IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Integrated Investment Consultants, LLC

Q1 2026 Holdings

Filed 2026-06-01 | 642 holdings | $471.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Cheesecake Factory Inc COM(CAKE)Stock163072101$361.1K6,5950.1%
Everus Constr Group COM(ECG)Stock300426103$362.3K3,0690.1%
Tesla Inc COM(TSLA)Stock88160R101$374.4K1,0070.1%
Corteva Inc COM(CTVA)Stock22052L104$377.2K4,5060.1%
Ryder SYS Inc COM(R)Stock783549108$382.0K1,8660.1%
Mastec Inc COM(MTZ)Stock576323109$383.2K1,1910.1%
Gatx Corp COM(GATX)Stock361448103$391.8K2,2950.1%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$398.6K3,9610.1%
State Street Technology Select Sector Spdr ETF(XLK)ETF81369Y803$409.1K3,0780.1%
Hexcel Corp New COM(HXL)Stock428291108$409.3K5,0570.1%
Flex LTD ORD(FLEX)StockY2573F102$410.8K6,2750.1%
Fluor Corp COM(FLR)Stock343412102$413.4K8,8620.1%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$415.3K2,3640.1%
SS&C Tech Hldgs COM(SSNC)Stock78467J100$418.5K6,1940.1%
Morgan Stanley COM New(MS)Stock617446448$419.3K2,5480.1%
Pgim Ultra Short Bond ETF(PULS)ETF69344A107$420.3K8,4900.1%
Oceaneering Intl Inc COM(OII)Stock675232102$421.7K11,8900.1%
Schwab International Equity ETF(SCHF)ETF808524805$427.3K17,2630.1%
Heico Corp New COM(HEI)Stock422806109$427.5K1,5590.1%
Plexus Corp COM(PLXS)Stock729132100$430.0K2,1230.1%
Agree Rlty Corp COM(ADC)REIT008492100$435.0K5,7710.1%
Medpace Hldgs Inc COM(MEDP)Stock58506Q109$438.9K9140.1%
Caretrust REIT Inc COM(CTRE)REIT14174T107$443.5K12,1000.1%
Houlihan Lokey Inc CL A(HLI)Stock441593100$445.4K3,1010.1%
Intercontinental Exchange Inc COM(ICE)Stock45866F104$448.4K2,8510.1%
Enersys COM(ENS)Stock29275Y102$460.2K2,6490.1%
Fifth Third Bancorp COM(FITB)Stock316773100$467.2K10,0560.1%
Taiwan Semiconductor Manufact Sponsored ADS(TSM)ADR874039100$468.7K1,3870.1%
AAR Corp COM(AIR)Stock000361105$468.8K4,2830.1%
Ishares ESG Optimized Msci USA ETF(SUSA)ETF464288802$468.8K3,5490.1%
GE Vernova Inc COM(GEV)Stock36828A101$477.5K5470.1%
Honeywell Intl Inc COM(HON)Stock438516106$479.9K2,1230.1%
State Street Spdr Bloomberg Investment Grade Floating Rate ETF(FLRN)ETF78468R200$483.2K15,6970.1%
Amkor Technology Inc COM(AMKR)Stock031652100$483.4K10,7350.1%
American Express Co COM(AXP)Stock025816109$484.3K1,6010.1%
Analog Devices Inc COM(ADI)Stock032654105$489.0K1,5370.1%
Ishares National Muni Bond ETF(MUB)ETF464288414$490.2K4,6180.1%
BP PLC Sponsored ADR(BP)ADR055622104$491.0K10,4470.1%
Fastenal Co COM(FAST)Stock311900104$492.3K10,6090.1%
Pimco Enhanced Short Maturity Active Exchange-Traded Fund(MINT)ETF72201R833$497.8K4,9500.1%
Oracle Corp COM(ORCL)Stock68389X105$500.0K3,3990.1%
Amgen Inc COM(AMGN)Stock031162100$507.4K1,4420.1%
State Street Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$509.1K11,1530.1%
Firstcash Holdings Inc COM(FCFS)Stock33768G107$512.1K2,7240.1%
Trane Technologies PLC SHS(TT)StockG8994E103$517.2K1,2410.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$528.6K1,6480.1%
Darling Ingredients Inc COM(DAR)Stock237266101$535.5K8,6580.1%
Moog Inc CL A(MOG/A)Stock615394202$540.8K1,8480.1%
SPX Technologies Inc COM(SPXC)Stock78473E103$543.6K2,7190.1%
Corning Inc COM(GLW)Stock219350105$554.8K4,0800.1%
PreviousPage 3 of 6Next