Fund HoldingsMQS Management LLC

Total Portfolio Value
$169.61M
Total Bought
$120.05M
Total Sold
$121.75M
Net Transaction
-$1.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
EQUITY RESIDENTIAL(EQR)024,549+24,54901,5480.91%+1,548
VULCAN MATLS CO(VMC)04,928+4,92801,4060.83%+1,406
REPUBLIC SVCS INC(RSG)06,382+6,38201,3530.80%+1,353
ESSEX PPTY TR INC(ESS)04,753+4,75301,2440.73%+1,244
AGNICO EAGLE MINES LTD(AEM)06,538+6,53801,1080.65%+1,108
PROCTER AND GAMBLE CO(PG)07,717+7,71701,1060.65%+1,106
CUMMINS INC(CMI)02,089+2,08901,0660.63%+1,066
URBAN EDGE PPTYS(UE)054,246+54,24601,0410.61%+1,041
NNN REIT INC(NNN)026,232+26,23201,0400.61%+1,040
WELLTOWER INC(WELL)05,405+5,40501,0030.59%+1,003
PUBLIC STORAGE OPER CO(PSA)03,762+3,76209760.58%+976
MAGNOLIA OIL & GAS CORP(MGY)044,178+44,17809670.57%+967
BHP GROUP LTD11,26126,312+15,0516281,5880.94%+961
AVALONBAY CMNTYS INC05,037+5,03709130.54%+913
AMERICAN EXPRESS CO(AXP)02,467+2,46709130.54%+913
EXELON CORP(EXC)020,567+20,56708970.53%+897
BRIXMOR PPTY GROUP INC(BRX)034,044+34,04408930.53%+893
FIDUS INVT CORP044,143+44,14308520.50%+852
DUKE ENERGY CORP NEW(DUK)07,182+7,18208420.50%+842
CENCORA INC02,409+2,40908140.48%+814
NVIDIA CORPORATION(NVDA)04,316+4,31608050.47%+805
MARRIOTT INTL INC NEW(MAR)02,572+2,57207980.47%+798
TELEDYNE TECHNOLOGIES INC(TDY)01,545+1,54507890.47%+789
HOME DEPOT INC(HD)02,274+2,27407820.46%+782
METLIFE INC(MET)09,725+9,72507680.45%+768
NORDSON CORP(NDSN)03,112+3,11207480.44%+748
HERCULES CAPITAL INC(HCXY)038,650+38,65007270.43%+727
FASTENAL CO(FAST)018,098+18,09807260.43%+726
BLACKROCK INC(BLK)0655+65507010.41%+701
GENERAL MLS INC(GIS)014,929+14,92906940.41%+694
BORGWARNER INC015,247+15,24706870.41%+687
BP PLC(BP)019,766+19,76606860.40%+686
KORN FERRY(KFY)010,258+10,25806770.40%+677
ABBVIE INC(ABBV)02,943+2,94306720.40%+672
SUNSTONE HOTEL INVS INC NEW(SHO)075,037+75,03706710.40%+671
CENOVUS ENERGY INC(CVE)039,475+39,47506680.39%+668
BXP INC(BXP)09,896+9,89606680.39%+668
CADENCE DESIGN SYSTEM INC(CDNS)02,135+2,13506670.39%+667
ATMOS ENERGY CORP(ATO)03,972+3,97206660.39%+666
SIMPSON MFG INC(SSD)04,084+4,08406590.39%+659
MEDTRONIC PLC(MDT)06,856+6,85606590.39%+659
CINCINNATI FINL CORP(CINF)06,001+6,00109800.58%+980
AUTODESK INC02,193+2,19306490.38%+649
ALTRIA GROUP INC(MO)010,938+10,93806310.37%+631
ROLLINS INC(ROL)010,414+10,41406250.37%+625
TELUS CORPORATION(TU)046,274+46,27406090.36%+609
MIDCAP FINANCIAL INVSTMNT CO052,193+52,19305970.35%+597
PERFORMANCE FOOD GROUP CO(PFGC)06,590+6,59005930.35%+593
DTE ENERGY CO(DTB)04,594+4,59405930.35%+593
SYSCO CORP(SYY)08,004+8,00405900.35%+590
3M CO(MMM)03,606+3,60605770.34%+577
BANK MONTREAL QUE04,432+4,43205750.34%+575
BAKER HUGHES COMPANY(BKR)012,604+12,60405740.34%+574
FIRST COMWLTH FINL CORP PA(FCF)033,906+33,90605720.34%+572
ASSOCIATED BANC CORP021,872+21,87205630.33%+563
TERRENO RLTY CORP(TRNO)09,550+9,55005610.33%+561
QUEST DIAGNOSTICS INC(DGX)03,209+3,20905570.33%+557
WYNN RESORTS LTD(WYNN)04,602+4,60205540.33%+554
AMERICAN TOWER CORP NEW(AMT)03,154+3,15405540.33%+554
HILLTOP HOLDINGS INC(HTH)016,100+16,10005460.32%+546
EVERGY INC(EVRG)07,530+7,53005460.32%+546
CACI INTL INC(CACI)01,003+1,00305340.32%+534
AT&T INC(T)021,497+21,49705340.31%+534
M/I HOMES INC(MHO)04,173+4,17305340.31%+534
DONALDSON INC(DCI)06,003+6,00305320.31%+532
CHENIERE ENERGY INC(LNG)02,728+2,72805300.31%+530
PENTAIR PLC(PNR)05,040+5,04005250.31%+525
CF INDS HLDGS INC(CF)06,589+6,58905100.30%+510
CROWN HLDGS INC(CCK)04,892+4,89205040.30%+504
IMPERIAL OIL LTD(IMO)05,753+5,75304970.29%+497
OREILLY AUTOMOTIVE INC(ORLY)05,429+5,42904950.29%+495
FRONTLINE PLC(FRO)022,646+22,64604940.29%+494
ELEMENT SOLUTIONS INC(ESI)019,771+19,77104940.29%+494
BUILDERS FIRSTSOURCE INC(BLDR)04,739+4,73904880.29%+488
HCA HEALTHCARE INC(HCA)01,032+1,03204820.28%+482
XPO INC(XPO)03,531+3,53104800.28%+480
AUTOMATIC DATA PROCESSING IN1,7993,917+2,1185281,0080.59%+480
CURTISS WRIGHT CORP(CW)0869+86904790.28%+479
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)016,000+16,00008360.49%+836
SCORPIO TANKERS INC(STNG)09,376+9,37604770.28%+477
TEEKAY TANKERS LTD(TNK)08,902+8,90204760.28%+476
AECOM(ACM)04,959+4,95904730.28%+473
VALARIS LTD(VAL)09,333+9,33304700.28%+470
LEIDOS HOLDINGS INC(LDOS)02,510+2,51004530.27%+453
MOTOROLA SOLUTIONS INC(MSI)01,174+1,17404500.27%+450
MASCO CORP(MAS)07,027+7,02704460.26%+446
ITT INC(ITT)02,541+2,54104410.26%+441
APA CORPORATION(APA)017,938+17,93804390.26%+439
SMITH A O CORP(AOS)06,538+6,53804370.26%+437
NISOURCE INC(NI)010,365+10,36504330.26%+433
ADDUS HOMECARE CORP04,002+4,00204300.25%+430
SOMNIGROUP INTERNATIONAL INC(SGI)04,804+4,80404290.25%+429
ALLEGION PLC(ALLE)02,689+2,68904280.25%+428
OTIS WORLDWIDE CORP(OTIS)04,864+4,86404250.25%+425
WILLIAMS SONOMA INC(WSM)02,374+2,37404240.25%+424
SPIRE INC(SR)05,062+5,06204190.25%+419
AFLAC INC(AFL)03,774+3,77404160.25%+416
CATHAY GEN BANCORP(CATY)015,285+15,28507400.44%+740
FORESTAR GROUP INC(FOR)016,744+16,74404120.24%+412
CINTAS CORP(CTAS)03,718+3,71806990.41%+699
Page 1 of 1