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Livermore
Livermore
ZHEN

Scientech Research LLC

SEC CIK
0002011556
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
572
+31 vs. Q1 2025
Portfolio value
$409.2M
+$31.4M (+8.3%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Scientech Research LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BBYBest Buy Co IncStock6,352$426.4K0.1%+6,352NewHistory
RSReliance, Inc.COM1,363$427.8K0.1%+1,363NewHistory
PHMPultegroup IncCOM4,152$437.9K0.1%+4,152NewHistory
CMICummins IncStock1,341$439.2K0.1%−5,392−80.1%ReducedHistory
ERIEErie Indemnity CoCL A1,270$440.4K0.1%+216+20.5%AddedHistory
Tidal Tr II88636R123DEFIANCE DT 2X L9,004$445.1K0.1%+9,004New–
ABNBAirbnb, Inc.Stock3,374$446.5K0.1%−1,236−26.8%ReducedHistory
SGSweetgreen, Inc.COM CL A30,386$452.1K0.1%+30,386NewHistory
LAESSEALSQ CorpORD SHS112,793$454.6K0.1%+66,257+142.4%AddedHistory
WUWestern Union COStock54,110$455.6K0.1%+33,898+167.7%AddedHistory
AVYAvery Dennison CorpCOM2,613$458.5K0.1%+2,613NewHistory
JEFJefferies Financial Group Inc.COM8,405$459.7K0.1%+8,405NewHistory
CWCurtiss Wright CorpStock943$460.7K0.1%+943NewHistory
PRMBPrimo Brands CorpCLASS A COM SHS15,644$463.4K0.1%+15,644NewHistory
LOWLowes Companies IncStock2,094$464.6K0.1%+2,094NewHistory
HALHalliburton CoStock22,923$467.2K0.1%+22,923NewHistory
XYLXylem Inc.COM3,636$470.4K0.1%+3,636NewHistory
AMKRAmkor Technology, Inc.COM22,422$470.6K0.1%−20,455−47.7%ReducedHistory
WCNWaste Connections, Inc.COM2,559$477.8K0.1%+2,559NewHistory
EXRExtra Space Storage Inc.COM3,250$479.2K0.1%+1,227+60.7%AddedHistory
BTBTBit Digital, IncSHS219,146$479.9K0.1%+219,146NewHistory
IRDMIridium Communications Inc.COM15,909$480.0K0.1%−10,107−38.8%ReducedHistory
UECUranium Energy CorpCOM70,640$480.4K0.1%−43,494−38.1%ReducedHistory
TPLTexas Pacific Land CorpStock456$481.7K0.1%+199+77.4%AddedHistory
KTOSKratos Defense & Security Solutions, Inc.COM NEW10,423$484.1K0.1%+10,423NewHistory
UGIUgi CorpStock13,298$484.3K0.1%−2,305−14.8%ReducedHistory
MORNMorningstar, Inc.COM1,543$484.4K0.1%+1,543NewHistory
LRNStride, Inc.COM3,362$488.1K0.1%+3,362NewHistory
CMCanadian Imperial Bank of CommerceCOM6,926$490.6K0.1%+6,926NewHistory
EATBrinker International, IncStock2,736$493.4K0.1%+2,736NewHistory
HQYHealthequity, Inc.COM4,770$499.7K0.1%+4,770NewHistory
AYIAcuity Inc. (DE)Stock1,677$500.3K0.1%+1,677NewHistory
CHDNChurchill Downs IncCOM4,997$504.7K0.1%+4,997NewHistory
COLBColumbia Banking System, Inc.COM21,659$506.4K0.1%+21,659NewHistory
ESABESAB CorpCOM4,209$507.4K0.1%+4,209NewHistory
RNRRenaissancere Holdings LtdCOM2,096$509.1K0.1%−2,363−53.0%ReducedHistory
ASPIASP Isotopes Inc.COM69,253$509.7K0.1%+69,253NewHistory
AGIAlamos Gold IncStock19,212$510.3K0.1%+9,142+90.8%AddedHistory
KLACKLA CorpCOM NEW575$515.0K0.1%+575NewHistory
OCOwens CorningStock3,752$516.0K0.1%+3,752NewHistory
BF.BBrown Forman CorpStock19,230$517.5K0.1%+19,230NewHistory
TREXTrex Co IncCOM9,533$518.4K0.1%+9,533NewHistory
COLDAmericold Realty TrustCOM31,483$523.6K0.1%+31,483NewHistory
ASMLASML Holding NVADR654$524.1K0.1%−901−57.9%ReducedHistory
CARAvis Budget Group, Inc.COM3,106$525.1K0.1%+3,106NewHistory
APOApollo Global Management, Inc.COM3,704$525.5K0.1%−798−17.7%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A27,080$526.2K0.1%+3,959+17.1%AddedHistory
STZConstellation Brands, Inc.Stock3,239$526.9K0.1%−1,812−35.9%ReducedHistory
SMSM Energy CoCOM21,342$527.4K0.1%+13,389+168.4%AddedHistory
LPLALPL Financial Holdings Inc.COM1,413$529.8K0.1%+1,413NewHistory
PRUPrudential Financial IncStock4,950$531.8K0.1%+4,950NewHistory
CSWCSW Industrials, Inc.COM1,862$534.1K0.1%+1,862NewHistory
ONDSOndas Inc.COM NEW279,275$536.2K0.1%+279,275NewHistory
UPWKUpwork, IncCOM40,043$538.2K0.1%+40,043NewHistory
VLTOVeralto CorpStock5,350$540.1K0.1%−1,463−21.5%ReducedHistory
ACHCAcadia Healthcare Company, Inc.COM23,868$541.6K0.1%+23,868NewHistory
BEAMBeam Therapeutics Inc.COM31,875$542.2K0.1%+12,025+60.6%AddedHistory
PWRQuanta Services, Inc.COM1,448$547.5K0.1%+31+2.2%AddedHistory
FDSFactset Research Systems IncStock1,227$548.8K0.1%+1,227NewHistory
ESEversource EnergyStock8,671$551.6K0.1%+8,671NewHistory
LINLinde PLCStock1,176$551.8K0.1%+1,176NewHistory
APGAPi Group CorpCOM STK10,809$551.8K0.1%+10,809NewHistory
CCitigroup IncStock6,483$551.8K0.1%+6,483NewHistory
NVSNovartis AGADR4,568$552.8K0.1%+4,568NewHistory
ProShares Tr74347X831ULTRAPRO QQQ6,698$555.9K0.1%+6,698New–
KRKroger CoStock7,754$556.2K0.1%+7,754NewHistory
CRSPCRISPR Therapeutics AGNAMEN AKT11,445$556.7K0.1%+11,445NewHistory
TOSTToast, Inc.Stock12,595$557.8K0.1%−19,509−60.8%ReducedHistory
FUNSix Flags Entertainment CorporationCOM18,338$558.0K0.1%+18,338NewHistory
iShares Russell Mid-Cap Growth ETF464287481ETF4,041$560.4K0.1%+4,041New–
AGFirst Majestic Silver CorpCOM67,881$561.4K0.1%+250+0.4%AddedHistory
TIGOMillicom International Cellular SACOM STK15,001$562.1K0.1%+7,900+111.3%AddedHistory
ESLTElbit Systems LtdStock1,253$563.2K0.1%+1,253NewHistory
GOOGLAlphabet Inc.Stock3,199$563.8K0.1%+3,199NewHistory
WENWendy's CoStock49,390$564.0K0.1%+49,390NewHistory
PCVXVaxcyte, Inc.COM17,406$565.9K0.1%+17,406NewHistory
SEZLSezzle Inc.COM3,174$568.9K0.1%+3,174NewHistory
OLEDUniversal Display CorpCOM3,702$571.8K0.1%+3,702NewHistory
ETREntergy CorpCOM7,012$582.8K0.1%−4,086−36.8%ReducedHistory
NSCNorfolk Southern CorpStock2,287$585.4K0.1%+2,287NewHistory
WABWestinghouse Air Brake Technologies CorpStock2,802$586.6K0.1%+2,802NewHistory
SPGSimon Property Group Inc.REIT3,662$588.7K0.1%+490+15.4%AddedHistory
MSCIMSCI Inc.Stock1,024$590.6K0.1%+498+94.7%AddedHistory
TTCToro CoCOM8,367$591.4K0.1%−1,717−17.0%ReducedHistory
IBNIcici Bank LtdADR17,641$593.4K0.1%+17,641NewHistory
SAILSailPoint, Inc.COM26,082$596.2K0.1%−7,129−21.5%ReducedHistory
SWKStanley Black & Decker, Inc.COM8,831$598.3K0.1%+8,831NewHistory
TRPTC Energy CorpCOM12,305$600.4K0.1%+12,305NewHistory
BCRXBiocryst Pharmaceuticals IncCOM67,158$601.7K0.1%+67,158NewHistory
AOSSmith A O CorpCOM9,203$603.4K0.1%−5,947−39.3%ReducedHistory
LEUCentrus Energy CorpStock3,315$607.2K0.1%+3,315NewHistory
VERAVera Therapeutics, Inc.CL A25,860$609.3K0.1%+25,860NewHistory
PZZAPapa Johns International IncStock12,483$610.9K0.1%−5,779−31.6%ReducedHistory
VLYValley National BancorpCOM69,308$618.9K0.2%+69,308NewHistory
LIILennox International IncCOM1,083$620.8K0.2%−273−20.1%ReducedHistory
AAgilent Technologies, Inc.COM5,278$622.9K0.2%−4,286−44.8%ReducedHistory
MBLYMobileye Global Inc.Stock34,753$624.9K0.2%+34,753NewHistory
TSSITSS, Inc.COM21,677$624.9K0.2%+21,677NewHistory
TTMITTM Technologies IncCOM15,333$625.9K0.2%+15,333NewHistory
FOXAFox CorpCL A COM11,191$627.1K0.2%+11,191NewHistory

Sold out since Q1 2025 (345)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 345 by value last quarter.

Positions of Scientech Research LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
MELIMercadolibre IncCOM1,688$3.29M0.9%History
CMECME Group Inc.COM8,393$2.23M0.6%History
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X232,272$2.21M0.6%–
YUMYum Brands IncStock13,266$2.09M0.6%History
IBKRInteractive Brokers Group, Inc.Stock12,399$2.05M0.5%History
CRWVCoreWeave, Inc.Stock55,350$2.05M0.5%History
WIXWix.com Ltd.SHS12,438$2.03M0.5%History
AXPAmerican Express CoStock7,027$1.89M0.5%History
FLUTFlutter Entertainment plcSHS7,659$1.70M0.4%History
CRHCRH Public Ltd CoORD19,055$1.68M0.4%History
CORTCorcept Therapeutics IncCOM14,181$1.62M0.4%History
UPSTUpstart Holdings, Inc.COM34,958$1.61M0.4%History
RACEFerrari N.V.COM3,623$1.55M0.4%History
GWWW.W. Grainger, Inc.Stock1,550$1.53M0.4%History
DXCMDexcom IncCOM22,226$1.52M0.4%History
DTMDT Midstream, Inc.COMMON STOCK15,081$1.46M0.4%History
DEODiageo PLCSPON ADR NEW13,878$1.45M0.4%History
CTASCintas CorpStock6,949$1.43M0.4%History
CHTRCharter Communications, Inc.CL A3,791$1.40M0.4%History
BRKRBruker CorpCOM32,728$1.37M0.4%History
ETNEaton Corp plcStock4,987$1.36M0.4%History
EMBJEmbraer S.A.ADR28,613$1.32M0.3%History
CLSCelestica IncStock16,611$1.31M0.3%History
TOLToll Brothers, Inc.COM12,067$1.27M0.3%History
VVisa Inc.Stock3,603$1.26M0.3%History
Invesco QQQ Trust Series I46090E103ETF2,692$1.26M0.3%–
MANHManhattan Associates IncStock6,942$1.20M0.3%History
NTAPNetApp, Inc.Stock13,590$1.19M0.3%History
CCOICogent Communications Holdings, Inc.COM NEW19,392$1.19M0.3%History
DLTRDollar Tree, Inc.COM15,654$1.18M0.3%History
BRK.BBerkshire Hathaway IncStock2,186$1.16M0.3%History
BABoeing CoStock6,799$1.16M0.3%History
WWayfair Inc.CL A36,187$1.16M0.3%History
AXSMAxsome Therapeutics, Inc.COM9,759$1.14M0.3%History
ROKURoku, IncCOM CL A16,125$1.14M0.3%History
HLTHilton Worldwide Holdings Inc.COM4,972$1.13M0.3%History
ALLAllstate CorpStock5,445$1.13M0.3%History
ORealty Income CorpREIT19,332$1.12M0.3%History
DDOGDatadog, Inc.CL A COM11,275$1.12M0.3%History
LVSLas Vegas Sands CorpCOM28,342$1.09M0.3%History
CELHCelsius Holdings, Inc.COM NEW30,622$1.09M0.3%History
RYAAYRyanair Holdings PLCSPONSORED ADR25,615$1.09M0.3%History
SWKSSkyworks Solutions, Inc.Stock16,670$1.08M0.3%History
EXCExelon CorpStock23,264$1.07M0.3%History
UNHUnitedHealth Group IncStock2,034$1.07M0.3%History
ANFAbercrombie & Fitch CoCL A13,903$1.06M0.3%History
GLBEGlobal-E Online Ltd.SHS29,620$1.06M0.3%History
DELLDell Technologies Inc.Stock11,527$1.05M0.3%History
TEMTempus AI, Inc.CL A21,694$1.05M0.3%History
CAVACava Group, Inc.COM12,071$1.04M0.3%History
ALABAstera Labs, Inc.Stock17,277$1.03M0.3%History
VRTVertiv Holdings CoCOM CL A14,263$1.03M0.3%History
HONHoneywell International IncCOM4,840$1.02M0.3%History
LLYEli Lilly & CoStock1,232$1.02M0.3%History
SFMSprouts Farmers Market, Inc.COM6,582$1.00M0.3%History
LAMRLamar Advertising CoREIT8,815$1.00M0.3%History
WFRDWeatherford International plcORD SHS18,680$1.00M0.3%History
HIMSHims & Hers Health, Inc.Stock33,443$988.2K0.3%History
PMPhilip Morris International Inc.Stock6,200$984.1K0.3%History
MNSTMonster Beverage CorpCOM16,730$979.0K0.3%History
PIImpinj IncCOM10,758$975.8K0.3%History
POWLPowell Industries IncStock5,702$971.2K0.3%History
KNXKnight-Swift Transportation Holdings Inc.CL A22,262$968.2K0.3%History
SRPTSarepta Therapeutics, Inc.COM15,163$967.7K0.3%History
CDWCDW CorpCOM6,019$964.6K0.3%History
SNSharkNinja, Inc.COM SHS11,557$964.0K0.3%History
PEPPepsiCo IncStock6,390$958.1K0.3%History
ELEstee Lauder Companies IncCL A14,514$957.9K0.3%History
NETCloudflare, Inc.CL A COM8,481$955.7K0.3%History
FNFFidelity National Financial, Inc.COM SHS14,668$954.6K0.3%History
ADIAnalog Devices IncStock4,731$954.1K0.3%History
WTWWillis Towers Watson PLCSHS2,814$951.0K0.3%History
RDDTReddit, Inc.Stock9,056$950.0K0.3%History
OKLOOklo Inc.COM CL A43,900$949.6K0.3%History
FTNTFortinet, Inc.Stock9,845$947.7K0.3%History
JJacobs Solutions Inc.COM7,805$943.5K0.2%History
RTXRTX CorpStock7,116$942.6K0.2%History
TRUTransUnionCOM11,308$938.5K0.2%History
CARRCarrier Global CorpStock14,756$935.5K0.2%History
ADSKAutodesk, Inc.COM3,573$935.4K0.2%History
MEDPMedpace Holdings, Inc.COM3,043$927.2K0.2%History
STMSTMicroelectronics N.V.NY REGISTRY41,783$917.6K0.2%History
EXASExact Sciences CorpCOM21,144$915.3K0.2%History
UALUnited Airlines Holdings, Inc.COM13,254$915.2K0.2%History
ODFLOld Dominion Freight Line, Inc.COM5,496$909.3K0.2%History
BPOPPopular, Inc.COM NEW9,773$902.7K0.2%History
VRSKVerisk Analytics, Inc.COM3,008$895.2K0.2%History
GLOBGlobant S.A.COM7,551$888.9K0.2%History
DOVDOVER CorpCOM5,045$886.3K0.2%History
TTEKTetra Tech IncCOM30,282$885.7K0.2%History
ITWIllinois Tool Works IncStock3,564$883.9K0.2%History
PTGXProtagonist Therapeutics, IncCOM18,271$883.6K0.2%History
FBINFortune Brands Innovations, Inc.COM14,431$878.6K0.2%History
WSMWilliams Sonoma IncCOM5,552$877.8K0.2%History
LOGILogitech International S.A.SHS10,370$875.3K0.2%History
LNGCheniere Energy, Inc.COM NEW3,780$874.7K0.2%History
Invesco Nasdaq 100 ETF46138G649ETF4,523$873.0K0.2%–
AONAon plcCL A2,176$868.4K0.2%History
ARQTArcutis Biotherapeutics, Inc.COM55,205$863.4K0.2%History
KHCKraft Heinz CoStock28,204$858.2K0.2%History