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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 9 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KE KIMBALL ELECTRONICS INC Industrials 50,630.0 $1.2M 0.22% +14K +38.8% $23.69 +7.0%
162 ALHC ALIGNMENT HEALTHCARE INC Healthcare 67,375.0 $1.2M 0.21% $17.62 -12.9%
163 ADI ANALOG DEVICES INC Technology 3,726.0 $1.2M 0.21% NEW $318.14 +27.0%
164 WSFS WSFS FINL CORP Financial Services 18,034.0 $1.2M 0.21% NEW $65.46 +10.2%
165 MITK MITEK SYS INC Technology 87,354.0 $1.2M 0.21% -15K -14.8% $13.50 +14.1%
166 WASH WASHINGTON TR BANCORP INC Financial Services 35,167.0 $1.2M 0.21% NEW $33.46 +1.4%
167 JNJ JOHNSON & JOHNSON Healthcare 4,810.0 $1.2M 0.21% +2K +82.7% $244.44 -5.0%
168 ALNT ALLIENT INC Technology 19,766.0 $1.2M 0.21% -17K -46.9% $59.09 +47.5%
169 LIFE360 INC 28,414.0 $1.2M 0.21% NEW $40.82
170 XPEL XPEL INC Consumer Cyclical 25,998.0 $1.2M 0.21% NEW $44.26 +1.4%
171 RM REGIONAL MGMT CORP Financial Services 35,506.0 $1.1M 0.21% +11K +43.6% $32.25 +10.3%
172 CALX CALIX INC Technology 23,363.0 $1.1M 0.21% +402.0 +1.8% $48.99 -23.9%
173 PRVA PRIVIA HEALTH GROUP INC Healthcare 55,205.0 $1.1M 0.21% $20.57 +4.1%
174 FLS FLOWSERVE CORP Industrials 15,355.0 $1.1M 0.20% NEW $73.51 +1.8%
175 RRBI RED RIVER BANCSHARES INC Financial Services 12,411.0 $1.1M 0.20% +1K +10.7% $90.44 +0.4%
176 FIRST HAWAIIAN INC 45,293.0 $1.1M 0.20% NEW $24.64
177 GS GOLDMAN SACHS GROUP INC Financial Services 1,318.0 $1.1M 0.20% +455.0 +52.7% $845.99 +23.5%
178 CMC COMMERCIAL METALS CO Basic Materials 18,038.0 $1.1M 0.20% NEW $61.43 +19.7%
179 ITUB ITAU UNIBANCO HLDG S A Financial Services 131,964.0 $1.1M 0.20% NEW $8.38 -11.3%
180 SSRM SSR MINING IN Basic Materials 37,512.0 $1.1M 0.20% +4K +10.6% $29.40 -9.5%
Page 9 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%