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Portfolio (Quarterly) Guide ↗

Integrated Capital Management, LLC

· CIK 0002040070
13F Portfolio $237M AUM 62 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 26 Added 18 Reduced 2 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHYG ISHARES TR 7,583.0 $321K 0.14% +92.0 +1.2% $42.31 +0.6%
22 META META PLATFORMS INC Communication Services 545.0 $312K 0.13% +173.0 +46.5% $571.77 +11.1%
23 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,958.0 $267K 0.11% +2K +39.9% $38.42 +8.1%
24 J P MORGAN EXCHANGE TRADED F 5,233.0 $265K 0.11% +137.0 +2.7% $50.61
25 MINT PIMCO ETF TR 2,597.0 $261K 0.11% +32.0 +1.2% $100.57 +0.1%
26 AVGO BROADCOM INC Technology 843.0 $261K 0.11% +52.0 +6.6% $309.34 +37.9%
Page 2 of 2  ·  26 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
Communication Services 58.3%
Technology 18.8%
Financial Services 9.6%
Basic Materials 6.6%
Consumer Cyclical 3.9%
Industrials 1.2%
Healthcare 0.8%
Energy 0.7%