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Integrated Investment Consultants, LLC

Q3 2025 Holdings

Filed 2025-11-18 | 659 holdings | $589.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Pentair PLC SHS(PNR)StockG7S00T104$248.4K2,2430.0%
Rocket COS Inc COM CL A(RKT)Stock77311W101$252.5K13,0290.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$253.1K4,6980.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$253.2K2,2890.0%
JBT Marel Corporation COM(JBTM)Stock477839104$254.1K1,8090.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$254.6K1,2670.0%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$254.6K2630.0%
3M Co COM(MMM)Stock88579Y101$256.0K1,6500.0%
Affirm Hldgs Inc COM CL A(AFRM)Stock00827B106$257.0K257,0220.0%
Agilent Technologies Inc COM(A)Stock00846U101$258.8K2,0160.0%
Madrigal Pharmaceuticals Inc COM(MDGL)Stock558868105$260.1K5670.0%
Monolithic PWR SYS Inc COM(MPWR)Stock609839105$260.5K2830.0%
Wolverine World Wide Inc COM(WWW)Stock978097103$261.4K9,5250.0%
Willis Towers Watson PLC LTD SHS(WTW)StockG96629103$264.3K7650.0%
Allstate Corp COM(ALL)Stock020002101$264.4K1,2320.0%
Everus Constr Group COM(ECG)Stock300426103$267.6K3,1210.0%
Atlantic UN Bankshares Corp COM(AUB)Stock04911A107$268.0K7,5950.0%
Raymond James Finl Inc COM(RJF)Stock754730109$270.3K1,5660.0%
DT Midstream Inc Common Stock(DTM)Stock23345M107$270.9K2,3960.0%
Stag Indl Inc COM(STAG)REIT85254J102$271.2K7,6850.0%
Enterprise Finl Svcs Corp COM(EFSC)Stock293712105$271.3K4,6790.0%
Texas Instrs Inc COM(TXN)Stock882508104$272.3K1,4820.0%
First Merchants Corp COM(FRME)Stock320817109$274.0K7,2680.0%
Littelfuse Inc COM(LFUS)Stock537008104$275.8K1,0650.0%
Albertsons COS Inc Common Stock(ACI)Stock013091103$276.7K15,8040.0%
Darling Ingredients Inc COM(DAR)Stock237266101$276.8K8,9650.0%
Idexx Labs Inc COM(IDXX)Stock45168D104$279.8K4380.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$282.2K1,4880.0%
Meritage Homes Corp COM(MTH)Stock59001A102$286.7K3,9580.0%
Cabot Corp COM(CBT)Stock127055101$289.4K3,8050.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$289.4K1,2260.0%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ETF464288646$294.5K5,5540.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$297.9K3990.1%
Grand Canyon ED Inc COM(LOPE)Stock38526M106$298.1K1,3580.1%
Oceaneering Intl Inc COM(OII)Stock675232102$299.7K12,0930.1%
Enersys COM(ENS)Stock29275Y102$303.4K2,6860.1%
BOX Inc CL A(BOX)Stock10316T104$307.0K9,5120.1%
One Gas Inc COM(OGS)Stock68235P108$307.5K3,7990.1%
Mastercard Incorporated CL A(MA)Stock57636Q104$308.3K5420.1%
AT&T Inc COM(T)Stock00206R102$308.3K10,9190.1%
Blackstone Inc COM(BX)Stock09260D107$309.6K1,8120.1%
Rollins Inc COM(ROL)Stock775711104$312.3K5,3160.1%
Plexus Corp COM(PLXS)Stock729132100$312.4K2,1590.1%
General Dynamics Corp COM(GD)Stock369550108$313.0K9180.1%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$313.1K5,2160.1%
Franklin Elec Inc COM(FELE)Stock353514102$313.5K3,2930.1%
Dell Technologies Inc CL C(DELL)Stock24703L202$314.3K2,2170.1%
Repligen Corp COM(RGEN)Stock759916109$315.5K2,3600.1%
Builders Firstsource Inc COM(BLDR)Stock12008R107$318.6K2,6280.1%
Becton Dickinson & Co COM(BDX)Stock075887109$321.7K1,7190.1%
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