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Olympiad Research Portfolio holdings

AUM $48.1M
1-Year Est. Return 100.39%
This Fund
S&P 500
This Quarter Est. Return
+0.03%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$85.6M
AUM Growth
-$10.3M
Cap. Flow
-$6.35M
Cap. Flow %
-7.41%
Top 10 Hldgs %
26.47%
Holding
396
New
157
Increased
34
Reduced
22
Closed
167

Top Buys

Rank Stock Value
1
ENFN
Enfusion, Inc.
ENFN
+$2.48M
2
IPG
Interpublic Group of Companies
IPG
+$1.61M
3
ANSS
Ansys
ANSS
+$1.29M
4
RDUS
Radius Recycling
RDUS
+$1.11M
5
SPR
Spirit AeroSystems
SPR
+$1.01M

Top Sells

Rank Stock Value
1
HTLF
Heartland Financial USA, Inc.
HTLF
+$2.78M
2
K
Kellanova
K
+$2.51M
3
ALTR
Altair Engineering Inc
ALTR
+$2.04M
4
CHX
ChampionX
CHX
+$1.86M
5
ALTM
Arcadium Lithium plc
ALTM
+$1.86M

Sector Composition

Rank Sector Weight
1 Industrials 18.99%
2 Technology 17.24%
3 Consumer Discretionary 15.44%
4 Financials 14.93%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACI icon
26
Albertsons Companies
ACI
$5.74B
$480K 0.56%
21,834
+2,411
+12% +$49.7K
ITW icon
27
Illinois Tool Works
ITW
$85.8B
$468K 0.55%
+1,888
New +$485K
HWM icon
28
Howmet Aerospace
HWM
$114B
$461K 0.54%
+3,552
New +$451K
EME icon
29
Emcor
EME
$31.3B
$451K 0.53%
+1,219
New +$527K
M icon
30
Macy's
M
$6.69B
$451K 0.53%
35,868
– –
HLT icon
31
Hilton Worldwide
HLT
$72.6B
$450K 0.53%
+1,976
New +$492K
DAL icon
32
Delta Air Lines
DAL
$58.1B
$445K 0.52%
+10,198
New +$605K
XLE icon
33
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$444K 0.52%
9,506
– –
BAC icon
34
Bank of America
BAC
$439B
$443K 0.52%
+10,615
New +$473K
ADBE icon
35
Adobe
ADBE
$100B
$442K 0.52%
1,152
+256
+29% +$110K
PGR icon
36
Progressive
PGR
$129B
$433K 0.51%
+1,530
New +$400K
CW icon
37
Curtiss-Wright
CW
$26.7B
$427K 0.5%
+1,347
New +$455K
ANET icon
38
Arista Networks
ANET
$209B
$404K 0.47%
+5,215
New +$529K
VRSN icon
39
VeriSign
VRSN
$25.4B
$402K 0.47%
+1,583
New +$360K
UNP icon
40
Union Pacific
UNP
$178B
$384K 0.45%
+1,626
New +$391K
CNC icon
41
Centene
CNC
$30.7B
$381K 0.45%
+6,281
New +$380K
MO icon
42
Altria Group
MO
$126B
$381K 0.45%
+6,348
New +$347K
BRKL
43
DELISTED
Brookline Bancorp
BRKL
$379K 0.44%
+34,795
New +$405K
TXRH icon
44
Texas Roadhouse
TXRH
$13.4B
$374K 0.44%
2,247
+475
+27% +$84K
ASPN icon
45
Aspen Aerogels
ASPN
$369M
$374K 0.44%
58,545
+34,538
+144% +$333K
ILMN icon
46
Illumina
ILMN
$29.1B
$369K 0.43%
4,652
+1,297
+39% +$140K
CCL icon
47
Carnival Corporation Ltd
CCL
$38.5B
$368K 0.43%
18,839
+8,554
+83% +$203K
WMT icon
48
Walmart Inc
WMT
$907B
$358K 0.42%
+4,082
New +$383K
ALK icon
49
Alaska Air
ALK
$5.48B
$358K 0.42%
+7,273
New +$478K
UMBF icon
50
UMB Financial
UMBF
$10.8B
$355K 0.41%
+3,508
New +$387K
1
2
3 4 5

Similar funds

PFA
Portland Financial Advisors Port Washington, New York $48.1M AUM 10.13% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $48.5M AUM 23.48% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
CT
ClearAlpha Technologies Greenwich, Connecticut $48.6M AUM 13.34% 1-Year Est. Return
IPHI
Inflection Point Holdings II New York $47.3M AUM
EGI
EAM Global Investors Solana Beach, California $47.1M AUM 320.45% 1-Year Est. Return
OM
OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return

Olympiad Research's Q1 2025 Portfolio in Review

As of Q1 2025, Olympiad Research held 396 positions worth $85.6M, down 11% from $96M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Olympiad Research withdrew a net $6.35M in Q1 2025, closing 167 positions and reducing 22 holdings. Its most notable exit was Heartland Financial USA, Inc., an estimated $2.78M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, up from 7.4% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Olympiad Research opened a new position in Enfusion, Inc. worth $2.5M.

  • Olympiad Research's largest Q1 2025 buy was Enfusion, Inc.: 224,012 shares worth $2.5M.
  • Olympiad Research added most to Interpublic Group of Companies in Q1 2025, an estimated $1.61M increase.
  • Olympiad Research's biggest Q1 2025 reduction was ChampionX, cutting an estimated $1.86M.
  • Olympiad Research fully exited Heartland Financial USA, Inc. in Q1 2025, selling an estimated $2.78M.
  • Olympiad Research's ten largest holdings make up 26% of its $85.6M portfolio in Q1 2025.
  • Olympiad Research opened 157 new positions and closed 167 in Q1 2025.
  • Olympiad Research's portfolio value fell 11% quarter-over-quarter to $85.6M.

Based on Olympiad Research's 13F filing for Q1 2025, filed 13 May 2025.