2025-02-05 | |
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