Illumine Investment Management, LLC
Annual return '25
+13.1%
SPY '25
+17.7%
Alpha
-4.6ptsvs SPY
Invested
$130.1M
Holdings
94
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$UTHR
UNITED THERAPEUTICS CORP DEL
Held since at least Q1 2024
3.5%
02
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +407.9% (4.0k → 20.5k shares)
3.3%
03
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: Increased +21.1% (1.5k → 1.8k shares)
3.3%
04
$IGIB
ISHARES TR
Held since at least Q1 2024
3.1%
05
$SEIX
VIRTUS ETF TR II
Held since at least Q1 2024
2.9%
06
$AMD
ADVANCED MICRO DEVICES INC
Q1 2026: Sold 13.6% (3.7k → 3.2k shares)
2.8%
07
$IBKR
INTERACTIVE BROKERS GROUP IN
Held since at least Q1 2024
2.8%
08
$ISRG
INTUITIVE SURGICAL INC
Q4 2025: New position (483 shares)
2.6%
09
$WRB
BERKLEY W R CORP
Held since at least Q1 2024
2.6%
10
$ANET
ARISTA NETWORKS INC
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:14 UTC.