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AlphaQuest LLC

Q4 2025 · Filed 2026-02-09
Market Value
$1.8B
+16.4%
Holdings
2,264
+15
New Purchases
70
Added To
1,028
Closed
63
Reduced
976
Top 10 Concentration
18.5%
Turnover
5.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEF 5.49% 2.57% +2.92% $97M
IEI 2.73% 0.43% +2.30% $48M
SCHR 2.72% 0.43% +2.30% $48M
SPTI 2.72% 0.43% +2.30% $48M
VGIT 2.72% 0.43% +2.30% $48M
HYG 0.93% 0.16% +0.77% $16M
VMI 0.25% 0.01% +0.24% $4M
NDSN 0.24% 0.01% +0.23% $4M
NVR 0.25% 0.02% +0.23% $4M
WEC 0.24% 0.02% +0.22% $4M
A 0.22% 0.01% +0.21% $4M
DT 0.22% 0.00% +0.21% $4M
SSNC 0.23% 0.02% +0.21% $4M
ADC 0.20% 0.01% +0.19% $4M
FNF 0.24% 0.05% +0.19% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPRT 0.01% 0.31% -0.29% $247K
PB 0.04% 0.32% -0.28% $710K
ALE 0.00% 0.28% -0.28% $0
BR 0.01% 0.29% -0.28% $208K
VZ 0.06% 0.32% -0.26% $1M
MLI 0.03% 0.29% -0.26% $562K
WCC 0.00% 0.26% -0.26% $14K
APAM 0.04% 0.29% -0.25% $628K
LCII 0.04% 0.29% -0.24% $785K
KRC 0.01% 0.24% -0.23% $165K
AEP 0.02% 0.25% -0.23% $372K
MTB 0.05% 0.28% -0.23% $969K
JNJ 0.11% 0.33% -0.22% $2M
WM 0.06% 0.28% -0.22% $1M
UNF 0.02% 0.23% -0.21% $366K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 52 $57M 3.2%
Large Cap 628 $915M 51.7%
Mid Cap 789 $541M 30.6%
Small Cap 691 $243M 13.7%
Micro Cap 104 $12M 0.7%

Portfolio Analytics

Avg Market Cap
$32.6B
Median Market Cap
$3.9B
Avg P/E
34.0
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.10
# Stocks
2,254
# ETFs / Funds
10

Top Holdings (2,264 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEF 5.49% 1,009,045 $97M $96.16 $58M +605,008 +149.7%
2 IEI 2.73% 403,902 $48M $119.35 $42M +349,637 +644.3%
3 SCHR 2.72% 1,921,346 $48M $25.08 $42M +1,662,992 +643.7%
4 SPTI 2.72% 1,670,793 $48M $28.84 $42M +1,446,130 +643.7%
5 VGIT 2.72% 803,838 $48M $59.93 $42M +695,732 +643.6%
6 HYG 0.93% 203,591 $16M $80.63 $14M +173,760 +582.5%
7 CFG 0.34% 101,567 $6M $58.41 $56K -8,984 -8.1%
8 ABCB 0.29% 68,343 $5M $74.27 $261K +2,671 +4.1%
9 MS 0.28% 28,107 $5M $177.53 $290K -1,461 -4.9%
10 FULT 0.28% 253,775 $5M $19.33 -$68K -13,180 -4.9%
11 XLP 0.28% 62,711 $5M $77.68 $2M +29,351 +88.0%
12 WFC 0.27% 52,159 $5M $93.20 $3M +28,080 +116.6%
13 ASB 0.27% 187,961 $5M $25.76 -$169K -6,950 -3.6%
14 DUK 0.26% 39,046 $5M $117.21 $3M +29,919 +327.8%
15 OTIS 0.25% 50,856 $4M $87.35 $1M +16,862 +49.6%
16 USB 0.25% 83,082 $4M $53.36 $2M +22,991 +38.3%
17 VMI 0.25% 10,970 $4M $402.32 $4M +10,471 +2098.4%
18 PNC 0.25% 20,955 $4M $208.73 -$2M -8,354 -28.5%
19 FYBR 0.25% 114,769 $4M $38.07 $2M +42,761 +59.4%
20 NVR 0.25% 599 $4M $7,292.77 $4M +559 +1397.5%
21 KEY 0.25% 211,592 $4M $20.64 $2M +105,707 +99.8%
22 FNB 0.25% 253,470 $4M $17.10 -$28K -17,311 -6.4%
23 CR 0.24% 23,389 $4M $184.43 $344K +1,834 +8.5%
24 NDSN 0.24% 17,932 $4M $240.43 $4M +16,946 +1718.7%
25 CCK 0.24% 41,848 $4M $102.97 $1M +10,019 +31.5%
26 GD 0.24% 12,778 $4M $336.66 -$121K -193 -1.5%
27 XYL 0.24% 31,585 $4M $136.18 $3M +25,256 +399.1%
28 CBRE 0.24% 26,700 $4M $160.79 $1M +5,846 +28.0%
29 TJX 0.24% 27,921 $4M $153.61 -$168K -2,912 -9.4%
30 C 0.24% 36,716 $4M $116.69 $3M +21,180 +136.3%
31 BLK 0.24% 3,994 $4M $1,070.34 $3M +2,565 +179.5%
32 WEC 0.24% 39,903 $4M $105.46 $4M +37,379 +1480.9%
33 FNF 0.24% 76,616 $4M $54.59 $3M +64,442 +529.3%
34 RF 0.24% 153,885 $4M $27.10 -$647K -28,808 -15.8%
35 VICI 0.23% 146,385 $4M $28.12 $2M +68,832 +88.8%
36 XEL 0.23% 55,627 $4M $73.86 $3M +46,114 +484.8%
37 OGE 0.23% 96,216 $4M $42.70 $3M +64,598 +204.3%
38 CNA 0.23% 86,052 $4M $47.74 $856K +16,048 +22.9%
39 MMC 0.23% 22,134 $4M $185.52 $2M +14,048 +173.7%
40 SSNC 0.23% 46,566 $4M $87.42 $4M +42,665 +1093.7%
41 CTAS 0.23% 21,539 $4M $188.07 $3M +16,789 +353.4%
42 ROST 0.23% 22,465 $4M $180.14 $3M +12,549 +126.5%
43 PG 0.23% 28,159 $4M $143.31 $3M +24,099 +593.6%
44 CUBE 0.23% 111,496 $4M $36.05 $2M +69,976 +168.5%
45 FE 0.23% 89,593 $4M $44.77 -$552K -9,993 -10.0%
46 TMHC 0.23% 68,085 $4M $58.87 $1M +29,351 +75.8%
47 PCTY 0.23% 26,159 $4M $152.50 $39K +1,355 +5.5%
48 NTST 0.22% 225,353 $4M $17.64 $479K +31,787 +16.4%
49 PNW 0.22% 44,534 $4M $88.70 $2M +18,657 +72.1%
50 ALV 0.22% 32,744 $4M $118.70 -$336K -1,450 -4.2%
51 A 0.22% 28,484 $4M $136.07 $4M +27,691 +3491.9%
52 MSI 0.22% 10,109 $4M $383.32 $2M +4,993 +97.6%
53 DGX 0.22% 22,173 $4M $173.53 $3M +15,704 +242.8%
54 DT 0.22% 88,352 $4M $43.34 $4M +86,808 +5622.3%
55 GDDY 0.22% 30,829 $4M $124.08 $2M +19,527 +172.8%
56 FITB 0.22% 81,412 $4M $46.81 $2M +43,734 +116.1%
57 AME 0.21% 18,333 $4M $205.31 -$246K -2,997 -14.1%
58 EOG 0.21% 35,494 $4M $105.01 $864K +9,961 +39.0%
59 CHRD 0.21% 40,002 $4M $92.70 $932K +12,069 +43.2%
60 BSY 0.21% 96,644 $4M $38.16 -$538K +14,553 +17.7%
61 AMP 0.21% 7,519 $4M $490.34 $2M +3,981 +112.5%
62 DTE 0.21% 28,439 $4M $128.98 $3M +24,055 +548.7%
63 FHB 0.21% 144,631 $4M $25.30 -$524K -23,853 -14.2%
64 OZK 0.21% 79,429 $4M $46.02 -$358K +698 +0.9%
65 SEIC 0.21% 44,564 $4M $82.02 $571K +8,219 +22.6%
66 FELE 0.21% 38,088 $4M $95.53 -$690K -7,378 -16.2%
67 AX 0.21% 42,218 $4M $86.16 -$412K -5,621 -11.8%
68 ADC 0.20% 49,856 $4M $72.03 $3M +47,276 +1832.4%
69 HCA 0.20% 7,683 $4M $466.86 $1M +1,684 +28.1%
70 ENS 0.20% 24,324 $4M $146.75 $2M +12,540 +106.4%
71 HOLX 0.20% 47,588 $4M $74.49 $3M +44,574 +1478.9%
72 ORI 0.20% 76,253 $3M $45.64 -$700K -22,185 -22.5%
73 WBS 0.20% 55,217 $3M $62.94 -$693K -14,909 -21.3%
74 NFG 0.19% 42,962 $3M $80.06 $1M +19,469 +82.9%
75 VLTO 0.19% 34,289 $3M $99.78 -$1M -10,046 -22.7%
76 KRG 0.19% 142,721 $3M $23.97 $2M +79,791 +126.8%
77 EXLS 0.19% 80,510 $3M $42.44 $87K +4,873 +6.4%
78 EA 0.19% 16,678 $3M $204.33 $3M +13,794 +478.3%
79 LNT 0.19% 52,354 $3M $65.01 $2M +32,860 +168.6%
80 SWKS 0.19% 53,355 $3M $63.41 $3M +46,357 +662.4%
81 RS 0.19% 11,611 $3M $288.87 $3M +9,278 +397.7%
82 BK 0.19% 28,541 $3M $116.09 -$1M -12,860 -31.1%
83 NTRS 0.19% 24,201 $3M $136.59 $2M +12,657 +109.6%
84 GVA 0.19% 28,410 $3M $115.35 -$978K -10,399 -26.8%
85 WSFS 0.19% 59,253 $3M $55.24 -$142K -4,069 -6.4%
86 AWK 0.19% 25,075 $3M $130.50 $3M +22,557 +895.8%
87 TXT 0.18% 37,364 $3M $87.17 $2M +22,702 +154.8%
88 IOSP 0.18% 42,228 $3M $76.54 -$253K -2,946 -6.5%
89 AYI 0.18% 8,823 $3M $360.04 $2M +5,682 +180.9%
90 MTCH 0.18% 98,063 $3M $32.29 $2M +75,258 +330.0%
91 L 0.18% 29,780 $3M $105.31 -$131K -2,765 -8.5%
92 UCB 0.18% 99,372 $3M $31.22 -$742K -23,259 -19.0%
93 SCHW 0.17% 30,862 $3M $99.91 $2M +22,516 +269.8%
94 WTS 0.17% 11,167 $3M $276.02 $3M +9,476 +560.4%
95 SO 0.17% 35,023 $3M $87.20 $2M +21,204 +153.4%
96 CPRX 0.17% 130,106 $3M $23.34 $2M +66,169 +103.5%
97 FHN 0.17% 126,749 $3M $23.90 -$55K -9,664 -7.1%
98 NTAP 0.17% 28,113 $3M $107.09 $3M +24,715 +727.3%
99 0HQN.L 0.17% 11,937 $3M $251.00 -$174K -990 -7.7%
100 THG 0.17% 16,323 $3M $182.77 $568K +3,027 +22.8%

New Positions

SymbolValue% Port
BBAI $2M 0.11%
EXP $2M 0.11%
NVTS $440K 0.02%
EGAN $375K 0.02%
VLGEA $366K 0.02%
SJM $341K 0.02%
RLAY $334K 0.02%
FMNB $301K 0.02%
NNE $300K 0.02%
CRVS $277K 0.02%
GH $271K 0.02%
BHB $260K 0.01%
RDVT $260K 0.01%
CIVB $253K 0.01%
SPFI $238K 0.01%

Sold Out Positions

SymbolValue% Port
CPS —%
AGCO —%
D —%
APD —%
WTRG —%
LXP —%
CPK —%
PLD —%
SRI —%
EL —%
CURB —%
CECO —%
CVBF —%
ENTG —%
CNOB —%
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