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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 113 of 118  ·  2,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 IBCP INDEPENDENT BK CORP MICH Financial Services 20.0 $734.0 NEW $36.70 +4.6%
2242 FTRE FORTREA HLDGS INC Healthcare 41.0 $721.0 NEW $17.59 +2.9%
2243 RMR RMR GROUP INC Real Estate 35.0 $719.0 NEW $20.54 -0.8%
2244 NWE NORTHWESTERN ENERGY GROUP IN Utilities 10.0 $715.0 NEW $71.50 -1.0%
2245 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 22.0 $712.0 NEW $32.36 -19.3%
2246 VC VISTEON CORP Consumer Cyclical 7.0 $693.0 NEW $99.00 +8.9%
2247 SFST SOUTHERN FIRST BANCSHARES Financial Services 11.0 $687.0 NEW $62.45 +3.0%
2248 VCEL VERICEL CORP Healthcare 15.0 $677.0 NEW $45.13 -3.4%
2249 FRONTVIEW REIT INC 33.0 $676.0 NEW $20.48
2250 HURN HURON CONSULTING GROUP INC Industrials 7.0 $675.0 NEW $96.43 +53.8%
2251 GTY GETTY RLTY CORP NEW Real Estate 20.0 $672.0 NEW $33.60 -1.6%
2252 MDLN MEDLINE INC Healthcare 16.0 $668.0 NEW $41.75 -16.5%
2253 PTON PELOTON INTERACTIVE INC Consumer Cyclical 112.0 $661.0 NEW $5.90 -10.4%
2254 HIW HIGHWOODS PPTYS INC Real Estate 21.0 $649.0 NEW $30.90 -0.8%
2255 ZYMEWORKS INC 25.0 $643.0 NEW $25.72
2256 RELY REMITLY GLOBAL INC Technology 27.0 $620.0 NEW $22.96 +14.5%
2257 SMA SMARTSTOP SELF STORAG REIT I Real Estate 18.0 $599.0 NEW $33.28 +2.5%
2258 OLP ONE LIBERTY PPTYS INC Real Estate 24.0 $596.0 NEW $24.83 -2.3%
2259 MSBI MIDLAND STATES BANCORP INC Financial Services 17.0 $533.0 NEW $31.35 +6.3%
2260 SFIX STITCH FIX INC Consumer Cyclical 131.0 $525.0 NEW $4.01 -16.9%
Page 113 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%