Corient IA LLC - Portfolio overview

Corient IA LLC has 296 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. HWM - Howmet Aerospace Inc, 2.24%
  2. PANW - Palo Alto Networks Inc, 2.09%
  3. CYBR - CyberArk Software Ltd, 1.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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