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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PAGS PAGSEGURO DIGITAL LTD Technology 21,472.0 $215K 0.04% NEW $10.02 -14.9%
162 USFD US FOODS HLDG CORP Consumer Defensive 2,291.0 $211K 0.04% NEW $92.21 -5.9%
163 CMTL COMTECH TELECOMMUNICATIONS C Technology 53,630.0 $178K 0.03% NEW $3.32 +35.4%
164 RAIL FREIGHTCAR AMER INC Industrials 20,341.0 $162K 0.03% NEW $7.97 -0.0%
165 SGHT SIGHT SCIENCES INC Healthcare 40,758.0 $154K 0.03% NEW $3.77 +22.8%
166 RMAX RE/MAX HLDGS INC Real Estate 17,978.0 $104K 0.02% NEW $5.76 +62.3%
Page 9 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%