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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
FTRE icon
151
Fortrea Holdings
FTRE
$1.96B
– –
-19,200
Closed -$162K
FYBR
152
DELISTED
Frontier Communications
FYBR
– –
-69,004
Closed -$2.58M
GRAB icon
153
Grab
GRAB
$14.1B
– –
-23,889
Closed -$144K
GRND icon
154
Grindr
GRND
$2.95B
– –
-16,211
Closed -$243K
GRPN icon
155
Groupon
GRPN
$1.07B
– –
-9,712
Closed -$227K
GTLS
156
DELISTED
Chart Industries
GTLS
– –
-7,591
Closed -$1.52M
GTN icon
157
Gray Television
GTN
$430M
– –
-35,099
Closed -$203K
HHH icon
158
Howard Hughes
HHH
$4B
– –
-3,215
Closed -$264K
HL icon
159
Hecla Mining
HL
$9.76B
– –
-32,633
Closed -$395K
HLT icon
160
Hilton Worldwide
HLT
$72.6B
– –
-993
Closed -$258K
HPE icon
161
Hewlett Packard
HPE
$60.4B
– –
-8,267
Closed -$203K
HPQ icon
162
HP
HPQ
$25.9B
– –
-9,786
Closed -$266K
HRB icon
163
H&R Block
HRB
$5.7B
– –
-4,018
Closed -$203K
HTZ icon
164
Hertz
HTZ
$556M
– –
-16,826
Closed -$114K
IE icon
165
Ivanhoe Electric
IE
$1.44B
– –
-28,380
Closed -$356K
IHS icon
166
IHS Holding
IHS
$2.78B
– –
-10,796
Closed -$73.6K
ILMN icon
167
Illumina
ILMN
$29.2B
– –
-2,770
Closed -$263K
INTU icon
168
Intuit
INTU
$85.6B
– –
-301
Closed -$206K
K
169
DELISTED
Kellanova
K
– –
-9,388
Closed -$770K
KBR icon
170
KBR
KBR
$4.74B
– –
-4,540
Closed -$215K
KMPR icon
171
Kemper
KMPR
$1.82B
– –
-4,539
Closed -$234K
LCII icon
172
LCI Industries
LCII
$2.62B
– –
-2,244
Closed -$209K
LEA icon
173
Lear
LEA
$7.45B
– –
-3,823
Closed -$385K
LEG icon
174
Leggett & Platt
LEG
$1.47B
– –
-28,044
Closed -$249K
LFUS icon
175
Littelfuse
LFUS
$9.91B
– –
-898
Closed -$233K
5 6
7
8 9

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.