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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
LNG icon
176
Cheniere Energy
LNG
$54.1B
– –
-873
Closed -$205K
LUNR icon
177
Intuitive Machines
LUNR
$1.85B
– –
-26,083
Closed -$274K
LVS icon
178
Las Vegas Sands
LVS
$31.9B
– –
-4,007
Closed -$216K
LYFT icon
179
Lyft
LYFT
$5.82B
– –
-17,133
Closed -$377K
M icon
180
Macy's
M
$6.39B
– –
-20,816
Closed -$373K
MANH icon
181
Manhattan Associates
MANH
$12.7B
– –
-1,445
Closed -$296K
MAX icon
182
MediaAlpha
MAX
$751M
– –
-15,492
Closed -$176K
MCW
183
DELISTED
Mister Car Wash
MCW
– –
-10,238
Closed -$54.6K
MDB icon
184
MongoDB
MDB
$25.8B
– –
-904
Closed -$281K
ONT
185
Onterris Inc
ONT
$733M
– –
-8,215
Closed -$226K
MMM icon
186
3M
MMM
$92.5B
– –
-1,529
Closed -$237K
MOH icon
187
Molina Healthcare
MOH
$10.5B
– –
-1,128
Closed -$216K
MTD icon
188
Mettler-Toledo International
MTD
$28.1B
– –
-264
Closed -$324K
MUX icon
189
McEwen Inc
MUX
$973M
– –
-25,897
Closed -$443K
NRDS icon
190
NerdWallet
NRDS
$632M
– –
-11,096
Closed -$119K
NRG icon
191
NRG Energy
NRG
$25.9B
– –
-1,760
Closed -$285K
NTB icon
192
Bank of N.T. Butterfield & Son
NTB
$2.43B
– –
-4,939
Closed -$212K
NWL icon
193
Newell Brands
NWL
$2.2B
– –
-45,092
Closed -$236K
NXST icon
194
Nexstar Media Group
NXST
$5.95B
– –
-1,149
Closed -$227K
OKTA icon
195
Okta
OKTA
$23.4B
– –
-2,230
Closed -$204K
OMF icon
196
OneMain Financial
OMF
$7.32B
– –
-3,682
Closed -$208K
OSK icon
197
Oshkosh
OSK
$8.92B
– –
-2,066
Closed -$268K
OXM icon
198
Oxford Industries
OXM
$583M
– –
-6,037
Closed -$245K
OZK icon
199
Bank OZK
OZK
$5.61B
– –
-3,977
Closed -$203K
PAAS icon
200
Pan American Silver
PAAS
$17.6B
– –
-11,169
Closed -$433K
6 7
8
9 10

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.