Illumine Investment Management, LLC Top Holdings and 13F Report (2025) About Illumine Investment Management, LLCInvestment ActivityIllumine Investment Management, LLC has $121.50 million in total holdings as of December 31, 2024.Illumine Investment Management, LLC owns shares of 91 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $5,907,157Costco Wholesale $3,974,660Intuitive Surgical $3,960,111JPMorgan Ultra-Short Income ETF $3,669,303NEOS ETF TRUST $3,639,558 Sector AllocationMap of 500 Largest Holdings ofIllumine Investment Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$5,907,15723,5894.9%Computer and TechnologyCOSTCostco Wholesale$3,974,6604,3383.3%Retail/WholesaleISRGIntuitive Surgical$3,960,1117,5873.3%MedicalJPSTJPMorgan Ultra-Short Income ETF$3,669,30372,8473.0%ETFNEOS ETF TRUST$3,639,55871,0993.0%ENHANCED INCOMEDOORDASH INC$3,423,27420,4072.8%CL ASEIXVirtus Seix Senior Loan ETF$3,375,926141,0752.8%ETFIBKRInteractive Brokers Group$3,283,32818,5852.7%FinanceARISTA NETWORKS INC$3,145,13128,4552.6%COM SHSUTHRUnited Therapeutics$3,015,3428,5462.5%MedicalWRBW. R. Berkley$3,013,78351,5002.5%FinanceTMUST-Mobile US$2,975,05513,4782.4%Computer and TechnologyINTUIntuit$2,899,2864,6132.4%Computer and TechnologyAMDAdvanced Micro Devices$2,852,15423,6132.3%Computer and TechnologyGOFGuggenheim Strategic Opportunities Fund$2,647,114173,4672.2%Financial ServicesKMLMKFA Mount Lucas Managed Futures Index Strategy ETF$2,491,61488,6702.1%ETFVRTXVertex Pharmaceuticals$2,325,9955,7761.9%MedicalGRAYSCALE BITCOIN TRUST ETF$2,248,13530,3721.9%SHS REP COM UTTWTradeweb Markets$2,204,00716,8351.8%FinanceREGNRegeneron Pharmaceuticals$2,130,1132,9901.8%MedicalZMZoom Video Communications$1,995,12024,4471.6%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,828,81120,9411.5%ETFCDNSCadence Design Systems$1,820,1876,0581.5%Computer and TechnologyDTDynatrace$1,811,75733,3351.5%Computer and TechnologyMSFTMicrosoft$1,790,1114,2471.5%Computer and TechnologyPGRProgressive$1,784,6157,4481.5%FinanceDRSLeonardo DRS$1,783,80355,2091.5%AerospaceXYLXylem$1,769,05015,2481.5%Business ServicesGNTXGentex$1,761,12761,2991.4%Auto/Tires/TrucksSNPSSynopsys$1,632,2663,3631.3%Computer and TechnologyAMEAMETEK$1,578,0518,7541.3%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,567,31137,8581.3%ETFPOWLPowell Industries$1,566,5317,0681.3%Industrial ProductsVEEVVeeva Systems$1,405,1016,6831.2%MedicalRLYSPDR SSgA Multi-Asset Real Return ETF$1,364,12150,4861.1%ETFQQQInvesco QQQ$1,356,2932,6531.1%FinanceNBIXNeurocrine Biosciences$1,297,0239,5021.1%MedicalLMATLeMaitre Vascular$1,237,66013,4321.0%MedicalMPTIM-tron Industries$1,133,74623,4100.9%ConstructionLMNDLemonade$1,110,56030,2770.9%FinanceCORTCorcept Therapeutics$1,032,03820,4810.8%MedicalETHEGrayscale Ethereum Trust (ETH)$1,006,36635,9160.8%MiscellaneousTSMTaiwan Semiconductor Manufacturing$996,5355,0460.8%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$979,35617,1010.8%ETFGOOGLAlphabet$959,7515,0700.8%Computer and TechnologyNWPXNorthwest Pipe$833,11217,2630.7%Industrial ProductsJPMJPMorgan Chase & Co.$824,8423,4410.7%FinanceAYIAcuity Brands$783,5172,6820.6%ConstructionURIUnited Rentals$757,9771,0760.6%ConstructionITRIItron$757,3466,9750.6%Computer and TechnologyFNFabrinet$744,5143,3860.6%Computer and TechnologyGRAYSCALE ETHEREUM MINI TR E$735,38623,3530.6%SHS NEWUSMViShares MSCI USA Min Vol Factor ETF$694,5157,8220.6%ETFFIXComfort Systems USA$667,5061,5740.5%ConstructionRACEFerrari$655,9531,5440.5%Auto/Tires/TrucksPLABPhotronics$649,90327,5850.5%Computer and TechnologyAMPHAmphastar Pharmaceuticals$633,02917,0490.5%MedicalHUBGHub Group$629,47014,1260.5%TransportationCTSCTS$614,17511,6480.5%Computer and TechnologyESEESCO Technologies$605,4524,5450.5%Industrial ProductsGSThe Goldman Sachs Group$598,3881,0450.5%FinanceSSDSimpson Manufacturing$594,9963,5880.5%ConstructionWMWaste Management$592,0522,9340.5%Business ServicesNVDANVIDIA$581,4764,3300.5%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$578,42614,3670.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$577,31814,2620.5%ETFFSSFederal Signal$536,7365,8090.4%Multi-Sector ConglomeratesORCLOracle$483,5892,9020.4%Computer and TechnologyNMIHNMI$479,16713,0350.4%FinanceMAMastercard$474,9669020.4%Business ServicesACMRACM Research$458,11930,3390.4%Computer and TechnologyCWCOConsolidated Water$435,75616,8310.4%UtilitiesLLYEli Lilly and Company$424,6005500.3%MedicalETDEthan Allen Interiors$420,10714,9450.3%Retail/WholesaleFCFranklin Covey$382,22610,1710.3%Business ServicesAMPAmeriprise Financial$331,1716220.3%FinanceVVRInvesco Senior Income Trust$325,11382,3070.3%Financial ServicesLOWLowe's Companies$313,9301,2720.3%Retail/WholesaleABBVAbbVie$304,8421,7150.3%MedicalMRKMerck & Co., Inc.$292,4712,9400.2%MedicalSLPSimulations Plus$280,42610,0550.2%Computer and TechnologyMGPIMGP Ingredients$262,9676,6790.2%Consumer StaplesNVONovo Nordisk A/S$241,8882,8120.2%MedicalAMZNAmazon.com$241,3291,1000.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$237,3624050.2%FinanceICFIICF International$229,2521,9230.2%Business ServicesBOEBlackRock Enhanced Global Dividend Trust$139,73012,9740.1%Financial ServicesRCReady Capital$138,99820,3810.1%FinanceBKDBrookdale Senior Living$100,60020,0000.1%MedicalNCZVirtus Convertible & Income Fund II$58,78118,7800.0%Financial ServicesEDAPEdap Tms$49,50422,4000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
