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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 279.0 $278K 0.05% NEW $996.43 -2.2%
142 TEAM ATLASSIAN CORPORATION Technology 4,058.0 $277K 0.05% NEW $68.25 +43.4%
143 STANDARDAERO INC 10,701.0 $276K 0.05% NEW $25.83
144 NPCE NEUROPACE INC Healthcare 20,972.0 $276K 0.05% NEW $13.15 +18.9%
145 LYFT LYFT INC Technology 20,599.0 $274K 0.05% NEW $13.30 +5.4%
146 XPEV XPENG INC Consumer Cyclical 15,980.0 $273K 0.05% NEW $17.11 -6.8%
147 CACC CREDIT ACCEP CORP MICH Financial Services 640.0 $271K 0.05% NEW $423.46 +32.9%
148 FLXS FLEXSTEEL INDS INC Consumer Cyclical 6,013.0 $270K 0.05% NEW $44.94 +25.7%
149 PRENETICS GLOBAL LTD 13,602.0 $263K 0.05% NEW $19.32
150 FCCO FIRST CMNTY CORP S C Financial Services 8,911.0 $260K 0.05% NEW $29.23 +7.4%
151 OPRX OPTIMIZERX CORP Healthcare 40,723.0 $256K 0.05% NEW $6.28 -19.6%
152 COMMUNITY WEST BANCSHARES NE 10,632.0 $248K 0.04% NEW $23.30
153 RFIL RF INDS LTD Industrials 23,852.0 $246K 0.04% NEW $10.31 +61.7%
154 LTRX LANTRONIX INC Technology 45,327.0 $238K 0.04% NEW $5.24 +28.2%
155 CNX CNX RES CORP Energy 6,160.0 $237K 0.04% NEW $38.55 -13.2%
156 TECHNIPFMC PLC 3,426.0 $237K 0.04% NEW $69.13
157 CRNC CERENCE INC Technology 36,332.0 $229K 0.04% NEW $6.31 +75.0%
158 DIOD DIODES INC Technology 3,227.0 $220K 0.04% NEW $68.26 +53.3%
159 TAYD TAYLOR DEVICES INC Industrials 3,800.0 $217K 0.04% NEW $57.00 -3.8%
160 COGT COGENT BIOSCIENCES INC Healthcare 5,597.0 $215K 0.04% NEW $38.49 -19.0%
Page 8 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%