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Portfolio (Quarterly) Guide ↗

Integrated Quantitative Investments LLC

· CIK 0002046834
13F Portfolio $551M AUM 385 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New 127 Added 58 Reduced 169 Exited
Page 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GS GOLDMAN SACHS GROUP INC Financial Services 1,318.0 $1.1M 0.20% +455.0 +52.7% $845.99 +21.5%
82 SSRM SSR MINING IN Basic Materials 37,512.0 $1.1M 0.20% +4K +10.6% $29.40 -12.7%
83 DG DOLLAR GEN CORP Consumer Defensive 9,201.0 $1.1M 0.20% +7K +320.5% $118.73 -8.4%
84 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 27,424.0 $1.1M 0.20% +23K +467.0% $39.39 -11.0%
85 WIT WIPRO LTD Technology 500,468.0 $1.1M 0.19% +149K +42.3% $2.12 +3.1%
86 EXPE EXPEDIA GROUP INC Consumer Cyclical 4,572.0 $1.1M 0.19% +828.0 +22.1% $230.89 +0.7%
87 STRT STRATTEC SEC CORP Consumer Cyclical 13,457.0 $1.1M 0.19% +4K +43.3% $78.34 -0.2%
88 BWMN BOWMAN CONSULTING GROUP LTD Industrials 35,194.0 $1.0M 0.18% +9K +36.2% $28.44 +13.4%
89 UNTY UNITY BANCORP INC Financial Services 19,234.0 $997K 0.18% +4K +26.0% $51.83 +8.4%
90 NRIM NORTHRIM BANCORP INC Financial Services 42,875.0 $981K 0.18% +10K +30.0% $22.88 +10.2%
91 UPWK UPWORK INC Industrials 88,216.0 $967K 0.17% +42K +90.3% $10.96 -19.4%
92 NFBK NORTHFIELD BANCORP INC DEL Financial Services 71,147.0 $963K 0.17% +52K +271.3% $13.54 +8.1%
93 TCBX THIRD COAST BANCSHARES INC Financial Services 24,449.0 $925K 0.17% +3K +16.6% $37.83 +5.7%
94 ISTR INVESTAR HOLDING CORP Financial Services 33,582.0 $916K 0.17% +21K +177.1% $27.27 +7.7%
95 NIC NICOLET BANKSHARES INC Financial Services 6,036.0 $897K 0.16% +2K +64.2% $148.62 -1.6%
96 BCAL CALIFORNIA BANCORP Financial Services 49,604.0 $879K 0.16% +24K +95.0% $17.72 +10.8%
97 EGAN EGAIN CORP Technology 110,309.0 $870K 0.16% +31K +38.5% $7.89 -7.6%
98 III INFORMATION SVCS GROUP INC Technology 224,459.0 $862K 0.16% +58K +35.2% $3.84 +8.7%
99 MMS MAXIMUS INC Industrials 13,198.0 $846K 0.15% +1K +9.1% $64.10 -4.8%
100 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 15,622.0 $842K 0.15% +6K +70.1% $53.93 +9.8%
Page 5 of 7  ·  127 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
Financial Services 28.5%
Technology 26.9%
Industrials 12.9%
Healthcare 9.3%
Consumer Cyclical 7.7%
Basic Materials 5.1%
Energy 3.9%
Communication Services 2.6%
Consumer Defensive 2.3%
Real Estate 0.5%