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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 4 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 PGNY PROGYNY INC Healthcare 45,937 $1.2M 0.25% SOLD
62 SF STIFEL FINL CORP Financial Services 9,346 $1.2M 0.25% SOLD
63 WSC WILLSCOT HLDGS CORP Industrials 62,045 $1.2M 0.25% SOLD
64 ALL ALLSTATE CORP Financial Services 5,529 $1.2M 0.25% SOLD
65 HDB HDFC BANK LTD Financial Services 30,794 $1.1M 0.24% SOLD
66 AGI ALAMOS GOLD INC NEW Basic Materials 28,920 $1.1M 0.24% SOLD
67 PTC PTC INC Technology 6,374 $1.1M 0.24% SOLD
68 LH LABCORP HOLDINGS INC Healthcare 4,365 $1.1M 0.23% SOLD
69 INTR INTER & CO INC Financial Services 128,216 $1.1M 0.23% SOLD
70 BP BP PLC Energy 30,976 $1.1M 0.23% SOLD
71 GD GENERAL DYNAMICS CORP Industrials 3,189 $1.1M 0.23% SOLD
72 EXTR EXTREME NETWORKS Technology 63,940 $1.1M 0.23% SOLD
73 VCTR VICTORY CAP HLDGS INC Financial Services 16,855 $1.1M 0.23% SOLD
74 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,579 $1.1M 0.23% SOLD
75 AGX ARGAN INC Industrials 3,293 $1.0M 0.22% SOLD
76 TRV TRAVELERS COMPANIES INC Financial Services 3,514 $1.0M 0.22% SOLD
77 CXM SPRINKLR INC Technology 126,230 $982K 0.21% SOLD
78 PNR PENTAIR PLC Industrials 9,386 $977K 0.21% SOLD
79 MTG MGIC INVT CORP WIS Financial Services 32,925 $962K 0.21% SOLD
80 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 11,556 $959K 0.21% SOLD
Page 4 of 9  ·  169 positions
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%