Illumine Investment Management, LLC
Top Portfolio Positions
79 positions ·
$103,770,525 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
7,735 | $4,586,700 | 4.42% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,279 | $4,263,723 | 4.11% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
18,203 | $3,703,036 | 3.57% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
53,459 | $3,585,495 | 3.46% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
7,331 | $3,379,517 | 3.26% | |
| WRB |
Berkley W R Corp
Financial Services
|
50,254 | $3,330,835 | 3.21% | |
| ANET |
Arista Networks, Inc.
Technology
|
26,011 | $3,193,630 | 3.08% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
13,265 | $2,786,047 | 2.68% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
5,782 | $2,581,894 | 2.49% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
17,147 | $2,574,622 | 2.48% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NWPX
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,377,810 | 17,696 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,137,380 | 18,201 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $970,206 | 18,330 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $742,732 | 18,111 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $732,414 | 17,734 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $833,112 | 17,263 | Shares | Sole | 2025-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||