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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CDRE CADRE HLDGS INC Industrials 10,477.0 $321K 0.06% +1K +12.6% $30.68 -3.7%
122 LMB LIMBACH HLDGS INC Industrials 3,990.0 $311K 0.06% +790.0 +24.7% $78.05 +1.2%
123 CRAI CRA INTL INC Industrials 1,854.0 $300K 0.05% +94.0 +5.3% $161.88 -9.3%
124 ORRF ORRSTOWN FINL SVCS INC Financial Services 8,310.0 $300K 0.05% +439.0 +5.6% $36.08 +6.4%
125 CBAN COLONY BANKCORP INC Financial Services 13,328.0 $266K 0.05% +913.0 +7.3% $19.97 +3.0%
126 APLD APPLIED DIGITAL CORP Technology 9,432.0 $224K 0.04% +450.0 +5.0% $23.74 +68.1%
127 RDVT RED VIOLET INC Technology 5,785.0 $200K 0.04% +509.0 +9.7% $34.60 +49.4%
Page 7 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%