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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 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 7,899.0 $331K 0.06% NEW $41.90 -1.6%
122 VPG VISHAY PRECISION GROUP INC Technology 7,376.0 $320K 0.06% NEW $43.42 +176.3%
123 GCO GENESCO INC Consumer Cyclical 10,883.0 $315K 0.06% NEW $28.99 +35.3%
124 CTRE CARETRUST REIT INC Real Estate 8,579.0 $314K 0.06% NEW $36.65 +0.7%
125 BFLY BUTTERFLY NETWORK INC Healthcare 77,278.0 $312K 0.06% NEW $4.04 +18.3%
126 SLM SLM CORP Financial Services 14,559.0 $312K 0.06% NEW $21.41 +4.6%
127 ORN ORION GROUP HLDGS INC Industrials 28,561.0 $311K 0.06% NEW $10.90 +27.4%
128 ANAB ANAPTYSBIO INC Healthcare 5,606.0 $311K 0.06% NEW $55.46 -7.4%
129 DINO HF SINCLAIR CORP Energy 4,949.0 $309K 0.06% NEW $62.39 +16.0%
130 CCL CARNIVAL CORP Consumer Cyclical 11,914.0 $308K 0.06% NEW $25.88 +4.4%
131 ONTO ONTO INNOVATION INC Technology 1,480.0 $304K 0.06% NEW $205.07 +31.2%
132 XOM EXXON MOBIL CORP Energy 1,780.0 $302K 0.06% NEW $169.66 -11.6%
133 HBCP HOMEBANCORP INC Financial Services 4,983.0 $302K 0.06% NEW $60.58 +8.3%
134 WAL WESTERN ALLIANCE BANCORP Financial Services 4,253.0 $301K 0.06% NEW $70.85 +13.1%
135 TERN TERNS PHARMACEUTICALS INC Healthcare 5,671.0 $299K 0.05% NEW $52.72 +0.4%
136 SHC SOTERA HEALTH CO Healthcare 20,830.0 $299K 0.05% NEW $14.34 +10.6%
137 BPOP POPULAR INC Financial Services 2,200.0 $295K 0.05% NEW $134.17 +14.5%
138 FSBC FIVE STAR BANCORP Financial Services 7,748.0 $292K 0.05% NEW $37.72 +15.1%
139 CTRN CITI TRENDS INC Consumer Cyclical 6,506.0 $282K 0.05% NEW $43.32 +0.6%
140 BSRR SIERRA BANCORP Financial Services 8,265.0 $280K 0.05% NEW $33.92 +15.5%
Page 7 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%