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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 17 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DAKT DAKTRONICS INC Technology 16,146.0 $319K 0.07% NEW $19.77 -1.6%
322 WNC WABASH NATL CORP Industrials 36,556.0 $316K 0.07% NEW $8.65 -10.3%
323 BBSI BARRETT BUSINESS SVCS INC Industrials 8,685.0 $314K 0.07% NEW $36.21 -7.6%
324 NRDS NERDWALLET INC Financial Services 23,096.0 $313K 0.07% NEW $13.55 -41.1%
325 LGCY LEGACY ED INC Consumer Defensive 30,245.0 $308K 0.07% NEW $10.19 +10.3%
326 SKYT SKYWATER TECHNOLOGY INC Technology 16,904.0 $307K 0.07% NEW $18.16 +102.9%
327 NATWEST GROUP PLC 17,360.0 $304K 0.07% NEW $17.50
328 UI UBIQUITI INC Technology 548.0 $303K 0.07% NEW $553.35 +3.5%
329 RDVT RED VIOLET INC Technology 5,276.0 $300K 0.07% NEW $56.95 -6.1%
330 BMRC BANK MARIN BANCORP Financial Services 11,464.0 $298K 0.06% NEW $26.01 -0.3%
331 LNKB LINKBANCORP INC Financial Services 36,017.0 $298K 0.06% NEW $8.26 +5.2%
332 AMAL AMALGAMATED FINANCIAL CORP Financial Services 9,242.0 $296K 0.06% NEW $32.03 +33.3%
333 OSPN ONESPAN INC Technology 22,630.0 $291K 0.06% NEW $12.84 +10.4%
334 DG DOLLAR GEN CORP NEW Consumer Defensive 2,188.0 $291K 0.06% NEW $132.77 -19.5%
335 USCB USCB FINANCIAL HOLDINGS INC Financial Services 15,747.0 $290K 0.06% NEW $18.42 +1.1%
336 PAGAYA TECHNOLOGIES LTD 13,785.0 $288K 0.06% NEW $20.90
337 CASS CASS INFORMATION SYS INC Industrials 6,926.0 $288K 0.06% NEW $41.52 +13.9%
338 TLS TELOS CORP MD Technology 56,100.0 $286K 0.06% NEW $5.10 -14.7%
339 DBX DROPBOX INC Technology 10,258.0 $285K 0.06% NEW $27.80 -1.8%
340 FVCB FVCBANKCORP INC Financial Services 20,265.0 $282K 0.06% NEW $13.91 +17.2%
Page 17 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%