Scientech Research LLC Top Holdings and 13F Report (2024) About Scientech Research LLCInvestment ActivityScientech Research LLC has $502.18 million in total holdings as of December 31, 2023.Scientech Research LLC owns shares of 590 different stocks, but just 311 companies or ETFs make up 80% of its holdings.Approximately 62.68% of the portfolio was purchased this quarter.About 61.99% of the portfolio was sold this quarter.This quarter, Scientech Research LLC has purchased 563 new stocks and bought additional shares in 118 stocks.Scientech Research LLC sold shares of 139 stocks and completely divested from 306 stocks this quarter.Largest Holdings Meta Platforms $4,159,349MicroStrategy $3,894,491DUOLINGO INC $3,567,271The Ensign Group $3,559,545Constellation Energy $3,527,951 Largest New Holdings this Quarter The Ensign Group $3,559,545 HoldingAPPLOVIN CORP $2,846,643 HoldingSherwin-Williams $2,838,861 HoldingIntuit $2,479,032 HoldingSun Communities $2,453,243 Holding Largest Purchases this Quarter MicroStrategy 21,996 shares (about $3.71M)The Ensign Group 24,750 shares (about $3.56M)APPLOVIN CORP 21,805 shares (about $2.85M)Sherwin-Williams 7,438 shares (about $2.84M)Intuit 3,992 shares (about $2.48M) Largest Sales this Quarter Parker-Hannifin 4,170 shares (about $2.63M)Carvana 14,803 shares (about $2.58M)Vertex Pharmaceuticals 5,436 shares (about $2.53M)MongoDB 8,930 shares (about $2.41M)Molina Healthcare 6,951 shares (about $2.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScientech Research LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$4,159,349$852,363 ▲25.8%7,2660.8%Computer and TechnologyMSTRMicroStrategy$3,894,491$3,708,525 ▲1,994.2%23,0990.8%Computer and TechnologyDUOLINGO INC$3,567,271$935,460 ▲35.5%12,6490.7%CL A COMENSGThe Ensign Group$3,559,545$3,559,545 ▲New Holding24,7500.7%MedicalCEGConstellation Energy$3,527,951$1,614,204 ▼-31.4%13,5680.7%Oils/EnergyVVisa$3,183,096$1,833,916 ▲135.9%11,5770.6%Business ServicesAPPLOVIN CORP$2,846,643$2,846,643 ▲New Holding21,8050.6%COM CL ASHWSherwin-Williams$2,838,861$2,838,861 ▲New Holding7,4380.6%Basic MaterialsRKLBRocket Lab USA$2,831,683$1,055,763 ▲59.4%291,0260.6%AerospaceULTAUlta Beauty$2,816,061$2,469,744 ▲713.1%7,2370.6%Retail/WholesaleINTUIntuit$2,479,032$2,479,032 ▲New Holding3,9920.5%Computer and TechnologyNFLXNetflix$2,456,202$2,060,429 ▲520.6%3,4630.5%Consumer DiscretionarySUISun Communities$2,453,243$2,453,243 ▲New Holding18,1520.5%FinanceTALEN ENERGY CORP$2,449,196$2,449,196 ▲New Holding13,7410.5%COMANETArista Networks$2,385,057$29,938 ▲1.3%6,2140.5%Computer and TechnologyPLTRPalantir Technologies$2,362,014$536,126 ▲29.4%63,4950.5%Business ServicesCHTRCharter Communications$2,305,505$2,305,505 ▲New Holding7,1140.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$2,267,262$947,544 ▲71.8%13,0550.5%Computer and TechnologyISRGIntuitive Surgical$2,263,281$31,933 ▲1.4%4,6070.5%MedicalLINDE PLC$2,257,455$2,257,455 ▲New Holding4,7340.4%SHSBXBlackstone$2,208,747$521,408 ▲30.9%14,4240.4%FinanceVEEVVeeva Systems$2,080,441$418,271 ▼-16.7%9,9130.4%Computer and TechnologyMSFTMicrosoft$2,051,240$1,214,737 ▼-37.2%4,7670.4%Computer and TechnologyLLYEli Lilly and Company$1,982,734$935,553 ▲89.3%2,2380.4%MedicalICLRICON Public$1,968,361$854,173 ▼-30.3%6,8510.4%MedicalCTASCintas$1,963,272$1,167,134 ▲146.6%9,5360.4%Business ServicesEWEdwards Lifesciences$1,938,456$1,938,456 ▲New Holding29,3750.4%MedicalAPLDApplied Digital$1,935,491$1,935,491 ▲New Holding234,6050.4%FinanceAMZNAmazon.com$1,934,851$385,703 ▼-16.6%10,3840.4%Retail/WholesaleWSTWest Pharmaceutical Services$1,931,229$1,931,229 ▲New Holding6,4340.4%MedicalSPOTSpotify Technology$1,906,774$447,027 ▲30.6%5,1740.4%Business ServicesDLTRDollar Tree$1,902,648$1,902,648 ▲New Holding27,0570.4%Retail/WholesaleEFXEquifax$1,867,480$1,623,282 ▲664.7%6,3550.4%Business ServicesDRIDarden Restaurants$1,865,009$396,210 ▲27.0%11,3630.4%Retail/WholesaleLKQLKQ$1,861,030$1,625,462 ▲690.0%46,6190.4%Auto/Tires/TrucksDUKDuke Energy$1,855,984$1,855,984 ▲New Holding16,0970.4%UtilitiesMMCMarsh & McLennan Companies$1,853,878$1,853,878 ▲New Holding8,3100.4%FinanceCAVACAVA Group$1,850,071$1,263,765 ▲215.5%14,9380.4%Retail/WholesalePCGPG&E$1,843,612$573,350 ▲45.1%93,2530.4%UtilitiesONONON$1,836,543$1,836,543 ▲New Holding36,6210.4%Retail/WholesalePANWPalo Alto Networks$1,828,288$560,894 ▼-23.5%5,3490.4%Computer and TechnologyTXRHTexas Roadhouse$1,824,984$1,824,984 ▲New Holding10,3340.4%Retail/WholesaleAVGOBroadcom$1,823,325$1,823,325 ▲New Holding10,5700.4%Computer and TechnologyCOSTCostco Wholesale$1,815,593$960,101 ▲112.2%2,0480.4%Retail/WholesaleCPBCampbell Soup$1,814,394$1,814,394 ▲New Holding37,0890.4%Consumer DefensiveAGNCAGNC Investment$1,808,116$1,087,098 ▲150.8%172,8600.4%FinanceHSTHost Hotels & Resorts$1,804,018$1,458,512 ▲422.1%102,5010.4%FinanceCRWDCrowdStrike$1,801,459$1,566,706 ▼-46.5%6,4230.4%Computer and TechnologyDINOHF Sinclair$1,798,400$893,852 ▲98.8%40,3500.4%Oils/EnergyTMDXTransMedics Group$1,785,247$219,172 ▼-10.9%11,3710.4%MedicalCMGChipotle Mexican Grill$1,780,746$1,780,746 ▲New Holding30,9050.4%Retail/WholesaleDGDollar General$1,775,463$1,775,463 ▲New Holding20,9940.4%Retail/WholesaleMOSMosaic$1,773,372$1,773,372 ▲New Holding66,2200.4%Basic MaterialsSTMSTMicroelectronics$1,759,332$1,471,338 ▲510.9%59,1770.4%Computer and TechnologyDKSDICK'S Sporting Goods$1,755,584$1,287,053 ▼-42.3%8,4120.3%Retail/WholesaleLYBLyondellBasell Industries$1,750,942$1,750,942 ▲New Holding18,2580.3%Basic MaterialsAERAerCap$1,749,668$1,749,668 ▲New Holding18,4720.3%FinanceKEYKeyCorp$1,743,692$1,743,692 ▲New Holding104,1010.3%FinanceLOWLowe's Companies$1,741,295$1,741,295 ▲New Holding6,4290.3%Retail/WholesaleSKXSkechers U.S.A.$1,738,916$32,189 ▲1.9%25,9850.3%Consumer DiscretionaryMPWRMonolithic Power Systems$1,714,948$432,666 ▼-20.1%1,8550.3%Computer and TechnologyHSYHershey$1,668,486$311,259 ▲22.9%8,7000.3%Consumer StaplesFICOFair Isaac$1,667,540$1,667,540 ▲New Holding8580.3%Computer and TechnologyCHDChurch & Dwight$1,665,467$555,644 ▲50.1%15,9040.3%Consumer StaplesJNJJohnson & Johnson$1,644,423$1,644,423 ▲New Holding10,1470.3%MedicalREGRegency Centers$1,640,993$1,640,993 ▲New Holding22,7190.3%FinanceCDWCDW$1,640,675$140,532 ▲9.4%7,2500.3%Computer and TechnologyRMDResMed$1,639,998$1,639,998 ▲New Holding6,7180.3%MedicalCMAComerica$1,635,124$1,635,124 ▲New Holding27,2930.3%FinanceUNPUnion Pacific$1,632,930$1,632,930 ▲New Holding6,6250.3%TransportationVRTXVertex Pharmaceuticals$1,626,385$2,528,175 ▼-60.9%3,4970.3%MedicalCFGCitizens Financial Group$1,625,715$1,625,715 ▲New Holding39,5840.3%FinanceCHENIERE ENERGY INC$1,622,876$1,622,876 ▲New Holding9,0240.3%COM NEWVMCVulcan Materials$1,622,035$1,622,035 ▲New Holding6,4770.3%ConstructionADMArcher-Daniels-Midland$1,621,463$1,621,463 ▲New Holding27,1420.3%Consumer StaplesKLACKLA$1,620,066$355,454 ▼-18.0%2,0920.3%Computer and TechnologyGSThe Goldman Sachs Group$1,616,039$1,049,633 ▼-39.4%3,2640.3%FinanceJBLJabil$1,608,358$249,007 ▲18.3%13,4220.3%Computer and TechnologyLWLamb Weston$1,603,934$514,230 ▲47.2%24,7750.3%Consumer StaplesNWSANews$1,599,025$1,599,025 ▲New Holding60,0460.3%Consumer DiscretionaryLULULululemon Athletica$1,592,282$858,823 ▲117.1%5,8680.3%Consumer DiscretionaryFIVEFive Below$1,577,666$498,471 ▲46.2%17,8570.3%Retail/WholesaleVRSNVeriSign$1,577,048$1,110,506 ▼-41.3%8,3020.3%Computer and TechnologyARM HOLDINGS PLC$1,576,971$261,994 ▼-14.2%11,0270.3%SPONSORED ADSFLFoot Locker$1,576,628$1,576,628 ▲New Holding61,0150.3%Retail/WholesaleJBHTJ.B. Hunt Transport Services$1,557,691$6,721 ▼-0.4%9,0390.3%TransportationCVNACarvana$1,552,713$2,577,350 ▼-62.4%8,9180.3%Retail/WholesaleACNAccenture$1,542,233$451,040 ▼-22.6%4,3630.3%Computer and TechnologyASMLASML$1,539,013$1,607,340 ▼-51.1%1,8470.3%Computer and TechnologyDXCMDexCom$1,538,769$1,538,769 ▲New Holding22,9530.3%MedicalTTDTrade Desk$1,535,868$1,535,868 ▲New Holding14,0070.3%Computer and TechnologyMTZMasTec$1,532,595$1,532,595 ▲New Holding12,4500.3%ConstructionFSLRFirst Solar$1,532,310$456,725 ▲42.5%6,1430.3%Oils/EnergyESEversource Energy$1,520,305$767,332 ▼-33.5%22,3410.3%UtilitiesSOFISoFi Technologies$1,516,359$1,516,359 ▲New Holding192,9210.3%FinanceGILDGilead Sciences$1,504,257$1,504,257 ▲New Holding17,9420.3%MedicalTTCToro$1,488,460$93,148 ▼-5.9%17,1620.3%Consumer DiscretionarySTTState Street$1,485,234$1,485,234 ▲New Holding16,7880.3%FinanceRBLXRoblox$1,483,639$963,983 ▲185.5%33,5210.3%Consumer DiscretionaryMDBMongoDB$1,477,192$2,414,225 ▼-62.0%5,4640.3%Computer and TechnologyShowing largest 100 holdings. 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