Corient Private Wealth LLC Q4 2025 Filing

Filed February 19, 2026

Portfolio Value

$75.2B

Holdings

2,672

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,672 positions)

#StockSharesValue% PortfolioType
301
TRVTRAVELERS COMPANIES INC
135,569$37.0M0.05%
302
INTCINTEL CORP
1,167,676$36.5M0.05%
303
EFGISHARES TR
334,916$36.3M0.05%
304
VEEVVEEVA SYS INC
196,746$36.2M0.05%
305
RGAREINSURANCE GRP OF AMERICA I
175,807$36.0M0.05%
306
NVONOVO-NORDISK A S
706,080$35.9M0.05%
307
ROKROCKWELL AUTOMATION INC
99,928$35.9M0.05%
308
EOGEOG RES INC
337,702$35.4M0.05%
309
GSLCGOLDMAN SACHS ETF TR
265,307$35.1M0.05%
310
PRFINVESCO EXCHANGE TRADED FD T
736,947$34.6M0.05%
311
JCPBJ P MORGAN EXCHANGE TRADED F
709,602$33.3M0.04%
312
VTIPVANGUARD MALVERN FDS
669,149$33.1M0.04%
313
CITCINTAS CORP
186,959$33.0M0.04%
314
GDGENERAL DYNAMICS CORP
613,732$32.6M0.04%
315
INTFISHARES TR
860,965$32.5M0.04%
316
MCXMCCORMICK & CO INC
486,026$32.2M0.04%
317
IBITISHARES BITCOIN TRUST ETF
705,391$31.3M0.04%
318
MBBISHARES TR
427,219$31.3M0.04%
319
CVSCVS HEALTH CORP
544,487$31.1M0.04%
320
MOALTRIA GROUP INC
616,167$30.9M0.04%
321
ETENERGY TRANSFER L P
1,936,780$30.7M0.04%
322
SLBSLB LIMITED
801,116$30.6M0.04%
323
POOLPOOL CORP
165,977$30.5M0.04%
324
NDAQNASDAQ INC
312,928$30.3M0.04%
325
VNQIVANGUARD INTL EQUITY INDEX F
659,963$30.3M0.04%
326
FDXFEDEX CORP
312,725$30.2M0.04%
327
MLMMARTIN MARIETTA MATLS INC
48,639$30.0M0.04%
328
BKBANK NEW YORK MELLON CORP
314,465$29.9M0.04%
329
SPSMSPDR SERIES TRUST
635,944$29.8M0.04%
330
NTESNETEASE INC
216,200$29.7M0.04%
331
MPLXMPLX LP
559,598$29.7M0.04%
332
GLDMWORLD GOLD TR
346,996$29.6M0.04%
333
ROLROLLINS INC
547,762$29.1M0.04%
334
ESGDISHARES TR
304,476$29.0M0.04%
335
JMBSJANUS DETROIT STR TR
888,078$28.8M0.04%
336
XLFSELECT SECTOR SPDR TR
724,156$28.5M0.04%
337
SHYISHARES TR
364,089$28.5M0.04%
338
IWCISHARES TR
177,674$28.0M0.04%
339
VFHVANGUARD WORLD FD
208,468$27.8M0.04%
340
GMGENERAL MTRS CO
360,221$27.7M0.04%
341
AVYAVERY DENNISON CORP
239,635$27.3M0.04%
342
ICSHISHARES TR
540,373$27.3M0.04%
343
SPMDSPDR SERIES TRUST
472,712$27.3M0.04%
344
SCHCSCHWAB STRATEGIC TR
598,521$27.3M0.04%
345
USBUS BANCORP DEL
538,576$27.2M0.04%
346
IUSBISHARES TR
581,365$27.1M0.04%
347
XLVSELECT SECTOR SPDR TR
262,815$26.9M0.04%
348
VRSKVERISK ANALYTICS INC
124,780$26.7M0.04%
349
CPCANADIAN PACIFIC KANSAS CITY
363,877$26.6M0.04%
350
AONAON PLC
95,394$26.6M0.04%
351
CPRTCOPART INC
715,716$26.5M0.04%
352
SHELSHELL PLC
392,208$26.5M0.04%
353
SCHMSCHWAB STRATEGIC TR
868,492$26.1M0.03%
354
BMYBRISTOL-MYERS SQUIBB CO
568,334$26.1M0.03%
355
FNDXSCHWAB STRATEGIC TR
958,392$26.1M0.03%
356
AG8AGILENT TECHNOLOGIES INC
284,303$25.9M0.03%
357
DFICDIMENSIONAL ETF TRUST
740,371$25.5M0.03%
358
YUMYUM BRANDS INC
246,380$25.5M0.03%
359
NCDLNUVEEN CHURCHILL DIRECT LEND
1,904,763$25.4M0.03%
360
GLWCORNING INC
1,656,906$25.4M0.03%
361
PLDPROLOGIS INC.
211,759$25.2M0.03%
362
KMBKIMBERLY-CLARK CORP
308,727$25.1M0.03%
363
PYLDPIMCO ETF TR
934,870$25.0M0.03%
364
AJGGALLAGHER ARTHUR J & CO
97,571$24.9M0.03%
365
IWNISHARES TR
145,868$24.8M0.03%
366
FSMBFIRST TR EXCH TRADED FD III
1,225,195$24.6M0.03%
367
IVEISHARES TR
114,265$24.2M0.03%
368
RACEFERRARI N V
65,547$24.2M0.03%
369
LDOSLEIDOS HOLDINGS INC
323,828$24.1M0.03%
370
CSXCSX CORP
671,639$24.1M0.03%
371
ARCCARES CAPITAL CORP
1,191,114$24.1M0.03%
372
CBRECBRE GROUP INC
151,124$24.0M0.03%
373
STTSTATE STR CORP
269,935$24.0M0.03%
374
NEMNEWMONT CORP
706,081$24.0M0.03%
375
UPSUNITED PARCEL SERVICE INC
252,105$23.8M0.03%
376
FNVFRANCO NEV CORP
114,180$23.8M0.03%
377
JPSTJ P MORGAN EXCHANGE TRADED F
469,363$23.7M0.03%
378
FASTFASTENAL CO
600,387$23.7M0.03%
379
CARRCARRIER GLOBAL CORPORATION
447,054$23.6M0.03%
380
GLGLOBE LIFE INC
181,076$23.5M0.03%
381
ELVELEVANCE HEALTH INC FORMERLY
87,355$23.3M0.03%
382
MPCMARATHON PETE CORP
151,427$23.2M0.03%
383
AIGAMERICAN INTL GROUP INC
330,137$22.9M0.03%
384
IWPISHARES TR
166,929$22.9M0.03%
385
SCHDSCHWAB STRATEGIC TR
827,982$22.7M0.03%
386
MGMMGM RESORTS INTERNATIONAL
932,610$22.5M0.03%
387
BINCBLACKROCK ETF TRUST II
425,344$22.4M0.03%
388
SGOVISHARES TR
222,942$22.4M0.03%
389
BSXBOSTON SCIENTIFIC CORP
242,992$22.2M0.03%
390
WSMWILLIAMS SONOMA INC
289,713$22.1M0.03%
391
DIVBISHARES TR
409,667$21.9M0.03%
392
VOTVANGUARD INDEX FDS
89,061$21.9M0.03%
393
SUSUNCOR ENERGY INC NEW
488,587$21.7M0.03%
394
AMEAMETEK INC
230,397$21.7M0.03%
395
WECWEC ENERGY GROUP INC
296,623$21.7M0.03%
396
SOSOUTHERN CO
345,270$21.7M0.03%
397
SCHBSCHWAB STRATEGIC TR
825,641$21.7M0.03%
398
JLLJONES LANG LASALLE INC
63,576$21.4M0.03%
399
DLNWISDOMTREE TR
242,932$21.2M0.03%
400
SLQDISHARES TR
414,681$21.0M0.03%
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