Fund HoldingsMQS Management LLC

Total Portfolio Value
$147.97M
Total Bought
$94.51M
Total Sold
$117.18M
Net Transaction
-$22.67M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CONOCOPHILLIPS(COP)08,197+8,19701,0820.73%+1,082
WASTE CONNECTIONS INC(WCN)06,287+6,28701,0210.69%+1,021
ARES CAPITAL CORP(ARCC)050,785+50,78509150.62%+915
RYMAN HOSPITALITY PPTYS INC(RHP)09,912+9,91209150.62%+915
NUTRIEN LTD(NTR)011,954+11,95409020.61%+902
PNC FINL SVCS GROUP INC(PNC)04,279+4,27908900.60%+890
UDR INC(UDR)025,364+25,36408570.58%+857
AMEREN CORP(AEE)07,378+7,37808110.55%+811
DANAHER CORP DEL(DHR)04,109+4,10907790.53%+779
MONSTER BEVERAGE CORP NEW(MNST)010,640+10,64007710.52%+771
ROYAL BK CDA(RY)04,606+4,60607450.50%+745
BANK NOVA SCOTIA B C010,593+10,59307340.50%+734
MATADOR RES CO(MTDR)011,422+11,42207220.49%+722
PUBLIC SVC ENTERPRISE GROUP(PEG)08,695+8,69507040.48%+704
REALTY INCOME CORP(O)011,462+11,46207010.47%+701
WALMART INC(WMT)05,642+5,64207010.47%+701
ALLIANT ENERGY CORP(LNT)09,678+9,67806940.47%+694
HARTFORD INSURANCE GROUP INC(HIG)05,119+5,11906920.47%+692
PRECISION DRILLING CORP(PDS)07,026+7,02606910.47%+691
BUNGE GLOBAL SA(BG)05,364+5,36406820.46%+682
ONE GAS INC(OGS)07,840+7,84006750.46%+675
ILLINOIS TOOL WKS INC(ITW)02,527+2,52706580.44%+658
SIMON PPTY GROUP INC NEW(SPG)03,509+3,50906550.44%+655
INGREDION INC(INGR)05,711+5,71106430.43%+643
ECOLAB INC(ECL)02,411+2,41106410.43%+641
MARKEL GROUP INC(MKL)0335+33506410.43%+641
BANNER CORP(BANR)010,435+10,43506330.43%+633
VERALTO CORP(VLTO)07,113+7,11306290.43%+629
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)010,020+10,02006150.42%+615
WATTS WATER TECHNOLOGIES INC(WTS)02,110+2,11006130.41%+613
CHORD ENERGY CORPORATION(CHRD)04,305+4,30506120.41%+612
FEDERAL RLTY INVT TR NEW(FRT)05,734+5,73406090.41%+609
NOV INC(NOV)032,255+32,25506070.41%+607
CAMDEN PPTY TR(CPT)06,181+6,18106040.41%+604
GREEN BRICK PARTNERS INC(GRBK)09,149+9,14905900.40%+590
PARKER-HANNIFIN CORP(PH)0653+65305850.40%+585
DT MIDSTREAM INC(DTM)04,313+4,31305810.39%+581
BUSINESS FIRST BANCSHARES IN(BFST)021,397+21,39705790.39%+579
RELIANCE INC(RS)01,895+1,89505760.39%+576
AMDOCS LTD(DOX)08,651+8,65105650.38%+565
AMERICAN HOMES 4 RENT(AMH)019,670+19,67005490.37%+549
NUCOR CORP(NUE)03,243+3,24305480.37%+548
ANALOG DEVICES INC(ADI)01,722+1,72205480.37%+548
FB FINL CORP(FBK)010,535+10,53505470.37%+547
MCDONALDS CORP(MCD)01,754+1,75405450.37%+545
HOME BANCSHARES INC(HOMB)029,587+29,58707970.54%+797
TJX COS INC NEW(TJX)03,355+3,35505360.36%+536
TRICO BANCSHARES(TCBK)011,153+11,15305300.36%+530
TRAVEL PLUS LEISURE CO(TNL)07,643+7,64305290.36%+529
ARROW ELECTRS INC03,642+3,64205220.35%+522
EPR PPTYS(EPR)010,367+10,36705180.35%+518
ACADIA RLTY TR027,071+27,07105180.35%+518
APPLIED INDL TECHNOLOGIES IN(AIT)01,946+1,94605160.35%+516
INTUITIVE SURGICAL INC01,112+1,11205130.35%+513
MARTIN MARIETTA MATLS INC(MLM)0869+86905120.35%+512
LOCKHEED MARTIN CORP(LMT)0846+84605110.35%+511
MICROSOFT CORP(MSFT)01,378+1,37805100.34%+510
SMUCKER J M CO(SJM)05,253+5,25305070.34%+507
SILGAN HLDGS INC(SLGN)012,847+12,84704980.34%+498
MURPHY OIL CORP(MUR)011,950+11,95004930.33%+493
COMMERCE BANCSHARES INC(CBSH)010,014+10,01404930.33%+493
WEYERHAEUSER CO(WY)020,143+20,14304920.33%+492
PERMIAN RESOURCES CORP(PR)023,046+23,04604910.33%+491
OLD NATL BANCORP IND(ONB)022,212+22,21204910.33%+491
TORONTO DOMINION BK ONT(TD)05,242+5,24204890.33%+489
VODAFONE GROUP PLC(VOD)031,522+31,52204730.32%+473
INDEPENDENT BK CORP MASS(INDB)06,253+6,25304700.32%+470
LENNAR CORP(LEN)05,397+5,39704690.32%+469
SUNCOR ENERGY INC NEW(SU)06,992+6,99204620.31%+462
STAG INDUSTRIAL INC(STAG)026,822+26,82209670.65%+967
NORTHERN TR CORP(NTRS)03,224+3,22404500.30%+450
NIKE INC(NKE)08,360+8,36004420.30%+442
SEMPRA(SRE)04,512+4,51204380.30%+438
WERNER ENTERPRISES INC(WERN)014,827+14,82704360.29%+436
API GROUP CORP(APG)010,716+10,71604340.29%+434
AUTOZONE INC(AZO)0128+12804320.29%+432
ANHEUSER BUSCH INBEV SA NV(BUD)011,133+11,13307720.52%+772
DEERE & CO(DE)0753+75304240.29%+424
REGIONS FINANCIAL CORP NEW(RF)015,778+15,77804120.28%+412
NAVIGATOR HLDGS LTD(NVGS)021,297+21,29704120.28%+412
AMERICAN ELEC PWR CO INC03,117+3,11704090.28%+409
RILEY EXPLORATION PERMIAN IN010,959+10,95903990.27%+399
IDEX CORP(IEX)02,102+2,10203980.27%+398
HENRY JACK & ASSOC INC(JKHY)02,508+2,50803960.27%+396
VONTIER CORPORATION(VNT)011,101+11,10103940.27%+394
TOYOTA MOTOR CORP(TM)01,891+1,89103900.26%+390
BARINGS BDC INC(BBDC)047,235+47,23503890.26%+389
HELMERICH & PAYNE INC(HP)010,571+10,57103810.26%+381
AVERY DENNISON CORP02,204+2,20403810.26%+381
LINDSAY CORP(LNN)03,184+3,18403790.26%+379
IMPERIAL OIL LTD(IMO)5,7536,686+9334978750.59%+378
SS&C TECH HLDGS(SSNC)05,502+5,50203720.25%+372
WILLIS TOWERS WATSON PLC LTD(WTW)01,271+1,27103690.25%+369
APPLE INC(AAPL)01,447+1,44703670.25%+367
INDEPENDENT BK CORP MICH010,901+10,90103630.25%+363
PALO ALTO NETWORKS INC(PANW)02,256+2,25603620.24%+362
EASTERLY GOVT PPTYS INC(DEA)016,839+16,83903610.24%+361
FORD MTR CO(F)031,097+31,09703590.24%+359
SELECTIVE INS GROUP INC(SIGI)04,758+4,75803590.24%+359
PORTLAND GEN ELEC CO(POR)06,773+6,77303570.24%+357
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