Informed Momentum Co LLC

Position in CLFD — Clearfield, Inc.

CIK 1510989 Solana Beach, CA

Position in CLFD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$811,994

-$1,815,076 QoQ

Shares Held

20,407

-26.9% QoQ

Ownership

0.150%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#44

of 125 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Informed Momentum Co LLC holds $38,472,101 across 10 Communication Equipment names. CLFD ranks #10 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc.	216,164	$10,321,831
2	VSAT	Viasat Inc	95,690	$8,593,918
3	DGII	Digi International Inc	82,333	$6,170,858
4	VISN	Vistance Networks, Inc.	240,985	$3,079,788
5	FEIM	Frequency Electronics Inc	44,871	$2,977,190
6	AAOI	Applied Optoelectronics, Inc.	19,284	$2,857,117
7	BKTI	BK Technologies Corp	16,180	$1,391,156
8	OCC	Optical Cable Corp	63,484	$1,331,259

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$811,994	20,407	-26.9%	Shares	Sole	2026-08-13
2022-12-31	$2,627,070	27,906	-26.4%	Shares	Sole	2023-02-14
2022-09-30	$3,967,111	37,912	+27.6%	Shares	Sole	2022-11-14
2022-06-30	$1,840,224	29,705	-38.2%	Shares	Sole	2022-08-12
2022-03-31	$3,134,407	48,059	-44.3%	Shares	Sole	2022-05-13
2021-12-31	$7,285,614	86,302	+24.2%	Shares	Sole	2022-02-11
2021-09-30	$3,068,380	69,499	-12.3%	Shares	Sole	2021-11-12
2021-06-30	$2,969,335	79,288	-0.0%	Shares	Sole	2021-08-13
2021-03-31	$2,389,640	79,311	-31.3%	Shares	Sole	2021-05-11
2020-12-31	$2,854,912	115,490	-1.0%	Shares	Sole	2021-02-11
2020-09-30	$2,352,568	116,637	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.