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Equibles

Integrated Quantitative Investments LLC

Location
BELLEVUE, WA
Portfolio Value
Small $141,815,807
Diversification
Diversified
Filing Date
Global Rank
#2,486 / 8,586 ▲ 289
Top Industry
Banks - Regional 14.3%
3Y Alpha vs SPY
+2.7%
Period ended 3 months ago
Filed May 13, 2026 · 34d
6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio
+29.8%
SPY
+25.8%
Annualised alpha
+2.8%
Max drawdown
−19.2%

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

382 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.1%
+0.2 pts
Top 5
12.8%
−1.6 pts
Top 10
19.2%
−0.3 pts
HHI
85
Dec 2024 → Mar 2026 · range 70 – 85
Diversified+1

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 27.7% $151,320,114
Technology 25.9% $141,815,807
Industrials 13.1% $71,699,871
Healthcare 9.8% $53,322,883
Consumer Cyclical 7.7% $42,170,699
Basic Materials 5.0% $27,370,546
Energy 4.5% $24,367,382
Communication Services 3.0% $16,254,645
Consumer Defensive 2.2% $12,235,564
Real Estate 0.7% $3,873,376
Utilities 0.4% $2,182,742

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
IRWD +449,450 552,104 $1,937,885
MFG +403,508 826,552 $6,562,822
SAN +394,860 790,360 $8,915,260
ING +266,417 275,103 $7,166,433
BBVA +169,954 340,488 $7,374,970
AVAH +155,965 259,099 $1,668,597
WIT +148,701 500,468 $1,060,992
CDE +84,568 132,905 $2,494,626
NWG +83,775 101,135 $1,506,911
SBH +83,612 115,010 $1,592,888
SMFG +65,381 130,762 $2,582,549
KEY +61,860 72,899 $1,461,624
III +58,400 224,459 $861,922
NFBK +51,986 71,147 $963,330
HAFC +47,119 76,474 $2,015,854
GSK +44,884 123,914 $6,838,813
OII +43,084 60,799 $2,156,540
TCMD +42,354 75,958 $1,984,782
UPWK +41,850 88,216 $966,847
UVSP +40,617 64,630 $2,214,223
HMY +36,338 153,236 $2,355,237
EGAN +30,648 110,309 $870,338
TFC +28,407 33,881 $1,557,509
USB +25,453 30,353 $1,578,659
LOGI +24,879 39,643 $3,612,270

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
ADTN −59,343 38,383 $482,858
EGHT −57,513 123,231 $204,563
TBPH −55,434 49,709 $806,777
OPRT −33,731 91,312 $420,948
NMIH −32,877 9,313 $349,330
ZVRA −22,813 33,315 $310,495
VIAV −22,210 58,887 $1,959,759
PRDO −20,773 46,601 $1,734,023
NFLX −20,265 2,367 $227,587
ALNT −17,455 19,766 $1,167,972
MITK −15,126 87,354 $1,179,279
EZPW −14,672 43,028 $1,092,050
OKTA −14,540 3,774 $297,051
OOMA −13,775 23,519 $342,201
LGCY −12,249 17,996 $225,309
EIX −12,068 9,976 $730,043
AMN −12,049 15,653 $287,076
STRA −9,539 9,633 $799,153
HLNE −8,730 2,411 $239,653
ISSC −8,195 9,998 $205,258
GDDY −7,170 2,572 $212,627
HWM −7,091 1,712 $394,547
WLDN −6,739 11,938 $913,973
HCI −6,342 1,347 $208,259
NXPI −6,267 2,050 $403,563

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
LYG 904,608 $4,550,178
NMR 495,744 $3,911,420
CGAU 187,626 $3,337,866
ORLA 205,642 $3,317,005
TEL 14,626 $3,057,126
ERIC 260,820 $2,939,441
BAC 54,527 $2,658,191
AMAT 7,273 $2,485,838
DAN 70,331 $2,366,638
TDW 26,911 $2,248,414
FSM 223,506 $2,219,414
PLXS 10,534 $2,133,556
CPF 66,458 $2,123,997
AX 24,265 $2,064,708
INDV 66,843 $2,037,374
KMT 55,503 $2,005,323
ASB 74,286 $1,921,035
LRCX 8,968 $1,916,102
FBP 87,119 $1,860,861
VSCO 40,121 $1,860,009
TRMK 43,522 $1,834,017
CMP 77,888 $1,818,684
DLX 65,956 $1,816,428
AEO 108,497 $1,811,899
PRLB 31,505 $1,796,415

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
JXN 24,094 $2,569,625
THR 56,108 $2,084,973
HQY 21,800 $1,997,098
HMN 41,618 $1,921,919
DY 5,522 $1,865,883
YELP 61,386 $1,865,520
BWA 41,273 $1,859,761
BOX 59,028 $1,765,527
G 37,617 $1,759,723
SPNT 79,573 $1,741,852
VISN 95,108 $1,724,308
GHC 1,564 $1,718,210
MD 79,557 $1,701,724
INFY 94,890 $1,690,939
SCSC 43,072 $1,682,392
MRCY 23,036 $1,681,858
PCRX 64,826 $1,677,696
INTU 2,532 $1,677,247
RYAAY 22,510 $1,624,996
HLIT 161,698 $1,599,193
EHC 15,055 $1,597,937
MCO 3,012 $1,538,680
KFY 23,056 $1,522,157
ADBE 4,325 $1,513,706
PJT 8,987 $1,502,626

Portfolio Positions

Export CSV View 13F filing
76 positions · $141,815,807 total · Technology only · 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 76 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology 		98,446 $33,269,825 23.46%
NVDA
Nvidia Corp
Technology 		66,603 $11,615,563 8.19%
AAPL
Apple Inc.
Technology 		32,947 $8,361,619 5.90%
MSFT
Microsoft Corp
Technology 		14,945 $5,532,190 3.90%
AVGO
Broadcom Inc.
Technology 		15,600 $4,828,356 3.40%
LOGI
Logitech International S.A.
Technology 		39,643 $3,612,270 2.55%
TEL
TE Connectivity plc
Technology 		14,626 $3,057,126 2.16%
ERIC
Ericsson Lm Telephone Co
Technology 		260,820 $2,939,441 2.07%
DGII
Digi International Inc
Technology 		53,645 $2,585,689 1.82%
VSAT
Viasat Inc
Technology 		55,071 $2,522,251 1.78%
SANM
Sanmina Corp
Technology 		19,392 $2,513,978 1.77%
NTCT
Netscout Systems Inc
Technology 		78,816 $2,505,560 1.77%
AMAT
Applied Materials Inc /De
Technology 		7,273 $2,485,838 1.75%
MU
Micron Technology Inc
Technology 		6,488 $2,191,905 1.55%
PLXS
Plexus Corp
Technology 		10,534 $2,133,556 1.50%
MRVL
Marvell Technology, Inc.
Technology 		19,973 $1,978,325 1.39%
VIAV
Viavi Solutions Inc.
Technology 		58,887 $1,959,759 1.38%
ITRI
Itron, Inc.
Technology 		21,393 $1,917,454 1.35%
LRCX
Lam Research Corp
Technology 		8,968 $1,916,102 1.35%
ANET
Arista Networks, Inc.
Technology 		14,930 $1,833,105 1.29%
KLAC
Kla Corp
Technology 		1,213 $1,786,033 1.26%
PLUS
Eplus Inc
Technology 		23,532 $1,770,783 1.25%
SMTC
Semtech Corp
Technology 		22,645 $1,741,174 1.23%
SONO
Sonos Inc
Technology 		123,574 $1,655,891 1.17%
VICR
Vicor Corp
Technology 		9,938 $1,600,018 1.13%
KEYS
Keysight Technologies, Inc.
Technology 		5,347 $1,509,832 1.06%
LITE
Lumentum Holdings Inc.
Technology 		2,116 $1,487,040 1.05%
FFIV
F5, Inc.
Technology 		4,860 $1,406,143 0.99%
TDC
Teradata Corp /De/
Technology 		54,571 $1,398,654 0.99%
QRVO
Qorvo, Inc.
Technology 		17,972 $1,391,032 0.98%
PLAB
Photronics Inc
Technology 		32,738 $1,322,942 0.93%
TTMI
Ttm Technologies Inc
Technology 		13,058 $1,272,110 0.90%
LASR
Nlight, Inc.
Technology 		21,072 $1,201,525 0.85%
ADI
Analog Devices Inc
Technology 		3,726 $1,185,389 0.84%
MITK
Mitek Systems Inc
Technology 		87,354 $1,179,279 0.83%
ALNT
Allient Inc
Technology 		19,766 $1,167,972 0.82%
LIF
Life360, Inc.
Technology 		28,414 $1,159,859 0.82%
CALX
Calix, Inc
Technology 		23,363 $1,144,553 0.81%
QTWO
Q2 Holdings, Inc.
Technology 		22,991 $1,087,474 0.77%
DXC
DXC Technology Co
Technology 		86,084 $1,082,075 0.76%
CTS
Cts Corp
Technology 		22,279 $1,064,045 0.75%
WIT
Wipro Ltd
Technology 		500,468 $1,060,992 0.75%
INSG
Inseego Corp.
Technology 		82,320 $915,398 0.65%
EGAN
EGAIN Corp
Technology 		110,309 $870,338 0.61%
III
Information Services Group Inc.
Technology 		224,459 $861,922 0.61%
XYZ
Block, Inc.
Technology 		11,866 $714,095 0.50%
CGNX
Cognex Corp
Technology 		12,617 $618,106 0.44%
CIFR
Cipher Digital Inc.
Technology 		40,450 $520,591 0.37%
BKTI
BK Technologies Corp
Technology 		6,698 $499,871 0.35%
ADTN
ADTRAN Holdings, Inc.
Technology 		38,383 $482,858 0.34%

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