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Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
550
−40 vs. Q3 2024
Portfolio value
$353.3M
−$148.9M (−29.7%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Scientech Research LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
CAVACava Group, Inc.COM11,485$1.30M0.4%−3,453−23.1%ReducedHistory
LENLennar CorpCL A9,519$1.30M0.4%+9,519NewHistory
BRK.BBerkshire Hathaway IncStock2,865$1.30M0.4%+689+31.7%AddedHistory
WECWec Energy Group, Inc.Stock13,825$1.30M0.4%+3,167+29.7%AddedHistory
EDConsolidated Edison IncStock14,596$1.30M0.4%+14,596NewHistory
ISRGIntuitive Surgical IncCOM NEW2,554$1.33M0.4%−2,053−44.6%ReducedHistory
FICOFair Isaac CorpCOM675$1.34M0.4%−183−21.3%ReducedHistory
DEDeere & CoStock3,183$1.35M0.4%+3,183NewHistory
MSFTMicrosoft CorpStock3,231$1.36M0.4%−1,536−32.2%ReducedHistory
iShares Core S&P 500 ETF464287200ETF2,349$1.38M0.4%+2,349New–
MTSIMACOM Technology Solutions Holdings, Inc.COM10,724$1.39M0.4%+10,724NewHistory
UNHUnitedHealth Group IncStock2,760$1.40M0.4%+1,736+169.5%AddedHistory
TLNTalen Energy CorpCOM7,017$1.41M0.4%−6,724−48.9%ReducedHistory
ALABAstera Labs, Inc.Stock10,691$1.42M0.4%+3,681+52.5%AddedHistory
FLUTFlutter Entertainment plcSHS5,497$1.42M0.4%+5,497NewHistory
TMOThermo Fisher Scientific Inc.Stock2,733$1.42M0.4%+1,115+68.9%AddedHistory
TEAMAtlassian CorpCL A5,865$1.43M0.4%+2,589+79.0%AddedHistory
FCXFreeport-McMoran IncStock38,479$1.47M0.4%+38,479NewHistory
Microsectors Fang Plus Index 3X063679534ETP2,515$1.47M0.4%+2,515New–
NOWServiceNow, Inc.Stock1,396$1.48M0.4%−95−6.4%ReducedHistory
ILMNIllumina, Inc.COM11,148$1.49M0.4%+11,148NewHistory
COSTCostco Wholesale CorpStock1,627$1.49M0.4%−421−20.6%ReducedHistory
LYBLyondellBasell Industries N.V.SHS - A -20,206$1.50M0.4%+1,948+10.7%AddedHistory
AMZNAmazon Com IncStock6,873$1.51M0.4%−3,511−33.8%ReducedHistory
ENTGEntegris IncCOM15,305$1.52M0.4%+12,472+440.2%AddedHistory
RDDTReddit, Inc.Stock9,292$1.52M0.4%+9,292NewHistory
ALGNAlign Technology IncCOM7,368$1.54M0.4%+7,368NewHistory
COINCoinbase Global, Inc.COM CL A6,192$1.54M0.4%+6,192NewHistory
INTUIntuit Inc.Stock2,461$1.55M0.4%−1,531−38.4%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock7,421$1.56M0.4%+7,421NewHistory
ROPRoper Technologies IncStock3,041$1.58M0.4%+3,041NewHistory
CRWDCrowdStrike Holdings, Inc.Stock4,734$1.62M0.5%−1,689−26.3%ReducedHistory
CVNACarvana Co.CL A8,212$1.67M0.5%−706−7.9%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF3,289$1.68M0.5%+3,289New–
DUOLDuolingo, Inc.CL A COM5,233$1.70M0.5%−7,416−58.6%ReducedHistory
METAMeta Platforms, Inc.Stock2,935$1.72M0.5%−4,331−59.6%ReducedHistory
AAPLApple Inc.Stock6,913$1.73M0.5%+1,267+22.4%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock9,835$1.74M0.5%−580−5.6%ReducedHistory
NTRSNorthern Trust CorpCOM17,080$1.75M0.5%+7,534+78.9%AddedHistory
TSCOTractor Supply CoCOM33,398$1.77M0.5%+26,418+378.5%AddedConverted for a 5-for-1 splitHistory
PANWPalo Alto Networks IncStock9,928$1.81M0.5%−770−7.2%ReducedConverted for a 2-for-1 splitHistory
HONHoneywell International IncCOM8,397$1.90M0.5%+7,262+639.8%AddedHistory
TTDTrade Desk, Inc.Stock16,377$1.92M0.5%+2,370+16.9%AddedHistory
TPLTexas Pacific Land CorpStock1,877$2.08M0.6%+1,877NewHistory
ZTSZoetis Inc.Stock12,773$2.08M0.6%+7,434+139.2%AddedHistory
AVGOBroadcom Inc.Stock9,088$2.11M0.6%−1,482−14.0%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM3,622$2.58M0.7%+2,386+193.0%AddedHistory
SPOTSpotify Technology S.A.Stock7,021$3.14M0.9%+1,847+35.7%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM18,028$3.18M0.9%+18,028NewHistory
ASMLASML Holding NVADR4,843$3.36M1.0%+2,996+162.2%AddedHistory

Sold out since Q3 2024 (349)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 349 by value last quarter.

Positions of Scientech Research LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
ULTAUlta Beauty, Inc.Stock7,237$2.82M0.6%History
SUISun Communities IncCOM18,152$2.45M0.5%History
PLTRPalantir Technologies Inc.Stock63,495$2.36M0.5%History
BXBlackstone Inc.COM14,424$2.21M0.4%History
VEEVVeeva Systems IncStock9,913$2.08M0.4%History
LLYEli Lilly & CoStock2,238$1.98M0.4%History
ICLRIcon PLCCOM6,851$1.97M0.4%History
APLDApplied Digital Corp.COM NEW234,605$1.94M0.4%History
WSTWest Pharmaceutical Services IncCOM6,434$1.93M0.4%History
DLTRDollar Tree, Inc.COM27,057$1.90M0.4%History
EFXEquifax IncCOM6,355$1.87M0.4%History
DRIDarden Restaurants IncCOM11,363$1.87M0.4%History
LKQLKQ CorpCOM46,619$1.86M0.4%History
DUKDuke Energy CORPStock16,097$1.86M0.4%History
PCGPG&E CorpStock93,253$1.84M0.4%History
AGNCAGNC Investment Corp.REIT172,860$1.81M0.4%History
STMSTMicroelectronics N.V.NY REGISTRY59,177$1.76M0.4%History
DKSDick's Sporting Goods, Inc.Stock8,412$1.76M0.3%History
AERAerCap Holdings N.V.SHS18,472$1.75M0.3%History
LOWLowes Companies IncStock6,429$1.74M0.3%History
SKXSkechers USA IncCL A25,985$1.74M0.3%History
HSYHershey CoCOM8,700$1.67M0.3%History
CHDChurch & Dwight Co IncCOM15,904$1.67M0.3%History
JNJJohnson & JohnsonStock10,147$1.64M0.3%History
RMDResmed IncCOM6,718$1.64M0.3%History
CFGCitizens Financial Group IncCOM39,584$1.63M0.3%History
LNGCheniere Energy, Inc.COM NEW9,024$1.62M0.3%History
GSGoldman Sachs Group IncStock3,264$1.62M0.3%History
LWLamb Weston Holdings, Inc.Stock24,775$1.60M0.3%History
NWSANews CorpCL A60,046$1.60M0.3%History
FLFoot Locker, Inc.COM61,015$1.58M0.3%History
MTZMastec IncCOM12,450$1.53M0.3%History
FSLRFirst Solar, Inc.Stock6,143$1.53M0.3%History
GILDGilead Sciences, Inc.Stock17,942$1.50M0.3%History
STTState Street CorpCOM16,788$1.49M0.3%History
RBLXRoblox CorpStock33,521$1.48M0.3%History
AAPAdvance Auto Parts IncCOM37,886$1.48M0.3%History
VMRKVivmark ResidentialSH BEN INT19,592$1.46M0.3%History
OVVOvintiv Inc.COM37,772$1.45M0.3%History
KVUEKenvue Inc.Stock62,130$1.44M0.3%History
EXRExtra Space Storage Inc.COM7,920$1.43M0.3%History
LUVSouthwest Airlines CoCOM46,943$1.39M0.3%History
CDNSCadence Design Systems IncStock5,108$1.38M0.3%History
APTVAptiv PLCSHS18,881$1.36M0.3%History
PTENPatterson Uti Energy IncCOM166,217$1.27M0.3%History
BILLBILL Holdings, Inc.Stock24,094$1.27M0.3%History
UUnity Software Inc.COM56,068$1.27M0.3%History
MOAltria Group, Inc.Stock24,817$1.27M0.3%History
ROSTRoss Stores, Inc.COM8,354$1.26M0.3%History
MKSIMKS IncCOM11,548$1.26M0.2%History
VLOValero Energy CorpStock9,172$1.24M0.2%History
AMATApplied Materials IncStock6,065$1.23M0.2%History
CAMTCamtek LtdORD15,341$1.22M0.2%History
WFRDWeatherford International plcORD SHS14,346$1.22M0.2%History
VIRTVirtu Financial, Inc.CL A39,472$1.20M0.2%History
NUVLNuvalent, Inc.COM11,640$1.19M0.2%History
INTCIntel CorpStock50,207$1.18M0.2%History
RMBSRambus IncCOM27,881$1.18M0.2%History
PYPLPayPal Holdings, Inc.Stock15,078$1.18M0.2%History
CSGPCostar Group, Inc.COM15,425$1.16M0.2%History
NKENIKE, Inc.Stock13,062$1.15M0.2%History
NDAQNasdaq, Inc.COM15,798$1.15M0.2%History
JDJD.com, Inc.SPON ADS CL A28,614$1.14M0.2%History
GLGlobe Life Inc.COM10,660$1.13M0.2%History
AXPAmerican Express CoStock4,150$1.13M0.2%History
NXTNextpower Inc.Stock29,913$1.12M0.2%History
ARAntero Resources CorpCOM38,949$1.12M0.2%History
NLYAnnaly Capital Management IncREIT55,507$1.11M0.2%History
PEPPepsiCo IncStock6,511$1.11M0.2%History
IBNIcici Bank LtdADR36,815$1.10M0.2%History
NSCNorfolk Southern CorpStock4,412$1.10M0.2%History
CLFCleveland-Cliffs Inc.COM85,416$1.09M0.2%History
NTRANatera, Inc.COM8,565$1.09M0.2%History
IQVIQVIA Holdings Inc.Stock4,539$1.08M0.2%History
NICENICE Ltd.SPONSORED ADR6,172$1.07M0.2%History
CHRDChord Energy CorpCOM NEW8,188$1.07M0.2%History
HALHalliburton CoStock36,476$1.06M0.2%History
ENVXEnovix CorpCOM113,170$1.06M0.2%History
BXPBXP, Inc.COM13,132$1.06M0.2%History
MELIMercadolibre IncCOM509$1.04M0.2%History
CRICarters IncCOM16,030$1.04M0.2%History
DJTTrump Media & Technology Group Corp.Stock64,480$1.04M0.2%History
GDGeneral Dynamics CorpStock3,413$1.03M0.2%History
APDAir Products & Chemicals, Inc.Stock3,432$1.02M0.2%History
AZTAAzenta, Inc.COM20,993$1.02M0.2%History
PCARPaccar IncCOM10,273$1.01M0.2%History
AMEAmetek IncCOM5,854$1.01M0.2%History
FEFirstenergy CorpCOM22,619$1.00M0.2%History
APHAmphenol CorpCL A15,383$1.00M0.2%History
AEPAmerican Electric Power Co IncStock9,753$1.00M0.2%History
PAYXPaychex IncStock7,447$999.3K0.2%History
LINELineage, Inc.COM12,745$999.0K0.2%History
SMCISuper Micro Computer, Inc.COM2,376$989.4K0.2%History
CMSCMS Energy CorpCOM13,909$982.4K0.2%History
ZDZiff Davis, Inc.COM19,906$968.6K0.2%History
BECNQxo Building Products, Inc.COM11,181$966.4K0.2%History
RJFRaymond James Financial IncCOM7,797$954.8K0.2%History
CBSHCommerce Bancshares IncStock15,909$945.0K0.2%History
TBBKBancorp, Inc.COM17,557$939.3K0.2%History
DEODiageo PLCSPON ADR NEW6,592$925.1K0.2%History