Informed Momentum Co LLC

CIK

1510989

Location

Solana Beach, CA

Portfolio Value

Small $852,255,699

Diversification

Diversified

Filing Date

Global Rank

#1,942 / 8,605 ▲ 19 · as of Mar 2026

Top Industry

Biotechnology 12.6%

3Y Alpha vs SPY

-1.9%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.6%

SPY

+76.5%

Annualised alpha

-2.5%

Max drawdown

−33.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

269 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

1.7%

+0.4 pts

Top 5

6.5%

+0.6 pts

Top 10

11.3%

+1.2 pts

HHI

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	23.5%	$200,628,352	58
Technology	22.8%	$193,955,927	49
Healthcare	17.6%	$149,671,231	60
Energy	13.1%	$111,457,776	29
Consumer Cyclical	6.3%	$53,302,291	18
Basic Materials	5.7%	$48,304,216	19
Financial Services	3.6%	$30,979,646	15
Communication Services	2.7%	$22,613,319	5
Consumer Defensive	2.4%	$20,436,621	9
Real Estate	1.5%	$12,864,680	4
Utilities	0.9%	$8,041,640	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
CTMX	CytomX Therapeutics, Inc.	+361,290	565,113	$2,656,031
BW	Babcock & Wilcox Enterprises, Inc.	+281,163	475,486	$6,984,889
LPTH	Lightpath Technologies Inc	+230,622	428,086	$4,293,702
ONDS	Ondas Inc.	+164,447	218,695	$1,977,002
VPG	Vishay Precision Group, Inc.	+65,265	100,356	$4,357,457
GLUE	Monte Rosa Therapeutics, Inc.	+60,209	130,246	$2,142,546
APEI	American Public Education Inc	+59,248	87,646	$4,985,304
AXTI	Axt Inc	+39,437	155,011	$8,832,526
RFIL	R F Industries Ltd	+34,452	66,920	$689,945
AMPX	Amprius Technologies, Inc.	+25,226	262,036	$4,417,926
NKTR	Nektar Therapeutics	+23,154	36,126	$2,599,265
PAHC	Phibro Animal Health Corp	+23,131	84,106	$4,651,902
BE	Bloom Energy Corp	+21,870	55,680	$7,544,083
TAYD	Taylor Devices, Inc.	+8,721	13,924	$793,668
BWXT	BWX Technologies, Inc.	+4,609	21,956	$4,489,782
FORM	Formfactor Inc	+3,026	73,580	$7,136,524
WTS	Watts Water Technologies Inc	+2,589	15,145	$4,396,442
PKE	Park Aerospace Corp	+1,184	65,031	$1,780,548
ISSC	Innovative Solutions & Support Inc	+1,152	52,733	$1,082,608
VSEC	Vse Corp	+933	20,219	$3,728,383
NGS	Natural Gas Services Group Inc	+619	35,256	$1,330,561
NWPX	NWPX Infrastructure, Inc.	+296	16,144	$1,256,971
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TTI	Tetra Technologies Inc	−522,914	176,117	$1,500,516
BKD	Brookdale Senior Living Inc.	−274,616	276,303	$3,779,825
HRTG	Heritage Insurance Holdings, Inc.	−170,113	18,843	$494,628
AIP	Arteris, Inc.	−165,600	205,676	$3,381,313
GTX	Garrett Motion Inc.	−121,321	201,695	$3,664,798
HBM	Hudbay Minerals Inc.	−116,555	134,090	$2,802,481
AXGN	Axogen, Inc.	−110,192	45,606	$1,510,926
IMAX	Imax Corp	−102,738	43,082	$1,637,546
IDR	Idaho Strategic Resources, Inc.	−96,222	12,853	$412,838
LCTX	Lineage Cell Therapeutics, Inc.	−95,606	346,615	$547,651
EGO	Eldorado Gold Corp /Fi	−75,256	65,140	$2,236,256
YOU	Clear Secure, Inc.	−67,155	72,244	$3,497,332
STOK	Stoke Therapeutics, Inc.	−65,823	52,000	$1,693,120
NRGV	Energy Vault Holdings, Inc.	−63,975	154,791	$510,810
BBIO	BridgeBio Pharma, Inc.	−63,832	31,374	$2,329,833
VIAV	Viavi Solutions Inc.	−63,294	270,120	$8,989,593
KRMD	KORU Medical Systems, Inc.	−59,703	77,013	$332,696
KGC	Kinross Gold Corp	−57,333	91,882	$2,804,238
LTRX	Lantronix Inc	−57,108	122,521	$642,010
TPB	Turning Point Brands, Inc.	−56,000	8,226	$713,934
PTGX	Protagonist Therapeutics, Inc	−50,584	27,914	$2,942,135
TTMI	Ttm Technologies Inc	−50,455	95,222	$9,276,527
AHR	American Healthcare REIT, Inc.	−47,471	64,920	$3,061,627
ENLT	Enlight Renewable Energy Ltd.	−47,065	58,524	$3,994,848
KNSA	Kiniksa Pharmaceuticals International, plc	−39,524	56,494	$2,720,186
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GLNG	Golar Lng Ltd	153,702	$8,316,815
MOG-A	Moog Inc.	26,715	$7,817,877
MOD	Modine Manufacturing Co	35,241	$7,637,077
MYRG	Myr Group Inc.	24,990	$7,055,176
DAN	DANA Inc	198,097	$6,665,964
FCFS	FirstCash Holdings, Inc.	33,269	$6,254,572
FSLY	Fastly, Inc.	205,508	$5,972,062
DHT	DHT Holdings, Inc.	324,678	$5,931,867
DOCN	DigitalOcean Holdings, Inc.	67,989	$5,832,096
ENSG	Ensign Group, Inc	27,411	$5,523,316
HSHP	Himalaya Shipping Ltd.	411,523	$5,473,255
CLMT	Calumet, Inc. /DE	151,692	$5,445,742
AZZ	Azz Inc	42,159	$5,275,355
AROC	Archrock, Inc.	149,616	$5,206,636
AIR	Aar Corp	47,122	$5,157,974
CTRE	CareTrust REIT, Inc.	133,954	$4,909,414
PARR	Par Pacific Holdings, Inc.	77,839	$4,875,834
DBD	DIEBOLD NIXDORF, Inc	64,355	$4,854,941
INSW	International Seaways, Inc.	66,410	$4,839,960
LXU	Lsb Industries, Inc.	321,100	$4,784,390
LBRT	Liberty Energy Inc.	163,334	$4,704,019
PBF	PBF Energy Inc.	97,132	$4,625,425
LINC	Lincoln Educational Services Corp	112,127	$4,561,326
PLXS	Plexus Corp	22,441	$4,545,200
GNK	Genco Shipping & Trading Ltd	200,564	$4,522,718
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CRDO	Credo Technology Group Holding Ltd	78,349	$11,273,637
MDGL	Madrigal Pharmaceuticals, Inc.	12,837	$7,475,498
GH	Guardant Health, Inc.	71,074	$7,259,498
SANM	Sanmina Corp	48,174	$7,229,472
ZWS	Zurn Elkay Water Solutions Corp	155,011	$7,206,461
HL	Hecla Mining Co/De/	374,547	$7,187,556
TRVI	Trevi Therapeutics, Inc.	541,242	$6,776,349
IRTC	iRhythm Holdings, Inc.	37,092	$6,581,604
SPXC	SPX Technologies, Inc.	31,737	$6,349,304
REAL	TheRealReal, Inc.	399,091	$6,297,655
ENVA	Enova International, Inc.	39,711	$6,242,569
ARQT	Arcutis Biotherapeutics, Inc.	213,863	$6,210,581
RYTM	Rhythm Pharmaceuticals, Inc.	57,327	$6,136,282
TARS	Tarsus Pharmaceuticals, Inc.	72,922	$5,970,853
AMKR	Amkor Technology, Inc.	147,016	$5,804,191
W	Wayfair Inc.	57,521	$5,775,683
ADPT	Adaptive Biotechnologies Corp	351,297	$5,705,063
RMBS	Rambus Inc	60,957	$5,601,338
XMTR	Xometry, Inc.	92,853	$5,521,967
AMG	Affiliated Managers Group, Inc.	19,138	$5,517,102
PTCT	Ptc Therapeutics, Inc.	71,735	$5,448,990
FROG	JFrog Ltd	86,316	$5,391,297
ORA	Ormat Technologies, Inc.	48,762	$5,386,738
AMRX	Amneal Pharmaceuticals, Inc.	425,718	$5,364,046
IVZ	Invesco Ltd.	200,876	$5,277,012
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

269 positions · $852,255,699 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 269 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AEIS	Advanced Energy Industries Inc Industrials	Reduced	44,577	-4,592	$14,385,443	+39.7%	1.69%
LASR	Nlight, Inc. Technology	Reduced	246,778	-27,437	$14,071,281	+36.8%	1.65%
TTMI	Ttm Technologies Inc Technology	Reduced	95,222	-50,455	$9,276,527	−7.7%	1.09%
VIAV	Viavi Solutions Inc. Technology	Reduced	270,120	-63,294	$8,989,593	+51.3%	1.05%
AXTI	Axt Inc Technology	Added	155,011	+39,437	$8,832,526	+367.4%	1.04%
FN	Fabrinet Technology	Reduced	16,764	-5,694	$8,742,761	−14.5%	1.03%
NXT	Nextpower Inc. Technology	Reduced	70,539	-7,275	$8,503,476	+25.5%	1.00%
GLNG	Golar Lng Ltd Energy	NEW	153,702	NEW	$8,316,815	NEW	0.98%
MOG-A	Moog Inc. Industrials	NEW	26,715	NEW	$7,817,877	NEW	0.92%
MOD	Modine Manufacturing Co Consumer Cyclical	NEW	35,241	NEW	$7,637,077	NEW	0.90%
BE	Bloom Energy Corp Industrials	Added	55,680	+21,870	$7,544,083	+156.8%	0.89%
VICR	Vicor Corp Technology	Reduced	46,108	-4,762	$7,423,388	+33.1%	0.87%
SPHR	Sphere Entertainment Co. Communication Services	Reduced	60,983	-6,255	$7,159,404	+12.0%	0.84%
FORM	Formfactor Inc Technology	Added	73,580	+3,026	$7,136,524	+81.3%	0.84%
MYRG	Myr Group Inc. Industrials	NEW	24,990	NEW	$7,055,176	NEW	0.83%
BW	Babcock & Wilcox Enterprises, Inc. Industrials	Added	475,486	+281,163	$6,984,889	+467.0%	0.82%
BTSG	BrightSpring Health Services, Inc. Healthcare	Reduced	162,998	-16,820	$6,945,344	+3.1%	0.81%
PL	Planet Labs PBC Industrials	Reduced	241,195	-24,968	$6,741,400	+28.4%	0.79%
DAN	DANA Inc Consumer Cyclical	NEW	198,097	NEW	$6,665,964	NEW	0.78%
DY	Dycom Industries Inc Industrials	Reduced	19,406	-1,997	$6,575,140	−9.1%	0.77%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	Reduced	76,640	-7,996	$6,431,628	+84.4%	0.75%
SEI	Solaris Energy Infrastructure, Inc. Energy	Reduced	113,459	-9,499	$6,411,568	+13.4%	0.75%
EFXT	Enerflex Ltd. Energy	Reduced	303,065	-36,220	$6,340,119	+21.1%	0.74%
ECHO	EchoStar CORP Communication Services	Reduced	53,594	-5,515	$6,274,249	−2.3%	0.74%
FCFS	FirstCash Holdings, Inc. Financial Services	NEW	33,269	NEW	$6,254,572	NEW	0.73%
AGX	Argan Inc Industrials	Reduced	11,269	-2,895	$6,137,660	+38.3%	0.72%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Reduced	18,995	-1,946	$6,119,999	−0.8%	0.72%
NESR	National Energy Services Reunited Corp. Energy	Reduced	280,139	-28,689	$6,014,584	+24.4%	0.71%
FSLY	Fastly, Inc. Technology	NEW	205,508	NEW	$5,972,062	NEW	0.70%
DHT	DHT Holdings, Inc. Energy	NEW	324,678	NEW	$5,931,867	NEW	0.70%
DOCN	DigitalOcean Holdings, Inc. Technology	NEW	67,989	NEW	$5,832,096	NEW	0.68%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	14,809	-1,522	$5,625,939	+1.3%	0.66%
SITM	SITIME Corp Technology	Reduced	16,139	-1,665	$5,573,603	−11.4%	0.65%
ENSG	Ensign Group, Inc Healthcare	NEW	27,411	NEW	$5,523,316	NEW	0.65%
PLPC	Preformed Line Products Co Industrials	Reduced	20,359	-2,087	$5,512,199	+18.8%	0.65%
HSHP	Himalaya Shipping Ltd. Industrials	NEW	411,523	NEW	$5,473,255	NEW	0.64%
CLMT	Calumet, Inc. /DE Basic Materials	NEW	151,692	NEW	$5,445,742	NEW	0.64%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	Reduced	24,036	-2,470	$5,337,674	+17.6%	0.63%
PPTA	Perpetua Resources Corp. Basic Materials	Reduced	189,334	-21,852	$5,324,072	+4.1%	0.62%
ATRO	Astronics Corp Industrials	Reduced	99,453	-26,706	$5,296,488	−3.0%	0.62%
AZZ	Azz Inc Industrials	NEW	42,159	NEW	$5,275,355	NEW	0.62%
FIGS	FIGS, Inc. Consumer Cyclical	Reduced	353,939	-36,342	$5,227,679	+17.9%	0.61%
TERN	Terns Pharmaceuticals, Inc. Healthcare	Reduced	98,860	-10,126	$5,211,899	+18.4%	0.61%
AROC	Archrock, Inc. Energy	NEW	149,616	NEW	$5,206,636	NEW	0.61%
FIVE	Five Below, Inc Consumer Cyclical	Reduced	22,651	-2,419	$5,175,300	+9.6%	0.61%
AIR	Aar Corp Industrials	NEW	47,122	NEW	$5,157,974	NEW	0.61%
VSAT	Viasat Inc Technology	Reduced	110,615	-11,348	$5,066,167	+20.5%	0.59%
CENX	Century Aluminum Co Basic Materials	Reduced	85,714	-8,913	$5,030,554	+35.7%	0.59%
TSEM	Tower Semiconductor Ltd Technology	Reduced	28,577	-1	$5,014,691	+49.4%	0.59%
APEI	American Public Education Inc Consumer Defensive	Added	87,646	+59,248	$4,985,304	+364.4%	0.58%