Corient Private Wealth LP

13F filer · CIK 0001948780

Reported Aug 27, 2026

Net seller this quarter

13F portfolio value$72.2BU.S. long equity reported on 13F

Positions2,364377 new · 181 closed

Net flow last quarter-$2.11BBuys minus sells

Top 10 positions weight21.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 27, 20262,364 positions
AAPLApple Inc.	$2.94B	4.06%	0.07%	-2.1%	Q4 2022
MSFTMicrosoft Corp	$1.91B	2.65%	0.07%	-9.5%	Q4 2022
NVDANvidia Corp	$1.8B	2.49%	0.04%	-17.4%	Q4 2022
GOOGAlphabet Inc.	$1.78B	2.47%	Not reported	+15.8%	Q4 2022
AMZNAmazon Com Inc	$1.44B	1.99%	0.06%	-6.1%	Q4 2022
GOOGLAlphabet Inc.	$1.38B	1.91%	0.03%	-19.2%	Q4 2022
AVGOBroadcom Inc.	$1.26B	1.74%	0.07%	-9.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.02B	1.42%	Not reported	-11.2%	Q4 2022
JPMJPMorgan Chase & Co	$1.02B	1.41%	0.12%	-1.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$832M	1.15%	Not reported	-5.2%	Q4 2022
LLYELI LILLY & Co	$711M	0.98%	0.06%	-9.5%	Q4 2022
COSTCostco Wholesale Corp	$706M	0.98%	0.17%	-0.6%	Q4 2022
JNJJohnson & Johnson	$578M	0.80%	0.09%	-14.7%	Q4 2022
VVisa Inc.	$559M	0.77%	0.09%	-2.7%	Q4 2022
CATCaterpillar Inc	$539M	0.75%	0.11%	-6.8%	Q4 2022
ABBVAbbVie Inc.	$519M	0.72%	0.12%	-6.4%	Q4 2022
METAMeta Platforms, Inc.	$490M	0.68%	Not reported	-18.6%	Q4 2022
ASMLAsml Holding NV	$435M	0.60%	0.06%	+8.5%	Q4 2022
LRCXLam Research Corp	$423M	0.59%	0.08%	-11.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$402M	0.56%	Not reported	+506.8%	Q4 2022
CVXChevron Corp	$381M	0.53%	0.12%	-2.5%	Q4 2022
PANWPalo Alto Networks Inc	$373M	0.52%	0.13%	+36.2%	Q4 2022
TXNTexas Instruments Inc	$370M	0.51%	0.14%	+2.6%	Q4 2022
DEDeere & Co	$368M	0.51%	0.21%	-10.5%	Q4 2022
HDHome Depot, Inc.	$366M	0.51%	0.10%	-7.0%	Q4 2022
XOMExxonMobil Holdings Corp	$359M	0.50%	0.06%	-18.8%	Q4 2022
TJXTJX Companies Inc	$355M	0.49%	0.21%	+8.4%	Q4 2022
TMOThermo Fisher Scientific Inc.	$355M	0.49%	0.19%	-15.0%	Q4 2022
MAMastercard Inc	$336M	0.47%	0.05%	-3.8%	Q4 2022
TSLATesla, Inc.	$332M	0.46%	0.02%	-8.1%	Q4 2022
LINLinde PLC	$327M	0.45%	0.14%	-9.7%	Q4 2022
PGPROCTER & GAMBLE Co	$324M	0.45%	0.09%	-11.3%	Q4 2022
MSMorgan Stanley	$320M	0.44%	0.10%	-9.4%	Q4 2022
SYKStryker Corp	$315M	0.44%	0.26%	-9.0%	Q4 2022
AMDAdvanced Micro Devices Inc	$311M	0.43%	0.03%	-15.9%	Q4 2022
BSVNBank7 Corp.	$308M	0.43%	41.57%	+9.5%	Q4 2022
MRKMerck & Co., Inc.	$307M	0.43%	0.10%	-1.5%	Q4 2022
PEPPepsico Inc	$292M	0.40%	0.16%	-10.0%	Q4 2022
SBUXStarbucks Corp	$284M	0.39%	0.24%	-7.7%	Q4 2022
CSCOCisco Systems, Inc.	$278M	0.38%	0.06%	-8.0%	Q4 2022
RTXRTX Corp	$266M	0.37%	0.10%	+2669.1%	Q4 2022
AXPAmerican Express Co	$243M	0.34%	0.11%	-10.8%	Q4 2022
ECLEcolab Inc.	$237M	0.33%	0.30%	-10.3%	Q4 2022
GEGeneral Electric Co	$226M	0.31%	0.06%	-12.5%	Q4 2022
NEENextera Energy Inc	$222M	0.31%	0.12%	+32.3%	Q4 2022
CBChubb Ltd	$220M	0.31%	0.17%	-5.7%	Q4 2022
UNHUnitedhealth Group Inc	$216M	0.30%	0.06%	-4.9%	Q4 2022
MUMicron Technology Inc	$214M	0.30%	0.02%	-41.5%	Q4 2022
CMICummins Inc	$206M	0.29%	0.21%	-3.6%	Q4 2022
AMATApplied Materials Inc	$203M	0.28%	0.04%	-12.6%	Q4 2022

Q1 2026Reported May 15, 20262,166 positions
AAPLApple Inc.	$2.61B	3.74%	0.07%	-74.7%	Q4 2022
MSFTMicrosoft Corp	$2.12B	3.04%	0.08%	-76.2%	Q4 2022
NVDANvidia Corp	$1.91B	2.73%	0.05%	-53.9%	Q4 2022
GOOGLAlphabet Inc.	$1.37B	1.96%	0.04%	-71.6%	Q4 2022
AMZNAmazon Com Inc	$1.33B	1.91%	0.06%	-69.6%	Q4 2022
GOOGAlphabet Inc.	$1.27B	1.81%	Not reported	-63.6%	Q4 2022
AVGOBroadcom Inc.	$1.13B	1.62%	0.08%	-63.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$966M	1.38%	Not reported	-94.8%	Q4 2022
JPMJPMorgan Chase & Co	$928M	1.33%	0.12%	-75.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$832M	1.19%	Not reported	-74.9%	Q4 2022
COSTCostco Wholesale Corp	$733M	1.05%	0.17%	-89.1%	Q4 2022
JNJJohnson & Johnson	$650M	0.93%	0.11%	-52.4%	Q4 2022
LLYELI LILLY & Co	$615M	0.88%	0.07%	-69.3%	Q4 2022
METAMeta Platforms, Inc.	$606M	0.87%	Not reported	-83.8%	Q4 2022
XOMExxonMobil Holdings Corp	$538M	0.77%	0.08%	-57.6%	Q4 2022
VVisa Inc.	$512M	0.73%	0.09%	-66.0%	Q4 2022
ABBVAbbVie Inc.	$479M	0.68%	0.12%	-55.0%	Q4 2022
CVXChevron Corp	$457M	0.65%	0.12%	-53.0%	Q4 2022
TMOThermo Fisher Scientific Inc.	$417M	0.60%	0.22%	-46.8%	Q4 2022
PEPPepsico Inc	$371M	0.53%	0.18%	-53.3%	Q4 2022
HDHome Depot, Inc.	$368M	0.53%	0.11%	-57.1%	Q4 2022
SYKStryker Corp	$365M	0.52%	0.29%	-38.7%	Q4 2022
CATCaterpillar Inc	$360M	0.51%	0.12%	-53.2%	Q4 2022
PGPROCTER & GAMBLE Co	$359M	0.51%	0.11%	-55.7%	Q4 2022
DEDeere & Co	$352M	0.50%	0.24%	-45.0%	Q4 2022
TJXTJX Companies Inc	$343M	0.49%	0.20%	-53.4%	Q4 2022
LINLinde PLC	$338M	0.48%	0.15%	-67.9%	Q4 2022
MAMastercard Inc	$335M	0.48%	0.06%	-52.2%	Q4 2022
TSLATesla, Inc.	$310M	0.44%	0.02%	-96.1%	Q4 2022
MRKMerck & Co., Inc.	$291M	0.42%	0.10%	-68.2%	Q4 2022
BSVNBank7 Corp.	$282M	0.40%	37.98%	-44.8%	Q4 2022
MSMorgan Stanley	$277M	0.40%	0.11%	-63.6%	Q4 2022
SBUXStarbucks Corp	$269M	0.38%	0.26%	-49.2%	Q4 2022
ASMLAsml Holding NV	$266M	0.38%	0.05%	-61.5%	Q4 2022
MCDMcdonalds Corp	$265M	0.38%	0.12%	-66.0%	Q4 2022
AXPAmerican Express Co	$255M	0.37%	0.12%	-55.3%	Q4 2022
ECLEcolab Inc.	$252M	0.36%	0.34%	-54.2%	Q4 2022
NFLXNetflix Inc	$252M	0.36%	0.06%	-70.8%	Q4 2022
WMTWalmart Inc.	$250M	0.36%	0.03%	-59.2%	Q4 2022
TXNTexas Instruments Inc	$234M	0.34%	0.13%	-51.3%	Q4 2022
LRCXLam Research Corp	$234M	0.34%	0.09%	-82.8%	Q4 2022
CBChubb Ltd	$221M	0.32%	0.18%	-33.9%	Q4 2022
KOCoca Cola Co	$220M	0.32%	0.07%	-49.9%	Q4 2022
CSCOCisco Systems, Inc.	$199M	0.28%	0.07%	-54.5%	Q4 2022
GEGeneral Electric Co	$197M	0.28%	0.07%	-80.1%	Q4 2022
AMGNAmgen Inc	$190M	0.27%	0.10%	-51.2%	Q4 2022
PHParker-Hannifin Corp	$187M	0.27%	0.17%	-60.7%	Q4 2022
SPGIS&P Global Inc.	$183M	0.26%	0.14%	-66.8%	Q4 2022
ACNAccenture plc	$183M	0.26%	0.15%	-48.3%	Q4 2022
HLTHilton Worldwide Holdings Inc.	$182M	0.26%	0.27%	-59.7%	Q4 2022

Q4 2025Reported Mar 9, 20262,015 positions
MSFTMicrosoft Corp	$8.09B	5.44%	0.32%	Not reported	Q4 2022
AAPLApple Inc.	$5.67B	3.81%	0.28%	Not reported	Q4 2022
NVDANvidia Corp	$3.64B	2.44%	0.10%	Not reported	Q4 2022
AMZNAmazon Com Inc	$3.23B	2.17%	0.20%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$3.23B	2.17%	0.14%	Not reported	Q4 2022
GOOGAlphabet Inc.	$2.93B	1.97%	Not reported	Not reported	Q4 2022
AVGOBroadcom Inc.	$2.63B	1.77%	0.21%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$2.16B	1.45%	0.48%	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2.11B	1.42%	Not reported	Not reported	Q4 2022
METAMeta Platforms, Inc.	$2.07B	1.39%	Not reported	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.61B	1.08%	Not reported	Not reported	Q4 2022
LLYELI LILLY & Co	$1.35B	0.90%	0.23%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$1.34B	0.90%	1.57%	Not reported	Q4 2022
VVisa Inc.	$1.33B	0.89%	0.26%	Not reported	Q4 2022
JNJJohnson & Johnson	$1.11B	0.75%	0.23%	Not reported	Q4 2022
ABBVAbbVie Inc.	$1.08B	0.73%	0.28%	Not reported	Q4 2022
TMOThermo Fisher Scientific Inc.	$866M	0.58%	0.42%	Not reported	Q4 2022
LINLinde PLC	$839M	0.56%	0.47%	Not reported	Q4 2022
HDHome Depot, Inc.	$790M	0.53%	0.26%	Not reported	Q4 2022
MSMorgan Stanley	$775M	0.52%	0.29%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$772M	0.52%	0.18%	Not reported	Q4 2022
MAMastercard Inc	$766M	0.51%	0.12%	Not reported	Q4 2022
NFLXNetflix Inc	$758M	0.51%	0.22%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$749M	0.50%	0.31%	Not reported	Q4 2022
CVXChevron Corp	$733M	0.49%	0.25%	Not reported	Q4 2022
PEPPepsico Inc	$727M	0.49%	0.38%	Not reported	Q4 2022
TJXTJX Companies Inc	$705M	0.47%	0.42%	Not reported	Q4 2022
TSLATesla, Inc.	$682M	0.46%	0.59%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$667M	0.45%	0.24%	Not reported	Q4 2022
ROPRoper Technologies Inc	$657M	0.44%	1.38%	Not reported	Q4 2022
SYKStryker Corp	$620M	0.42%	0.47%	Not reported	Q4 2022
SPGIS&P Global Inc.	$620M	0.42%	0.42%	Not reported	Q4 2022
LRCXLam Research Corp	$617M	0.41%	0.51%	Not reported	Q4 2022
CATCaterpillar Inc	$546M	0.37%	0.25%	Not reported	Q4 2022
MCDMcdonalds Corp	$533M	0.36%	0.35%	Not reported	Q4 2022
DEDeere & Co	$529M	0.36%	0.44%	Not reported	Q4 2022
ABTAbbott Laboratories	$528M	0.35%	0.28%	Not reported	Q4 2022
BSVNBank7 Corp.	$515M	0.35%	69.22%	Not reported	Q4 2022
AXPAmerican Express Co	$511M	0.34%	0.26%	Not reported	Q4 2022
SBUXStarbucks Corp	$496M	0.33%	0.52%	Not reported	Q4 2022
ECLEcolab Inc.	$495M	0.33%	0.73%	Not reported	Q4 2022
NEENextera Energy Inc	$491M	0.33%	0.48%	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$490M	0.33%	0.40%	Not reported	Q4 2022
ASMLAsml Holding NV	$485M	0.33%	0.14%	Not reported	Q4 2022
NOWServiceNow, Inc.	$470M	0.32%	0.30%	Not reported	Q4 2022
WMTWalmart Inc.	$467M	0.31%	0.06%	Not reported	Q4 2022
ACNAccenture plc	$460M	0.31%	0.28%	Not reported	Q4 2022
DHRDanaher Corp	$458M	0.31%	0.29%	Not reported	Q4 2022
BNBROOKFIELD Corp	$446M	0.30%	Not reported	Not reported	Q4 2022
ORCLOracle Corp	$444M	0.30%	0.08%	Not reported	Q4 2022

Q1 2025Reported May 14, 20251,693 positions
AAPLApple Inc.	$2.54B	4.14%	0.08%	Not reported	Q4 2022
MSFTMicrosoft Corp	$2.16B	3.53%	0.08%	Not reported	Q4 2022
AMZNAmazon Com Inc	$1.33B	2.17%	0.07%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$1.16B	1.90%	0.28%	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.06B	1.73%	Not reported	Not reported	Q4 2022
NVDANvidia Corp	$997M	1.63%	0.04%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$821M	1.34%	0.12%	Not reported	Q4 2022
GOOGAlphabet Inc.	$801M	1.31%	Not reported	Not reported	Q4 2022
GOOGLAlphabet Inc.	$801M	1.31%	0.04%	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$754M	1.23%	Not reported	Not reported	Q4 2022
VVisa Inc.	$659M	1.08%	0.10%	Not reported	Q4 2022
AVGOBroadcom Inc.	$631M	1.03%	0.08%	Not reported	Q4 2022
UNHUnitedhealth Group Inc	$585M	0.96%	0.12%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$566M	0.92%	Not reported	Not reported	Q4 2022
ROPRoper Technologies Inc	$520M	0.85%	0.82%	Not reported	Q4 2022
LLYELI LILLY & Co	$495M	0.81%	0.06%	Not reported	Q4 2022
ABBVAbbVie Inc.	$480M	0.78%	0.13%	Not reported	Q4 2022
TMOThermo Fisher Scientific Inc.	$461M	0.75%	0.25%	Not reported	Q4 2022
HDHome Depot, Inc.	$456M	0.74%	0.13%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$444M	0.73%	0.11%	Not reported	Q4 2022
CVXChevron Corp	$416M	0.68%	0.14%	Not reported	Q4 2022
SYKStryker Corp	$409M	0.67%	0.29%	Not reported	Q4 2022
PEPPepsico Inc	$381M	0.62%	0.19%	Not reported	Q4 2022
JNJJohnson & Johnson	$371M	0.61%	0.09%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$369M	0.60%	0.07%	Not reported	Q4 2022
MAMastercard Inc	$358M	0.58%	0.05%	Not reported	Q4 2022
ACNAccenture plc	$329M	0.54%	0.17%	Not reported	Q4 2022
SPGIS&P Global Inc.	$327M	0.53%	0.21%	Not reported	Q4 2022
LINLinde PLC	$295M	0.48%	0.13%	Not reported	Q4 2022
MCDMcdonalds Corp	$293M	0.48%	0.13%	Not reported	Q4 2022
TJXTJX Companies Inc	$277M	0.45%	0.20%	Not reported	Q4 2022
NOWServiceNow, Inc.	$260M	0.42%	0.16%	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$259M	0.42%	0.23%	Not reported	Q4 2022
BSVNBank7 Corp.	$259M	0.42%	34.96%	Not reported	Q4 2022
ABTAbbott Laboratories	$259M	0.42%	0.11%	Not reported	Q4 2022
DHRDanaher Corp	$254M	0.42%	0.17%	Not reported	Q4 2022
AXPAmerican Express Co	$253M	0.41%	0.13%	Not reported	Q4 2022
SBUXStarbucks Corp	$241M	0.39%	0.22%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$239M	0.39%	0.11%	Not reported	Q4 2022
PGRProgressive Corp	$233M	0.38%	0.14%	Not reported	Q4 2022
TXNTexas Instruments Inc	$232M	0.38%	0.14%	Not reported	Q4 2022
ZTSZoetis Inc.	$228M	0.37%	0.31%	Not reported	Q4 2022
NFLXNetflix Inc	$225M	0.37%	0.06%	Not reported	Q4 2022
CATCaterpillar Inc	$209M	0.34%	0.13%	Not reported	Q4 2022
RTXRTX Corp	$202M	0.33%	0.11%	Not reported	Q4 2022
ECLEcolab Inc.	$201M	0.33%	0.28%	Not reported	Q4 2022
HONHoneywell International Inc	$185M	0.30%	0.14%	Not reported	Q4 2022
WMTWalmart Inc.	$182M	0.30%	0.03%	Not reported	Q4 2022
DOVDOVER Corp	$179M	0.29%	0.74%	Not reported	Q4 2022
KOCoca Cola Co	$178M	0.29%	0.06%	Not reported	Q4 2022

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