Filed: 8/13/2026ACC: 0001104659-26-095607
📋 What this filing means
INFORMED MOMENTUM CO LLC filed this quarterly 13F‑HR report disclosing 268 equity positions with a total reported market value of $1.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
268
Positions
$1.12B
Total AUM (reported)
23.01M
Total Shares
Allocation by class
COMMON STOCK$1.09B96.8%
FUNDS - EQUITIES ETF$35.71M3.2%
Portfolio Concentration
Top 3$65.83M5.9%
4–10$75.78M6.8%
11–25$132.31M11.8%
Rest$848.42M75.6%
Top 3 weight
5.9%
Top 10 weight
12.6%
Voting Authority Distribution
Total shares with voting rights: 23.01M
Sole
Full voting authority
12.67M
shares
% of voting shares55.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.34M
shares
% of voting shares44.9%
Investment Discretion (by position count)
Sole268
Shared0
Other0
Dominant voting typeSole · 55.1% of voting shares
Institutional Holdings268
Rows:
Blackrock Inc
SOLEShares504.85K
TypeSH
Market value$35.71M
3.18%
Sole
504.83K
Shared
0.00
None
24.00
Vicor Corp
SOLEShares39.73K
TypeSH
Market value$15.09M
1.34%
Sole
8.63K
Shared
0.00
None
31.10K
Bloom Energy Corp
SOLEShares49.66K
TypeSH
Market value$15.03M
1.34%
Sole
10.78K
Shared
0.00
None
38.88K
Guardant Health Inc
SOLEShares81.30K
TypeSH
Market value$12.20M
1.09%
Sole
17.66K
Shared
0.00
None
63.65K
BrightSpring Health Services Inc
SOLEShares160.47K
TypeSH
Market value$11.19M
1.00%
Sole
34.83K
Shared
0.00
None
125.64K
CECO Environmental Corp
SOLEShares120.68K
TypeSH
Market value$10.95M
0.98%
Sole
26.81K
Shared
0.00
None
93.86K
SiTime Corp
SOLEShares14.06K
TypeSH
Market value$10.48M
0.93%
Sole
3.05K
Shared
0.00
None
11.01K
Sphere Entertainment Co
SOLEShares60.04K
TypeSH
Market value$10.39M
0.93%
Sole
13.29K
Shared
0.00
None
46.74K
Viavi Solutions Inc
SOLEShares216.16K
TypeSH
Market value$10.32M
0.92%
Sole
46.89K
Shared
0.00
None
169.28K
Semtech Corp
SOLEShares63.30K
TypeSH
Market value$10.24M
0.91%
Sole
13.75K
Shared
0.00
None
49.55K
DigitalOcean Holdings Inc
SOLEShares60.64K
TypeSH
Market value$9.52M
0.85%
Sole
13.16K
Shared
0.00
None
47.48K
Modine Manufacturing Co
SOLEShares34.70K
TypeSH
Market value$9.27M
0.83%
Sole
7.54K
Shared
0.00
None
27.17K
Revolution Medicines Inc
SOLEShares49.36K
TypeSH
Market value$9.24M
0.82%
Sole
10.71K
Shared
0.00
None
38.64K
Kulicke & Soffa Industries Inc
SOLEShares67.46K
TypeSH
Market value$9.02M
0.80%
Sole
14.97K
Shared
0.00
None
52.48K
MACOM Technology Solutions Holdings Inc
SOLEShares23.66K
TypeSH
Market value$9.00M
0.80%
Sole
5.11K
Shared
0.00
None
18.55K
TTM Technologies Inc
SOLEShares47.85K
TypeSH
Market value$8.95M
0.80%
Sole
10.60K
Shared
0.00
None
37.25K
Solaris Energy Infrastructure Inc
SOLEShares111.20K
TypeSH
Market value$8.95M
0.80%
Sole
40.22K
Shared
0.00
None
70.98K
FormFactor Inc
SOLEShares55.60K
TypeSH
Market value$8.89M
0.79%
Sole
12.06K
Shared
0.00
None
43.55K
Vishay Precision Group Inc
SOLEShares58.57K
TypeSH
Market value$8.78M
0.78%
Sole
31.59K
Shared
0.00
None
26.98K
Allient Inc
SOLEShares83.94K
TypeSH
Market value$8.64M
0.77%
Sole
38.76K
Shared
0.00
None
45.18K
Viasat Inc
SOLEShares95.69K
TypeSH
Market value$8.59M
0.77%
Sole
21.27K
Shared
0.00
None
74.42K
Cohu Inc
SOLEShares115.73K
TypeSH
Market value$8.55M
0.76%
Sole
25.64K
Shared
0.00
None
90.09K
Dycom Industries Inc
SOLEShares16.76K
TypeSH
Market value$8.47M
0.76%
Sole
3.63K
Shared
0.00
None
13.13K
Preformed Line Products Co
SOLEShares20.04K
TypeSH
Market value$8.23M
0.73%
Sole
4.45K
Shared
0.00
None
15.60K
NWPX Infrastructure Inc
SOLEShares54.68K
TypeSH
Market value$8.20M
0.73%
Sole
24.02K
Shared
0.00
None
30.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Blackrock IncSOLE | Funds - Equities ETF | 504.85K | SH | $35.71M 3.18% | 504.83K | 0.00 | 24.00 |
Vicor CorpSOLE | Common Stock | 39.73K | SH | $15.09M 1.34% | 8.63K | 0.00 | 31.10K |
Bloom Energy CorpSOLE | Common Stock | 49.66K | SH | $15.03M 1.34% | 10.78K | 0.00 | 38.88K |
Guardant Health IncSOLE | Common Stock | 81.30K | SH | $12.20M 1.09% | 17.66K | 0.00 | 63.65K |
BrightSpring Health Services IncSOLE | Common Stock | 160.47K | SH | $11.19M 1.00% | 34.83K | 0.00 | 125.64K |
CECO Environmental CorpSOLE | Common Stock | 120.68K | SH | $10.95M 0.98% | 26.81K | 0.00 | 93.86K |
SiTime CorpSOLE | Common Stock | 14.06K | SH | $10.48M 0.93% | 3.05K | 0.00 | 11.01K |
Sphere Entertainment CoSOLE | Common Stock | 60.04K | SH | $10.39M 0.93% | 13.29K | 0.00 | 46.74K |
Viavi Solutions IncSOLE | Common Stock | 216.16K | SH | $10.32M 0.92% | 46.89K | 0.00 | 169.28K |
Semtech CorpSOLE | Common Stock | 63.30K | SH | $10.24M 0.91% | 13.75K | 0.00 | 49.55K |
DigitalOcean Holdings IncSOLE | Common Stock | 60.64K | SH | $9.52M 0.85% | 13.16K | 0.00 | 47.48K |
Modine Manufacturing CoSOLE | Common Stock | 34.70K | SH | $9.27M 0.83% | 7.54K | 0.00 | 27.17K |
Revolution Medicines IncSOLE | Common Stock | 49.36K | SH | $9.24M 0.82% | 10.71K | 0.00 | 38.64K |
Kulicke & Soffa Industries IncSOLE | Common Stock | 67.46K | SH | $9.02M 0.80% | 14.97K | 0.00 | 52.48K |
MACOM Technology Solutions Holdings IncSOLE | Common Stock | 23.66K | SH | $9.00M 0.80% | 5.11K | 0.00 | 18.55K |
TTM Technologies IncSOLE | Common Stock | 47.85K | SH | $8.95M 0.80% | 10.60K | 0.00 | 37.25K |
Solaris Energy Infrastructure IncSOLE | Common Stock | 111.20K | SH | $8.95M 0.80% | 40.22K | 0.00 | 70.98K |
FormFactor IncSOLE | Common Stock | 55.60K | SH | $8.89M 0.79% | 12.06K | 0.00 | 43.55K |
Vishay Precision Group IncSOLE | Common Stock | 58.57K | SH | $8.78M 0.78% | 31.59K | 0.00 | 26.98K |
Allient IncSOLE | Common Stock | 83.94K | SH | $8.64M 0.77% | 38.76K | 0.00 | 45.18K |
Viasat IncSOLE | Common Stock | 95.69K | SH | $8.59M 0.77% | 21.27K | 0.00 | 74.42K |
Cohu IncSOLE | Common Stock | 115.73K | SH | $8.55M 0.76% | 25.64K | 0.00 | 90.09K |
Dycom Industries IncSOLE | Common Stock | 16.76K | SH | $8.47M 0.76% | 3.63K | 0.00 | 13.13K |
Preformed Line Products CoSOLE | Common Stock | 20.04K | SH | $8.23M 0.73% | 4.45K | 0.00 | 15.60K |
NWPX Infrastructure IncSOLE | Common Stock | 54.68K | SH | $8.20M 0.73% | 24.02K | 0.00 | 30.66K |
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