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 |
|---|---|---|---|---|
| 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% |
Holdings in PLAB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,395,559 | 34,535 | Shares | Sole | 2026-05-04 | |
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