Fund HoldingsQuantessence Capital LLC

Total Portfolio Value
$20.54M
Total Bought
$20.54M
Total Sold
$8.65M
Net Transaction
+$11.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SUNBELT RENTALS HOLDINGS INC(SUNB)011,173+11,17307273.54%+727
MEDLINE INC(MDLN)014,998+14,99806673.25%+667
VALERO ENERGY CORP(VLO)02,458+2,45806072.96%+607
PAN AMERN SILVER CORP(PAAS)011,068+11,06806052.94%+605
HALLIBURTON CO(HAL)015,163+15,16305912.88%+591
ABBVIE INC(ABBV)02,715+2,71505902.88%+590
CONOCOPHILLIPS(COP)04,443+4,44305862.86%+586
ALTRIA GROUP INC(MO)08,653+8,65305712.78%+571
TECHNIPFMC PLC(FTI)08,046+8,04605562.71%+556
CISCO SYS INC(CSCO)07,132+7,13205532.69%+553
BRISTOL-MYERS SQUIBB CO(BMY)09,119+9,11905532.69%+553
APPLIED MATLS INC01,567+1,56705362.61%+536
LOCKHEED MARTIN CORP(LMT)0878+87805312.58%+531
ROYAL GOLD INC(RGLD)02,014+2,01405132.50%+513
LAM RESEARCH CORP(LRCX)02,392+2,39205112.49%+511
LYONDELLBASELL INDUSTRIES NV
SHS - A -
06,228+6,22805022.44%+502
UNITED PARCEL SVCS INC(UPS)04,692+4,69204622.25%+462
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,163+1,16304562.22%+456
NEWMONT CORP(NEM)04,199+4,19904552.21%+455
MASTERCARD INCORPORATED(MA)0888+88804442.16%+444
EOG RES INC(EOG)03,028+3,02804382.13%+438
PACKAGING CORP AMER(PKG)01,964+1,96404172.03%+417
SLB LIMITED(SLB)07,184+7,18403691.80%+369
GE AEROSPACE(GE)01,276+1,27603621.76%+362
TARGET CORP(TGT)02,967+2,96703601.75%+360
AMCOR PLC
COM NEW
08,924+8,92403551.73%+355
FULL TRUCK ALLIANCE CO LTD(YMM)041,976+41,97603481.70%+348
JOHNSON CONTROLS INTERNATION
SHS
02,502+2,50203281.60%+328
FASTENAL CO(FAST)07,019+7,01903261.59%+326
CHIME FINL INC(CHYM)016,776+16,77603141.53%+314
AFLAC INC(AFL)02,823+2,82303101.51%+310
KLA CORP(KLAC)0210+21003091.51%+309
MASTEC INC(MTZ)0961+96103091.51%+309
ARCHER DANIELS MIDLAND CO04,180+4,18003041.48%+304
KROGER CO(KR)04,137+4,13702991.46%+299
ONEOK INC NEW(OKE)03,167+3,16702861.39%+286
GFL ENVIRONMENTAL INC(GFL)06,808+6,80802841.38%+284
TRAVELERS COMPANIES INC(TRV)0948+94802771.35%+277
CF INDUSTRIES HOLD(CF)01,967+1,96702551.24%+255
ARM HOLDINGS PLC01,682+1,68202541.24%+254
S&P GLOBAL INC(SPGI)0566+56602411.17%+241
WOODWARD INC(WWD)0662+66202371.15%+237
KINIKSA PHARMACEUTICALS INTL(KNSA)04,761+4,76102291.12%+229
OVINTIV INC(OVV)03,706+3,70602201.07%+220
MARATHON PETE CORP(MPC)0899+89902201.07%+220
XPO INC(XPO)01,111+1,11102161.05%+216
MODERNA INC(MRNA)04,063+4,06302061.01%+206
APELLIS PHARMACEUTICALS INC
COM
05,121+5,12102061.00%+206
MCKESSON CORP(MCK)0236+23602040.99%+204
HCA HEALTHCARE INC(HCA)0425+42502010.98%+201
I-80 GOLD CORP(IAUX)081,064+81,06401230.60%+123
LIGHTWAVE LOGIC INC(LWLG)016,364+16,36401150.56%+115
NEWELL BRANDS INC(NWL)026,195+26,1950900.44%+90
ATAIBECKLEY INC(ATAI)025,311+25,3110900.44%+90
SHARPLINK INC(SBET)012,863+12,8630830.40%+83
ORGANON & CO(OGN)012,833+12,8330770.37%+77
OCUGEN INC025,952+25,9520470.23%+47
UR-ENERGY INC026,390+26,3900390.19%+39
CLARIVATE PLC(CLVT)015,005+15,0050380.18%+38
COTY INC(COTY)015,855+15,8550320.16%+32
LEXICON PHARMACEUTICALS INC(LXRX)018,581+18,5810290.14%+29
LINEAGE CELL THERAPEUTICS IN016,281+16,2810260.13%+26
INVIVYD INC019,045+19,0450250.12%+25
SMARTRENT INC015,949+15,9490240.12%+24
IQIYI INC(IQ)26,0000-26,000500-50
AEGON LTD(AEG)10,0980-10,098780-78
LUMEN TECHNOLOGIES INC(LUMN)10,0340-10,034780-78
AMERICAN AXLE & MFG HLDGS IN15,1140-15,114970-97
BIOCRYST PHARMACEUTICALS INC(BCRX)13,2000-13,2001030-103
FOX CORP(FOX)3,4560-3,4562530-253
TKO GROUP HOLDINGS INC(TKO)1,2420-1,2422600-260
VANECK ETF TRUST
JUNIOR GOLD MINE
4,1920-4,1924770-477
CDW CORP(CDW)4,6950-4,6956390-639
GLOBALFOUNDRIES INC(GFS)20,3860-20,3867120-712
VANECK ETF TRUST
VANECK VIETNAM
48,1750-48,1759190-919
ON SEMICONDUCTOR CORP(ON)17,2280-17,2289330-933
LULULEMON ATHLETICA INC(LULU)4,7470-4,7479860-986
WALMART INC(WMT)9,0000-9,0001,0030-1,003
BROADCOM INC(AVGO)2,9380-2,9381,0170-1,017
PALO ALTO NETWORKS INC(PANW)5,6590-5,6591,0420-1,042
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