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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 12 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TREE LENDINGTREE INC NEW Financial Services 14,639.0 $777K 0.17% NEW $53.09 -33.6%
222 KINS KINGSTONE COS INC Financial Services 45,860.0 $772K 0.17% NEW $16.83 -7.7%
223 GS GOLDMAN SACHS GROUP INC Financial Services 863.0 $759K 0.16% NEW $879.00 +18.9%
224 NNI NELNET INC Financial Services 5,658.0 $752K 0.16% NEW $132.96 -4.2%
225 SSRM SSR MINING IN Basic Materials 33,911.0 $743K 0.16% NEW $21.92 +21.4%
226 BTI BRITISH AMERN TOB PLC Consumer Defensive 12,645.0 $716K 0.15% NEW $56.62 +5.4%
227 STRT STRATTEC SEC CORP Consumer Cyclical 9,388.0 $715K 0.15% NEW $76.14 +2.4%
228 FULC FULCRUM THERAPEUTICS INC Healthcare 62,522.0 $707K 0.15% NEW $11.31 -69.6%
229 FLR FLUOR CORP NEW Industrials 17,694.0 $701K 0.15% NEW $39.63 +25.0%
230 COUR COURSERA INC Consumer Defensive 93,817.0 $690K 0.15% NEW $7.36 -28.1%
231 FNV FRANCO NEV CORP Basic Materials 3,331.0 $690K 0.15% NEW $207.28 +3.6%
232 LGND LIGAND PHARMACEUTICALS INC Healthcare 3,635.0 $687K 0.15% NEW $189.07 +25.7%
233 KEP KOREA ELEC PWR CORP Utilities 41,477.0 $684K 0.15% NEW $16.50 -26.8%
234 OPRT OPORTUN FINL CORP Financial Services 125,043.0 $661K 0.14% NEW $5.29 -9.8%
235 FEDERATED HERMES INC 12,461.0 $649K 0.14% NEW $52.07
236 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 22,116.0 $647K 0.14% NEW $29.26 -26.4%
237 CNO CNO FINL GROUP INC Financial Services 15,095.0 $641K 0.14% NEW $42.47 +13.0%
238 SIGA SIGA TECHNOLOGIES INC Healthcare 104,645.0 $639K 0.14% NEW $6.11 -29.1%
239 AROW ARROW FINL CORP Financial Services 20,329.0 $638K 0.14% NEW $31.40 +18.1%
240 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 172,018.0 $619K 0.13% NEW $3.60 +61.7%
Page 12 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%