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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 12 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 INSEEGO CORP 82,320.0 $915K 0.17% NEW $11.12
222 WLDN WILLDAN GROUP INC Industrials 11,938.0 $914K 0.17% -7K -36.1% $76.56 +28.7%
223 FET FORUM ENERGY TECHNOLOGIES IN Energy 15,546.0 $912K 0.17% NEW $58.66 -10.5%
224 MEC MAYVILLE ENGR CO INC Industrials 50,659.0 $909K 0.17% NEW $17.95 +87.2%
225 NIC NICOLET BANKSHARES INC Financial Services 6,036.0 $897K 0.16% +2K +64.2% $148.62 -3.1%
226 BCAL CALIFORNIA BANCORP Financial Services 49,604.0 $879K 0.16% +24K +95.0% $17.72 +9.4%
227 EGAN EGAIN CORP Technology 110,309.0 $870K 0.16% +31K +38.5% $7.89 -5.4%
228 III INFORMATION SVCS GROUP INC Technology 224,459.0 $862K 0.16% +58K +35.2% $3.84 +10.7%
229 TXG 10X GENOMICS INC Healthcare 40,264.0 $855K 0.15% NEW $21.23 +37.4%
230 MMS MAXIMUS INC Industrials 13,198.0 $846K 0.15% +1K +9.1% $64.10 -6.9%
231 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 15,622.0 $842K 0.15% +6K +70.1% $53.93 +8.3%
232 HURN HURON CONSULTING GROUP INC Industrials 6,505.0 $829K 0.15% $127.49 -14.0%
233 TEX TEREX CORP NEW Industrials 13,678.0 $808K 0.15% NEW $59.10 +6.1%
234 TBPH THERAVANCE BIOPHARMA INC Healthcare 49,709.0 $807K 0.15% -55K -52.7% $16.23 +0.4%
235 AROW ARROW FINL CORP Financial Services 23,973.0 $805K 0.15% +4K +17.9% $33.57 +10.5%
236 STRA STRATEGIC ED INC Consumer Defensive 9,633.0 $799K 0.14% -10K -49.8% $82.96 -2.6%
237 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 194,594.0 $788K 0.14% NEW $4.05 -3.0%
238 NBBK NB BANCORP INC Financial Services 37,075.0 $781K 0.14% -4K -9.4% $21.07 -4.9%
239 UNFI UNITED NAT FOODS INC Consumer Defensive 17,132.0 $772K 0.14% NEW $45.06 +14.6%
240 FCFS FIRSTCASH HOLDINGS INC Financial Services 4,050.0 $761K 0.14% +2K +133.0% $188.00 +19.0%
Page 12 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%