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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 3 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PRIM PRIMORIS SVCS CORP Industrials 16,870.0 $2.4M 0.44% +4K +31.3% $143.04 -13.8%
42 DAN DANA INC Consumer Cyclical 70,331.0 $2.4M 0.43% NEW $33.65 +9.0%
43 C CITIGROUP INC Financial Services 20,791.0 $2.4M 0.43% +18K +549.7% $113.41 +17.7%
44 HMY HARMONY GOLD MNG LTD Basic Materials 153,236.0 $2.4M 0.43% +36K +31.1% $15.37 -0.3%
45 GVA GRANITE CONSTR INC Industrials 19,492.0 $2.3M 0.42% +1K +6.0% $119.88 +16.7%
46 FIX COMFORT SYS USA INC Industrials 1,691.0 $2.3M 0.42% -359.0 -17.5% $1378.99 +34.0%
47 UVE UNIVERSAL INS HLDGS INC Financial Services 67,382.0 $2.3M 0.42% +8K +14.1% $34.16 +7.3%
48 BELFB BEL FUSE INC Technology 11,467.0 $2.3M 0.41% +9K +337.8% $197.98 +39.9%
49 TDW TIDEWATER INC NEW Energy 26,911.0 $2.2M 0.41% NEW $83.55 -10.5%
50 FSM FORTUNA MNG CORP Basic Materials 223,506.0 $2.2M 0.40% NEW $9.93 -12.4%
51 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 64,630.0 $2.2M 0.40% +41K +169.2% $34.26 +19.8%
52 APEI AMERICAN PUB ED INC Consumer Defensive 38,697.0 $2.2M 0.40% +11K +42.3% $56.88 -8.7%
53 ACA ARCOSA INC Industrials 20,691.0 $2.2M 0.40% +3K +19.4% $106.14 +17.3%
54 MU MICRON TECHNOLOGY INC Technology 6,488.0 $2.2M 0.40% +5K +319.9% $337.84 +176.4%
55 LAUR LAUREATE ED INC Consumer Defensive 62,002.0 $2.2M 0.39% +8K +14.2% $34.84 -1.4%
56 OII OCEANEERING INTL INC Energy 60,799.0 $2.2M 0.39% +43K +243.2% $35.47 +11.0%
57 PLXS PLEXUS CORP Technology 10,534.0 $2.1M 0.39% NEW $202.54 +39.2%
58 CPF CENTRAL PAC FINL CORP Financial Services 66,458.0 $2.1M 0.39% NEW $31.96 +11.0%
59 EME EMCOR GROUP INC Industrials 2,845.0 $2.1M 0.38% +263.0 +10.2% $738.31 +11.1%
60 WFC WELLS FARGO & CO Financial Services 26,060.0 $2.1M 0.38% +21K +468.9% $79.61 +1.8%
Page 3 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%