Institutional manager
Corient Private Wealth LLC
Holds positions in 487 of the S&P 500, worth $40.7bn as reported for the quarter ended 31-mar-2026.
Positions held487of 488 index companies covered
Reported value$40.7bnS&P 500 positions only
Top ten weight40%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 487 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL9.1m$2.63bnCommunication ServicesApple Inc.AAPL10.4m$2.61bnInformation TechnologyMicrosoftMSFT5.7m$2.12bnInformation TechnologyNvidiaNVDA11.0m$1.91bnInformation TechnologyState Street CorporationSTT15.9m$1.91bnFinancialsAmazonAMZN6.4m$1.33bnConsumer DiscretionaryBroadcomAVGO3.7m$1.13bnInformation TechnologyBerkshire HathawayBRK.B1.8m$977mFinancialsJPMorgan ChaseJPM3.2m$928mFinancialsCostcoCOST758,986$733mConsumer StaplesJohnson & JohnsonJNJ2.7m$650mHealth CareLilly (Eli)LLY654,787$615mHealth CareMeta PlatformsMETA1.1m$606mCommunication ServicesExxonMobilXOM3.2m$538mEnergyVisa Inc.V1.7m$512mFinancialsAbbVieABBV2.2m$479mHealth CareChevron CorporationCVX2.4m$457mEnergyThermo Fisher ScientificTMO832,069$417mHealth CarePepsiCoPEP2.4m$371mConsumer StaplesHome Depot (The)HD1.1m$368mConsumer DiscretionaryStryker CorporationSYK1.1m$365mHealth CareCaterpillar Inc.CAT542,772$360mIndustrialsProcter & GamblePG2.5m$359mConsumer StaplesDeere & CompanyDE647,766$352mIndustrialsTJX CompaniesTJX2.2m$343mConsumer DiscretionaryLinde plcLIN696,804$338mMaterialsMastercardMA680,512$335mFinancialsGoldman SachsGS2.6m$317mFinancialsTesla, Inc.TSLA859,319$310mConsumer DiscretionaryMerck & Co.MRK2.4m$291mHealth CareMorgan StanleyMS1.7m$277mFinancialsStarbucksSBUX3.0m$269mConsumer DiscretionaryMcDonald'sMCD858,040$265mConsumer DiscretionaryAmerican ExpressAXP805,710$255mFinancialsEcolabECL947,521$252mMaterialsNetflixNFLX2.7m$252mCommunication ServicesWalmartWMT2.0m$250mConsumer StaplesTexas InstrumentsTXN1.2m$234mInformation TechnologyLam ResearchLRCX1.1m$234mInformation TechnologyChubb LimitedCB685,467$221mFinancialsCoca-Cola Company (The)KO2.9m$220mConsumer StaplesCiscoCSCO2.6m$199mInformation TechnologyGE AerospaceGE692,031$197mIndustrialsAmgenAMGN550,867$190mHealth CareParker HannifinPH209,578$187mIndustrialsS&P GlobalSPGI420,165$183mFinancialsAccentureACN925,496$183mInformation TechnologyHilton WorldwideHLT607,770$182mConsumer DiscretionaryOracle CorporationORCL1.2m$179mInformation TechnologyNextEra EnergyNEE1.9m$177mUtilitiesRoper TechnologiesROP496,095$176mInformation TechnologyAbbott LaboratoriesABT1.7m$171mHealth CarePaccarPCAR1.4m$162mIndustrialsCumminsCMI299,620$161mIndustrialsIntuitive SurgicalISRG336,763$158mHealth CareDanaher CorporationDHR831,925$157mHealth CareProgressive CorporationPGR759,659$151mFinancialsUnitedHealth GroupUNH547,213$148mHealth CareEaton CorporationETN411,332$146mIndustrialsTrane TechnologiesTT351,692$145mIndustrials
What this page is not
Positions in S&P 500 constituents only, 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.