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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  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMC COMMERCIAL METALS CO Basic Materials 18,038.0 $1.1M 0.20% NEW $61.43 +19.7%
62 ITUB ITAU UNIBANCO HLDG S A Financial Services 131,964.0 $1.1M 0.20% NEW $8.38 -11.3%
63 VLYPN VALLEY NATL BANCORP Financial Services 89,632.0 $1.1M 0.20% NEW $12.28 +111.6%
64 WWD WOODWARD INC Industrials 3,042.0 $1.1M 0.20% NEW $357.92 -0.1%
65 SFST SOUTHERN FIRST BANCSHARES Financial Services 19,848.0 $1.1M 0.20% NEW $54.50 +9.6%
66 HTH HILLTOP HLDGS INC Financial Services 30,124.0 $1.1M 0.20% NEW $35.82 +3.7%
67 ROAD CONSTRUCTION PARTNERS INC Industrials 9,632.0 $1.1M 0.19% NEW $111.12 -4.3%
68 JLL JONES LANG LASALLE INC Real Estate 3,505.0 $1.1M 0.19% NEW $304.32 -3.2%
69 CTS CTS CORP Technology 22,279.0 $1.1M 0.19% NEW $47.76 +36.5%
70 FIGS FIGS INC Consumer Cyclical 71,847.0 $1.1M 0.19% NEW $14.77 -21.6%
71 HL HECLA MINING COMPANY Basic Materials 55,672.0 $1.0M 0.19% NEW $18.63 -20.1%
72 ASTRANA HEALTH INC 42,208.0 $1.0M 0.19% NEW $24.52
73 CUK CARNIVAL PLC Consumer Cyclical 39,550.0 $1.0M 0.18% NEW $25.77 +6.6%
74 BCO BRINKS CO Industrials 9,819.0 $1.0M 0.18% NEW $103.63 -2.2%
75 UBSI UNITED BANKSHARES INC WEST V Financial Services 24,132.0 $1000K 0.18% NEW $41.42 +5.6%
76 ENS ENERSYS Industrials 5,622.0 $977K 0.18% NEW $173.72 +31.5%
77 GMAB GENMAB A/S Healthcare 36,355.0 $975K 0.18% NEW $26.83 -7.6%
78 MCB METROPOLITAN BK HLDG CORP Financial Services 11,666.0 $972K 0.18% NEW $83.29 +10.1%
79 PUK PRUDENTIAL PLC Financial Services 33,902.0 $964K 0.17% NEW $28.43 -10.0%
80 SMBC SOUTHERN MO BANCORP INC Financial Services 14,804.0 $947K 0.17% NEW $63.94 +9.1%
Page 4 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%