Illumine Investment Management, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Illumine Investment Management, LLC opened 6 positions, added to 0, reduced 65, sold out of 2 and left 0 unchanged. The largest increase in value was AMD (+$5,566,355); the largest decrease was XYL (-$1,828,870).
- L: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 0.
- AER: Country of operation —; Class SHS; Shares 2026-03-31 0; Shares 2026-06-30 0.
- AA: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 0.
- MU: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2052970): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Windward Management LP | United States | $0.130B | 10 |
| Cushing Capital Partners, LLC | United States | $0.130B | 96 |
| CORE WEALTH ADVISORS, LLC | United States | $0.130B | 33 |
| Fjell Capital, LLC | United States | $0.130B | 68 |
| Eddie Patel Inc | United States | $0.130B | 95 |
| Oder Investment Management, LLC | United States | $0.130B | 102 |
| Clarendon Private LLC | United States | $0.130B | 119 |
| Elizabeth Park Capital Advisors, Ltd. | United States | $0.130B | 46 |
| M3 Wealth Management, LLC | United States | $0.130B | 35 |
| BXM Wealth LLC | United States | $0.130B | 131 |