Institutional manager

Corient Private Wealth LP

Holds positions in 535 of the S&P 500, worth $42.0bn as reported for the quarter ended 30-jun-2026.

Positions held535of 488 index companies covered

Reported value$42.0bnS&P 500 positions only

Top ten weight38%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 535 held. The rest are smaller than every one of these.

Alphabet Inc. (Class A)GOOGL8.9m$3.17bnCommunication Services Apple Inc.AAPL10.2m$2.94bnInformation Technology MicrosoftMSFT5.1m$1.91bnInformation Technology NvidiaNVDA9.1m$1.80bnInformation Technology AmazonAMZN6.0m$1.44bnConsumer Discretionary BroadcomAVGO3.3m$1.26bnInformation Technology JPMorgan ChaseJPM3.1m$1.02bnFinancials Berkshire HathawayBRK.B1.7m$951mFinancials Lilly (Eli)LLY592,599$711mHealth Care CostcoCOST754,706$706mConsumer Staples Johnson & JohnsonJNJ2.3m$578mHealth Care Visa Inc.V1.6m$559mFinancials Caterpillar Inc.CAT505,859$539mIndustrials AbbVieABBV2.1m$519mHealth Care Meta PlatformsMETA870,581$490mCommunication Services ASML HoldingASML218,728$435m Lam ResearchLRCX975,811$423mInformation Technology Chevron CorporationCVX2.3m$381mEnergy Palo Alto NetworksPANW1.1m$373mInformation Technology Texas InstrumentsTXN1.2m$370mInformation Technology Deere & CompanyDE579,782$368mIndustrials Home Depot (The)HD1.0m$366mConsumer Discretionary ExxonMobilXOM2.6m$359mEnergy TJX CompaniesTJX2.3m$355mConsumer Discretionary Thermo Fisher ScientificTMO707,412$355mHealth Care MastercardMA654,718$336mFinancials Tesla, Inc.TSLA789,383$332mConsumer Discretionary Linde plcLIN629,501$327mMaterials Procter & GamblePG2.2m$324mConsumer Staples Morgan StanleyMS1.5m$320mFinancials Stryker CorporationSYK999,514$315mHealth Care Advanced Micro DevicesAMD534,553$311mInformation Technology Merck & Co.MRK2.4m$307mHealth Care PepsiCoPEP2.2m$292mConsumer Staples StarbucksSBUX2.8m$284mConsumer Discretionary CiscoCSCO2.4m$278mInformation Technology RTX CorporationRTX1.4m$266mIndustrials American ExpressAXP718,481$243mFinancials EcolabECL850,058$237mMaterials GE AerospaceGE605,493$226mIndustrials NextEra EnergyNEE2.5m$222mUtilities Chubb LimitedCB646,685$220mFinancials UnitedHealth GroupUNH520,634$216mHealth Care Micron TechnologyMU185,140$214mInformation Technology CumminsCMI288,832$206mIndustrials Applied MaterialsAMAT280,199$203mInformation Technology NetflixNFLX2.8m$202mCommunication Services McDonald'sMCD745,825$202mConsumer Discretionary Coca-Cola Company (The)KO2.4m$198mConsumer Staples Oracle CorporationORCL1.3m$188mInformation Technology WalmartWMT1.6m$185mConsumer Staples Analog DevicesADI444,500$177mInformation Technology Eaton CorporationETN408,140$174mIndustrials AmgenAMGN466,785$169mHealth Care Parker HannifinPH168,846$165mIndustrials Abbott LaboratoriesABT1.8m$165mHealth Care Casey'sCASY206,053$164mConsumer Staples PaccarPCAR1.4m$162mIndustrials Marvell TechnologyMRVL530,186$158mInformation Technology Taiwan Semiconductor ManufacturingTSM325,979$156m

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.