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Portfolio (Quarterly) Guide ↗

SSI INVESTMENT MANAGEMENT LLC

· CIK 0000938487
13F Portfolio $1.4B AUM 548 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 46 Added 58 Reduced 44 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PACIRA BIOSCIENCES INC 4,000,000.0 $3.9M 0.27% +2.0M +100.0% $0.96
42 SUPER MICRO COMPUTER INC 4,019,000.0 $3.2M 0.22% +3.3M +437.3% $0.80
43 CMS ENERGY CORP 2,771,000.0 $3.1M 0.22% +88K +3.3% $1.13
44 TETRA TECH INC NEW 2,180,000.0 $2.3M 0.16% +1.7M +331.7% $1.05
45 PINNACLE WEST CAP CORP 1,343,000.0 $1.5M 0.11% +43K +3.3% $1.15
46 RIVIAN AUTOMOTIVE INC 1,079,000.0 $1.2M 0.08% +18K +1.7% $1.07
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 23.6%
Communication Services 12.0%
Consumer Cyclical 10.9%
Consumer Defensive 6.1%
Healthcare 5.6%
Industrials 5.1%
Energy 3.1%