Expect Equity LLC

Position in INFU — InfuSystem Holdings, Inc

CIK 2007407 Pikesville, MD

Position in INFU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,783,503

+$1,036,372 QoQ

Shares Held

184,819

+128.3% QoQ

Ownership

0.928%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#20

of 98 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Expect Equity LLC holds $13,066,642 across 5 Medical Devices names. INFU ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRKR	Bruker Corp	70,930	$4,268,567
2	HAE	Haemonetics Corp	41,026	$3,076,950
3	VMD	Viemed Healthcare, Inc.	212,721	$2,425,019
4	INFU	InfuSystem Holdings, Inc This page	184,819	$1,783,503
5	NEOG	Neogen Corp	168,254	$1,512,603

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,783,503	184,819	+128.3%	Shares	Sole	2026-08-14
2026-03-31	$747,131	80,946	—	Shares	Sole	2026-08-19
No filing history on record for this holder in this stock.