Fund Holdings

MQS Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CONOCOPHILLIPS(COP)08,197+8,19701,082,0040.73%+1,082,004
WASTE CONNECTIONS INC(WCN)06,287+6,28701,021,2600.69%+1,021,260
ARES CAPITAL CORP(ARCC)050,785+50,7850915,1460.62%+915,146
RYMAN HOSPITALITY PPTYS INC(RHP)09,912+9,9120914,5800.62%+914,580
NUTRIEN LTD(NTR)011,954+11,9540902,0490.61%+902,049
PNC FINL SVCS GROUP INC(PNC)04,279+4,2790890,4170.60%+890,417
UDR INC(UDR)025,364+25,3640856,7960.58%+856,796
AMEREN CORP(AEE)07,378+7,3780810,9900.55%+810,990
DANAHER CORP DEL(DHR)04,109+4,1090779,0660.53%+779,066
MONSTER BEVERAGE CORP NEW(MNST)010,640+10,6400770,9740.52%+770,974
ROYAL BK CDA(RY)04,606+4,6060745,1590.50%+745,159
BANK NOVA SCOTIA B C010,593+10,5930734,2010.50%+734,201
MATADOR RES CO(MTDR)011,422+11,4220721,6420.49%+721,642
PUBLIC SVC ENTERPRISE GROUP(PEG)08,695+8,6950703,8600.48%+703,860
REALTY INCOME CORP(O)011,462+11,4620701,2450.47%+701,245
WALMART INC(WMT)05,642+5,6420701,1880.47%+701,188
ALLIANT ENERGY CORP(LNT)09,678+9,6780694,4930.47%+694,493
HARTFORD INSURANCE GROUP INC(HIG)05,119+5,1190692,2420.47%+692,242
PRECISION DRILLING CORP(PDS)07,026+7,0260691,3580.47%+691,358
BUNGE GLOBAL SA(BG)05,364+5,3640682,3010.46%+682,301
ONE GAS INC(OGS)07,840+7,8400675,2590.46%+675,259
ILLINOIS TOOL WKS INC(ITW)02,527+2,5270657,7530.44%+657,753
SIMON PPTY GROUP INC NEW(SPG)03,509+3,5090654,5340.44%+654,534
INGREDION INC(INGR)05,711+5,7110643,4010.43%+643,401
ECOLAB INC(ECL)02,411+2,4110641,3740.43%+641,374
MARKEL GROUP INC(MKL)0335+3350641,2130.43%+641,213
BANNER CORP(BANR)010,435+10,4350633,1960.43%+633,196
VERALTO CORP(VLTO)07,113+7,1130628,9310.43%+628,931
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)010,020+10,0200614,7270.42%+614,727
WATTS WATER TECHNOLOGIES INC(WTS)02,110+2,1100612,5120.41%+612,512
CHORD ENERGY CORPORATION(CHRD)04,305+4,3050612,0850.41%+612,085
FEDERAL RLTY INVT TR NEW(FRT)05,734+5,7340609,0080.41%+609,008
NOV INC(NOV)032,255+32,2550606,7170.41%+606,717
CAMDEN PPTY TR(CPT)06,181+6,1810603,6360.41%+603,636
GREEN BRICK PARTNERS INC(GRBK)09,149+9,1490589,6530.40%+589,653
PARKER-HANNIFIN CORP(PH)0653+6530584,5920.40%+584,592
DT MIDSTREAM INC(DTM)04,313+4,3130580,8320.39%+580,832
BUSINESS FIRST BANCSHARES IN(BFST)021,397+21,3970578,5750.39%+578,575
RELIANCE INC(RS)01,895+1,8950575,9280.39%+575,928
AMDOCS LTD(DOX)08,651+8,6510564,5640.38%+564,564
AMERICAN HOMES 4 RENT(AMH)019,670+19,6700549,1860.37%+549,186
NUCOR CORP(NUE)03,243+3,2430548,3910.37%+548,391
ANALOG DEVICES INC(ADI)01,722+1,7220547,8370.37%+547,837
FB FINL CORP(FBK)010,535+10,5350547,1880.37%+547,188
MCDONALDS CORP(MCD)01,754+1,7540545,1260.37%+545,126
HOME BANCSHARES INC(HOMB)9,38529,587+20,202260,715796,7780.54%+536,063
TJX COS INC NEW(TJX)03,355+3,3550535,7940.36%+535,794
TRICO BANCSHARES(TCBK)011,153+11,1530530,2140.36%+530,214
TRAVEL PLUS LEISURE CO(TNL)07,643+7,6430528,8190.36%+528,819
ARROW ELECTRS INC03,642+3,6420522,2990.35%+522,299
EPR PPTYS(EPR)010,367+10,3670517,9350.35%+517,935
ACADIA RLTY TR027,071+27,0710517,5980.35%+517,598
APPLIED INDL TECHNOLOGIES IN(AIT)01,946+1,9460516,3130.35%+516,313
INTUITIVE SURGICAL INC01,112+1,1120512,6210.35%+512,621
MARTIN MARIETTA MATLS INC(MLM)0869+8690511,5630.35%+511,563
LOCKHEED MARTIN CORP(LMT)0846+8460511,3140.35%+511,314
MICROSOFT CORP(MSFT)01,378+1,3780510,0940.34%+510,094
SMUCKER J M CO(SJM)05,253+5,2530506,5990.34%+506,599
SILGAN HLDGS INC(SLGN)012,847+12,8470498,4640.34%+498,464
MURPHY OIL CORP(MUR)011,950+11,9500492,9380.33%+492,938
COMMERCE BANCSHARES INC(CBSH)010,014+10,0140492,6890.33%+492,689
WEYERHAEUSER CO(WY)020,143+20,1430492,0930.33%+492,093
PERMIAN RESOURCES CORP(PR)023,046+23,0460491,3410.33%+491,341
OLD NATL BANCORP IND(ONB)022,212+22,2120490,8850.33%+490,885
TORONTO DOMINION BK ONT(TD)05,242+5,2420489,1310.33%+489,131
VODAFONE GROUP PLC(VOD)031,522+31,5220473,4600.32%+473,460
INDEPENDENT BK CORP MASS(INDB)06,253+6,2530470,2880.32%+470,288
LENNAR CORP(LEN)05,397+5,3970468,6750.32%+468,675
SUNCOR ENERGY INC NEW(SU)06,992+6,9920462,2410.31%+462,241
STAG INDUSTRIAL INC(STAG)13,80126,822+13,021507,325967,2010.65%+459,876
NORTHERN TR CORP(NTRS)03,224+3,2240449,9740.30%+449,974
NIKE INC(NKE)08,360+8,3600441,5750.30%+441,575
SEMPRA(SRE)04,512+4,5120438,4310.30%+438,431
WERNER ENTERPRISES INC(WERN)014,827+14,8270436,0620.29%+436,062
API GROUP CORP(APG)010,716+10,7160434,2120.29%+434,212
AUTOZONE INC(AZO)0128+1280432,3560.29%+432,356
ANHEUSER BUSCH INBEV SA NV(BUD)5,38911,133+5,744345,112772,2960.52%+427,184
DEERE & CO(DE)0753+7530424,1650.29%+424,165
REGIONS FINANCIAL CORP NEW(RF)015,778+15,7780412,1210.28%+412,121
NAVIGATOR HLDGS LTD(NVGS)021,297+21,2970411,6710.28%+411,671
AMERICAN ELEC PWR CO INC03,117+3,1170408,5760.28%+408,576
RILEY EXPLORATION PERMIAN IN010,959+10,9590399,4560.27%+399,456
IDEX CORP(IEX)02,102+2,1020398,4340.27%+398,434
HENRY JACK & ASSOC INC(JKHY)02,508+2,5080396,3640.27%+396,364
VONTIER CORPORATION(VNT)011,101+11,1010393,7520.27%+393,752
TOYOTA MOTOR CORP(TM)01,891+1,8910389,7160.26%+389,716
BARINGS BDC INC(BBDC)047,235+47,2350388,7440.26%+388,744
HELMERICH & PAYNE INC(HP)010,571+10,5710380,8730.26%+380,873
AVERY DENNISON CORP02,204+2,2040380,5870.26%+380,587
LINDSAY CORP(LNN)03,184+3,1840379,1190.26%+379,119
IMPERIAL OIL LTD(IMO)5,7536,686+933496,541874,6630.59%+378,122
SS&C TECH HLDGS(SSNC)05,502+5,5020371,7700.25%+371,770
WILLIS TOWERS WATSON PLC LTD(WTW)01,271+1,2710369,4800.25%+369,480
APPLE INC(AAPL)01,447+1,4470367,2340.25%+367,234
INDEPENDENT BK CORP MICH010,901+10,9010363,0030.25%+363,003
PALO ALTO NETWORKS INC(PANW)02,256+2,2560361,6820.24%+361,682
EASTERLY GOVT PPTYS INC(DEA)016,839+16,8390360,8600.24%+360,860
FORD MTR CO(F)031,097+31,0970358,8590.24%+358,859
SELECTIVE INS GROUP INC(SIGI)04,758+4,7580358,7060.24%+358,706
PORTLAND GEN ELEC CO(POR)06,773+6,7730357,4110.24%+357,411
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