Informed Momentum
$1.1B 13F equity value
396 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Informed Momentum covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SMIN | Blackrock Inc | 504,854 | $36M | 3.2% |
| VICR | Vicor Corp | 39,729 | $15M | 1.3% |
| BE | Bloom Energy Corp | 49,663 | $15M | 1.3% |
| GH | Guardant Health Inc | 81,304 | $12M | 1.1% |
| BTSG | BrightSpring Health Services Inc | 160,466 | $11M | 1.0% |
| CECO | CECO Environmental Corp | 120,677 | $11M | 1.0% |
| SITM | SiTime Corp | 14,062 | $10M | 0.9% |
| SPHR | Sphere Entertainment Co | 60,037 | $10M | 0.9% |
| VIAV | Viavi Solutions Inc | 216,164 | $10M | 0.9% |
| SMTC | Semtech Corp | 63,295 | $10M | 0.9% |
Track Informed Momentum's 13F portfolio: $1.1B in reported holdings, 396 positions. Top holdings and quarterly changes on SentiSense.
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