Informed Momentum Co LLC
269 holdingsFiling period: 2026-06-30Current AUM: $922.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SMIN | Blackrock Inc | 504.9K | $35.7M | $35.0M | 3.79% | +399.9K | 2026-06-30 |
| 2 | VICR | Vicor Corp | 39.7K | $15.1M | $7.3M | 0.79% | -6,379 | 2026-06-30 |
| 3 | BE | Bloom Energy Corp | 49.7K | $15.0M | $12.9M | 1.40% | -6,017 | 2026-06-30 |
| 4 | GH | Guardant Health Inc | 81.3K | $12.2M | $14.3M | 1.55% | -- | 2026-06-30 |
| 5 | BTSG | BrightSpring Health Services Inc | 160.5K | $11.2M | $9.4M | 1.02% | -2,532 | 2026-06-30 |
| 6 | CECO | CECO Environmental Corp | 120.7K | $10.9M | $8.1M | 0.88% | -- | 2026-06-30 |
| 7 | SITM | SiTime Corp | 14.1K | $10.5M | $7.7M | 0.84% | -2,077 | 2026-06-30 |
| 8 | SPHR | Sphere Entertainment Co | 60.0K | $10.4M | $8.7M | 0.94% | -946 | 2026-06-30 |
| 9 | VIAV | Viavi Solutions Inc | 216.2K | $10.3M | $7.3M | 0.79% | -53,956 | 2026-06-30 |
| 10 | SMTC | Semtech Corp | 63.3K | $10.2M | $9.6M | 1.04% | -- | 2026-06-30 |
| 11 | DOCN | DigitalOcean Holdings Inc | 60.6K | $9.5M | $7.1M | 0.77% | -7,348 | 2026-06-30 |
| 12 | MOD | Modine Manufacturing Co | 34.7K | $9.3M | $6.2M | 0.67% | -539 | 2026-06-30 |
| 13 | RVMD | Revolution Medicines Inc | 49.4K | $9.2M | $10.1M | 1.10% | -765 | 2026-06-30 |
| 14 | KLIC | Kulicke & Soffa Industries Inc | 67.5K | $9.0M | $5.3M | 0.58% | -1,062 | 2026-06-30 |
| 15 | MTSI | MACOM Technology Solutions Holdings Inc | 23.7K | $9.0M | $5.7M | 0.62% | -374 | 2026-06-30 |
| 16 | TTMI | TTM Technologies Inc | 47.9K | $8.9M | $5.4M | 0.58% | -47,372 | 2026-06-30 |
| 17 | SEI | Solaris Energy Infrastructure Inc | 111.2K | $8.9M | $6.9M | 0.74% | -2,263 | 2026-06-30 |
| 18 | FORM | FormFactor Inc | 55.6K | $8.9M | $5.7M | 0.61% | -17,979 | 2026-06-30 |
| 19 | VPG | Vishay Precision Group Inc | 58.6K | $8.8M | $3.5M | 0.38% | -41,785 | 2026-06-30 |
| 20 | ALNT | Allient Inc | 83.9K | $8.6M | $7.7M | 0.83% | +56.5K | 2026-06-30 |
| 21 | VSAT | Viasat Inc | 95.7K | $8.6M | $6.8M | 0.73% | -14,925 | 2026-06-30 |
| 22 | COHU | Cohu Inc | 115.7K | $8.6M | $5.8M | 0.63% | -- | 2026-06-30 |
| 23 | DY | Dycom Industries Inc | 16.8K | $8.5M | $4.7M | 0.51% | -2,646 | 2026-06-30 |
| 24 | PLPC | Preformed Line Products Co | 20.0K | $8.2M | $8.1M | 0.88% | -316 | 2026-06-30 |
| 25 | NWPX | NWPX Infrastructure Inc | 54.7K | $8.2M | $5.5M | 0.60% | +38.5K | 2026-06-30 |
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