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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 10 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ANIP ANI PHARMACEUTICALS INC Healthcare 14,324.0 $1.1M 0.20% $76.90 +4.2%
182 VLYPN VALLEY NATL BANCORP Financial Services 89,632.0 $1.1M 0.20% NEW $12.28 +111.6%
183 DG DOLLAR GEN CORP Consumer Defensive 9,201.0 $1.1M 0.20% +7K +320.5% $118.73 -10.0%
184 EZPW EZCORP INC Financial Services 43,028.0 $1.1M 0.20% -15K -25.4% $25.38 +23.0%
185 WWD WOODWARD INC Industrials 3,042.0 $1.1M 0.20% NEW $357.92 +0.5%
186 QTWO Q2 HLDGS INC Technology 22,991.0 $1.1M 0.20% $47.30 -5.2%
187 DXC DXC TECHNOLOGY CO Technology 86,084.0 $1.1M 0.20% $12.57 -29.2%
188 SFST SOUTHERN FIRST BANCSHARES Financial Services 19,848.0 $1.1M 0.20% NEW $54.50 +9.6%
189 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 27,424.0 $1.1M 0.20% +23K +467.0% $39.39 -11.1%
190 HTH HILLTOP HLDGS INC Financial Services 30,124.0 $1.1M 0.20% NEW $35.82 +3.7%
191 ROAD CONSTRUCTION PARTNERS INC Industrials 9,632.0 $1.1M 0.19% NEW $111.12 -4.3%
192 THG HANOVER INS GROUP INC Financial Services 6,157.0 $1.1M 0.19% $173.35 +10.1%
193 JLL JONES LANG LASALLE INC Real Estate 3,505.0 $1.1M 0.19% NEW $304.32 -3.2%
194 CTS CTS CORP Technology 22,279.0 $1.1M 0.19% NEW $47.76 +36.5%
195 FIGS FIGS INC Consumer Cyclical 71,847.0 $1.1M 0.19% NEW $14.77 -21.6%
196 WIT WIPRO LTD Technology 500,468.0 $1.1M 0.19% +149K +42.3% $2.12 +2.8%
197 EXPE EXPEDIA GROUP INC Consumer Cyclical 4,572.0 $1.1M 0.19% +828.0 +22.1% $230.89 -2.2%
198 DGX QUEST DIAGNOSTICS INC Healthcare 5,382.0 $1.1M 0.19% -1K -19.2% $195.98 +0.6%
199 STRT STRATTEC SEC CORP Consumer Cyclical 13,457.0 $1.1M 0.19% +4K +43.3% $78.34 -0.5%
200 HL HECLA MINING COMPANY Basic Materials 55,672.0 $1.0M 0.19% NEW $18.63 -20.1%
Page 10 of 20  ·  385 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%