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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
+10.12%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$37.6M
AUM Growth
-$34.3M
Cap. Flow
-$35.2M
Cap. Flow %
-93.63%
Top 10 Hldgs %
37.91%
Holding
248
New
44
Increased
9
Reduced
36
Closed
149

Top Buys

Rank Stock Value
1
CSGS
CSG Systems International
CSGS
+$1.45M
2
NWE icon
NorthWestern Energy
NWE
+$1.45M
3
WTRG icon
Essential Utilities
WTRG
+$1.03M
4
EA icon
Electronic Arts
EA
+$1.01M
5
QRVO icon
Qorvo
QRVO
+$932K

Top Sells

Rank Stock Value
1
SCS
Steelcase
SCS
+$2.61M
2
FYBR
Frontier Communications
FYBR
+$2.58M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M
5
GTLS
Chart Industries
GTLS
+$1.52M

Sector Composition

Rank Sector Weight
1 Technology 22.2%
2 Financials 14.62%
3 Utilities 10.7%
4 Healthcare 10.27%
5 Materials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAG icon
76
IAMGOLD
IAG
$8.24B
$196K 0.52%
11,881
-18,518
-61% -$261K
SVM
77
Silvercorp Metals
SVM
$2.08B
$189K 0.5%
+22,676
New +$165K
VZLA
78
Vizsla Silver
VZLA
$1.12B
$189K 0.5%
+34,489
New +$162K
AMN icon
79
AMN Healthcare
AMN
$1.35B
$173K 0.46%
11,003
-5,008
-31% -$89.4K
SGRY icon
80
Surgery Partners
SGRY
$2.04B
$169K 0.45%
10,912
– –
TTEC icon
81
TTEC Holdings
TTEC
$119M
$168K 0.45%
46,642
– –
ASM
82
Avino Silver & Gold Mines
ASM
$964M
$159K 0.42%
+25,536
New +$137K
EXK
83
Endeavour Silver
EXK
$2.29B
$146K 0.39%
15,506
-34,940
-69% -$296K
AVAH icon
84
Aveanna Healthcare
AVAH
$2.15B
$144K 0.38%
17,571
-14,050
-44% -$127K
CTOS icon
85
Custom Truck One Source
CTOS
$2.35B
$109K 0.29%
+18,962
New +$116K
LUMN icon
86
Lumen
LUMN
$6.38B
$102K 0.27%
13,066
-2,868
-18% -$23.6K
GO icon
87
Grocery Outlet
GO
$902M
$101K 0.27%
+10,000
New +$126K
GDYN icon
88
Grid Dynamics Holdings
GDYN
$513M
$96.8K 0.26%
+10,715
New +$92.8K
PRCH icon
89
Porch Group
PRCH
$1.38B
$92.3K 0.25%
10,111
-11,013
-52% -$133K
TDUP icon
90
ThredUp
TDUP
$760M
$92.3K 0.25%
+14,439
New +$117K
TGB
91
Trekor Metals
TGB
$2.52B
$88.3K 0.23%
+15,595
New +$73.4K
LAC
92
Lithium Americas
LAC
$972M
$85.8K 0.23%
+19,679
New +$114K
NB
93
NioCorp Developments
NB
$587M
$84.1K 0.22%
+15,861
New +$109K
SWIM icon
94
Latham Group
SWIM
$673M
$82.3K 0.22%
+12,960
New +$90.7K
OIS icon
95
Oil States International
OIS
$483M
$79.9K 0.21%
+11,801
New +$75.8K
TMC icon
96
TMC The Metals Company
TMC
$1.56B
$76.5K 0.2%
+12,393
New +$87K
UAMY icon
97
United States Antimony
UAMY
$772M
$63.2K 0.17%
+12,582
New +$98.8K
JBLU icon
98
JetBlue
JBLU
$2.23B
$58.6K 0.16%
+12,886
New +$58.7K
COTY icon
99
Coty
COTY
$2.45B
$52.3K 0.14%
16,965
– –
ACVA icon
100
ACV Auctions
ACVA
$1.43B
– –
-16,107
Closed -$160K
2 3
4
5 6

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
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
PEP
Pickering Energy Partners Houston, Texas $49M AUM 78.29% 1-Year Est. Return

Olympiad Research's Q4 2025 Portfolio in Review

As of Q4 2025, Olympiad Research held 248 positions worth $37.6M, down 48% from $71.9M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Olympiad Research withdrew a net $35.2M in Q4 2025, closing 149 positions and reducing 36 holdings. Its most notable exit was Steelcase, an estimated $2.61M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 17% a quarter earlier, followed by Financials and Utilities.

Against the trend, Olympiad Research opened a new position in CSG Systems International worth $1.51M.

  • Olympiad Research's largest Q4 2025 buy was CSG Systems International: 19,628 shares worth $1.51M.
  • Olympiad Research added most to Electronic Arts in Q4 2025, an estimated $1.01M increase.
  • Olympiad Research's biggest Q4 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $2.4M.
  • Olympiad Research fully exited Steelcase in Q4 2025, selling an estimated $2.61M.
  • Olympiad Research's ten largest holdings make up 38% of its $37.6M portfolio in Q4 2025.
  • Olympiad Research opened 44 new positions and closed 149 in Q4 2025.
  • Olympiad Research's portfolio value fell 48% quarter-over-quarter to $37.6M.

Based on Olympiad Research's 13F filing for Q4 2025, filed 17 Feb 2026.