Institutions / Integrated Financial Solutions, Inc.
Integrated Financial Solutions, Inc.
CIK 2086529 · Institution · as of Dec 31, 2025
Portfolio value
$166.57M
Positions
32
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$166.57M+14.8%Positions
32+23.1%Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $32.59M | 19.6% |
| Lululemon Athletica Inc | $25.98M | 15.6% |
| Broadcom Inc. | $25.50M | 15.3% |
| Apple Inc. | $21.82M | 13.1% |
| Alphabet Inc. | $9.96M | 6.0% |
| Amazon.com Inc | $5.13M | 3.1% |
| AppLovin Corp | $5.11M | 3.1% |
| Advanced Micro Devices Inc | $4.57M | 2.7% |
| Microsoft Corp | $4.43M | 2.7% |
| MercadoLibre, Inc. | $4.25M | 2.6% |
| J P Morgan Exchange Traded F | $4.13M | 2.5% |
| SPDR S&P 500 ETF Tr | $3.55M | 2.1% |
| Rh | $2.75M | 1.7% |
| Astera Labs, Inc. | $2.36M | 1.4% |
| Meta Platforms Inc | $2.24M | 1.3% |
| Super Micro Computer, Inc. | $1.90M | 1.1% |
| Trade Desk, Inc. | $1.41M | 0.8% |
| Pfizer Inc | $1.22M | 0.7% |
| Reddit, Inc. | $1.19M | 0.7% |
| Netflix Inc | $986.4K | 0.6% |
| Asml Holding N V | $775.6K | 0.5% |
| Tesla Inc | $769.0K | 0.5% |
| Select Sector SPDR Tr | $732.7K | 0.4% |
| Upstart Holdings, INC. | $678.3K | 0.4% |
| Vanguard Index Fds | $671.9K | 0.4% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | Lululemon Athletica Inc Common stock | $25.98M | +125 | 125 15.59% of portfolio | medium |
| Q4 2025 as of | Trim | Advanced Micro Devices Inc Common stock | $-5.24M | -24K -53.41% | 21,330 2.74% of portfolio | medium |
| Q4 2025 as of | Trim | N07059210 Common stock | $-4.03M | -4K -83.86% | 725 0.47% of portfolio | low |
| Q3 2025 as of | Trim | Powell Industries Inc Common stock | $-3.38M | -11K -92.88% | 850 0.16% of portfolio | low |
| Q4 2025 as of | Add | MercadoLibre, Inc. Common stock | $2.40M | +1K +129.74% | 2,109 2.55% of portfolio | low |
| Q4 2025 as of | Add | AppLovin Corp Common stock | $2.17M | +3K +73.81% | 7,578 3.07% of portfolio | low |
| Q3 2025 as of | New | MercadoLibre, Inc. Common stock | $2.15M | +918 | 918 1.29% of portfolio | low |
| Q3 2025 as of | Trim | N07059210 Common stock | $-1.92M | -2K -30.63% | 4,493 2.61% of portfolio | low |
| Q4 2025 as of | Add | Meta Platforms Inc Common stock | $1.72M | +3K +325.00% | 3,400 1.35% of portfolio | low |
| Q3 2025 as of | Add | AppLovin Corp Common stock | $1.67M | +2K +114.04% | 4,360 1.88% of portfolio | low |