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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
+9.29%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$61.2M
AUM Growth
-$24.4M
Cap. Flow
-$27.6M
Cap. Flow %
-44.99%
Top 10 Hldgs %
31.51%
Holding
315
New
86
Increased
27
Reduced
46
Closed
145

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$3.89M
2
AZEK
The AZEK Co
AZEK
+$1.8M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.15M
4
TXNM
TXNM Energy Inc
TXNM
+$963K
5
PRA
ProAssurance
PRA
+$876K

Top Sells

Rank Stock Value
1
EVRI
Everi Holdings
EVRI
+$2.51M
2
ENFN
Enfusion, Inc.
ENFN
+$2.5M
3
IPG
Interpublic Group of Companies
IPG
+$2.49M
4
SPR
Spirit AeroSystems
SPR
+$2.06M
5
AGS
PlayAGS
AGS
+$2.03M

Sector Composition

Rank Sector Weight
1 Industrials 15.43%
2 Technology 13.76%
3 Financials 12.4%
4 Consumer Discretionary 11.2%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAB icon
101
Wabtec
WAB
$49.8B
$238K 0.39%
1,137
-227
-17% -$43.6K
DAL icon
102
Delta Air Lines
DAL
$56.8B
$237K 0.39%
4,815
-5,383
-53% -$247K
CF icon
103
CF Industries
CF
$18.6B
$237K 0.39%
+2,571
New +$219K
OKTA icon
104
Okta
OKTA
$24.1B
$236K 0.39%
2,363
-161
-6% -$17.2K
CVLT icon
105
Commault Systems
CVLT
$6.2B
$236K 0.39%
1,354
-465
-26% -$79.4K
ORI icon
106
Old Republic International
ORI
$10.4B
$236K 0.38%
+6,132
New +$231K
GWRE icon
107
Guidewire Software
GWRE
$12.4B
$233K 0.38%
990
-133
-12% -$28.6K
GES
108
DELISTED
Guess Inc
GES
$230K 0.38%
19,003
-1,405
-7% -$15.7K
USFD icon
109
US Foods
USFD
$21.7B
$229K 0.37%
+2,975
New +$212K
ITW icon
110
Illinois Tool Works
ITW
$82.1B
$228K 0.37%
924
-964
-51% -$233K
CDRE icon
111
Cadre Holdings
CDRE
$1.39B
$225K 0.37%
7,055
-4,902
-41% -$158K
TTEC icon
112
TTEC Holdings
TTEC
$108M
$224K 0.37%
+46,642
New +$214K
BAC icon
113
Bank of America
BAC
$437B
$224K 0.37%
4,734
-5,881
-55% -$247K
BROS icon
114
Dutch Bros
BROS
$8.94B
$224K 0.37%
+3,276
New +$214K
TOL icon
115
Toll Brothers
TOL
$14.1B
$223K 0.36%
+1,955
New +$203K
MOG.A icon
116
Moog Inc Class A
MOG.A
$13B
$222K 0.36%
+1,228
New +$215K
ILMN icon
117
Illumina
ILMN
$28.7B
$220K 0.36%
2,308
-2,344
-50% -$190K
SMG icon
118
ScottsMiracle-Gro
SMG
$4.04B
$219K 0.36%
+3,317
New +$192K
CI icon
119
Cigna
CI
$77.1B
$218K 0.36%
+660
New +$213K
HHH icon
120
Howard Hughes
HHH
$3.97B
$217K 0.35%
3,215
– –
FHI icon
121
Federated Hermes
FHI
$4.48B
$216K 0.35%
+4,883
New +$201K
ZS icon
122
Zscaler
ZS
$23.7B
$214K 0.35%
683
-348
-34% -$86.8K
DTE icon
123
DTE Energy
DTE
$30.8B
$214K 0.35%
1,613
-314
-16% -$42.2K
EVR icon
124
Evercore
EVR
$13B
$214K 0.35%
+791
New +$174K
FLUT icon
125
Flutter Entertainment
FLUT
$18.7B
$213K 0.35%
+746
New +$183K
3 4
5
6 7

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 Q2 2025 Portfolio in Review

As of Q2 2025, Olympiad Research held 315 positions worth $61.2M, down 28% from $85.6M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Olympiad Research withdrew a net $27.6M in Q2 2025, closing 145 positions and reducing 46 holdings. Its most notable exit was Everi Holdings, an estimated $2.51M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 15% of assets, down from 19% a quarter earlier, followed by Technology and Financials.

Against the trend, Olympiad Research opened a new position in iShares Russell 2000 ETF worth $4.17M.

  • Olympiad Research's largest Q2 2025 buy was iShares Russell 2000 ETF: 19,306 shares worth $4.17M.
  • Olympiad Research added most to ProAssurance in Q2 2025, an estimated $876K increase.
  • Olympiad Research's biggest Q2 2025 reduction was Ansys, cutting an estimated $1.99M.
  • Olympiad Research fully exited Everi Holdings in Q2 2025, selling an estimated $2.51M.
  • Olympiad Research's ten largest holdings make up 32% of its $61.2M portfolio in Q2 2025.
  • Olympiad Research opened 86 new positions and closed 145 in Q2 2025.
  • Olympiad Research's portfolio value fell 28% quarter-over-quarter to $61.2M.

Based on Olympiad Research's 13F filing for Q2 2025, filed 8 Aug 2025.