Informed Momentum Co LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$660.3M
Holdings
220
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (220 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRSCarpenter Technology Corp | 34,360 | $9.5M | 1.44% | |
| 2 | CRDOCredo Technology Group Holding Ltd | 100,404 | $9.3M | 1.41% | |
| 3 | FNFabrinet | 28,875 | $8.5M | 1.29% | |
| 4 | SEZLSezzle Inc | 45,597 | $8.2M | 1.24% | |
| 5 | DAVEDave Inc | 27,425 | $7.4M | 1.11% | |
| 6 | KTOSKratos Defense & Security Solutions Inc | 148,911 | $6.9M | 1.05% | |
| 7 | JPXAeroVironment Inc | 23,428 | $6.7M | 1.01% | |
| 8 | TTMITTM Technologies Inc | 157,731 | $6.4M | 0.97% | |
| 9 | PRCHPorch Group Inc | 543,140 | $6.4M | 0.97% | |
| 10 | DYDycom Industries Inc | 25,667 | $6.3M | 0.95% | |
| 11 | STRLSterling Infrastructure Inc | 26,584 | $6.1M | 0.93% | |
| 12 | IM8NInsmed Inc | 59,912 | $6.0M | 0.91% | |
| 13 | AEISAdvanced Energy Industries Inc | 45,029 | $6.0M | 0.90% | |
| 14 | BROSDutch Bros Inc | 86,963 | $5.9M | 0.90% | |
| 15 | TPBTurning Point Brands Inc | 78,295 | $5.9M | 0.90% | |
| 16 | LMBLimbach Holdings Inc | 41,094 | $5.8M | 0.87% | |
| 17 | NAGENiagen Bioscience Inc | 398,788 | $5.7M | 0.87% | |
| 18 | BMIBadger Meter Inc | 23,427 | $5.7M | 0.87% | |
| 19 | OSISOSI Systems Inc | 25,442 | $5.7M | 0.87% | |
| 20 | ESEESCO Technologies Inc | 28,819 | $5.5M | 0.84% | |
| 21 | CVLTCommvault Systems Inc | 31,661 | $5.5M | 0.84% | |
| 22 | AEVAAeva Technologies Inc | 145,087 | $5.5M | 0.83% | |
| 23 | WTSWatts Water Technologies Inc | 22,191 | $5.5M | 0.83% | |
| 24 | RBRKRubrik Inc | 60,839 | $5.5M | 0.83% | |
| 25 | KDKyndryl Holdings Inc | 129,147 | $5.4M | 0.82% | |
| 26 | MYRGMYR Group Inc | 29,683 | $5.4M | 0.82% | |
| 27 | LRNStride Inc | 37,084 | $5.4M | 0.82% | |
| 28 | DRSLeonardo SpA | 114,508 | $5.3M | 0.81% | |
| 29 | ATGEAdtalem Global Education Inc | 41,758 | $5.3M | 0.80% | |
| 30 | AKBAAkebia Therapeutics Inc | 1,454,328 | $5.3M | 0.80% | |
| 31 | MGNIMagnite Inc | 217,478 | $5.2M | 0.79% | |
| 32 | ATDATI Inc | 60,633 | $5.2M | 0.79% | |
| 33 | IRTCiRhythm Technologies Inc | 33,968 | $5.2M | 0.79% | |
| 34 | 6RJ0Rocket Lab Corp | 146,064 | $5.2M | 0.79% | |
| 35 | SMRFluor Corp | 130,230 | $5.2M | 0.78% | |
| 36 | UTIUniversal Technical Institute Inc | 150,889 | $5.1M | 0.77% | |
| 37 | NXTNEXTracker Inc | 93,425 | $5.1M | 0.77% | |
| 38 | SNEXStoneX Group Inc | 55,514 | $5.1M | 0.77% | |
| 39 | GRPNGroupon Inc | 150,756 | $5.0M | 0.76% | |
| 40 | NFGNational Fuel Gas Co | 57,387 | $4.9M | 0.74% | |
| 41 | TLNTalen Energy Corp | 16,621 | $4.8M | 0.73% | |
| 42 | LASRnLight Inc | 243,767 | $4.8M | 0.73% | |
| 43 | ITRIItron Inc | 36,334 | $4.8M | 0.72% | |
| 44 | LAURLaureate Education Inc | 203,880 | $4.8M | 0.72% | |
| 45 | ULSUL Solutions Inc | 65,240 | $4.8M | 0.72% | |
| 46 | ROADSuntx Capital Management Corp | 44,341 | $4.7M | 0.71% | |
| 47 | AGXArgan Inc | 21,354 | $4.7M | 0.71% | |
| 48 | OLLIOllie's Bargain Outlet Holdings Inc | 35,543 | $4.7M | 0.71% | |
| 49 | SSFSensient Technologies Corp | 47,361 | $4.7M | 0.71% | |
| 50 | EHCEncompass Health Corp | 38,027 | $4.7M | 0.71% | |
| 51 | SPNTSiriusPoint Ltd | 228,212 | $4.7M | 0.70% | |
| 52 | CELHCelsius Holdings Inc | 100,212 | $4.6M | 0.70% | |
| 53 | 1RGAmerican Industrial Partners LP | 97,052 | $4.6M | 0.70% | |
| 54 | IESCIES Holdings Inc | 15,442 | $4.6M | 0.69% | |
| 55 | BWXTBWX Technologies Inc | 31,720 | $4.6M | 0.69% | |
| 56 | LFMDLifeMD Inc | 335,441 | $4.6M | 0.69% | |
| 57 | CALXCalix Inc | 85,845 | $4.6M | 0.69% | |
| 58 | LEUCentrus Energy Corp | 24,891 | $4.6M | 0.69% | |
| 59 | TPCTutor Perini Corp | 96,352 | $4.5M | 0.68% | |
| 60 | MIRWatling Street Capital Partners LLP | 208,974 | $4.5M | 0.68% | |
| 61 | BBWBuild-A-Bear Workshop Inc | 86,553 | $4.5M | 0.68% | |
| 62 | ATROAstronics Corp | 132,118 | $4.4M | 0.67% | |
| 63 | HRTGHeritage Insurance Holdings Inc | 177,026 | $4.4M | 0.67% | |
| 64 | HTDCorcept Therapeutics Inc | 59,534 | $4.4M | 0.66% | |
| 65 | TDUPThredUp Inc | 583,309 | $4.4M | 0.66% | |
| 66 | LIFLife360 Inc | 66,286 | $4.3M | 0.65% | |
| 67 | NEUNewMarket Corp | 6,255 | $4.3M | 0.65% | |
| 68 | SANMSanmina Corp | 44,114 | $4.3M | 0.65% | |
| 69 | ALAir Lease Corp | 72,739 | $4.3M | 0.64% | |
| 70 | BOXBox Inc | 123,398 | $4.2M | 0.64% | |
| 71 | SEISolaris Energy Infrastructure Inc | 146,435 | $4.1M | 0.63% | |
| 72 | URBNUrban Outfitters Inc | 57,077 | $4.1M | 0.63% | |
| 73 | DOMODomo Inc | 295,055 | $4.1M | 0.62% | |
| 74 | LITELumentum Holdings Inc | 43,092 | $4.1M | 0.62% | |
| 75 | SLMSLM Corp | 124,908 | $4.1M | 0.62% | |
| 76 | AMAntero Midstream Corp | 215,827 | $4.1M | 0.62% | |
| 77 | VISNCommScope Holding Co Inc | 484,027 | $4.0M | 0.61% | |
| 78 | FROGJFrog Ltd | 90,869 | $4.0M | 0.60% | |
| 79 | PTGXProtagonist Therapeutics Inc | 71,971 | $4.0M | 0.60% | |
| 80 | PSMTPriceSmart Inc | 37,589 | $3.9M | 0.60% | |
| 81 | LINCLincoln Educational Services Corp | 170,103 | $3.9M | 0.59% | |
| 82 | J2AWilldan Group Inc | 61,614 | $3.9M | 0.58% | |
| 83 | PLMRPalomar Holdings Inc | 24,768 | $3.8M | 0.58% | |
| 84 | BBIOBridgebio Pharma Inc | 87,166 | $3.8M | 0.57% | |
| 85 | ADPTAdaptive Biotechnologies Corp | 321,573 | $3.7M | 0.57% | |
| 86 | KRMNKarman Holdings Inc | 72,989 | $3.7M | 0.56% | |
| 87 | AAMIAcadian Asset Management Inc | 104,132 | $3.7M | 0.56% | |
| 88 | HCIHCI Group Inc | 23,813 | $3.6M | 0.55% | |
| 89 | CRKComstock Resources Inc | 130,104 | $3.6M | 0.55% | |
| 90 | SLNOVivo Capital LLC | 42,741 | $3.6M | 0.54% | |
| 91 | INODInnodata Inc | 69,870 | $3.6M | 0.54% | |
| 92 | ASAmer Sports Holding Cayman Ltd | 91,471 | $3.5M | 0.54% | |
| 93 | GKDGrand Canyon Education Inc | 18,655 | $3.5M | 0.53% | |
| 94 | PBIPitney Bowes Inc | 319,245 | $3.5M | 0.53% | |
| 95 | AVPTAvePoint Inc | 179,665 | $3.5M | 0.53% | |
| 96 | OUSTOuster Inc | 141,618 | $3.4M | 0.52% | |
| 97 | CDTXCidara Therapeutics Inc | 69,902 | $3.4M | 0.52% | |
| 98 | ACHRArcher Aviation Inc | 309,146 | $3.4M | 0.51% | |
| 99 | AHRAmerican Healthcare REIT Inc | 90,734 | $3.3M | 0.50% | |
| 100 | HCSGHealthcare Services Group Inc | 221,466 | $3.3M | 0.50% |
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