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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 5 of 113  ·  2,245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SWKS SKYWORKS SOLUTIONS INC Technology 53,355.0 $3.4M 0.19% NEW $63.41 +5.8%
82 RS RELIANCE INC Basic Materials 11,611.0 $3.4M 0.19% NEW $288.87 +27.3%
83 BK BANK NEW YORK MELLON CORP Financial Services 28,541.0 $3.3M 0.18% NEW $116.09 +16.3%
84 NTRS NORTHERN TR CORP Financial Services 24,201.0 $3.3M 0.18% NEW $136.59 +20.3%
85 GVA GRANITE CONSTR INC Industrials 28,410.0 $3.3M 0.18% NEW $115.35 +22.2%
86 WSFS WSFS FINL CORP Financial Services 59,253.0 $3.3M 0.18% NEW $55.24 +27.7%
87 AWK AMERICAN WTR WKS CO INC NEW Utilities 25,075.0 $3.3M 0.18% NEW $130.50 -4.8%
88 TXT TEXTRON INC Industrials 37,364.0 $3.3M 0.18% NEW $87.17 +5.0%
89 IOSP INNOSPEC INC Basic Materials 42,228.0 $3.2M 0.18% NEW $76.54 +4.5%
90 AYI ACUITY INC Industrials 8,823.0 $3.2M 0.18% NEW $360.04 -21.8%
91 MTCH MATCH GROUP INC NEW Communication Services 98,063.0 $3.2M 0.18% NEW $32.29 +10.7%
92 L LOEWS CORP Financial Services 29,780.0 $3.1M 0.17% NEW $105.31 -0.1%
93 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 99,372.0 $3.1M 0.17% NEW $31.22 +4.6%
94 SCHW SCHWAB CHARLES CORP Financial Services 30,862.0 $3.1M 0.17% NEW $99.91 -10.5%
95 WTS WATTS WATER TECHNOLOGIES INC Industrials 11,167.0 $3.1M 0.17% NEW $276.02 +9.2%
96 SO SOUTHERN CO Utilities 35,023.0 $3.1M 0.17% NEW $87.20 +7.4%
97 CPRX CATALYST PHARMACEUTICALS INC Healthcare 130,106.0 $3.0M 0.17% NEW $23.34 +33.5%
98 FHN FIRST HORIZON CORPORATION Financial Services 126,749.0 $3.0M 0.17% NEW $23.90 -0.8%
99 NTAP NETAPP INC Technology 28,113.0 $3.0M 0.17% NEW $107.09 +12.0%
100 LXP INDUSTRIAL TRUST 60,595.0 $3.0M 0.17% NEW $49.58
Page 5 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%