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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 15 of 113  ·  2,245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CACI CACI INTL INC Technology 2,783.0 $1.5M 0.08% NEW $532.81 -7.4%
282 SAFT SAFETY INS GROUP INC Financial Services 19,020.0 $1.5M 0.08% NEW $77.91 -8.8%
283 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 31,967.0 $1.5M 0.08% NEW $46.30 -27.3%
284 OSK OSHKOSH CORP Industrials 11,755.0 $1.5M 0.08% NEW $125.63 -2.9%
285 CMI CUMMINS INC Industrials 2,890.0 $1.5M 0.08% NEW $510.45 +29.2%
286 CSL CARLISLE COS INC Industrials 4,609.0 $1.5M 0.08% NEW $319.86 +4.3%
287 ACM AECOM Industrials 15,446.0 $1.5M 0.08% NEW $95.33 -25.3%
288 CRUS CIRRUS LOGIC INC Technology 12,416.0 $1.5M 0.08% NEW $118.50 +35.3%
289 PFE PFIZER INC Healthcare 59,027.0 $1.5M 0.08% NEW $24.90 +1.7%
290 SWK STANLEY BLACK & DECKER INC Industrials 19,775.0 $1.5M 0.08% NEW $74.28 +1.6%
291 RJF RAYMOND JAMES FINL INC Financial Services 9,132.0 $1.5M 0.08% NEW $160.59 -3.8%
292 BLKB BLACKBAUD INC Technology 23,148.0 $1.5M 0.08% NEW $63.32 -50.3%
293 APLD APPLIED DIGITAL CORP Technology 59,679.0 $1.5M 0.08% NEW $24.52 +49.3%
294 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 676.0 $1.5M 0.08% NEW $2146.18 -9.5%
295 PHM PULTE GROUP INC Consumer Cyclical 12,239.0 $1.4M 0.08% NEW $117.26 -4.7%
296 MPC MARATHON PETE CORP Energy 8,812.0 $1.4M 0.08% NEW $162.63 +59.6%
297 CCI CROWN CASTLE INC Real Estate 16,081.0 $1.4M 0.08% NEW $88.87 +3.9%
298 EVRG EVERGY INC Utilities 19,709.0 $1.4M 0.08% NEW $72.49 +11.0%
299 PYPL PAYPAL HLDGS INC Financial Services 24,404.0 $1.4M 0.08% NEW $58.38 -24.0%
300 PK PARK HOTELS & RESORTS INC Real Estate 135,653.0 $1.4M 0.08% NEW $10.46 +6.0%
Page 15 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%