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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 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRMK TRUSTMARK CORP Financial Services 43,522.0 $1.8M 0.33% NEW $42.14 +5.2%
22 CMP COMPASS MINERALS INTL INC Basic Materials 77,888.0 $1.8M 0.33% NEW $23.35 +27.7%
23 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 65,956.0 $1.8M 0.33% NEW $27.54 -17.4%
24 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 108,497.0 $1.8M 0.33% NEW $16.70 +3.5%
25 PRLB PROTO LABS INC Industrials 31,505.0 $1.8M 0.33% NEW $57.02 +33.5%
26 KLAC KLA CORP Technology 1,213.0 $1.8M 0.32% NEW $1472.41 +43.2%
27 PFS PROVIDENT FINL SVCS INC Financial Services 84,205.0 $1.8M 0.32% NEW $21.16 +7.1%
28 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 141,221.0 $1.8M 0.32% NEW $12.43 +10.3%
29 SONO SONOS INC Technology 123,574.0 $1.7M 0.30% NEW $13.40 +11.6%
30 KB KB FINL GROUP INC Financial Services 16,543.0 $1.6M 0.30% NEW $99.73 +0.7%
31 PNC PNC FINL SVCS GROUP INC Financial Services 7,826.0 $1.6M 0.29% NEW $208.09 +9.2%
32 BCS BARCLAYS PLC Financial Services 73,503.0 $1.6M 0.28% NEW $21.16 +14.5%
33 PACS PACS GROUP INC Financial Services 47,759.0 $1.5M 0.28% NEW $32.12 +9.2%
34 BKU BANKUNITED INC Financial Services 33,684.0 $1.5M 0.28% NEW $45.16 +4.4%
35 FITB FIFTH THIRD BANCORP Financial Services 32,689.0 $1.5M 0.28% NEW $46.46 +11.8%
36 ILMN ILLUMINA INC Healthcare 12,264.0 $1.5M 0.27% NEW $123.26 +28.2%
37 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,347.0 $1.5M 0.27% NEW $282.37 +17.4%
38 LITE LUMENTUM HLDGS INC Technology 2,116.0 $1.5M 0.27% NEW $702.76 +27.4%
39 NDSN NORDSON CORP Industrials 5,515.0 $1.5M 0.27% NEW $266.06 +6.1%
40 RF REGIONS FINANCIAL CORP NEW Financial Services 55,603.0 $1.5M 0.26% NEW $26.12 +9.3%
Page 2 of 9  ·  166 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%