Fund HoldingsScientech Research LLC

Total Portfolio Value
$353.28M
Total Bought
$205.52M
Total Sold
$354.45M
Net Transaction
-$148.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
OLD DOMINION FREIGHT LINE IN(ODFL)018,028+18,02803,1800.90%+3,180
TEXAS PACIFIC LAND CORPORATI(TPL)01,877+1,87702,0760.59%+2,076
ASML HOLDING N V
N Y REGISTRY SHS
04,843+4,84303,3570.95%+3,357
INVESCO QQQ TR03,289+3,28901,6810.48%+1,681
HONEYWELL INTL INC(HON)08,397+8,39701,8970.54%+1,897
ROPER TECHNOLOGIES INC(ROP)03,041+3,04101,5810.45%+1,581
L3HARRIS TECHNOLOGIES INC(LHX)07,421+7,42101,5600.44%+1,560
COINBASE GLOBAL INC(COIN)06,192+6,19201,5370.44%+1,537
ALIGN TECHNOLOGY INC07,368+7,36801,5360.43%+1,536
REDDIT INC(RDDT)09,292+9,29201,5190.43%+1,519
ILLUMINA INC(ILMN)011,148+11,14801,4900.42%+1,490
BANK MONTREAL MEDIUM02,515+2,51501,4680.42%+1,468
FREEPORT-MCMORAN INC(FCX)038,479+38,47901,4650.41%+1,465
FLUTTER ENTMT PLC(FLUT)05,497+5,49701,4210.40%+1,421
MACOM TECH SOLUTIONS HLDGS I(MTSI)010,724+10,72401,3930.39%+1,393
ISHARES TR02,349+2,34901,3830.39%+1,383
TRACTOR SUPPLY CO(TSCO)033,398+33,39801,7720.50%+1,772
DEERE & CO(DE)03,183+3,18301,3490.38%+1,349
CONSOLIDATED EDISON INC(ED)014,596+14,59601,3020.37%+1,302
LENNAR CORP(LEN)09,519+9,51901,2980.37%+1,298
APOLLO GLOBAL MGMT INC(APO)07,819+7,81901,2910.37%+1,291
DECKERS OUTDOOR CORP(DECK)06,342+6,34201,2880.36%+1,288
EOG RES INC(EOG)010,487+10,48701,2850.36%+1,285
REGENERON PHARMACEUTICALS(REGN)03,622+3,62202,5800.73%+2,580
CROCS INC(CROX)011,675+11,67501,2790.36%+1,279
TPG INC(TPG)020,009+20,00901,2570.36%+1,257
PRICE T ROWE GROUP INC(TROW)011,040+11,04001,2490.35%+1,249
RUBRIK INC.(RBRK)018,905+18,90501,2360.35%+1,236
SPOTIFY TECHNOLOGY S A(SPOT)07,021+7,02103,1410.89%+3,141
BATH & BODY WORKS INC031,197+31,19701,2100.34%+1,210
LPL FINL HLDGS INC(LPLA)03,698+3,69801,2070.34%+1,207
ENTEGRIS INC(ENTG)015,305+15,30501,5160.43%+1,516
BRUKER CORP(BRKR)020,107+20,10701,1790.33%+1,179
MARRIOTT INTL INC NEW(MAR)04,220+4,22001,1770.33%+1,177
OWENS CORNING NEW(OC)06,888+6,88801,1730.33%+1,173
ETF OPPORTUNITIES TRUST0464,920+464,92001,1580.33%+1,158
GE VERNOVA INC(GEV)03,511+3,51101,1550.33%+1,155
REGIONS FINANCIAL CORP NEW(RF)048,272+48,27201,1350.32%+1,135
LAUDER ESTEE COS INC(EL)015,142+15,14201,1350.32%+1,135
LIVE NATION ENTERTAINMENT IN(LYV)08,720+8,72001,1290.32%+1,129
SERVICETITAN INC(TTAN)010,856+10,85601,1170.32%+1,117
PNC FINL SVCS GROUP INC(PNC)05,687+5,68701,0970.31%+1,097
QORVO INC(QRVO)015,548+15,54801,0870.31%+1,087
BECTON DICKINSON & CO(BDX)04,739+4,73901,0750.30%+1,075
CELANESE CORP DEL(CE)015,498+15,49801,0730.30%+1,073
ASTERA LABS INC(ALAB)010,691+10,69101,4160.40%+1,416
CAESARS ENTERTAINMENT INC NE(CZR)031,133+31,13301,0400.29%+1,040
ZOETIS INC(ZTS)012,773+12,77302,0810.59%+2,081
SPROUTS FMRS MKT INC(SFM)010,120+10,12001,2860.36%+1,286
SEMLER SCIENTIFIC INC018,369+18,36909920.28%+992
KIMBERLY-CLARK CORP(KMB)07,554+7,55409900.28%+990
BITDEER TECHNOLOGIES GROUP(BTDR)045,506+45,50609860.28%+986
PLUG POWER INC(PLUG)0458,428+458,42809760.28%+976
PURE STORAGE INC(P)015,888+15,88809760.28%+976
LINCOLN ELEC HLDGS INC(LECO)05,158+5,15809670.27%+967
JEFFERIES FINL GROUP INC(JEF)012,194+12,19409560.27%+956
FOX CORP(FOX)019,611+19,61109530.27%+953
CORCEPT THERAPEUTICS INC(CORT)018,897+18,89709520.27%+952
BJS WHSL CLUB HLDGS INC(BJ)010,532+10,53209410.27%+941
HENRY SCHEIN INC(HSIC)013,415+13,41509280.26%+928
SALESFORCE INC(CRM)02,748+2,74809190.26%+919
MARVELL TECHNOLOGY INC(MRVL)08,290+8,29009160.26%+916
ATLASSIAN CORPORATION05,865+5,86501,4270.40%+1,427
JOBY AVIATION INC(JOBY)0110,876+110,87609010.26%+901
TIDAL TR II0106,963+106,96308920.25%+892
NORTHERN TR CORP(NTRS)017,080+17,08001,7510.50%+1,751
MICRON TECHNOLOGY INC(MU)010,436+10,43608780.25%+878
CELESTICA INC(CLS)09,502+9,50208770.25%+877
AXON ENTERPRISE INC(AXON)02,006+2,00601,1920.34%+1,192
TRIP COM GROUP LTD(TCOM)012,567+12,56708630.24%+863
TERRENO RLTY CORP(TRNO)014,488+14,48808570.24%+857
ALPHABET INC(GOOG)04,462+4,46208450.24%+845
CHUBB LIMITED
COM
03,031+3,03108370.24%+837
BCE INC(BCE)036,058+36,05808360.24%+836
QUALYS INC(QLYS)05,929+5,92908310.24%+831
VIPER ENERGY INC(VNOM)016,705+16,70508200.23%+820
LEIDOS HOLDINGS INC(LDOS)05,635+5,63508120.23%+812
LUMENTUM HLDGS INC(LITE)09,653+9,65308100.23%+810
TARGA RES CORP(TRGP)04,521+4,52108070.23%+807
JOHNSON CTLS INTL PLC
SHS
010,172+10,17208030.23%+803
T-MOBILE US INC(TMUS)03,637+3,63708030.23%+803
FLUENCE ENERGY INC(FLNC)050,457+50,45708010.23%+801
UNITEDHEALTH GROUP INC(UNH)02,760+2,76001,3960.40%+1,396
BERRY GLOBAL GROUP INC012,297+12,29707950.23%+795
RENAISSANCERE HLDGS LTD(RNR)03,194+3,19407950.22%+795
ENTERGY CORP NEW(ETR)010,461+10,46107930.22%+793
CRH PLC
ORD
08,523+8,52307890.22%+789
ARCELLX INC
COMMON STOCK
010,281+10,28107880.22%+788
CHEESECAKE FACTORY INC(CAKE)016,558+16,55807860.22%+786
AMCOR PLC(AMCR)082,556+82,55607770.22%+777
WISDOMTREE TR(WT)07,011+7,01107730.22%+773
AMEREN CORP(AEE)08,636+8,63607700.22%+770
AGIOS PHARMACEUTICALS INC(AGIO)023,274+23,27407650.22%+765
EATON CORP PLC(ETN)03,435+3,43501,1400.32%+1,140
UNITED RENTALS INC(URI)01,666+1,66601,1740.33%+1,174
ALPHA & OMEGA SEMICONDUCTOR(AOSL)020,189+20,18907480.21%+748
ALCON AG(ALC)08,673+8,67307360.21%+736
TORM PLC(TRMD)037,849+37,84907360.21%+736
M & T BK CORP(MTB)03,907+3,90707350.21%+735
MARATHON PETE CORP(MPC)05,238+5,23807310.21%+731
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