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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 19 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 JBL JABIL INC Technology 1,085.0 $247K 0.05% NEW $228.02 +59.6%
362 POR PORTLAND GEN ELEC CO Utilities 5,103.0 $245K 0.05% NEW $47.99 +4.1%
363 ING ING GROEP N.V. Financial Services 8,686.0 $243K 0.05% NEW $28.00 +4.0%
364 BIDU BAIDU INC Communication Services 1,859.0 $243K 0.05% NEW $130.66 -8.8%
365 BERKSHIRE HATHAWAY INC DEL 464.0 $233K 0.05% NEW $502.65
366 CINF CINCINNATI FINL CORP Financial Services 1,427.0 $233K 0.05% NEW $163.32 -0.7%
367 MTB M & T BK CORP Financial Services 1,142.0 $230K 0.05% NEW $201.48 +10.5%
368 KEY KEYCORP Financial Services 11,039.0 $228K 0.05% NEW $20.64 +5.6%
369 FLEX FLEX LTD Technology 3,766.0 $228K 0.05% NEW $60.42 +149.6%
370 FNF FIDELITY NATIONAL FINANCIAL Financial Services 4,104.0 $224K 0.05% NEW $54.59 -13.8%
371 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,900.0 $224K 0.05% NEW $17.35 -5.0%
372 AVPT AVEPOINT INC Technology 16,108.0 $224K 0.05% NEW $13.89 -23.1%
373 CBAN COLONY BANKCORP INC Financial Services 12,415.0 $221K 0.05% NEW $17.82 +14.8%
374 MRVL MARVELL TECHNOLOGY INC Technology 2,599.0 $221K 0.05% NEW $84.98 +239.9%
375 APLD APPLIED DIGITAL CORP Technology 8,982.0 $220K 0.05% NEW $24.52 +67.0%
376 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 799.0 $220K 0.05% NEW $275.39 +218.4%
377 NFBK NORTHFIELD BANCORP INC DEL Financial Services 19,161.0 $219K 0.05% NEW $11.43 +27.0%
378 RSSS RESEARCH SOLUTIONS INC Technology 72,500.0 $213K 0.05% NEW $2.94 -23.5%
379 INCY INCYTE CORP Healthcare 2,157.0 $213K 0.05% NEW $98.77 +1.9%
380 HALO HALOZYME THERAPEUTICS INC Healthcare 3,127.0 $210K 0.04% NEW $67.30 +5.1%
Page 19 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%