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Portfolio (Quarterly) Guide ↗

Informed Momentum Co LLC

· CIK 0001510989
13F Portfolio $866M AUM 273 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 127 New 23 Added 95 Reduced 122 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISSC Innovative Solutions and Support Inc Industrials 52,733.0 $1.1M 0.12% +1K +2.2% $20.53 -16.0%
22 TAYD Taylor Devices Inc Industrials 13,924.0 $794K 0.09% +9K +167.6% $57.00 -6.1%
23 RFIL RF Industries Ltd Industrials 66,920.0 $690K 0.08% +34K +106.1% $10.31 +84.7%
Page 2 of 2  ·  23 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 24.6%
Industrials 23.5%
Healthcare 16.9%
Energy 13.4%
Consumer Cyclical 6.2%
Basic Materials 4.6%
Financial Services 3.9%
Consumer Defensive 2.7%
Communication Services 2.0%
Real Estate 1.6%