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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 17 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ONTO ONTO INNOVATION INC Technology 1,480.0 $304K 0.06% NEW $205.07 +31.2%
322 XOM EXXON MOBIL CORP Energy 1,780.0 $302K 0.06% NEW $169.66 -10.6%
323 HBCP HOMEBANCORP INC Financial Services 4,983.0 $302K 0.06% NEW $60.58 +8.3%
324 WAL WESTERN ALLIANCE BANCORP Financial Services 4,253.0 $301K 0.06% NEW $70.85 +12.9%
325 CRAI CRA INTL INC Industrials 1,854.0 $300K 0.05% +94.0 +5.3% $161.88 -10.3%
326 ORRF ORRSTOWN FINL SVCS INC Financial Services 8,310.0 $300K 0.05% +439.0 +5.6% $36.08 +4.9%
327 TERN TERNS PHARMACEUTICALS INC Healthcare 5,671.0 $299K 0.05% NEW $52.72 +0.4%
328 SHC SOTERA HEALTH CO Healthcare 20,830.0 $299K 0.05% NEW $14.34 +10.6%
329 OKTA OKTA INC Technology 3,774.0 $297K 0.05% -15K -79.4% $78.71 +48.5%
330 BPOP POPULAR INC Financial Services 2,200.0 $295K 0.05% NEW $134.17 +14.5%
331 BMRC BANK OF MARIN BANCORP Financial Services 11,464.0 $294K 0.05% $25.63 +1.1%
332 UI UBIQUITI INC Technology 370.0 $292K 0.05% -178.0 -32.5% $790.29 -27.5%
333 FSBC FIVE STAR BANCORP Financial Services 7,748.0 $292K 0.05% NEW $37.72 +15.1%
334 PLBC PLUMAS BANCORP Financial Services 5,953.0 $291K 0.05% $48.82 +12.1%
335 AMN AMN HEALTHCARE SVCS INC Healthcare 15,653.0 $287K 0.05% -12K -43.5% $18.34 +69.2%
336 USCB USCB FINANCIAL HOLDINGS INC Financial Services 15,466.0 $287K 0.05% -281.0 -1.8% $18.54 +0.5%
337 RNG RINGCENTRAL INC Technology 7,697.0 $286K 0.05% -4K -34.0% $37.19 +9.9%
338 CTRN CITI TRENDS INC Consumer Cyclical 6,506.0 $282K 0.05% NEW $43.32 +0.6%
339 BSRR SIERRA BANCORP Financial Services 8,265.0 $280K 0.05% NEW $33.92 +15.5%
340 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 279.0 $278K 0.05% NEW $996.43 -2.2%
Page 17 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%