Illumine Investment Management, LLC

CIK
0002052970
City
POULSBO
State / Country
WA

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

5 quarters · across all stocks

Holdings in AMPH

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Shares Held

Position Value (USD)

5 of 5 shown
Report Date Value (USD) Shares
2025-12-31 $758,623 28,328
2025-09-30 $737,592 27,677
2025-06-30 $622,812 27,126
2025-03-31 $769,104 26,530
2024-12-31 $633,029 17,049