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Illumine Investment Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0002052970
Poulsbo 19225 8Th Ave Ne Ste 201-0902
Zip Code: 98370
Latest Portfolio Value
$143.72 M
-6.43%
Total Holdings
107
12
Latest Report Date
Q3 2026
Top 10 Concentration
31.74%

Illumine Investment Management, LLC — Portfolio Overview & Company Profile

Illumine Investment Management, LLC (CIK: 0002052970) is a financial institution headquartered at 19225 8Th Ave Ne, Ste 201-0902, Poulsbo, Washington 98370. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $143.72 M, comprising 107 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 31.7%. Quarterly turnover: 1.0%. ▲ 14 new, +0 added, −0 reduced, ×2 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
-6.43%
$143.72 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Historical Portfolio Charts