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AlphaQuest LLC

Q2 2025 · Filed 2025-07-31
Market Value
$1.0B
+11.0%
Holdings
2,155
+100
New Purchases
178
Added To
936
Closed
207
Reduced
702
Top 10 Concentration
7.1%
Turnover
17.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEF 2.73% 0.00% +2.73% $28M
SCHR 0.58% 0.00% +0.58% $6M
VGIT 0.58% 0.00% +0.58% $6M
SPTI 0.58% 0.00% +0.58% $6M
IEI 0.58% 0.00% +0.58% $6M
CBSH 0.45% 0.04% +0.41% $5M
XLP 0.34% 0.00% +0.34% $3M
CPB 0.32% 0.00% +0.32% $3M
INVH 0.37% 0.06% +0.31% $4M
OGE 0.30% 0.01% +0.29% $3M
MET 0.30% 0.01% +0.29% $3M
ZM 0.28% 0.01% +0.27% $3M
KEYS 0.34% 0.07% +0.26% $3M
GIS 0.27% 0.02% +0.26% $3M
FELE 0.29% 0.04% +0.26% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCPC 0.00% 0.45% -0.45% $0
K 0.00% 0.36% -0.36% $0
ADC 0.00% 0.35% -0.35% $0
SPGI 0.01% 0.32% -0.31% $61K
VRSN 0.00% 0.30% -0.30% $0
AEP 0.00% 0.30% -0.30% $0
ADSK 0.00% 0.29% -0.29% $0
KRG 0.04% 0.33% -0.29% $435K
CAT 0.03% 0.32% -0.29% $353K
SO 0.03% 0.30% -0.27% $329K
EXC 0.03% 0.30% -0.27% $256K
MAS 0.02% 0.29% -0.27% $173K
UBSI 0.01% 0.27% -0.27% $63K
MTX 0.01% 0.27% -0.26% $53K
CSCO 0.05% 0.31% -0.26% $522K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 51 $27M 2.6%
Large Cap 602 $418M 41.4%
Mid Cap 767 $391M 38.6%
Small Cap 641 $167M 16.5%
Micro Cap 94 $9M 0.9%

Portfolio Analytics

Avg Market Cap
$33.7B
Median Market Cap
$4.0B
Avg P/E
33.6
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
2,147
# ETFs / Funds
8

Top Holdings (2,155 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEF 2.73% 288,165 $28M $95.77 +288,165 NEW
2 SCHR 0.58% 234,462 $6M $25.03 +234,462 NEW
3 VGIT 0.58% 98,111 $6M $59.81 +98,111 NEW
4 SPTI 0.58% 203,962 $6M $28.77 +203,962 NEW
5 IEI 0.58% 49,217 $6M $119.09 +49,217 NEW
6 CBSH 0.45% 72,635 $5M $62.17 $4M +67,298 +1261.0%
7 PNC 0.42% 22,689 $4M $186.42 -$948K -6,768 -23.0%
8 SNV 0.41% 81,074 $4M $51.75 $458K +1,111 +1.4%
9 DOV 0.39% 21,795 $4M $183.23 $2M +12,101 +124.8%
10 ORI 0.39% 102,049 $4M $38.44 -$187K -2,736 -2.6%
11 NFG 0.38% 45,786 $4M $84.71 $147K -1,339 -2.8%
12 INVH 0.37% 112,535 $4M $32.80 $3M +98,041 +676.4%
13 PNW 0.36% 40,431 $4M $89.47 $1M +15,085 +59.5%
14 AWI 0.35% 21,854 $4M $162.44 $2M +8,032 +58.1%
15 WBS 0.35% 64,241 $4M $54.60 $492K +5,736 +9.8%
16 XLP 0.34% 42,286 $3M $80.97 +42,286 NEW
17 KEYS 0.34% 20,694 $3M $163.86 $3M +16,137 +354.1%
18 CPB 0.32% 106,899 $3M $30.65 $3M +106,263 +16708.0%
19 OGE 0.30% 69,118 $3M $44.38 $3M +66,814 +2899.9%
20 MET 0.30% 37,195 $3M $80.42 $3M +36,304 +4074.5%
21 MTG 0.29% 107,047 $3M $27.84 -$858K -47,826 -30.9%
22 SFBS 0.29% 38,344 $3M $77.51 $2M +26,345 +219.6%
23 FELE 0.29% 32,791 $3M $89.74 $3M +29,389 +863.9%
24 JBHT 0.29% 20,371 $3M $143.60 $2M +11,240 +123.1%
25 KLIC 0.29% 83,948 $3M $34.60 $2M +57,734 +220.2%
26 SEIC 0.28% 31,895 $3M $89.86 $248K -1,824 -5.4%
27 OTIS 0.28% 28,443 $3M $99.02 -$590K -4,564 -13.8%
28 ZM 0.28% 36,117 $3M $77.98 $3M +35,211 +3886.4%
29 AM 0.28% 147,837 $3M $18.95 $2M +97,714 +194.9%
30 CMCSA 0.27% 77,901 $3M $35.69 $1M +37,484 +92.7%
31 PRI 0.27% 10,157 $3M $273.67 -$117K -22 -0.2%
32 OVV 0.27% 73,025 $3M $38.05 $2M +63,334 +653.5%
33 GIS 0.27% 53,476 $3M $51.81 $3M +50,759 +1868.2%
34 PLXS 0.27% 20,408 $3M $135.31 $2M +11,601 +131.7%
35 HIG 0.27% 21,746 $3M $126.87 $1M +11,077 +103.8%
36 NSA 0.27% 83,797 $3M $31.99 $890K +38,349 +84.4%
37 GLW 0.26% 49,234 $3M $52.59 $1M +21,356 +76.6%
38 CBRE 0.25% 18,375 $3M $140.12 +18,375 NEW
39 GVA 0.25% 27,424 $3M $93.51 -$552K -13,909 -33.6%
40 TLT 0.25% 28,813 $3M $88.25 +28,813 NEW
41 AOS 0.25% 38,583 $3M $65.57 $2M +35,417 +1118.7%
42 EXR 0.25% 17,134 $3M $147.44 -$857K -5,650 -24.8%
43 MAIN 0.25% 42,472 $3M $59.10 -$42K -2,645 -5.9%
44 RDN 0.25% 69,523 $3M $36.02 $2M +53,619 +337.1%
45 FULT 0.25% 138,512 $2M $18.04 $2M +122,621 +771.6%
46 PCTY 0.25% 13,754 $2M $181.19 $2M +9,958 +262.3%
47 CAH 0.25% 14,824 $2M $168.00 $29K -3,043 -17.0%
48 HON 0.24% 10,555 $2M $232.88 -$1M -6,305 -37.4%
49 CFG 0.24% 54,901 $2M $44.75 $1M +19,422 +54.7%
50 WAB 0.24% 11,618 $2M $209.35 $1M +4,417 +61.3%
51 MSCI 0.24% 4,202 $2M $576.74 -$61K -191 -4.3%
52 IOSP 0.24% 28,814 $2M $84.09 $2M +25,847 +871.1%
53 RGA 0.24% 11,988 $2M $198.36 $2M +8,063 +205.4%
54 RSG 0.23% 9,580 $2M $246.61 $2M +9,051 +1711.0%
55 CI 0.23% 7,140 $2M $330.58 $2M +4,961 +227.7%
56 HOMB 0.23% 81,680 $2M $28.46 +81,680 NEW
57 NDAQ 0.23% 25,910 $2M $89.42 $2M +25,466 +5735.6%
58 LECO 0.23% 11,049 $2M $207.32 $433K +1,227 +12.5%
59 OZK 0.22% 47,843 $2M $47.06 $1M +25,348 +112.7%
60 CTAS 0.22% 10,071 $2M $222.87 $1M +4,617 +84.7%
61 HUBG 0.22% 66,860 $2M $33.43 $2M +56,397 +539.0%
62 GWW 0.22% 2,142 $2M $1,040.24 -$30K -144 -6.3%
63 IT 0.22% 5,473 $2M $404.22 $472K +1,328 +32.0%
64 CNS 0.22% 29,246 $2M $75.35 $653K +9,919 +51.3%
65 DNB 0.22% 242,348 $2M $9.09 $2M +180,264 +290.4%
66 ALLY 0.22% 56,081 $2M $38.95 $2M +51,531 +1132.5%
67 OMF 0.21% 37,803 $2M $57.00 $1M +22,047 +139.9%
68 PB 0.21% 30,661 $2M $70.24 -$931K -12,559 -29.1%
69 UNP 0.21% 9,328 $2M $230.08 $2M +8,682 +1344.0%
70 HNI 0.21% 43,304 $2M $49.18 +43,304 NEW
71 PFBC 0.21% 24,387 $2M $86.55 $2M +20,987 +617.3%
72 LAUR 0.21% 89,893 $2M $23.38 $481K +10,642 +13.4%
73 FBK 0.21% 46,157 $2M $45.30 $775K +17,779 +62.6%
74 DRI 0.21% 9,536 $2M $217.97 $2M +8,563 +880.1%
75 CRM 0.21% 7,604 $2M $272.69 -$141K -649 -7.9%
76 L 0.20% 22,495 $2M $91.66 $2M +17,340 +336.4%
77 GPI 0.20% 4,687 $2M $436.71 $2M +4,195 +852.6%
78 RF 0.20% 86,867 $2M $23.52 -$10K -7,627 -8.1%
79 LOW 0.20% 9,185 $2M $221.87 $135K +1,027 +12.6%
80 VNT 0.20% 54,972 $2M $36.90 $875K +19,852 +56.5%
81 FRME 0.20% 52,816 $2M $38.30 $2M +42,870 +431.0%
82 NNN 0.20% 46,437 $2M $43.18 $265K +5,632 +13.8%
83 UCB 0.20% 67,229 $2M $29.79 $2M +67,228 +6722800.0%
84 JXN 0.20% 22,552 $2M $88.79 $2M +20,089 +815.6%
85 FR 0.20% 41,223 $2M $48.13 $1M +25,062 +155.1%
86 MNST 0.20% 31,545 $2M $62.64 $443K +5,353 +20.4%
87 TRMK 0.19% 53,691 $2M $36.46 $2M +42,316 +372.0%
88 FIBK 0.19% 67,892 $2M $28.82 $2M +54,492 +406.7%
89 EXTR 0.19% 108,718 $2M $17.95 $2M +108,576 +76462.0%
90 LADR 0.19% 180,856 $2M $10.75 -$12K +9,427 +5.5%
91 CHH 0.19% 15,252 $2M $126.88 $91K +1,364 +9.8%
92 BMRN 0.19% 35,156 $2M $54.97 $147K +9,895 +39.2%
93 OC 0.19% 13,986 $2M $137.52 $194K +1,880 +15.5%
94 TRN 0.19% 71,044 $2M $27.01 $1M +43,772 +160.5%
95 GGG 0.19% 22,269 $2M $85.97 -$69K -1,483 -6.2%
96 VZ 0.19% 44,107 $2M $43.27 $474K +12,493 +39.5%
97 MORN 0.19% 6,072 $2M $313.93 -$46K -438 -6.7%
98 WM 0.19% 8,304 $2M $228.82 -$493K -2,032 -19.7%
99 MCD 0.19% 6,460 $2M $292.17 $2M +6,352 +5881.5%
100 KEX 0.19% 16,613 $2M $113.41 $1M +8,840 +113.7%

New Positions

SymbolValue% Port
IEF $28M 2.73%
SCHR $6M 0.58%
VGIT $6M 0.58%
SPTI $6M 0.58%
IEI $6M 0.58%
XLP $3M 0.34%
CBRE $3M 0.25%
TLT $3M 0.25%
HOMB $2M 0.23%
HNI $2M 0.21%
BCO $2M 0.18%
CTVA $2M 0.16%
CASH $2M 0.16%
VLTO $2M 0.16%
FBHS $2M 0.15%

Sold Out Positions

SymbolValue% Port
EQBK —%
AME —%
ABM —%
AVB —%
BDX —%
ALB —%
HRB —%
ATR —%
ATEN —%
ARW —%
ALL —%
AA —%
ALG —%
BKH —%
ALV —%
View SEC EDGAR Filings for AlphaQuest LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms