Informed Momentum Co LLC
Position in RELL — Richardson Electronics, Ltd.
CIK 1510989
Solana Beach, CA
Position in RELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,205,861
-$717,765 QoQ
Shares Held
63,433
-26.4% QoQ
Ownership
0.432%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#28
of 114 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RELL Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $84,807,710 across 15 Electronic Components names. RELL ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICR |
Vicor Corp
|
39,729 | $15,088,279 | |
| 2 | TTMI |
Ttm Technologies Inc
|
47,850 | $8,948,907 | |
| 3 | ALNT |
Allient Inc
|
83,936 | $8,639,532 | |
| 4 | SANM |
Sanmina Corp
|
28,584 | $7,234,038 | |
| 5 | KN |
Knowles Corp
|
164,928 | $6,841,213 | |
| 6 | PLXS |
Plexus Corp
|
22,090 | $6,641,800 | |
| 7 | LPTH |
Lightpath Technologies Inc
|
398,559 | $6,516,439 | |
| 8 | BELFA |
Bel Fuse Inc /Nj
|
18,924 | $6,302,448 |
All Filings in RELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,861 | 63,433 | Shares | Sole | 2026-08-13 | |
| 2023-03-31 | $1,923,626 | 86,184 | Shares | Sole | 2023-07-12 | |
| 2022-12-31 | $3,405,441 | 159,655 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,530,775 | 167,601 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,933,961 | 131,921 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,660,540 | 133,484 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,781,138 | 131,741 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||