Scientech Research LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Scientech Research LLC reported 479 stock positions worth $159.0 million. Its top holding was Ondas (ONDS) at 1.2% of the portfolio, followed by Domino's Pizza (DPZ, 0.9%) and Advanced Micro Devices (AMD, 0.9%). Compared with Q3 2025, it opened 337 new positions, sold out of 409, added to 49 and reduced 92. The biggest buy was a new position in Ondas (ONDS) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- JERSEY CITY, NJ
- CIK
- 0002011556
- Portfolio Value
- $159.0M (Q4 2025)
- SEC Filing
- 0001214659-26-001982 ↗ filed Feb 17, 2026
Holdings Value
Holdings 479 stocks · $159.0M
| ONDS Ondas Inc. filed as ONDAS HLDGS INC | 1.21% | 197,387 | $1.9M | New |
| DPZ Domino's Pizza Inc. | 0.88% | 3,364 | $1.4M | Add +137.9% |
| AMD Advanced Micro Devices | 0.86% | 6,371 | $1.4M | New |
| MDLN Medline Inc. Class A | 0.80% | 30,352 | $1.3M | New |
| APP AppLovin Corp. Class A | 0.78% | 1,837 | $1.2M | Reduce -32.6% |
| CCL Carnival Corp. | 0.76% | 39,725 | $1.2M | New |
| NOC Northrop Grumman Corp. | 0.73% | 2,040 | $1.2M | New |
| GEV GE Vernova Inc. | 0.71% | 1,719 | $1.1M | Add +103.0% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.69% | 48,032 | $1.1M | Add +53.4% |
| DY Dycom Industries Inc. | 0.69% | 3,265 | $1.1M | New |
| MPWR Monolithic Power Systems Inc. | 0.69% | 1,208 | $1.1M | New |
| RR Richtech Robotics Inc. Class B | 0.68% | 335,819 | $1.1M | Add +145.2% |
| ISRG Intuitive Surgical Inc. | 0.67% | 1,886 | $1.1M | Add +3.3% |
| FFIV F5 Inc. | 0.64% | 3,984 | $1.0M | Add +532.4% |
| MDB Mongodb Inc. | 0.63% | 2,390 | $1.0M | Reduce -56.3% |
| FLNC Fluence Energy Inc. | 0.62% | 50,112 | $991K | Add +224.3% |
| ANF Abercrombie & Fitch Co. Class A | 0.61% | 7,758 | $976K | New |
| CENX Century Aluminum Company | 0.61% | 24,680 | $967K | Add +39.8% |
| PLAB Photronics Inc. | 0.60% | 29,575 | $946K | New |
| DUOL Duolingo | 0.59% | 5,385 | $945K | Add +223.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.59% | 3,090 | $939K | New |
| SIDU Sidus Space Inc. Class A | 0.57% | 289,382 | $909K | New |
| UTHR United Therapeutics Corp. | 0.57% | 1,855 | $904K | Reduce -41.0% |
| LITE Lumentum Holdings Inc. | 0.57% | 2,443 | $900K | New |
| NEM Newmont Corp. | 0.56% | 8,972 | $896K | New |
| IDXX Idexx Laboratories Inc. | 0.55% | 1,293 | $875K | New |
| AZO AutoZone Inc. | 0.55% | 257 | $872K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 1,258 | $858K | Add +51.8% |
| COST Costco Wholesale Corp. | 0.54% | 993 | $856K | New |
| PSA Public Storage | 0.53% | 3,277 | $850K | New |
| SPOT Spotify Technology SA | 0.53% | 1,456 | $846K | Add +362.2% |
| RKLB Rocket Lab Corp. | 0.52% | 11,803 | $823K | New |
| MSFT Microsoft Corp. | 0.50% | 1,631 | $789K | Reduce -61.5% |
| AON Aon PLC Class A | 0.50% | 2,235 | $789K | Add +92.7% |
| CEG Constellation Energy | 0.50% | 2,232 | $788K | Add +118.2% |
| ECHO Echostar Corp. Class A | 0.49% | 7,203 | $783K | Add +116.1% |
| GD General Dynamics Corp. | 0.49% | 2,315 | $779K | New |
| TQQQ Proshares Ultrapro QQQ | 0.49% | 14,753 | $778K | New |
| SILJ Amplify Junior Silver Miners | 0.48% | 27,480 | $760K | New |
| AXTI Axt Inc. | 0.47% | 45,907 | $751K | New |
| SPGI S&P Global Inc. | 0.47% | 1,434 | $749K | Reduce -31.4% |
| AVB Avalonbay Communities Inc. | 0.47% | 4,082 | $740K | New |
| KNSL Kinsale Capital Group Inc. | 0.46% | 1,882 | $736K | New |
| AGX Argan Inc. | 0.46% | 2,330 | $730K | Add +207.0% |
| RSG Republic Services Inc. | 0.45% | 3,381 | $717K | Add +21.4% |
| NKE Nike Inc. Class B | 0.45% | 11,123 | $709K | Add +98.5% |
| ETN Eaton Corp. PLC | 0.44% | 2,220 | $707K | New |
| RACE Ferrari NV | 0.44% | 1,889 | $698K | New |
| CVCO Cavco Industries Inc. | 0.43% | 1,170 | $691K | New |
| GPI Group 1 Automotive Inc. | 0.43% | 1,757 | $691K | Add +21.3% |
| VMC Vulcan Materials Co. | 0.43% | 2,419 | $690K | New |
| HYMC Hycroft Mining Holding Co. Class A | 0.42% | 28,076 | $667K | New |
| AXSM Axsome Therapeutics Inc. | 0.41% | 3,593 | $656K | New |
| FSLR First Solar Inc. | 0.41% | 2,497 | $652K | New |
| CBOE Cboe Global Markets Inc. | 0.40% | 2,560 | $643K | New |
| PL Planet Labs PBC | 0.40% | 32,572 | $642K | New |
| HD Home Depot Inc. | 0.40% | 1,861 | $640K | Reduce -40.9% |
| HIMS Hims & Hers Health Inc. | 0.39% | 19,031 | $618K | New |
| PODD Insulet Corp. | 0.38% | 2,143 | $609K | Reduce -57.3% |
| AA Alcoa Corp. | 0.37% | 11,193 | $595K | Reduce -10.5% |
| HIG Hartford Insurance Group Inc. | 0.36% | 4,190 | $577K | Add +71.1% |
| IOVA Iovance Biotherapeutics Inc. | 0.36% | 211,477 | $577K | New |
| SPXC SPX Technologies Inc. | 0.36% | 2,881 | $576K | New |
| POOL Pool Corp. | 0.36% | 2,515 | $575K | Add +156.1% |
| KYMR Kymera Therapeutics Inc. | 0.36% | 7,379 | $574K | New |
| LII Lennox International Inc. | 0.36% | 1,181 | $573K | Add +104.0% |
| SPHR Sphere Entertainment Co. | 0.36% | 6,022 | $573K | New |
| EXP Eagle Materials Inc. | 0.36% | 2,738 | $566K | New |
| SFM Sprouts Farmers Market Inc. | 0.35% | 7,072 | $563K | Reduce -29.0% |
| EHC Encompass Health Corp. | 0.35% | 5,306 | $563K | New |
| QS Quantumscape Corp. | 0.35% | 54,046 | $563K | New |
| CAVA Cava Group Inc. | 0.35% | 9,568 | $562K | Reduce -20.6% |
| SERV Serve Robotics Inc. | 0.35% | 54,095 | $562K | New |
| NVMI Nova Ltd. | 0.35% | 1,689 | $555K | New |
| UNH Unitedhealth Group Inc. | 0.35% | 1,665 | $550K | Reduce -47.8% |
| CASY Casey's General Stores Inc. | 0.34% | 989 | $547K | New |
| NBIX Neurocrine Biosciences Inc. | 0.34% | 3,848 | $546K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.34% | 2,231 | $542K | Reduce -56.2% |
| FDS Factset Research Systems Inc. | 0.34% | 1,858 | $539K | New |
| ADI Analog Devices Inc. | 0.34% | 1,974 | $535K | Reduce -4.1% |
| AMP Ameriprise Financial Inc. | 0.34% | 1,087 | $533K | Reduce -46.4% |
| ORCL Oracle Corp. | 0.33% | 2,730 | $532K | New |
| CME Cme Group Inc. | 0.33% | 1,928 | $526K | Add +68.8% |
| CDNS Cadence Design SYS Inc. | 0.33% | 1,659 | $519K | Reduce -30.9% |
| ABTC American Bitcoin Corp. | 0.33% | 304,532 | $518K | New |
| IVVD Invivyd Inc. | 0.33% | 209,331 | $517K | Add +1390.3% |
| GDDY GoDaddy Inc. Class A | 0.32% | 4,158 | $516K | Add +7.7% |
| NUAI New Era Energy & Digital Inc. | 0.32% | 176,057 | $516K | New |
| CSL Carlisle Cos Inc. | 0.32% | 1,592 | $509K | Reduce -44.1% |
| ALGN Align Technology Inc. | 0.32% | 3,240 | $506K | Reduce -22.1% |
| PALI Palisade Bio Inc. | 0.31% | 211,441 | $497K | New |
| ESLT Elbit Systems Ltd. | 0.31% | 843 | $487K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.31% | 454 | $486K | New |
| CORT Corcept Therapeutics Inc. | 0.30% | 13,915 | $484K | New |
| LPTH Lightpath Technologies Inc. Class A | 0.30% | 44,775 | $484K | Add +163.3% |
| HLI Houlihan Lokey Inc. | 0.30% | 2,771 | $483K | New |
| CBRE CBRE Group Inc. Class A | 0.30% | 2,966 | $477K | New |
| PACB Pacific Biosciences of Calif | 0.30% | 252,887 | $473K | New |
| LH Labcorp Holdings Inc. | 0.30% | 1,873 | $470K | New |
| RIVN Rivian Automotive Inc. Class A | 0.29% | 23,741 | $468K | Reduce -16.1% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.69 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.68 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.63 |
| TLRY Tilray Brands Inc. | Sold out | 0.00% | −0.61 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.53 |
| NVDL Granitesh 2X LNG Nvda ETF | Sold out | 0.00% | −0.51 |
| AG First Majestic Silver Corp. | Sold out | 0.00% | −0.50 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.47 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.47 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.46 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.46 |
| WULF Terawulf Inc. | Sold out | 0.00% | −0.46 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.46 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -82.5% | 0.17% | −0.45 |
| QURE Uniqure NV | Reduce -65.2% | 0.15% | −0.44 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.40 |
| NNE Nano Nuclear Energy Inc. | Sold out | 0.00% | −0.39 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −0.38 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.38 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.38 |
| EAT Brinker International Inc. | Sold out | 0.00% | −0.38 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.37 |
| PTC PTC Inc. | Reduce -83.0% | 0.13% | −0.36 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.35 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −0.35 |
| DE Deere & Co. | Sold out | 0.00% | −0.34 |
| RIG Transocean Ltd. | Reduce -84.4% | 0.20% | −0.34 |
| STRL Sterling Infrastructure Inc. | Reduce -80.4% | 0.16% | −0.34 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.33 |
| SANM Sanmina Corp. | Sold out | 0.00% | −0.33 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.32 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.32 |
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.31 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.31 |
| ALSN Allison Transmission Holding | Sold out | 0.00% | −0.30 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.30 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.30 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.30 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.29 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.29 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.29 |
| DLO Dlocal Ltd. | Sold out | 0.00% | −0.29 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.29 |
| SFD Smithfield Foods Inc. | Sold out | 0.00% | −0.29 |
| TBBK The Bancorp Inc. | Sold out | 0.00% | −0.28 |
| EIX Edison International | Sold out | 0.00% | −0.28 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.28 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.28 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.28 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.28 |
Portfolio Buys Q3 2025 → Q4 2025
| ONDS Ondas Inc. | New | 1.21% | +1.21 |
| AMD Advanced Micro Devices | New | 0.86% | +0.86 |
| MDLN Medline Inc. Class A | New | 0.80% | +0.80 |
| CCL Carnival Corp. | New | 0.76% | +0.76 |
| NOC Northrop Grumman Corp. | New | 0.73% | +0.73 |
| DY Dycom Industries Inc. | New | 0.69% | +0.69 |
| MPWR Monolithic Power Systems Inc. | New | 0.69% | +0.69 |
| DPZ Domino's Pizza Inc. | Add +137.9% | 0.88% | +0.67 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.61% | +0.61 |
| PLAB Photronics Inc. | New | 0.60% | +0.60 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.59% | +0.59 |
| SIDU Sidus Space Inc. Class A | New | 0.57% | +0.57 |
| FFIV F5 Inc. | Add +532.4% | 0.64% | +0.57 |
| LITE Lumentum Holdings Inc. | New | 0.57% | +0.57 |
| FLNC Fluence Energy Inc. | Add +224.3% | 0.62% | +0.57 |
| NEM Newmont Corp. | New | 0.56% | +0.56 |
| IDXX Idexx Laboratories Inc. | New | 0.55% | +0.55 |
| AZO AutoZone Inc. | New | 0.55% | +0.55 |
| COST Costco Wholesale Corp. | New | 0.54% | +0.54 |
| PSA Public Storage | New | 0.53% | +0.53 |
| GEV GE Vernova Inc. | Add +103.0% | 0.71% | +0.53 |
| RKLB Rocket Lab Corp. | New | 0.52% | +0.52 |
| GD General Dynamics Corp. | New | 0.49% | +0.49 |
| TQQQ Proshares Ultrapro QQQ | New | 0.49% | +0.49 |
| SILJ Amplify Junior Silver Miners | New | 0.48% | +0.48 |
| RR Richtech Robotics Inc. Class B | Add +145.2% | 0.68% | +0.48 |
| AXTI Axt Inc. | New | 0.47% | +0.47 |
| AVB Avalonbay Communities Inc. | New | 0.47% | +0.47 |
| KNSL Kinsale Capital Group Inc. | New | 0.46% | +0.46 |
| SPOT Spotify Technology SA | Add +362.2% | 0.53% | +0.46 |
| ETN Eaton Corp. PLC | New | 0.44% | +0.44 |
| RACE Ferrari NV | New | 0.44% | +0.44 |
| CVCO Cavco Industries Inc. | New | 0.43% | +0.43 |
| VMC Vulcan Materials Co. | New | 0.43% | +0.43 |
| CENX Century Aluminum Company | Add +39.8% | 0.61% | +0.43 |
| HYMC Hycroft Mining Holding Co. Class A | New | 0.42% | +0.42 |
| AXSM Axsome Therapeutics Inc. | New | 0.41% | +0.41 |
| FSLR First Solar Inc. | New | 0.41% | +0.41 |
| DUOL Duolingo | Add +223.4% | 0.59% | +0.41 |
| CBOE Cboe Global Markets Inc. | New | 0.40% | +0.40 |
| PL Planet Labs PBC | New | 0.40% | +0.40 |
| ECHO Echostar Corp. Class A | Add +116.1% | 0.49% | +0.40 |
| HIMS Hims & Hers Health Inc. | New | 0.39% | +0.39 |
| AGX Argan Inc. | Add +207.0% | 0.46% | +0.39 |
| ISRG Intuitive Surgical Inc. | Add +3.3% | 0.67% | +0.39 |
| CEG Constellation Energy | Add +118.2% | 0.50% | +0.38 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +53.4% | 0.69% | +0.37 |
| IOVA Iovance Biotherapeutics Inc. | New | 0.36% | +0.36 |
| SPXC SPX Technologies Inc. | New | 0.36% | +0.36 |
| KYMR Kymera Therapeutics Inc. | New | 0.36% | +0.36 |
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 |