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AlphaQuest LLC

Q3 2025 · Filed 2025-11-03
Market Value
$1.5B
+50.2%
Holdings
2,249
+94
New Purchases
301
Added To
1,037
Closed
55
Reduced
728
Top 10 Concentration
6.1%
Turnover
15.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ASB 0.33% 0.00% +0.33% $5M
BK 0.30% 0.00% +0.30% $5M
OSK 0.30% 0.01% +0.29% $5M
ABM 0.28% 0.00% +0.28% $4M
FNB 0.29% 0.00% +0.28% $4M
ALE 0.28% 0.00% +0.28% $4M
ALV 0.28% 0.00% +0.28% $4M
FHB 0.28% 0.01% +0.27% $4M
EXC 0.29% 0.03% +0.26% $4M
AME 0.26% 0.00% +0.26% $4M
AX 0.27% 0.00% +0.26% $4M
WCC 0.26% 0.00% +0.26% $4M
AEP 0.25% 0.00% +0.25% $4M
WRB 0.25% 0.00% +0.25% $4M
RMD 0.28% 0.03% +0.24% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CBSH 0.12% 0.45% -0.33% $2M
CPB 0.00% 0.32% -0.32% $39K
KEYS 0.04% 0.34% -0.30% $539K
MET 0.00% 0.30% -0.29% $57K
ZM 0.00% 0.28% -0.28% $17K
SNV 0.14% 0.41% -0.28% $2M
PRI 0.00% 0.27% -0.27% $278
PLXS 0.01% 0.27% -0.27% $82K
DOV 0.14% 0.39% -0.26% $2M
GLW 0.00% 0.26% -0.25% $19K
TLT 0.00% 0.25% -0.25% $0
AM 0.03% 0.28% -0.24% $497K
NFG 0.14% 0.38% -0.24% $2M
NDAQ 0.00% 0.23% -0.23% $50K
MSCI 0.02% 0.24% -0.22% $238K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 51 $56M 3.7%
Large Cap 627 $627M 41.3%
Mid Cap 790 $588M 38.7%
Small Cap 677 $234M 15.4%
Micro Cap 104 $14M 0.9%

Portfolio Analytics

Avg Market Cap
$32.8B
Median Market Cap
$3.9B
Avg P/E
33.9
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
2,238
# ETFs / Funds
11

Top Holdings (2,249 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEF 2.57% 404,037 $39M $96.46 $11M +115,872 +40.2%
2 SPTI 0.43% 224,663 $6M $28.90 $625K +20,701 +10.2%
3 SCHR 0.43% 258,354 $6M $25.13 $624K +23,892 +10.2%
4 VGIT 0.43% 108,106 $6M $60.03 $622K +9,995 +10.2%
5 IEI 0.43% 54,265 $6M $119.51 $624K +5,048 +10.3%
6 PNC 0.39% 29,309 $6M $200.93 $2M +6,620 +29.2%
7 CFG 0.39% 110,551 $6M $53.16 $3M +55,650 +101.4%
8 HWC 0.34% 83,365 $5M $62.61 $4M +62,143 +292.8%
9 ASB 0.33% 194,911 $5M $25.71 +194,911 NEW
10 JNJ 0.33% 26,874 $5M $185.42 $3M +15,645 +139.3%
11 FULT 0.33% 266,955 $5M $18.63 $2M +128,443 +92.7%
12 VZ 0.32% 111,799 $5M $43.95 $3M +67,692 +153.5%
13 PB 0.32% 73,221 $5M $66.35 $3M +42,560 +138.8%
14 RF 0.32% 182,693 $5M $26.37 $3M +95,826 +110.3%
15 ABCB 0.32% 65,672 $5M $73.31 $4M +50,953 +346.2%
16 VLTO 0.31% 44,335 $5M $106.61 $3M +28,599 +181.7%
17 MS 0.31% 29,568 $5M $158.96 $4M +23,599 +395.4%
18 CPRT 0.31% 103,526 $5M $44.97 $3M +77,697 +300.8%
19 FE 0.30% 99,586 $5M $45.82 $3M +65,874 +195.4%
20 BKU 0.30% 118,868 $5M $38.16 $3M +76,520 +180.7%
21 OSK 0.30% 34,820 $5M $129.70 $4M +33,939 +3852.3%
22 BK 0.30% 41,401 $5M $108.96 +41,401 NEW
23 AWI 0.29% 22,769 $4M $196.01 $913K +915 +4.2%
24 TJX 0.29% 30,833 $4M $144.54 $3M +17,850 +137.5%
25 GD 0.29% 12,971 $4M $341.00 $3M +9,523 +276.2%
26 MLI 0.29% 43,737 $4M $101.11 $3M +23,865 +120.1%
27 EXC 0.29% 97,981 $4M $45.01 $4M +92,078 +1559.8%
28 LCII 0.29% 47,057 $4M $93.15 $4M +38,490 +449.3%
29 APAM 0.29% 100,914 $4M $43.40 $4M +89,642 +795.3%
30 FNB 0.29% 270,781 $4M $16.11 $4M +268,973 +14876.8%
31 BR 0.29% 18,314 $4M $238.17 $4M +15,722 +606.6%
32 ABM 0.28% 93,866 $4M $46.12 +93,866 NEW
33 FELE 0.28% 45,466 $4M $95.20 $1M +12,675 +38.6%
34 HIG 0.28% 32,271 $4M $133.39 $2M +10,525 +48.4%
35 MTB 0.28% 21,725 $4M $197.62 $3M +13,344 +159.2%
36 TCBI 0.28% 50,787 $4M $84.53 $4M +45,534 +866.8%
37 GVA 0.28% 38,809 $4M $109.65 $2M +11,385 +41.5%
38 WM 0.28% 19,246 $4M $220.83 $2M +10,942 +131.8%
39 ALE 0.28% 63,691 $4M $66.40 +63,691 NEW
40 UGI 0.28% 127,096 $4M $33.26 $2M +76,267 +150.1%
41 BSY 0.28% 82,091 $4M $51.48 $4M +70,708 +621.2%
42 ALV 0.28% 34,194 $4M $123.50 +34,194 NEW
43 RMD 0.28% 15,363 $4M $273.73 $4M +14,013 +1038.0%
44 ITT 0.28% 23,448 $4M $178.76 $4M +20,547 +708.3%
45 FHB 0.28% 168,484 $4M $24.83 $4M +166,302 +7621.5%
46 ORI 0.28% 98,438 $4M $42.47 $258K -3,611 -3.5%
47 TSN 0.27% 76,765 $4M $54.30 $3M +56,575 +280.2%
48 WBS 0.27% 70,126 $4M $59.44 $661K +5,885 +9.2%
49 MSA 0.27% 23,592 $4M $172.07 $3M +18,401 +354.5%
50 AX 0.27% 47,839 $4M $84.65 $4M +47,404 +10897.5%
51 EWBC 0.27% 37,905 $4M $106.45 $3M +23,125 +156.5%
52 LAUR 0.26% 127,409 $4M $31.54 $2M +37,516 +41.7%
53 OZK 0.26% 78,731 $4M $50.98 $2M +30,888 +64.6%
54 AME 0.26% 21,330 $4M $188.00 +21,330 NEW
55 KFY 0.26% 57,210 $4M $69.98 $3M +41,680 +268.4%
56 CR 0.26% 21,555 $4M $184.14 $4M +19,119 +784.9%
57 PCTY 0.26% 24,804 $4M $159.27 $1M +11,050 +80.3%
58 WCC 0.26% 18,639 $4M $211.50 $4M +18,596 +43246.5%
59 UCB 0.25% 122,631 $4M $31.35 $2M +55,402 +82.4%
60 MTG 0.25% 135,396 $4M $28.37 $861K +28,349 +26.5%
61 AEP 0.25% 33,858 $4M $112.50 +33,858 NEW
62 EHC 0.25% 29,916 $4M $127.02 $2M +18,874 +170.9%
63 WRB 0.25% 49,105 $4M $76.62 +49,105 NEW
64 JLL 0.25% 12,528 $4M $298.28 $3M +7,866 +168.7%
65 KRC 0.24% 86,733 $4M $42.25 $3M +81,257 +1483.9%
66 PAG 0.24% 21,071 $4M $173.91 $3M +19,558 +1292.7%
67 LNG 0.24% 15,587 $4M $234.98 $3M +11,934 +326.7%
68 CHDN 0.24% 37,670 $4M $97.01 $3M +33,028 +711.5%
69 CMS 0.24% 49,204 $4M $73.26 $3M +39,870 +427.1%
70 AOS 0.24% 49,045 $4M $73.41 $1M +10,462 +27.1%
71 NMIH 0.24% 93,577 $4M $38.34 $2M +61,116 +188.3%
72 UNF 0.23% 21,311 $4M $167.19 $2M +13,732 +181.2%
73 NTST 0.23% 193,566 $3M $18.06 $2M +97,116 +100.7%
74 GLPI 0.23% 74,986 $3M $46.61 $2M +36,566 +95.2%
75 IOSP 0.23% 45,174 $3M $77.16 $1M +16,360 +56.8%
76 MLM 0.23% 5,518 $3M $630.28 $3M +5,514 +137850.0%
77 CMCSA 0.23% 110,444 $3M $31.42 $690K +32,543 +41.8%
78 HON 0.23% 16,421 $3M $210.50 $999K +5,866 +55.6%
79 FHI 0.23% 66,373 $3M $51.93 $2M +27,266 +69.7%
80 WSFS 0.22% 63,322 $3M $53.93 $3M +58,310 +1163.4%
81 HNI 0.22% 72,644 $3M $46.85 $1M +29,340 +67.8%
82 CDP 0.22% 116,351 $3M $29.06 $3M +111,334 +2219.1%
83 ALSN 0.22% 39,662 $3M $84.88 $2M +25,878 +187.7%
84 AIT 0.22% 12,789 $3M $261.05 $2M +8,668 +210.3%
85 MO 0.22% 50,493 $3M $66.06 $2M +34,939 +224.6%
86 EXLS 0.22% 75,637 $3M $44.03 $2M +50,825 +204.8%
87 ALG 0.22% 17,410 $3M $190.90 +17,410 NEW
88 INVH 0.22% 112,989 $3M $29.33 -$377K +454 +0.4%
89 CBRE 0.22% 20,854 $3M $157.56 $711K +2,479 +13.5%
90 YELP 0.22% 104,961 $3M $31.20 $3M +89,599 +583.2%
91 L 0.22% 32,545 $3M $100.39 $1M +10,050 +44.7%
92 CNA 0.21% 70,004 $3M $46.46 $2M +42,725 +156.6%
93 CINF 0.21% 20,283 $3M $158.10 $3M +20,055 +8796.0%
94 BLD 0.21% 8,136 $3M $390.86 $3M +7,802 +2335.9%
95 0HQN.L 0.21% 12,927 $3M $245.25 $3M +10,785 +503.5%
96 HST 0.21% 185,573 $3M $17.02 $2M +111,452 +150.4%
97 EME 0.21% 4,813 $3M $649.54 $2M +2,505 +108.5%
98 O 0.21% 51,319 $3M $60.79 $3M +46,662 +1002.0%
99 OTIS 0.20% 33,994 $3M $91.43 $292K +5,551 +19.5%
100 FHN 0.20% 136,413 $3M $22.61 $1M +53,400 +64.3%

New Positions

SymbolValue% Port
ASB $5M 0.33%
BK $5M 0.30%
ABM $4M 0.28%
ALE $4M 0.28%
ALV $4M 0.28%
AME $4M 0.26%
AEP $4M 0.25%
WRB $4M 0.25%
ALG $3M 0.22%
CNO $3M 0.20%
AFL $3M 0.19%
TXNM $3M 0.19%
AZO $3M 0.19%
AIG $3M 0.18%
BBT $3M 0.18%

Sold Out Positions

SymbolValue% Port
EMN —%
VPG —%
EXP —%
ORN —%
SLG —%
SJM —%
SSB —%
KINS —%
MLKN —%
DCTH —%
MCFT —%
CRWD —%
HDSN —%
HTLD —%
RDVT —%
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