Quantitative Investment Management, LLC

CIK: 0001445911Latest portfolio: $1.0B · Q4 2025

Holdings

376

Total Value

$1.0B

New Positions

236

Closed Positions

183

#StockSharesValue% PortfolioChangeType
1
XLFFinancial Select Sector SPDR Fund
1,210,077$66.0M6.42%+1.1M
2
XLBMaterials Select Sector SPDR Fund
1,126,646$51.0M4.96%NEW
3
IBITiShares Bitcoin Trust ETF
874,627$43.0M4.18%NEW
4
NVDANvidia Corp
220,037$41.0M3.99%+68K
5
LVLNSPDR S&P REGIONAL BANKING ETF
527,619$34.0M3.31%+514K
6
MIGAStrategy Inc
178,287$27.0M2.63%NEW
7
XLFIConsumer Staples Select Sector SPDR Fund
293,632$22.0M2.14%NEW
8
XLIIndustrial Select Sector SPDR Fund
139,324$21.0M2.04%+135K
9
ETHAiShares Ethereum Trust ETF
767,593$17.0M1.65%+258K
10
CVNACarvana Co Cl A
38,322$16.0M1.56%NEW
11
NFLXNETFLIX INC
168,345$15.0M1.46%NEW
12
UNHUNITEDHEALTH GROUP INC
46,722$15.0M1.46%NEW
13
WMTWalmart Inc
102,855$11.0M1.07%+21K
14
TXNTEXAS INSTRUMENTS INC
60,388$10.0M0.97%NEW
15
XLCCommunication Services Select Sector SPD
92,474$10.0M0.97%NEW
16
WFCWells Fargo & Co
101,911$9.0M0.88%+64K
17
VVISA Inc
28,394$9.0M0.88%NEW
18
KBWBInvesco KBW Bank ETF
110,410$9.0M0.88%NEW
19
TRVCCITIGROUP INC COM NEW
70,170$8.0M0.78%NEW
20
ORCLOracle Corp
46,031$8.0M0.78%+15K
21
AMDADVANCED MICRO DEVICES INC
41,453$8.0M0.78%-63,290
22
MDLZMONDELEZ INTERNATIONAL INC
132,207$7.0M0.68%+122K
23
IRENIREN Ltd
195,574$7.0M0.68%NEW
24
BACBANK AMER CORP COM
127,430$7.0M0.68%+118K
25
SNPSSynopsys Inc
16,849$7.0M0.68%+11K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
LVLN528K+514K
ETHA768K+258K
CNHI232K+127K
MDLZ132K+122K
RF99K+91K
KBE78K+72K
LUV87K+68K
NVDA220K+68K
DVN57K+46K
CCL98K+46K

Decreased Positions

NameSharesChange
RGTI176K-308089
NEE17K-156797
XLE108K-129556
CVS12K-29587
STLA44K-19163
ETSY12K-13831
FTNT22K-13156
BAX76K-12385
WAT2K-7126
EMR3K-6213

Sector Breakdown

Financial Services0.0% ($6.600051000430002e+242T)
Industrials0.0% ($6.000400030003e+129T)
Technology0.0% ($4.1000100008000804e+119T)
Healthcare0.0% ($1.5000500050003e+93T)
Consumer Cyclical0.0% ($1.6000600050002998e+84T)
Unknown0.0% ($3.400027000220008e+69T)
Consumer Defensive0.0% ($1.1000700050002e+50T)
Energy0.0% ($4.000200020001e+33T)
Basic Materials0.0% ($5.000500020001e+25T)
Communication Services0.0% ($1.5000200020002e+23T)
Utilities0.0% ($5000100010001.0T)
Real Estate0.0% ($20002000.1T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$1.0B376
Q3 2025Nov 13, 2025$719.2M322
Q2 2025Aug 14, 2025$745.8M296
Q1 2025May 14, 2025$1.1B316
Q4 2024Feb 14, 2025$1.3B312

Fund Information

CIK0001445911
Most Recent FilingFeb 17, 2026
Number of Filings5

Quantitative Investment Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.0B across 376 holdings. The largest position is Financial Select Sector SPDR Fund (XLF), representing 6.4% of the portfolio. Compared to the previous quarter, the fund opened 237 new positions and closed 183 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.