SEC Form 13F

Informed Momentum Co LLC 13F Holdings

Inspect Informed Momentum Co LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-14
Reported value
$1,122,341,988
Positions
268

Read this manager's filing book

Step 1 of 3

Disclosed positions

Informed Momentum Co LLC: source evidence dated 2026-08-14T03:59:59.999Z.

Issuer
Blackrock Inc
Ticker
SMIN
Class
Funds - Equities ETF
Reported value
$35,708,323
Reported amount
504,854
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001104659-26-095607
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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What you should see

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Disclosed positions

See the complete disclosed positions
Blackrock IncSMINFunds - Equities ETF$35,708,323504,854SHNone
Vicor CorpVICRCommon Stock$15,088,28039,729SHNone
Bloom Energy CorpBECommon Stock$15,032,99049,663SHNone
Guardant Health IncGHCommon Stock$12,198,03981,304SHNone
BrightSpring Health Services IncBTSGCommon Stock$11,190,899160,466SHNone
CECO Environmental CorpCECOCommon Stock$10,950,231120,677SHNone
SiTime CorpSITMCommon Stock$10,484,06514,062SHNone
Sphere Entertainment CoSPHRCommon Stock$10,388,20260,037SHNone
Viavi Solutions IncVIAVCommon Stock$10,321,831216,164SHNone
Semtech CorpSMTCCommon Stock$10,244,29663,295SHNone
DigitalOcean Holdings IncDOCNCommon Stock$9,522,45660,641SHNone
Modine Manufacturing CoMODCommon Stock$9,266,12834,702SHNone
Revolution Medicines IncRVMDCommon Stock$9,243,57949,357SHNone
Kulicke & Soffa Industries IncKLICCommon Stock$9,023,18267,458SHNone
MACOM Technology Solutions Holdings IncMTSICommon Stock$9,000,31523,662SHNone
TTM Technologies IncTTMICommon Stock$8,948,90747,850SHNone
Solaris Energy Infrastructure IncSEICommon Stock$8,946,830111,196SHNone
FormFactor IncFORMCommon Stock$8,892,26855,601SHNone
Vishay Precision Group IncVPGCommon Stock$8,780,37958,571SHNone
Allient IncALNTCommon Stock$8,639,53283,936SHNone
Viasat IncVSATCommon Stock$8,593,91995,690SHNone
Cohu IncCOHUCommon Stock$8,553,309115,726SHNone
Dycom Industries IncDYCommon Stock$8,473,68816,760SHNone
Preformed Line Products CoPLPCCommon Stock$8,228,85420,043SHNone
NWPX Infrastructure IncNWPXCommon Stock$8,198,86954,681SHNone
Enova International IncENVACommon Stock$7,968,64433,102SHNone
Arteris IncAIPCommon Stock$7,916,914162,933SHNone
PriceSmart IncPSMTCommon Stock$7,868,88140,283SHNone
Argan IncAGXCommon Stock$7,681,2529,619SHNone
MYR Group IncMYRGCommon Stock$7,585,06315,158SHNone
Powell Industries IncPOWLCommon Stock$7,282,13525,430SHNone
Materion CorpMTRNCommon Stock$7,236,68824,334SHNone
Sanmina CorpSANMCommon Stock$7,234,03928,584SHNone
A10 Networks IncATENCommon Stock$7,052,372188,768SHNone
National Energy Services Reunited CorpNESRCommon Stock$6,989,014233,512SHNone
TD SYNNEX CorpSNXCommon Stock$6,987,73326,138SHNone
nLight IncLASRCommon Stock$6,942,85499,725SHNone
MKS IncMKSICommon Stock$6,925,98115,571SHNone
Knowles CorpKNCommon Stock$6,841,213164,928SHNone
Graham CorpGHMCommon Stock$6,835,31255,217SHNone
Chefs' Warehouse Inc/TheCHEFCommon Stock$6,816,56570,932SHNone
Terawulf IncWULFCommon Stock$6,722,698272,174SHNone
Travere Therapeutics IncTVTXCommon Stock$6,702,841117,987SHNone
Axcelis Technologies IncACLSCommon Stock$6,643,25435,066SHNone
Plexus CorpPLXSCommon Stock$6,641,80022,090SHNone
Ichor Holdings LtdICHRCommon Stock$6,549,96658,336SHNone
LightPath Technologies IncLPTHCommon Stock$6,516,440398,559SHNone
Moog IncMOG.ACommon Stock$6,500,85815,338SHNone
FuelCell Energy IncFCELCommon Stock$6,440,677178,858SHNone
Twist Bioscience CorpTWSTCommon Stock$6,436,58462,564SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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