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Portfolio (Quarterly) Guide ↗

AlphaQuest LLC

· CIK 0001883897
13F Portfolio $1.8B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2245 New
Page 11 of 113  ·  2,245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ACIW ACI WORLDWIDE INC Technology 42,057.0 $2.0M 0.11% NEW $47.81 -10.5%
202 VTRS VIATRIS INC Healthcare 160,722.0 $2.0M 0.11% NEW $12.45 +32.4%
203 CMS CMS ENERGY CORP Utilities 28,568.0 $2.0M 0.11% NEW $69.93 +3.1%
204 SFBS SERVISFIRST BANCSHARES INC Financial Services 27,418.0 $2.0M 0.11% NEW $71.79 +4.5%
205 CAH CARDINAL HEALTH INC Healthcare 9,576.0 $2.0M 0.11% NEW $205.50 -2.8%
206 RITM RITHM CAPITAL CORP Real Estate 179,827.0 $2.0M 0.11% NEW $10.90 -16.2%
207 NMIH NMI HLDGS INC Financial Services 47,915.0 $2.0M 0.11% NEW $40.79 -7.9%
208 RTX RTX CORPORATION Industrials 10,637.0 $2.0M 0.11% NEW $183.40 -6.7%
209 ARMOUR RESIDENTIAL REIT INC 109,730.0 $1.9M 0.11% NEW $17.69
210 BBAI BIGBEAR AI HLDGS INC Technology 356,421.0 $1.9M 0.11% NEW $5.40 -27.4%
211 ITT ITT INC Industrials 11,065.0 $1.9M 0.11% NEW $173.51 +12.1%
212 PH PARKER-HANNIFIN CORP Industrials 2,165.0 $1.9M 0.11% NEW $878.96 -1.8%
213 SLM SLM CORP Financial Services 70,061.0 $1.9M 0.11% NEW $27.06 -21.8%
214 EXP EAGLE MATLS INC Basic Materials 9,099.0 $1.9M 0.10% NEW $206.68 -5.8%
215 JNJ JOHNSON & JOHNSON Healthcare 9,087.0 $1.9M 0.10% NEW $206.95 +9.5%
216 VMC VULCAN MATLS CO Basic Materials 6,567.0 $1.9M 0.10% NEW $285.22 -6.1%
217 CWT CALIFORNIA WTR SVC GROUP Utilities 43,190.0 $1.9M 0.10% NEW $43.33 -2.0%
218 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 89,880.0 $1.9M 0.10% NEW $20.74 +1.2%
219 LKFN LAKELAND FINL CORP Financial Services 32,545.0 $1.9M 0.10% NEW $57.06 +0.4%
220 BSX BOSTON SCIENTIFIC CORP Healthcare 19,454.0 $1.9M 0.10% NEW $95.35 -41.4%
Page 11 of 113  ·  2,245 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.0%
Industrials 15.9%
Technology 13.0%
Consumer Cyclical 10.4%
Healthcare 10.2%
Real Estate 6.9%
Utilities 5.6%
Energy 4.3%
Consumer Defensive 3.7%
Basic Materials 3.4%