Fund Holdings — AlphaQuest LLC

Total Portfolio Value
$575.14M
Total Bought
$342.11M
Total Sold
$239.40M
Net Transaction
+$102.71M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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FRANKLIN RESOURCES INC(BEN)089,595+89,59502,5190.44%+2,519
FEDERAL SIGNAL CORP(FSS)026,735+26,73502,2690.39%+2,269
LINCOLN ELEC HLDGS INC(LECO)1,0429,699+8,6572272,4780.43%+2,251
BLACKROCK INC(BLK)12,694+2,69312,2460.39%+2,245
ILLINOIS TOOL WKS INC(ITW)08,304+8,30402,2280.39%+2,228
COPT DEFENSE PROPERTIES(CDP)091,664+91,66402,2160.39%+2,216
FIRST INTST BANCSYSTEM INC(FIBK)080,543+80,54302,1920.38%+2,192
CENCORA INC2,31210,629+8,3174752,5830.45%+2,108
UNUM GROUP(UNM)137,775+37,77402,0270.35%+2,027
FIRST AMERN FINL CORP(FAF)033,053+33,05302,0180.35%+2,018
CONOCOPHILLIPS(COP)015,832+15,83202,0150.35%+2,015
ATMOS ENERGY CORP(ATO)016,696+16,69601,9850.35%+1,985
BANK NEW YORK MELLON CORP034,339+34,33901,9790.34%+1,979
CAMPBELL SOUP CO(CPB)043,545+43,54501,9360.34%+1,936
REINSURANCE GRP OF AMERICA I(RGA)010,008+10,00801,9300.34%+1,930
AMERICAN TOWER CORP NEW(AMT)98910,740+9,7512142,1220.37%+1,909
COMERICA INC034,634+34,63401,9050.33%+1,905
ENERGIZER HLDGS INC NEW(ENR)063,155+63,15501,8590.32%+1,859
INTERCONTINENTAL EXCHANGE IN(ICE)013,406+13,40601,8420.32%+1,842
LITTELFUSE INC(LFUS)07,517+7,51701,8220.32%+1,822
CONSOLIDATED EDISON INC(ED)019,989+19,98901,8150.32%+1,815
PUBLIC STORAGE(PSA)06,249+6,24901,8130.32%+1,813
MCDONALDS CORP(MCD)06,386+6,38601,8010.31%+1,801
CENTERPOINT ENERGY INC(CNP)18,03279,617+61,5855152,2680.39%+1,753
MOTOROLA SOLUTIONS INC(MSI)9695,758+4,7893032,0440.36%+1,741
TRAVELERS COMPANIES INC(TRV)07,543+7,54301,7360.30%+1,736
HUNTINGTON INGALLS INDS INC(HII)2,1987,902+5,7045712,3030.40%+1,733
BOSTON PROPERTIES INC(BXP)026,252+26,25201,7150.30%+1,715
TRADEWEB MKTS INC(TW)4,38420,172+15,7883982,1010.37%+1,703
HESS MIDSTREAM LP(HESM)13,82458,719+44,8954372,1220.37%+1,684
AMERICAN WTR WKS CO INC NEW4,81018,885+14,0756352,3080.40%+1,673
ASSURANT INC(AIZ)9199,647+8,7281551,8160.32%+1,661
STRYKER CORPORATION(SYK)04,608+4,60801,6490.29%+1,649
PARKER-HANNIFIN CORP(PH)8723,677+2,8054022,0440.36%+1,642
UNION PAC CORP(UNP)9817,633+6,6522411,8770.33%+1,636
ROBERT HALF INC.(RHI)020,634+20,63401,6360.28%+1,636
PG&E CORP(PCG)097,555+97,55501,6350.28%+1,635
WABTEC(WAB)4,73915,331+10,5926012,2330.39%+1,632
OCCIDENTAL PETE CORP(OXY)11,22234,788+23,5666702,2610.39%+1,591
QUEST DIAGNOSTICS INC(DGX)3,23715,273+12,0364462,0330.35%+1,587
BECTON DICKINSON & CO(BDX)2,0438,410+6,3674982,0810.36%+1,583
LABORATORY CORP AMER HLDGS1,4018,614+7,2133181,8820.33%+1,563
PENSKE AUTOMOTIVE GRP INC(PAG)5,78915,341+9,5529292,4850.43%+1,556
WOODWARD INC(WWD)1,32611,223+9,8971811,7300.30%+1,549
INGERSOLL RAND INC(IR)016,284+16,28401,5460.27%+1,546
ROSS STORES INC(ROST)7,58117,666+10,0851,0492,5930.45%+1,544
CUBESMART(CUBE)033,556+33,55601,5170.26%+1,517
WALKER & DUNLOP INC(WD)015,007+15,00701,5170.26%+1,517
VERISK ANALYTICS INC(VRSK)1,2577,695+6,4383001,8140.32%+1,514
QUAKER HOUGHTON(KWR)3917,737+7,346831,5880.28%+1,505
GENERAL DYNAMICS CORP(GD)1,1936,386+5,1933101,8040.31%+1,494
ROPER TECHNOLOGIES INC(ROP)02,659+2,65901,4910.26%+1,491
BROADSTONE NET LEASE INC(BNL)094,487+94,48701,4810.26%+1,481
ARCOSA INC017,010+17,01001,4600.25%+1,460
HESS CORP1,95211,327+9,3752811,7290.30%+1,448
WEBSTER FINL CORP(WBS)13,98542,364+28,3797102,1510.37%+1,441
INGREDION INC(INGR)012,066+12,06601,4100.25%+1,410
BIOMARIN PHARMACEUTICAL INC(BMRN)016,134+16,13401,4090.25%+1,409
LEIDOS HOLDINGS INC(LDOS)10,27119,178+8,9071,1122,5140.44%+1,402
COUSINS PPTYS INC(CUZ)25,33583,161+57,8266171,9990.35%+1,382
VITAL ENERGY INC025,815+25,81501,3560.24%+1,356
NEW YORK TIMES CO(NYT)14,82747,955+33,1287262,0730.36%+1,346
CHIPOTLE MEXICAN GRILL INC(CMG)348736+3887962,1390.37%+1,344
MASCO CORP(MAS)9,89725,358+15,4616632,0000.35%+1,337
MASTERCARD INCORPORATED(MA)1,6274,216+2,5896942,0300.35%+1,336
AGREE RLTY CORP023,248+23,24801,3280.23%+1,328
ALLSTATE CORP(ALL)07,598+7,59801,3150.23%+1,315
RETAIL OPPORTUNITY INVTS COR0102,494+102,49401,3140.23%+1,314
S&P GLOBAL INC(SPGI)2,0045,154+3,1508832,1930.38%+1,310
CLOROX CO DEL(CLX)08,317+8,31701,2730.22%+1,273
BOSTON SCIENTIFIC CORP(BSX)118,561+18,56001,2710.22%+1,271
STANLEY BLACK & DECKER INC(SWK)4,56217,413+12,8514481,7050.30%+1,258
APPLE INC(AAPL)1,6029,017+7,4153081,5460.27%+1,238
DUN & BRADSTREET HLDGS INC0123,240+123,24001,2370.22%+1,237
WATTS WATER TECHNOLOGIES INC(WTS)5546,364+5,8101151,3530.24%+1,237
FRANKLIN ELEC INC(FELE)1,52612,702+11,1761471,3570.24%+1,209
CSX CORP(CSX)35,79665,361+29,5651,2412,4230.42%+1,182
HONEYWELL INTL INC(HON)2,9568,775+5,8196201,8010.31%+1,181
ELME COMMUNITIES(ELME)184,556+84,55501,1770.20%+1,177
INDEPENDENT BK CORP MASS022,431+22,43101,1670.20%+1,167
CHORD ENERGY CORPORATION(CHRD)06,500+6,50001,1590.20%+1,159
CHENIERE ENERGY INC(LNG)3,82511,232+7,4076531,8110.31%+1,159
PROVIDENT FINL SVCS INC(PFS)078,613+78,61301,1450.20%+1,145
TRANSDIGM GROUP INC(TDG)0929+92901,1440.20%+1,144
TRI POINTE HOMES INC
COM
28,16354,289+26,1269972,0990.36%+1,102
DENTSPLY SIRONA INC(XRAY)032,675+32,67501,0840.19%+1,084
MAXIMUS INC(MMS)4,79617,549+12,7534021,4720.26%+1,070
GROUP 1 AUTOMOTIVE INC(GPI)2,2215,975+3,7546771,7460.30%+1,069
MERCK & CO INC(MRK)4,39311,656+7,2634791,5380.27%+1,059
SITIO ROYALTIES CORP3,45645,878+42,422811,1340.20%+1,053
ROYAL GOLD INC(RGLD)08,549+8,54901,0410.18%+1,041
SBA COMMUNICATIONS CORP NEW(SBAC)264,834+4,80871,0480.18%+1,041
COCA COLA CO(KO)16,26332,493+16,2309581,9880.35%+1,030
PROGRESSIVE CORP(PGR)9395,681+4,7421501,1750.20%+1,025
ALBANY INTL CORP23211,198+10,966231,0470.18%+1,024
VALMONT INDS INC(VMI)4514,921+4,4701051,1230.20%+1,018
SPX TECHNOLOGIES INC08,211+8,21101,0110.18%+1,011
HEALTHCARE RLTY TR(HR)070,980+70,98001,0040.17%+1,004
VERTEX PHARMACEUTICALS INC(VRTX)802,472+2,392331,0330.18%+1,001
BADGER METER INC4,98010,861+5,8817691,7570.31%+989
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AlphaQuest LLC — 13F Holdings — Q1 2024 | TickerTrail