Scientech Research LLC
- SEC CIK
- 0002011556
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 590
- +27 vs. Q2 2024
- Portfolio value
- $502.2M
- +$16.7M (+3.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NWLNewell Brands Inc. | Stock | 37,850 | $290.7K | 0.1% | +37,850 | New | History |
| NOGNorthern Oil & Gas, Inc. | COM | 8,278 | $293.1K | 0.1% | +1,455+21.3% | Added | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 3,727 | $293.5K | 0.1% | −15,106−80.2% | Reduced | History |
| RNGRingCentral, Inc. | CL A | 9,358 | $296.0K | 0.1% | −24,581−72.4% | Reduced | History |
| CNACna Financial Corp | COM | 6,057 | $296.4K | 0.1% | +6,057 | New | History |
| FCFSFirstCash Holdings, Inc. | COM | 2,603 | $298.8K | 0.1% | +682+35.5% | Added | History |
| UGIUgi Corp | Stock | 11,965 | $299.4K | 0.1% | −48,065−80.1% | Reduced | History |
| RACEFerrari N.V. | COM | 640 | $300.9K | 0.1% | +640 | New | History |
| CHWYChewy, Inc. | CL A | 10,292 | $301.5K | 0.1% | −3,253−24.0% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 3,022 | $303.0K | 0.1% | −15,829−84.0% | Reduced | History |
| EXELExelixis, Inc. | COM | 11,771 | $305.5K | 0.1% | +11,771 | New | History |
| IRIngersoll Rand Inc. | COM | 3,112 | $305.5K | 0.1% | +3,112 | New | History |
| AZPNAspen Technology, Inc. | COM | 1,283 | $306.4K | 0.1% | −1,478−53.5% | Reduced | History |
| SBRASabra Health Care REIT, Inc. | REIT | 16,482 | $306.7K | 0.1% | +16,482 | New | History |
| SNASnap-on Inc | COM | 1,060 | $307.1K | 0.1% | −7−0.7% | Reduced | History |
| SAICScience Applications International Corp | COM | 2,231 | $310.7K | 0.1% | +2,231 | New | History |
| CNSCohen & Steers, Inc. | COM | 3,240 | $310.9K | 0.1% | +3,240 | New | History |
| INTAIntapp, Inc. | COM | 6,531 | $312.4K | 0.1% | +6,531 | New | History |
| MURMurphy Oil Corp | COM | 9,290 | $313.4K | 0.1% | +808+9.5% | Added | History |
| AAOIApplied Optoelectronics, Inc. | COM | 22,132 | $316.7K | 0.1% | +22,132 | New | History |
| CELHCelsius Holdings, Inc. | COM NEW | 10,117 | $317.3K | 0.1% | +10,117 | New | History |
| AXONAxon Enterprise, Inc. | COM | 794 | $317.3K | 0.1% | +794 | New | History |
| ENTGEntegris Inc | COM | 2,833 | $318.8K | 0.1% | +2,833 | New | History |
| SRESempra | Stock | 3,832 | $320.5K | 0.1% | +3,832 | New | History |
| HROWHarrow, Inc. | COM | 7,232 | $325.2K | 0.1% | +7,232 | New | History |
| SHOEShoe Station Group Inc | COM | 7,429 | $325.8K | 0.1% | +7,429 | New | History |
| DHIHorton D R Inc | COM | 1,727 | $329.5K | 0.1% | −1,695−49.5% | Reduced | History |
| NVMINova Ltd. | COM | 1,583 | $329.8K | 0.1% | +1,583 | New | History |
| TTTrane Technologies plc | SHS | 849 | $330.0K | 0.1% | −1,206−58.7% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 895 | $331.4K | 0.1% | −345−27.8% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,775 | $331.4K | 0.1% | +3,775 | New | – |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 16,780 | $333.6K | 0.1% | +16,780 | New | History |
| DYDycom Industries Inc | COM | 1,711 | $337.2K | 0.1% | +1,711 | New | History |
| CACCCredit Acceptance Corp | COM | 761 | $337.4K | 0.1% | +761 | New | History |
| LFUSLittelfuse Inc | COM | 1,276 | $338.5K | 0.1% | +1,276 | New | History |
| TWSTTwist Bioscience Corp | COM | 7,565 | $341.8K | 0.1% | −23,870−75.9% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 553 | $349.4K | 0.1% | −4,170−88.3% | Reduced | History |
| REYNReynolds Consumer Products Inc. | COM | 11,408 | $354.8K | 0.1% | +11,408 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,065 | $356.3K | 0.1% | −3,278−75.5% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 797 | $358.4K | 0.1% | +797 | New | History |
| BRXBrixmor Property Group Inc. | COM | 12,936 | $360.4K | 0.1% | +12,936 | New | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,615 | $360.6K | 0.1% | +10,773+137.4% | Added | History |
| PFEPfizer Inc | Stock | 12,483 | $361.3K | 0.1% | +12,483 | New | History |
| BTGB2GOLD Corp | COM | 119,042 | $366.6K | 0.1% | +119,042 | New | History |
| ALABAstera Labs, Inc. | Stock | 7,010 | $367.3K | 0.1% | +7,010 | New | History |
| PPGPPG Industries Inc | Stock | 2,773 | $367.3K | 0.1% | −5,515−66.5% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 7,049 | $367.7K | 0.1% | +7,049 | New | History |
| ALVAutoliv Inc | COM | 3,964 | $370.1K | 0.1% | +3,964 | New | History |
| COHRCoherent Corp. | COM | 4,170 | $370.8K | 0.1% | +4,170 | New | History |
| GMEGameStop Corp. | Stock | 16,226 | $372.1K | 0.1% | +16,226 | New | History |
| SOLVSolventum Corp | Stock | 5,339 | $372.2K | 0.1% | +5,339 | New | History |
| HUBGHub Group, Inc. | CL A | 8,257 | $375.3K | 0.1% | +8,257 | New | History |
| DHRDanaher Corp | Stock | 1,352 | $375.9K | 0.1% | −5,304−79.7% | Reduced | History |
| ETNEaton Corp plc | Stock | 1,136 | $376.5K | 0.1% | −4,608−80.2% | Reduced | History |
| WSOWatsco Inc | COM | 766 | $376.8K | 0.1% | +766 | New | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 45,449 | $379.0K | 0.1% | +45,449 | New | History |
| VODVodafone Group Public Ltd Co | ADR | 37,918 | $379.9K | 0.1% | −24,522−39.3% | Reduced | History |
| COKECoca-Cola Consolidated, Inc. | COM | 289 | $380.4K | 0.1% | −249−46.3% | Reduced | History |
| FRFirst Industrial Realty Trust Inc | COM | 6,836 | $382.7K | 0.1% | +6,836 | New | History |
| LVSLas Vegas Sands Corp | COM | 7,614 | $383.3K | 0.1% | +7,614 | New | History |
| Cyberark Software LtdM2682V108 | SHS | 1,315 | $383.5K | 0.1% | +1,315 | New | – |
| RHIRobert Half Inc. | COM | 5,698 | $384.1K | 0.1% | −19,023−77.0% | Reduced | History |
| iShares S&P 100 ETF464287101 | ETF | 1,389 | $384.4K | 0.1% | +1,389 | New | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,027 | $385.5K | 0.1% | −89−8.0% | Reduced | – |
| GTMZoomInfo Technologies Inc. | Stock | 37,425 | $386.2K | 0.1% | +37,425 | New | History |
| AMTAmerican Tower Corp | REIT | 1,680 | $390.7K | 0.1% | −2,152−56.2% | Reduced | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 7,064 | $392.3K | 0.1% | +7,064 | New | History |
| PKPark Hotels & Resorts Inc. | COM | 27,868 | $392.9K | 0.1% | +4,110+17.3% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 5,094 | $393.2K | 0.1% | −2,155−29.7% | Reduced | History |
| CPAYCorpay, Inc. | COM SHS | 1,279 | $400.0K | 0.1% | +1,279 | New | History |
| SYKStryker Corp | Stock | 1,109 | $400.6K | 0.1% | −418−27.4% | Reduced | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 24,036 | $404.8K | 0.1% | +24,036 | New | History |
| TSCOTractor Supply Co | COM | 1,396 | $406.1K | 0.1% | −5,264−79.0% | Reduced | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,538 | $406.6K | 0.1% | +1,538 | New | History |
| DUOFangdd Network Group Ltd. | SHS NEW CL A | 131,638 | $408.1K | 0.1% | +131,638 | New | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,936 | $410.9K | 0.1% | +1,936 | New | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 47,821 | $411.7K | 0.1% | +47,821 | New | History |
| BF.BBrown Forman Corp | Stock | 8,369 | $411.8K | 0.1% | −1,629−16.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 2,380 | $412.2K | 0.1% | +2,380 | New | History |
| WMWaste Management Inc | Stock | 1,993 | $413.7K | 0.1% | +1,993 | New | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 28,744 | $414.2K | 0.1% | +28,744 | New | History |
| CNCCentene Corp | Stock | 5,514 | $415.1K | 0.1% | +5,514 | New | History |
| EQHEquitable Holdings, Inc. | COM | 9,892 | $415.8K | 0.1% | +9,892 | New | History |
| CVLTCommvault Systems Inc | COM | 2,719 | $418.3K | 0.1% | +899+49.4% | Added | History |
| POOLPool Corp | COM | 1,114 | $419.8K | 0.1% | −5,269−82.5% | Reduced | History |
| NVSTEnvista Holdings Corp | COM | 21,249 | $419.9K | 0.1% | −11,362−34.8% | Reduced | History |
| BMBLBumble Inc. | COM CL A | 65,991 | $421.0K | 0.1% | +65,991 | New | History |
| URIUnited Rentals, Inc. | COM | 525 | $425.1K | 0.1% | +525 | New | History |
| VRRMVerra Mobility Corp | CL A COM STK | 15,461 | $430.0K | 0.1% | +15,461 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 2,951 | $431.6K | 0.1% | +2,951 | New | History |
| SPSCSPS Commerce Inc | COM | 2,223 | $431.6K | 0.1% | +2,223 | New | History |
| BEAMBeam Therapeutics Inc. | COM | 17,671 | $432.9K | 0.1% | −34,205−65.9% | Reduced | History |
| ITGartner Inc | COM | 864 | $437.8K | 0.1% | −254−22.7% | Reduced | History |
| UHSUniversal Health Services Inc | CL B | 1,924 | $440.6K | 0.1% | +44+2.3% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 1,283 | $442.1K | 0.1% | −6,951−84.4% | Reduced | History |
| ROADConstruction Partners, Inc. | COM CL A | 6,382 | $445.5K | 0.1% | +6,382 | New | History |
| SGISomnigroup International Inc. | COM | 8,183 | $446.8K | 0.1% | −5,763−41.3% | Reduced | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 4,672 | $446.9K | 0.1% | +1,319+39.3% | Added | History |
| COLDAmericold Realty Trust | COM | 15,978 | $451.7K | 0.1% | −14,118−46.9% | Reduced | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 9,638 | $452.8K | 0.1% | −14,685−60.4% | Reduced | History |
Sold out since Q2 2024 (306)
Positions held at the end of Q2 2024 that are gone from this filing.
The largest 100 of 306 by value last quarter.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| AAgilent Technologies, Inc. | COM | 31,572 | $4.09M | 0.8% | History |
| CMICummins Inc | Stock | 10,922 | $3.02M | 0.6% | History |
| NXPINXP Semiconductors N.V. | COM | 9,939 | $2.67M | 0.6% | History |
| AMPAmeriprise Financial Inc | COM | 6,038 | $2.58M | 0.5% | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 35,270 | $2.42M | 0.5% | History |
| GOOGAlphabet Inc. | Stock | 12,633 | $2.32M | 0.5% | History |
| HUBBHubbell Inc | COM | 6,337 | $2.32M | 0.5% | History |
| NVDANVIDIA Corp | Stock | 18,539 | $2.29M | 0.5% | History |
| TTWOTake Two Interactive Software Inc | COM | 14,319 | $2.23M | 0.5% | History |
| WSMWilliams Sonoma Inc | COM | 7,600 | $2.15M | 0.4% | History |
| SJMJ M SMUCKER Co | Stock | 19,623 | $2.14M | 0.4% | History |
| KEYSKeysight Technologies, Inc. | Stock | 15,403 | $2.11M | 0.4% | History |
| GOOGLAlphabet Inc. | Stock | 11,195 | $2.04M | 0.4% | History |
| AMKRAmkor Technology, Inc. | COM | 50,184 | $2.01M | 0.4% | History |
| TROWPrice T Rowe Group Inc | Stock | 16,930 | $1.95M | 0.4% | History |
| HSICHenry Schein Inc | COM | 30,307 | $1.94M | 0.4% | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 17,773 | $1.77M | 0.4% | History |
| LPXLouisiana-Pacific Corp | COM | 21,426 | $1.76M | 0.4% | History |
| MPCMarathon Petroleum Corp | Stock | 10,165 | $1.76M | 0.4% | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 19,709 | $1.73M | 0.4% | History |
| VLTOVeralto Corp | Stock | 17,670 | $1.69M | 0.3% | History |
| TPLTexas Pacific Land Corp | Stock | 2,232 | $1.64M | 0.3% | History |
| CNXCConcentrix Corp | Stock | 25,324 | $1.60M | 0.3% | History |
| TOLToll Brothers, Inc. | COM | 13,555 | $1.56M | 0.3% | History |
| EWBCEast West Bancorp Inc | COM | 21,095 | $1.54M | 0.3% | History |
| iShares Tr464287622 | RUS 1000 ETF | 5,127 | $1.53M | 0.3% | – |
| SYYSysco Corp | Stock | 21,325 | $1.52M | 0.3% | History |
| CRMSalesforce, Inc. | Stock | 5,918 | $1.52M | 0.3% | History |
| BBWIBath & Body Works, Inc. | COM | 38,915 | $1.52M | 0.3% | History |
| EXPDExpeditors International of Washington Inc | COM | 12,072 | $1.51M | 0.3% | History |
| STZConstellation Brands, Inc. | Stock | 5,852 | $1.51M | 0.3% | History |
| AVTRAvantor, Inc. | COM | 70,839 | $1.50M | 0.3% | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 95,803 | $1.48M | 0.3% | History |
| DTDynatrace, Inc. | Stock | 31,446 | $1.41M | 0.3% | History |
| INSMINSMED Inc | COM PAR $.01 | 20,170 | $1.35M | 0.3% | History |
| CSLCarlisle Companies Inc | COM | 3,285 | $1.33M | 0.3% | History |
| PCTYPaylocity Holding Corp | COM | 9,999 | $1.32M | 0.3% | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 40,603 | $1.30M | 0.3% | History |
| SCIService Corp International | COM | 18,067 | $1.29M | 0.3% | History |
| BDXBecton Dickinson & Co | Stock | 5,445 | $1.27M | 0.3% | History |
| VFCV F Corp | Stock | 93,861 | $1.27M | 0.3% | History |
| BMYBristol Myers Squibb Co | Stock | 30,081 | $1.25M | 0.3% | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 11,196 | $1.25M | 0.3% | History |
| RDDTReddit, Inc. | Stock | 19,432 | $1.24M | 0.3% | History |
| CROXCrocs, Inc. | COM | 8,473 | $1.24M | 0.3% | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 100,433 | $1.21M | 0.3% | History |
| PVHPVH Corp. | COM | 11,344 | $1.20M | 0.2% | History |
| MARMarriott International Inc | Stock | 4,956 | $1.20M | 0.2% | History |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 234,414 | $1.17M | 0.2% | History |
| TDWTidewater Inc | COM | 12,019 | $1.14M | 0.2% | History |
| FRPTFreshpet, Inc. | Stock | 8,742 | $1.13M | 0.2% | History |
| BNTXBioNTech SE | SPONSORED ADS | 14,022 | $1.13M | 0.2% | History |
| MRNAModerna, Inc. | Stock | 9,335 | $1.11M | 0.2% | History |
| ELEstee Lauder Companies Inc | CL A | 10,405 | $1.11M | 0.2% | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 6,268 | $1.11M | 0.2% | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,033 | $1.11M | 0.2% | History |
| BBYBest Buy Co Inc | Stock | 12,905 | $1.09M | 0.2% | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,266 | $1.09M | 0.2% | – |
| MSCIMSCI Inc. | Stock | 2,249 | $1.08M | 0.2% | History |
| FOXAFox Corp | CL A COM | 31,090 | $1.07M | 0.2% | History |
| DAYDayforce, Inc. | COM | 21,052 | $1.04M | 0.2% | History |
| BKNGBooking Holdings Inc. | Stock | 262 | $1.04M | 0.2% | History |
| DECKDeckers Outdoor Corp | COM | 1,072 | $1.04M | 0.2% | History |
| URBNUrban Outfitters Inc | COM | 25,116 | $1.03M | 0.2% | History |
| BRBRBellring Brands, Inc. | Stock | 17,967 | $1.03M | 0.2% | History |
| PKGPackaging Corp of America | Stock | 5,469 | $998.4K | 0.2% | History |
| IPGInterpublic Group of Companies, Inc. | COM | 34,174 | $994.1K | 0.2% | History |
| FLUTFlutter Entertainment plc | SHS | 5,447 | $993.3K | 0.2% | History |
| BLDQXO Insulation, LLC | Stock | 2,562 | $987.1K | 0.2% | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 27,708 | $972.8K | 0.2% | History |
| ITWIllinois Tool Works Inc | Stock | 4,093 | $969.9K | 0.2% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 5,925 | $921.2K | 0.2% | History |
| LEALear Corp | COM NEW | 7,922 | $904.8K | 0.2% | History |
| ILMNIllumina, Inc. | COM | 8,655 | $903.4K | 0.2% | History |
| FITBFifth Third Bancorp | COM | 24,436 | $891.7K | 0.2% | History |
| DGXQuest Diagnostics Inc | COM | 6,437 | $881.1K | 0.2% | History |
| WWDWoodward, Inc. | COM | 5,037 | $878.4K | 0.2% | History |
| ROPRoper Technologies Inc | Stock | 1,550 | $873.7K | 0.2% | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 61,611 | $871.8K | 0.2% | History |
| Direxion Shs ETF Tr25460G286 | TSLA BULL 1.5X | 94,407 | $868.5K | 0.2% | – |
| SMGScotts Miracle-Gro Co | Stock | 13,312 | $866.1K | 0.2% | History |
| WYWeyerhaeuser Co | COM NEW | 30,487 | $865.5K | 0.2% | History |
| BAXBaxter International Inc | Stock | 25,654 | $858.1K | 0.2% | History |
| SNSharkNinja, Inc. | COM SHS | 11,279 | $847.6K | 0.2% | History |
| CIFRCipher Digital Inc. | COM | 203,510 | $844.6K | 0.2% | History |
| KDPKeurig Dr Pepper Inc. | COM | 25,031 | $836.0K | 0.2% | History |
| TALTAL Education Group | SPONSORED ADS | 78,126 | $833.6K | 0.2% | History |
| BRKRBruker Corp | COM | 12,879 | $821.8K | 0.2% | History |
| PATHUiPath, Inc. | Stock | 64,273 | $815.0K | 0.2% | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,780 | $805.6K | 0.2% | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 5,084 | $803.5K | 0.2% | History |
| DEDeere & Co | Stock | 2,138 | $798.8K | 0.2% | History |
| LRCXLam Research Corp | COM | 746 | $794.4K | 0.2% | History |
| CVXChevron Corp | Stock | 5,003 | $782.6K | 0.2% | History |
| BIRKBirkenstock Holding plc | COM SHS | 14,233 | $774.4K | 0.2% | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 66,644 | $773.7K | 0.2% | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 17,592 | $758.6K | 0.2% | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 18,803 | $738.4K | 0.2% | History |
| IFFInternational Flavors & Fragrances Inc | COM | 7,575 | $721.2K | 0.1% | History |
| EMEEMCOR Group, Inc. | Stock | 1,970 | $719.2K | 0.1% | History |