Illumine Investment Management, LLC 13F Holdings

CIK 0002052970 · POULSBO, WA

As of Sep 30, 2025, Illumine Investment Management, LLC reported 91 positions worth 40.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DOORDASH INCDASHCommunication Services17,363$4.7M3.36%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services66,677$4.6M3.27%
JPMORGAN ULTRA-SHORT INCOMEJPST—84,757$4.3M3.06%
APPLOVIN CORPAPPTechnology5,740$4.1M2.94%
ARISTA NETWORKS INCANETTechnology27,399$4.0M2.84%
COSTCO WHOLESALE CORPCOSTConsumer Defensive4,309$4.0M2.84%
ADVANCED MICRO DEVICES INCAMDEquity24,368$3.9M2.81%
BERKLEY W R CORPWRBFinancial Services51,035$3.9M2.79%
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGIB—70,425$3.8M2.71%
VIRTUS SEIX SENIOR LOAN ETFSEIX—160,049$3.8M2.69%
UNITED THERAPEUTICS CORPUTHRHealthcare8,515$3.6M2.54%
GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDGOF—225,876$3.4M2.41%
INTUITIVE SURGICAL INCISRGHealthcare7,477$3.3M2.38%
INTUIT INCINTUTechnology4,666$3.2M2.27%
T-MOBILE US INCTMUSCommunication Services13,267$3.2M2.26%
KRANESHARES TRUSTKMLM—109,852$3.0M2.11%
LEONARDO DRS INCDRSIndustrials57,328$2.6M1.85%
GRAYSCALE BITCOIN TRUST ETFGBTC—27,105$2.4M1.73%
XYLEM INCXYLIndustrials15,527$2.3M1.63%
VERTEX PHARMACEUTICALS INCVRTXHealthcare5,826$2.3M1.63%
MICROSOFT CORPMSFTTechnology4,270$2.2M1.58%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—24,728$2.2M1.57%
BARCLAYS PLCBCSFinancial Services106,174$2.2M1.56%
POWELL INDUSTRIES INCPOWLIndustrials7,026$2.1M1.53%
VEEVA SYSTEMS INCVEEVHealthcare6,739$2.0M1.43%