Corient Private Wealth LLC
Top Portfolio Positions
2,100 positions ·
$44,404,630,886 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
10,418,774 | $2,644,180,653 | 5.95% | |
| MSFT |
Microsoft Corp
Technology
|
5,668,485 | $2,098,303,091 | 4.73% | |
| NVDA |
Nvidia Corp
Technology
|
10,976,458 | $1,914,294,274 | 4.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,787,008 | $1,376,552,019 | 3.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,418,681 | $1,336,818,691 | 3.01% | |
| AVGO |
Broadcom Inc.
Technology
|
3,661,894 | $1,133,392,811 | 2.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,543,318 | $1,003,681,427 | 2.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,156,561 | $928,533,983 | 2.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,752,623 | $839,856,941 | 1.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
758,986 | $756,276,419 | 1.70% |
Portfolio Trend
14 quarters · across all stocks
Holdings in EPR
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,104,214 | 62,134 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,822,996 | 36,533 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $859,011 | 14,808 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $853,509 | 14,650 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $446,080 | 8,479 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $367,966 | 8,310 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $349,557 | 7,128 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $279,964 | 6,669 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $271,128 | 6,387 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $303,829 | 6,271 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $261,037 | 6,284 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $272,188 | 5,816 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $252,298 | 6,622 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||