Informed Momentum Co LLC

CIK

1510989

City

Solana Beach

State / Country

CA

Stock

ESQ — Esquire Financial Holdings, Inc.

Top Portfolio Positions

269 positions · $853,595,709 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AEIS	Advanced Energy Industries Inc Industrials	44,577	$14,385,443	1.69%
LASR	Nlight, Inc. Technology	246,778	$14,071,281	1.65%
TTMI	Ttm Technologies Inc Technology	95,222	$9,276,527	1.09%
VIAV	Viavi Solutions Inc. Technology	270,120	$8,989,593	1.05%
AXTI	Axt Inc Technology	155,011	$8,832,526	1.03%
FN	Fabrinet Technology	16,764	$8,742,761	1.02%
NXT	Nextpower Inc. Technology	70,539	$8,503,476	1.00%
GLNG	Golar Lng Ltd Energy	153,702	$8,316,815	0.97%
MOG-A	Moog Inc. Industrials	26,715	$7,817,877	0.92%
MOD	Modine Manufacturing Co Consumer Cyclical	35,241	$7,637,077	0.89%

Portfolio Trend

25 quarters · across all stocks

Holdings in ESQ

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$825,922	7,683	0.0%	Shares	Sole	2026-05-13
2025-12-31	$784,203	7,683	-32.6%	Shares	Sole	2026-02-12
2025-09-30	$1,164,141	11,407	+7.0%	Shares	Sole	2025-11-14
2025-06-30	$1,009,170	10,661	-3.9%	Shares	Sole	2025-08-12
2025-03-31	$835,964	11,090	-24.9%	Shares	Sole	2025-05-13
2024-12-31	$1,174,692	14,776	-5.1%	Shares	Sole	2025-02-13
2024-09-30	$1,015,515	15,573	+51.0%	Shares	Sole	2024-11-13
2023-12-31	$515,337	10,315	-64.5%	Shares	Sole	2024-02-14
2023-09-30	$1,328,345	29,073	-34.3%	Shares	Sole	2023-11-13
2022-12-31	$1,913,389	44,230	-15.3%	Shares	Sole	2023-02-14
2022-09-30	$1,960,785	52,218	+27.1%	Shares	Sole	2022-11-14
2022-06-30	$1,368,063	41,083	-1.2%	Shares	Sole	2022-08-12
2022-03-31	$1,397,167	41,570	+1.3%	Shares	Sole	2022-05-13
2021-12-31	$1,292,319	41,026	—	Shares	Sole	2022-02-11
No 13F history on record for this holder in this stock.