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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
TCBI icon
126
Texas Capital Bancshares
TCBI
$4.28B
$213K 0.35%
+2,680
New +$192K
TSN icon
127
Tyson Foods
TSN
$21.4B
$213K 0.35%
+3,803
New +$219K
T icon
128
AT&T
T
$167B
$212K 0.35%
7,342
-4,465
-38% -$123K
DVN icon
129
Devon Energy
DVN
$49.8B
$212K 0.35%
+6,657
New +$212K
AMP icon
130
Ameriprise Financial
AMP
$47.6B
$211K 0.35%
396
-33
-8% -$16.3K
FMC icon
131
FMC
FMC
$1.39B
$211K 0.34%
5,059
-158
-3% -$6.28K
HBAN icon
132
Huntington Bancshares
HBAN
$34.7B
$211K 0.34%
12,579
-2,848
-18% -$43K
LNG icon
133
Cheniere Energy
LNG
$53.6B
$211K 0.34%
865
-64
-7% -$14.8K
SAIC icon
134
Saic
SAIC
$5.01B
$210K 0.34%
+1,861
New +$212K
PB icon
135
Prosperity Bancshares
PB
$8.69B
$203K 0.33%
2,897
-1,053
-27% -$72.5K
IVZ icon
136
Invesco
IVZ
$13.3B
$203K 0.33%
12,892
-5,028
-28% -$72.2K
YETI icon
137
Yeti Holdings
YETI
$3.86B
$202K 0.33%
6,397
+187
+3% +$5.61K
BPOP icon
138
Popular Inc
BPOP
$10.9B
$202K 0.33%
+1,829
New +$181K
CW icon
139
Curtiss-Wright
CW
$27.5B
$201K 0.33%
412
-935
-69% -$369K
INTA icon
140
Intapp
INTA
$2.27B
$200K 0.33%
+3,879
New +$212K
HL icon
141
Hecla Mining
HL
$10.2B
$200K 0.33%
33,345
-5,868
-15% -$32.4K
LFST icon
142
Lifestance Health
LFST
$4.15B
$198K 0.32%
+38,207
New +$229K
KLC
143
KinderCare Learning Companies
KLC
$603M
$191K 0.31%
18,932
+3,488
+23% +$40.3K
LUNR icon
144
Intuitive Machines
LUNR
$2.14B
$190K 0.31%
17,445
-8,348
-32% -$81.7K
MCW
145
DELISTED
Mister Car Wash
MCW
$183K 0.3%
+30,436
New +$214K
CDE icon
146
Coeur Mining
CDE
$15.8B
$182K 0.3%
20,588
+8,730
+74% +$63.6K
SBH icon
147
Sally Beauty Holdings
SBH
$1.43B
$181K 0.3%
19,524
+5,617
+40% +$48.4K
ACHR icon
148
Archer Aviation
ACHR
$3.78B
$172K 0.28%
+15,857
New +$148K
VFC icon
149
VF Corp
VFC
$6.72B
$167K 0.27%
+14,242
New +$176K
PAGS icon
150
PagSeguro Digital
PAGS
$2.62B
$167K 0.27%
+17,279
New +$156K
4 5
6
7 8

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.