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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 14 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 INNV INNOVAGE HLDG CORP Healthcare 67,819.0 $544K 0.10% NEW $8.02 -8.1%
262 FOR FORESTAR GROUP INC Real Estate 22,160.0 $542K 0.10% +5K +26.2% $24.44 +15.4%
263 NBR NABORS INDUSTRIES LTD Energy 6,270.0 $540K 0.10% NEW $86.06 +16.0%
264 OMF ONEMAIN HLDGS INC Financial Services 9,896.0 $529K 0.10% +4K +55.4% $53.49 +1.1%
265 CIFR CIPHER DIGITAL INC Financial Services 40,450.0 $521K 0.09% NEW $12.87 +88.7%
266 AMCX AMC NETWORKS INC Communication Services 75,750.0 $514K 0.09% NEW $6.79 +42.6%
267 RNR RENAISSANCERE HLDGS LTD Financial Services 1,708.0 $508K 0.09% NEW $297.23 -5.1%
268 MEDP MEDPACE HLDGS INC Healthcare 1,054.0 $506K 0.09% NEW $480.19 -4.6%
269 BK TECHNOLOGIES CORPORATION 6,698.0 $500K 0.09% -212.0 -3.1% $74.63
270 NTRS NORTHERN TR CORP Financial Services 3,580.0 $500K 0.09% NEW $139.57 +21.2%
271 ATRO ASTRONICS CORP Industrials 7,337.0 $490K 0.09% +515.0 +7.5% $66.73 +26.4%
272 RPRX ROYALTY PHARMA PLC Healthcare 10,192.0 $489K 0.09% +4K +56.1% $47.97 +14.4%
273 ADTRAN HOLDINGS INC 38,383.0 $483K 0.09% -59K -60.7% $12.58
274 LQDA LIQUIDIA CORPORATION Healthcare 12,360.0 $466K 0.09% -467.0 -3.6% $37.74 +69.3%
275 PINNACLE FINL PARTNERS INC 5,298.0 $456K 0.08% NEW $86.14
276 TER TERADYNE INC Technology 1,518.0 $450K 0.08% NEW $296.46 +26.4%
277 COMP COMPASS INC Technology 61,529.0 $450K 0.08% NEW $7.31 +3.7%
278 CNO CNO FINL GROUP INC Financial Services 10,841.0 $445K 0.08% -4K -28.2% $41.06 +16.9%
279 BERKSHIRE HATHAWAY INC DEL 928.0 $445K 0.08% +464.0 +100.0% $479.20
280 GLOBUS MED INC 5,116.0 $441K 0.08% NEW $86.16
Page 14 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%