Scientech Research LLC

CIK 0002011556 · Q1 2026

13F Equity AUM

$119.9M

-24.6% QoQ

Positions

449

-30 QoQ

AUM Rank

#9,375

Top 75%

Skill Alpha (FF)

-5.3%/yr^ns

No Clear Edge

Rank #7,487 · Top 91%

vs S&P -7.0%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 5.9%Top 10: 10.9%Top 20: 19.1%

APLD1.4%

WVE1.2%

SATS1.1%

CRCG1.1%

SRRK1.1%

VRDN1.1%

FIG1.0%

CENX1.0%

OKLO1.0%

COIN0.9%

Others (439)89.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology20.1%

Healthcare17.9%

Financial Services17.4%

Industrials11.8%

Basic Materials8.2%

Consumer Cyclical7.1%

Energy4.7%

Communication Services3.5%

Other9.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 449Median: 0.18%Avg: 0.22%

0–0.5%

409(69.0%)

0.5–1%

32(22.0%)

1–3%

8(9.0%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 405Unique: 44vs 20 funds

5.5%Low

449

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

7.2%

BlackRock, Inc.

BANK OF AMERICA CORP /DE/

7.5%

GEODE CAPITAL MANAGEMENT, LLC

10.2%

VANGUARD CAPITAL MANAGEMENT LLC

10.1%

STATE STREET CORP

9.6%

JPMORGAN CHASE & CO

6.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

10%

FMR LLC

8.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New323Increased66Decreased60Exited352

New Positions

APLD1.4%

+69K

CRCG1.1%

+499K

VRDN1.1%

+65K

FIG1.0%

+57K

COIN0.9%

+7K

FIVE0.9%

+5K

CTMX0.9%

+231K

SNOW0.8%

+7K

GO0.8%

+128K

U0.7%

+40K

Increased

WVE1.2%

+185K(+1186%)

CONL0.9%

+134K(+730%)

COMP0.4%

+44K(+220%)

OWL0.4%

+39K(+241%)

HIMS0.8%

+29K(+153%)

CERT0.2%

+29K(+234%)

CRWG0.1%

+23K(+124%)

ASPI0.1%

+21K(+114%)

SRRK1.1%

+21K(+424%)

OKLO1.0%

+20K(+622%)

Decreased

RR0.1%

-287,172(-86%)

ABTC0.0%

-250,628(-82%)

PACB0.0%

-214,437(-85%)

GON0.2%

-93,626(-41%)

IOVA0.4%

-73,329(-35%)

ERAS0.3%

-54,033(-75%)

SERV0.1%

-37,116(-69%)

BFLY0.1%

-32,754(-53%)

WEED0.0%

-29,825(-67%)

QS0.1%

-28,226(-52%)

Exited

-197,387

-3,364

-6,371

-30,352

-39,725

-1,719

-1,208

-3,265

RARE

-48,032

ISRG

-1,886

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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