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Portfolio (Quarterly) Guide ↗

Integrated Quantitative Investments LLC

· CIK 0002046834
13F Portfolio $466M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 388 New
Page 8 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 65,381.0 $1.3M 0.27% NEW $19.33 +20.2%
142 DXC DXC TECHNOLOGY CO Technology 86,084.0 $1.3M 0.27% NEW $14.65 -39.2%
143 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 19,453.0 $1.3M 0.27% NEW $64.31 +35.8%
144 PH PARKER-HANNIFIN CORP Industrials 1,421.0 $1.2M 0.27% NEW $878.96 +0.5%
145 AXS AXIS CAP HLDGS LTD Financial Services 11,657.0 $1.2M 0.27% NEW $107.09 -10.2%
146 ZM ZOOM COMMUNICATIONS INC Technology 14,424.0 $1.2M 0.27% NEW $86.29 +17.2%
147 SPGI S&P GLOBAL INC Financial Services 2,369.0 $1.2M 0.27% NEW $522.59 -20.2%
148 PCTY PAYLOCITY HLDG CORP Technology 8,059.0 $1.2M 0.26% NEW $152.50 -26.5%
149 CB CHUBB LIMITED Financial Services 3,914.0 $1.2M 0.26% NEW $312.12 +3.1%
150 LRN STRIDE INC Consumer Defensive 18,790.0 $1.2M 0.26% NEW $64.93 +49.0%
151 CALX CALIX INC Technology 22,961.0 $1.2M 0.26% NEW $52.93 -29.6%
152 WPM WHEATON PRECIOUS METALS CORP Basic Materials 10,297.0 $1.2M 0.26% NEW $117.52 -2.3%
153 GDDY GODADDY INC Technology 9,742.0 $1.2M 0.26% NEW $124.08 -35.0%
154 IVZ INVESCO LTD Financial Services 45,984.0 $1.2M 0.26% NEW $26.27 +4.9%
155 DOCN DIGITALOCEAN HLDGS INC Technology 25,029.0 $1.2M 0.26% NEW $48.12 +251.9%
156 BGC BGC GROUP INC Financial Services 134,441.0 $1.2M 0.26% NEW $8.93 +20.8%
157 BR BROADRIDGE FINL SOLUTIONS IN Technology 5,361.0 $1.2M 0.26% NEW $223.17 -33.2%
158 WT WISDOMTREE INC Financial Services 97,567.0 $1.2M 0.26% NEW $12.19 +44.3%
159 FFIV F5 INC Technology 4,647.0 $1.2M 0.26% NEW $255.26 +55.2%
160 PGNY PROGYNY INC Healthcare 45,937.0 $1.2M 0.25% NEW $25.68 +0.9%
Page 8 of 20  ·  388 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
Technology 33.1%
Financial Services 21.9%
Industrials 15.0%
Healthcare 10.6%
Consumer Cyclical 6.7%
Basic Materials 3.5%
Communication Services 3.3%
Consumer Defensive 2.9%
Energy 1.8%
Utilities 0.8%