Invariant Investment Management
All 13F Filings
- Location
- Camp Hill, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 162,441
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 70 | 162,441 | 13F-HR | Invariant Investment Management |
| Q4 2025 | 1/26/2026 | 71 | 156,238 | 13F-HR | Invariant Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.65 K | 15.8% | 0 | 115.3 K | -115.3 K |
| ETFs | 136.8 K | 84.2% | 121.5 K | 0 | 121.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
162,441
Holdings
70
QoQ value change ($000)
6,203
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.