Scientech Research LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Scientech Research LLC reported 550 stock positions worth $353.3 million. Its top holding was ASML Holding NV-NY Reg SHS (ASML) at 1.0% of the portfolio, followed by Old Dominion Freight Line (ODFL, 0.9%) and Spotify Technology (SPOT, 0.9%). Compared with Q3 2024, it opened 309 new positions, sold out of 349, added to 91 and reduced 150. The biggest buy was a new position in Old Dominion Freight Line (ODFL) and the biggest sale Strategy (MSTR, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0002011556
- Portfolio Value
- $353.3M (Q4 2024)
- SEC Filing
- 0001214659-25-002847 ↗ filed Feb 14, 2025
Holdings Value
Holdings 550 stocks · $353.3M
| ASML ASML Holding NV-NY Reg SHS | 0.95% | 4,843 | $3.4M | Add +162.2% |
| ODFL Old Dominion Freight Line | 0.90% | 18,028 | $3.2M | New |
| SPOT Spotify Technology SA | 0.89% | 7,021 | $3.1M | Add +35.7% |
| REGN Regeneron Pharmaceuticals | 0.73% | 3,622 | $2.6M | Add +193.0% |
| AVGO Broadcom Inc. | 0.60% | 9,088 | $2.1M | Reduce -14.0% |
| ZTS Zoetis Inc. | 0.59% | 12,773 | $2.1M | Add +139.2% |
| TPL Texas Pacific Land Corp. | 0.59% | 1,877 | $2.1M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.54% | 16,377 | $1.9M | Add +16.9% |
| HON Honeywell International Inc. | 0.54% | 8,397 | $1.9M | Add +639.8% |
| PANW Palo Alto Networks Inc. | 0.51% | 9,928 | $1.8M | Reduce -7.2% |
| TSCO Tractor Supply Company | 0.50% | 33,398 | $1.8M | Add +378.5% |
| NTRS Northern Trust Corp. | 0.50% | 17,080 | $1.8M | Add +78.9% |
| IBKR Interactive Brokers Gro Class A | 0.49% | 9,835 | $1.7M | Reduce -5.6% |
| AAPL Apple Inc. | 0.49% | 6,913 | $1.7M | Add +22.4% |
| META Meta Platforms Inc. Class A | 0.49% | 2,935 | $1.7M | Reduce -59.6% |
| DUOL Duolingo | 0.48% | 5,233 | $1.7M | Reduce -58.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 3,289 | $1.7M | New |
| CVNA Carvana Co. | 0.47% | 8,212 | $1.7M | Reduce -7.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.46% | 4,734 | $1.6M | Reduce -26.3% |
| ROP Roper Technologies Inc. | 0.45% | 3,041 | $1.6M | New |
| LHX L3HARRIS Technologies Inc. | 0.44% | 7,421 | $1.6M | New |
| INTU Intuit Inc. | 0.44% | 2,461 | $1.5M | Reduce -38.4% |
| COIN Coinbase Global Inc. Class A | 0.44% | 6,192 | $1.5M | New |
| ALGN Align Technology Inc. | 0.43% | 7,368 | $1.5M | New |
| RDDT Reddit Inc. Class A | 0.43% | 9,292 | $1.5M | New |
| ENTG Entegris Inc. | 0.43% | 15,305 | $1.5M | Add +440.2% |
| AMZN Amazon.com Inc. | 0.43% | 6,873 | $1.5M | Reduce -33.8% |
| LYB Lyondellbasell Indu Class A | 0.42% | 20,206 | $1.5M | Add +10.7% |
| COST Costco Wholesale Corp. | 0.42% | 1,627 | $1.5M | Reduce -20.6% |
| ILMN Illumina Inc. | 0.42% | 11,148 | $1.5M | New |
| NOW ServiceNow Inc. | 0.42% | 1,396 | $1.5M | Reduce -6.4% |
| BANK MONTREAL QUE | 0.42% | 2,515 | $1.5M | New |
| FCX Freeport-McMoran Inc. | 0.41% | 38,479 | $1.5M | New |
| TEAM Atlassian Corp. Class A | 0.40% | 5,865 | $1.4M | Add +79.0% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 2,733 | $1.4M | Add +68.9% |
| FLUT Flutter Entertainment PLC-Di | 0.40% | 5,497 | $1.4M | New |
| ALAB Astera Labs Inc. | 0.40% | 10,691 | $1.4M | Add +52.5% |
| TLN Talen Energy Corp. | 0.40% | 7,017 | $1.4M | Reduce -48.9% |
| UNH Unitedhealth Group Inc. | 0.40% | 2,760 | $1.4M | Add +169.5% |
| MTSI Macom Technology Solutions H | 0.39% | 10,724 | $1.4M | New |
| IVV iShares Core S&P 500 ETF | 0.39% | 2,349 | $1.4M | New |
| MSFT Microsoft Corp. | 0.39% | 3,231 | $1.4M | Reduce -32.2% |
| DE Deere & Co. | 0.38% | 3,183 | $1.3M | New |
| FICO Fair Isaac Corp. | 0.38% | 675 | $1.3M | Reduce -21.3% |
| ISRG Intuitive Surgical Inc. | 0.38% | 2,554 | $1.3M | Reduce -44.6% |
| ED Consolidated Edison Inc. | 0.37% | 14,596 | $1.3M | New |
| WEC WEC Energy Group Inc. | 0.37% | 13,825 | $1.3M | Add +29.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 2,865 | $1.3M | Add +31.7% |
| LEN Lennar Corp. Class A | 0.37% | 9,519 | $1.3M | New |
| CAVA Cava Group Inc. | 0.37% | 11,485 | $1.3M | Reduce -23.1% |
| APO Apollo Global Management Inc. | 0.37% | 7,819 | $1.3M | New |
| XPO Xpo Inc. | 0.37% | 9,843 | $1.3M | Add +0.9% |
| DECK Deckers Outdoor Corp. | 0.36% | 6,342 | $1.3M | New |
| SFM Sprouts Farmers Market Inc. | 0.36% | 10,120 | $1.3M | Add +292.4% |
| EOG EOG Resources Inc. | 0.36% | 10,487 | $1.3M | New |
| LIN Linde PLC | 0.36% | 3,066 | $1.3M | Reduce -35.2% |
| CROX Crocs Inc. | 0.36% | 11,675 | $1.3M | New |
| VMC Vulcan Materials Co. | 0.36% | 4,953 | $1.3M | Reduce -23.5% |
| TPG TPG Inc. | 0.36% | 20,009 | $1.3M | New |
| PCVX Vaxcyte Inc. | 0.35% | 15,273 | $1.3M | Add +18.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.35% | 11,040 | $1.2M | New |
| RBRK Rubrik Inc. Class A | 0.35% | 18,905 | $1.2M | New |
| VRSN Verisign Inc. | 0.35% | 5,964 | $1.2M | Reduce -28.2% |
| BG Bunge Global SA | 0.35% | 15,721 | $1.2M | Add +61.7% |
| CMG Chipotle Mexican Grill Inc. | 0.34% | 20,186 | $1.2M | Reduce -34.7% |
| BBWI Bath & Body Works Inc. | 0.34% | 31,197 | $1.2M | New |
| LPLA LPL Financial Holdings Inc. | 0.34% | 3,698 | $1.2M | New |
| W Wayfair Inc. Class A | 0.34% | 27,184 | $1.2M | Add +11.0% |
| AXON Axon Enterprise Inc. | 0.34% | 2,006 | $1.2M | Add +152.6% |
| ADM Archer-Daniels-Midland Co. | 0.34% | 23,478 | $1.2M | Reduce -13.5% |
| BRKR Bruker Corp. | 0.33% | 20,107 | $1.2M | New |
| MAR Marriott International Class A | 0.33% | 4,220 | $1.2M | New |
| URI United Rentals Inc. | 0.33% | 1,666 | $1.2M | Add +217.3% |
| OC Owens Corning | 0.33% | 6,888 | $1.2M | New |
| OLED Universal Display Corp. | 0.33% | 7,937 | $1.2M | Add +123.1% |
| ETF OPPORTUNITIES TRUST | 0.33% | 464,920 | $1.2M | New |
| GEV GE Vernova Inc. | 0.33% | 3,511 | $1.2M | New |
| IDXX Idexx Laboratories Inc. | 0.33% | 2,785 | $1.2M | Add +93.4% |
| ETN Eaton Corp. PLC | 0.32% | 3,435 | $1.1M | Add +202.4% |
| HST Host Hotels & Resorts Inc. | 0.32% | 65,001 | $1.1M | Reduce -36.6% |
| RF Regions Financial Corp. | 0.32% | 48,272 | $1.1M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.32% | 15,142 | $1.1M | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.32% | 20,685 | $1.1M | Reduce -43.5% |
| LYV Live Nation Entertainment Inc. | 0.32% | 8,720 | $1.1M | New |
| TTAN Servicetitan Inc. Class A | 0.32% | 10,856 | $1.1M | New |
| AMGN Amgen Inc. | 0.32% | 4,279 | $1.1M | Add +16.0% |
| PNC PNC Financial Services Group | 0.31% | 5,687 | $1.1M | New |
| QRVO Qorvo Inc. | 0.31% | 15,548 | $1.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 5,486 | $1.1M | Reduce -58.0% |
| MPWR Monolithic Power Systems Inc. | 0.31% | 1,823 | $1.1M | Reduce -1.7% |
| TXN Texas Instruments Inc. | 0.30% | 5,743 | $1.1M | Add +111.8% |
| BDX Becton Dickinson and Co. | 0.30% | 4,739 | $1.1M | New |
| CE Celanese Corp. | 0.30% | 15,498 | $1.1M | New |
| CZR Caesars Entertainment Inc. | 0.29% | 31,133 | $1.0M | New |
| IR Ingersoll-Rand Inc. | 0.29% | 11,329 | $1.0M | Add +264.0% |
| CEG Constellation Energy | 0.29% | 4,567 | $1.0M | Reduce -66.3% |
| HIMS Hims & Hers Health Inc. | 0.28% | 41,606 | $1.0M | Add +35.0% |
| GGAL Grupo Financiero Galicia-ADR | 0.28% | 16,111 | $1.0M | Reduce -34.1% |
| ALL Allstate Corp. | 0.28% | 5,155 | $994K | Add +40.5% |
| SMLR Semler Scientific Inc. | 0.28% | 18,369 | $992K | New |
Portfolio Sells Q3 2024 → Q4 2024
| MSTR Strategy Inc. | Reduce -94.8% | 0.10% | −0.68 |
| ENSG The Ensign Group Inc. | Reduce -90.0% | 0.09% | −0.62 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.56 |
| APP AppLovin Corp. Class A | Reduce -97.1% | 0.06% | −0.51 |
| SUI Sun Communities Inc. | Sold out | 0.00% | −0.49 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.47 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.44 |
| SHW The Sherwin-Williams Co. | Reduce -79.9% | 0.14% | −0.42 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.41 |
| CEG Constellation Energy | Reduce -66.3% | 0.29% | −0.41 |
| ANET Arista Networks Inc. | Reduce -91.0% | 0.07% | −0.41 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.39 |
| ICLR Icon PLC | Sold out | 0.00% | −0.39 |
| APLD Applied Digital Corp. | Sold out | 0.00% | −0.39 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.38 |
| V Visa Inc. Class A | Reduce -75.8% | 0.25% | −0.38 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.38 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.37 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.37 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.37 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.37 |
| NFLX Netflix Inc. | Reduce -86.1% | 0.12% | −0.37 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.37 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −0.36 |
| RKLB Rocket Lab USA Inc. | Reduce -90.1% | 0.21% | −0.36 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.35 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.35 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.35 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.35 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.35 |
| META Meta Platforms Inc. Class A | Reduce -59.6% | 0.49% | −0.34 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.33 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.33 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.33 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.33 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.32 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.32 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.32 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.32 |
| NWSA News Corp. Class A | Sold out | 0.00% | −0.32 |
| FL Foot Locker Inc. | Sold out | 0.00% | −0.31 |
| MTZ Mastec Inc. | Sold out | 0.00% | −0.31 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.31 |
| CHTR Charter Communications Inc. Class A | Reduce -77.0% | 0.16% | −0.30 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.30 |
| STT State Street Corp. | Sold out | 0.00% | −0.30 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.30 |
| AAP Advance Auto Parts Inc. | Sold out | 0.00% | −0.29 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.29 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.29 |
Portfolio Buys Q3 2024 → Q4 2024
| ODFL Old Dominion Freight Line | New | 0.90% | +0.90 |
| ASML ASML Holding NV-NY Reg SHS | Add +162.2% | 0.95% | +0.64 |
| TPL Texas Pacific Land Corp. | New | 0.59% | +0.59 |
| SPOT Spotify Technology SA | Add +35.7% | 0.89% | +0.51 |
| HON Honeywell International Inc. | Add +639.8% | 0.54% | +0.49 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.48% | +0.48 |
| REGN Regeneron Pharmaceuticals | Add +193.0% | 0.73% | +0.47 |
| ROP Roper Technologies Inc. | New | 0.45% | +0.45 |
| LHX L3HARRIS Technologies Inc. | New | 0.44% | +0.44 |
| COIN Coinbase Global Inc. Class A | New | 0.44% | +0.44 |
| ALGN Align Technology Inc. | New | 0.43% | +0.43 |
| RDDT Reddit Inc. Class A | New | 0.43% | +0.43 |
| ILMN Illumina Inc. | New | 0.42% | +0.42 |
| TSCO Tractor Supply Company | Add +378.5% | 0.50% | +0.42 |
| BANK MONTREAL QUE | New | 0.42% | +0.42 |
| FCX Freeport-McMoran Inc. | New | 0.41% | +0.41 |
| FLUT Flutter Entertainment PLC-Di | New | 0.40% | +0.40 |
| MTSI Macom Technology Solutions H | New | 0.39% | +0.39 |
| IVV iShares Core S&P 500 ETF | New | 0.39% | +0.39 |
| DE Deere & Co. | New | 0.38% | +0.38 |
| ZTS Zoetis Inc. | Add +139.2% | 0.59% | +0.38 |
| ED Consolidated Edison Inc. | New | 0.37% | +0.37 |
| LEN Lennar Corp. Class A | New | 0.37% | +0.37 |
| ENTG Entegris Inc. | Add +440.2% | 0.43% | +0.37 |
| APO Apollo Global Management Inc. | New | 0.37% | +0.37 |
| DECK Deckers Outdoor Corp. | New | 0.36% | +0.36 |
| EOG EOG Resources Inc. | New | 0.36% | +0.36 |
| CROX Crocs Inc. | New | 0.36% | +0.36 |
| TPG TPG Inc. | New | 0.36% | +0.36 |
| TROW T Rowe Price Group Inc. | New | 0.35% | +0.35 |
| RBRK Rubrik Inc. Class A | New | 0.35% | +0.35 |
| BBWI Bath & Body Works Inc. | New | 0.34% | +0.34 |
| LPLA LPL Financial Holdings Inc. | New | 0.34% | +0.34 |
| BRKR Bruker Corp. | New | 0.33% | +0.33 |
| MAR Marriott International Class A | New | 0.33% | +0.33 |
| OC Owens Corning | New | 0.33% | +0.33 |
| ALAB Astera Labs Inc. | Add +52.5% | 0.40% | +0.33 |
| ETF OPPORTUNITIES TRUST | New | 0.33% | +0.33 |
| GEV GE Vernova Inc. | New | 0.33% | +0.33 |
| NTRS Northern Trust Corp. | Add +78.9% | 0.50% | +0.32 |
| EL Estee Lauder Companies Class A | New | 0.32% | +0.32 |
| RF Regions Financial Corp. | New | 0.32% | +0.32 |
| LYV Live Nation Entertainment Inc. | New | 0.32% | +0.32 |
| TTAN Servicetitan Inc. Class A | New | 0.32% | +0.32 |
| PNC PNC Financial Services Group | New | 0.31% | +0.31 |
| QRVO Qorvo Inc. | New | 0.31% | +0.31 |
| SFM Sprouts Farmers Market Inc. | Add +292.4% | 0.36% | +0.31 |
| BDX Becton Dickinson and Co. | New | 0.30% | +0.30 |
| CE Celanese Corp. | New | 0.30% | +0.30 |
| TEAM Atlassian Corp. Class A | Add +79.0% | 0.40% | +0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 224 | $123.4M | MXL, FCEL, ALAB, SPCX, AMAT |
| Q1 2026 | 449 | $119.9M | APLD, WVE, ECHO, THEMES ETF TR, SRRK |
| Q4 2025 | 479 | $159.0M | ONDS, DPZ, AMD, MDLN, APP |
| Q3 2025 | 550 | $286.9M | MSFT, NVDA, APP, LLY, REGN |
| Q2 2025 | 572 | $409.2M | ZS, MSFT, NBIS, JOBY, GEV |
| Q1 2025 | 541 | $377.8M | NFLX, MELI, SPOT, ISRG, EQIX |
| Q4 2024 | 550 | $353.3M | ASML, ODFL, SPOT, REGN, AVGO |
| Q3 2024 | 590 | $502.2M | META, MSTR, DUOL, ENSG, CEG |
| Q2 2024 | 563 | $485.5M | CRWD, VRTX, A, CEG, ASML |
| Q1 2024 | 394 | $188.7M | CDNS, REGN, LLY, COST, NIKOLA CORP |