Illumine Investment Management, LLC ACMR — ACM RESH INC

Ownership history in Illumine Investment Management, LLC  ·  7 quarters on record

AI Ownership Summary

Illumine Investment Management, LLC reported ACM RESH INC (ACMR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.94% in 2026 Q2. The latest visible filing shows ACMR at 1.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Illumine Investment Management, LLC's position in ACM RESH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ACMR was reported at 1.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACMR stock page Illumine Investment Management, LLC fund profile Illumine Investment Management, LLC full holdings
How Illumine Investment Management, LLC held ACMR — position size vs. price
% of Fund (quarterly)    ACMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — — -21,916 -100.0% 1.94% $3.0M 2026-07-29 $65.30
2026 Q1 REDUCED 21.8% +202.1% ❌ 21,916 -6,124 -21.8% 0.66% $862K 2026-05-04 $51.23
2025 Q4 REDUCED 10.6% -0.2% ✅ 28,040 -3,340 -10.6% 0.81% $1.1M 2026-02-09 $62.64
2025 Q3 REDUCED — — — 31,380 -468 -1.5% 0.87% $1.2M 2025-11-04 $38.90
2025 Q2 ADDED — — — 31,848 +586 +1.9% 0.66% $825K 2025-08-07 $24.27
2025 Q1 ADDED — — — 31,262 +923 +3.0% 0.60% $730K 2025-04-22 $18.45
2024 Q4 INITIATED — — — 30,339 — — 0.38% $458K 2025-02-05 $20.85

🏢 Other funds also holding ACMR

As of 2026 Q2 — sorted by position size

Polunin Capital Partners Ltd 3Y 7Y 18.92% MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 3Y 7Y 5.76% Penn Capital Management Company, LLC 3Y 7Y 2.3% Yorktown Management & Research Co Inc 3Y 7Y 1.03% Capstone Capital Management Ltd 0.94% QP WEALTH MANAGEMENT, LLC 3Y 0.81% ProCore Advisors, LLC 0.66% First Growth Capital LLC 0.54% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.38% FCG Investment Co 0.36%

FAQ About Illumine Investment Management, LLC and ACMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Illumine Investment Management, LLC reported owning ACMR?

Illumine Investment Management, LLC reported ACMR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ACMR position in Illumine Investment Management, LLC's portfolio?

The largest reported portfolio weight for ACMR was 1.94% in 2026 Q2.

What is the latest reported ACMR position on this page?

The latest section of the table and chart shows the most recent reported ACMR position for Illumine Investment Management, LLC.

What does the chart on this ACMR ownership page compare?

The chart compares Illumine Investment Management, LLC's quarterly ACMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Illumine Investment Management, LLC time their ACMR position?

Based on 13F filing dates vs. subsequent ACMR price moves, Illumine Investment Management, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on ACMR relative to SPY over the holding period was +88.6%.

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