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Portfolio (Quarterly) Guide ↗

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

· CIK 0001818604
13F Portfolio $1.7B AUM 2,359 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2359 New
Page 104 of 118  ·  2,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 NOV NOV INC Energy 172.0 $3K NEW $18.10 +16.6%
2062 HP HELMERICH & PAYNE INC Energy 100.0 $3K NEW $30.92 +43.6%
2063 RWO SPDR INDEX SHS FDS 62.0 $3K NEW $49.73 +1.1%
2064 UNIT UNITI GROUP LLC Real Estate 275.0 $3K NEW $11.17 -11.7%
2065 MSA MSA SAFETY INC Industrials 18.0 $3K NEW $170.28 +10.9%
2066 OPCH OPTION CARE HEALTH INC Healthcare 145.0 $3K NEW $21.04 +14.0%
2067 NMRK NEWMARK GROUP INC Real Estate 197.0 $3K NEW $15.47 -1.4%
2068 SFM SPROUTS FMRS MKT INC Consumer Defensive 35.0 $3K NEW $86.71 -8.6%
2069 MOH MOLINA HEALTHCARE INC Healthcare 13.0 $3K NEW $232.54 -11.6%
2070 PI IMPINJ INC Technology 21.0 $3K NEW $143.62 +16.6%
2071 HIX WESTERN ASSET HIGH INCOM FD Financial Services 750.0 $3K NEW $3.98 -0.9%
2072 KRYS KRYSTAL BIOTECH INC Healthcare 8.0 $3K NEW $371.62 -10.2%
2073 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 459.0 $3K NEW $6.46 -5.6%
2074 WWD WOODWARD INC Industrials 7.0 $3K NEW $421.00 -13.3%
2075 ASST STRIVE INC Communication Services 245.0 $3K NEW $12.02 +7.4%
2076 MARKER THERAPEUTICS INC 2,000.0 $3K NEW $1.45
2077 REZI RESIDEO TECHNOLOGIES INC Industrials 92.0 $3K NEW $31.12 -32.9%
2078 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 39.0 $3K NEW $72.95 +10.1%
2079 TKR TIMKEN CO Industrials 20.0 $3K NEW $141.75 -8.9%
2080 XPLR INFRASTRUCTURE LP 233.0 $3K NEW $12.05
Page 104 of 118  ·  2,359 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 22.6%
Consumer Cyclical 9.4%
Communication Services 7.2%
Industrials 6.9%
Healthcare 6.2%
Energy 3.9%
Consumer Defensive 3.4%
Utilities 2.8%
Basic Materials 1.8%