Portfolio (Quarterly) Guide ↗

Informed Momentum Co LLC

· CIK 0001510989

13F Portfolio $866M AUM 273 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 127 New 23 Added 95 Reduced 122 Exited

Page 7 of 7 · 122 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
121	—	Ouster Inc	—	19,217	$416K	0.05%	SOLD
122	RPID	Rapid Micro Biosystems Inc	Healthcare	77,182	$224K	0.03%	SOLD

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Sector Allocation

Technology 24.6%

Industrials 23.5%

Healthcare 16.9%

Energy 13.4%

Consumer Cyclical 6.2%

Basic Materials 4.6%

Financial Services 3.9%

Consumer Defensive 2.7%

Communication Services 2.0%

Real Estate 1.6%