Stock Taper

ILLUMINE INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Brookdale Senior Living Inc.BKD0$321.8M
CTS CorporationCTS0$956.21M
Comfort Systems USA, Inc.FIX0$2.15B
Corcept Therapeutics IncorporatedCORT0$1.59B
ESCO Technologies Inc.ESE0$1.46B
Federal Signal CorporationFSS0$959.93M
First Horizon CorporationFHN0$1.67B
Harmony Biosciences Holdings, Inc.HRMY0$928.71M
Hub Group, Inc.HUBG0$768.44M
Johnson Outdoors Inc.JOUT0$995.97M
LeMaitre Vascular, Inc.LMAT0$1.47B
Eli Lilly and CompanyLLY0$695.67M
Loews CorporationL0$1.86B
Lowe's Companies, Inc.LOW0$280.46M
Microsoft CorporationMSFT0$2.99B
Micron Technology, Inc.MU0$377.45M
NMI Holdings, Inc.NMIH0$649.3M
NWPX Infrastructure, Inc.NWPX0$2.64B
Photronics, Inc.PLAB0$1.16B
Powell Industries, Inc.POWL0$2.36B