Fund HoldingsMQS Management LLC

Total Portfolio Value
$180.05M
Total Bought
$129.78M
Total Sold
$114.32M
Net Transaction
+$15.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
RIO TINTO PLC(RIO)022,910+22,91001,7060.95%+1,706
LENNAR CORP(LEN)09,516+9,51601,4180.79%+1,418
BARRICK GOLD CORP074,363+74,36301,3450.75%+1,345
PROCTER AND GAMBLE CO(PG)08,161+8,16101,1960.66%+1,196
MARRIOTT INTL INC NEW(MAR)05,082+5,08201,1460.64%+1,146
NXP SEMICONDUCTORS N V
COM
04,674+4,67401,0740.60%+1,074
CUMMINS INC(CMI)04,478+4,47801,0730.60%+1,073
SBA COMMUNICATIONS CORP NEW(SBAC)04,194+4,19401,0640.59%+1,064
REPUBLIC SVCS INC(RSG)06,380+6,38001,0520.58%+1,052
CINTAS CORP(CTAS)01,629+1,62909820.55%+982
DOVER CORP(DOV)06,343+6,34309760.54%+976
ARROW ELECTRS INC07,661+7,66109370.52%+937
BOSTON SCIENTIFIC CORP(BSX)015,776+15,77609120.51%+912
TAYLOR MORRISON HOME CORP(TMHC)016,735+16,73508930.50%+893
ACCENTURE PLC IRELAND
SHS CLASS A
02,530+2,53008880.49%+888
MARATHON PETE CORP(MPC)05,965+5,96508850.49%+885
CANADIAN PACIFIC KANSAS CITY(CP)011,185+11,18508840.49%+884
BEACON ROOFING SUPPLY INC09,980+9,98008680.48%+868
APTARGROUP INC06,931+6,93108570.48%+857
UNITEDHEALTH GROUP INC(UNH)01,575+1,57508290.46%+829
TJX COS INC NEW(TJX)08,655+8,65508120.45%+812
LENNOX INTL INC(LII)01,807+1,80708090.45%+809
AVERY DENNISON CORP03,905+3,90507890.44%+789
PARKER-HANNIFIN CORP(PH)01,712+1,71207890.44%+789
ARES CAPITAL CORP(ARCC)038,503+38,50307710.43%+771
MASCO CORP(MAS)011,478+11,47807690.43%+769
KITE RLTY GROUP TR(KRG)032,694+32,69407470.42%+747
JEFFERIES FINL GROUP INC(JEF)018,445+18,44507450.41%+745
STRYKER CORPORATION(SYK)02,486+2,48607440.41%+744
PULTE GROUP INC(PHM)010,933+10,93301,1290.63%+1,129
ICON PLC(ICLR)02,587+2,58707320.41%+732
ITT INC(ITT)06,099+6,09907280.40%+728
FS KKR CAP CORP(FSK)036,298+36,29807250.40%+725
CSX CORP(CSX)020,802+20,80207210.40%+721
C H ROBINSON WORLDWIDE INC(CHRW)08,259+8,25907130.40%+713
KLA CORP(KLAC)01,211+1,21107040.39%+704
SYNOPSYS INC(SNPS)01,357+1,35706990.39%+699
JOHNSON & JOHNSON(JNJ)04,438+4,43806960.39%+696
ROPER TECHNOLOGIES INC(ROP)01,253+1,25306830.38%+683
BP PLC(BP)019,109+19,10906760.38%+676
RLJ LODGING TR(RLJ)057,234+57,23406710.37%+671
EVEREST GROUP LTD(EG)01,877+1,87706640.37%+664
FORTIVE CORP(FTV)08,955+8,95506590.37%+659
MICROSOFT CORP(MSFT)01,741+1,74106550.36%+655
WYNN RESORTS LTD(WYNN)07,062+7,06206430.36%+643
GALLAGHER ARTHUR J & CO(AJG)02,745+2,74506170.34%+617
LABORATORY CORP AMER HLDGS02,714+2,71406170.34%+617
GMS INC07,440+7,44006130.34%+613
PAN AMERN SILVER CORP(PAAS)037,520+37,52006130.34%+613
MURPHY OIL CORP(MUR)014,339+14,33906120.34%+612
JPMORGAN CHASE & CO(JPM)03,592+3,59206110.34%+611
AKAMAI TECHNOLOGIES INC(AKAM)05,144+5,14406090.34%+609
GENERAL ELECTRIC CO(GE)04,704+4,70406000.33%+600
NVR INC(NVR)085+8505950.33%+595
AMCOR PLC(AMCR)061,496+61,49605930.33%+593
PIPER SANDLER COMPANIES03,387+3,38705920.33%+592
HUNT J B TRANS SVCS INC(JBHT)02,957+2,95705910.33%+591
CONSTELLATION BRANDS INC(STZ)02,393+2,39305790.32%+579
TETRA TECH INC NEW(TTEK)03,462+3,46205780.32%+578
KENNAMETAL INC(KMT)030,991+30,99107990.44%+799
CHECK POINT SOFTWARE TECH LT
ORD
03,763+3,76305750.32%+575
SUNSTONE HOTEL INVS INC NEW(SHO)053,013+53,01305690.32%+569
DEERE & CO(DE)01,413+1,41305650.31%+565
MOLSON COORS BEVERAGE CO(TAP)08,924+8,92405460.30%+546
LITTELFUSE INC(LFUS)02,028+2,02805430.30%+543
AZZ INC09,315+9,31505410.30%+541
MICRON TECHNOLOGY INC(MU)06,327+6,32705400.30%+540
LTC PPTYS INC(LTC)016,613+16,61305340.30%+534
STATE STR CORP(STT)06,821+6,82105280.29%+528
VALERO ENERGY CORP(VLO)04,064+4,06405280.29%+528
CURTISS WRIGHT CORP(CW)02,363+2,36305260.29%+526
JOHN BEAN TECHNOLOGIES CORP(JBTM)05,276+5,27605250.29%+525
AMERICAN HOMES 4 RENT(AMH)014,347+14,34705160.29%+516
WALMART INC(WMT)03,271+3,27105160.29%+516
AUTOMATIC DATA PROCESSING IN02,209+2,20905150.29%+515
CDW CORP(CDW)02,249+2,24905110.28%+511
HILTON GRAND VACATIONS INC(HGV)012,668+12,66805090.28%+509
CHUBB LIMITED
COM
02,240+2,24005060.28%+506
AAR CORP08,044+8,04405020.28%+502
WENDYS CO(WEN)025,707+25,70705010.28%+501
TORONTO DOMINION BK ONT(TD)07,734+7,73405000.28%+500
WATSCO INC(WSO)01,157+1,15704960.28%+496
ICICI BANK LIMITED(IBN)020,784+20,78404950.28%+495
CENOVUS ENERGY INC(CVE)029,545+29,54504920.27%+492
SONOCO PRODS CO(SON)08,796+8,79604910.27%+491
HALLIBURTON CO(HAL)013,570+13,57004910.27%+491
SHERWIN WILLIAMS CO(SHW)02,550+2,55007950.44%+795
OWENS CORNING NEW(OC)04,720+4,72007000.39%+700
HOULIHAN LOKEY INC(HLI)03,983+3,98304780.27%+478
OVINTIV INC(OVV)010,864+10,86404770.27%+477
TE CONNECTIVITY LTD(TEL)03,346+3,34604700.26%+470
NOMAD FOODS LTD(NOMD)027,631+27,63104680.26%+468
GENERAL MLS INC(GIS)07,176+7,17604670.26%+467
SCHLUMBERGER LTD(SLB)08,981+8,98104670.26%+467
AVALONBAY CMNTYS INC02,480+2,48004640.26%+464
ASGN INC04,825+4,82504640.26%+464
MARSH & MCLENNAN COS INC(MRSH)02,410+2,41004570.25%+457
GENERAL DYNAMICS CORP(GD)01,751+1,75104550.25%+455
AFLAC INC(AFL)05,484+5,48404520.25%+452
ALLEGION PLC(ALLE)4,0698,631+4,5624248740.49%+450
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