Fund HoldingsQSV Equity Investors LLC

Total Portfolio Value
$67.62M
Total Bought
$3.54M
Total Sold
$34.68M
Net Transaction
-$31.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MARKETAXESS HLDGS INC(MKTX)06,753+6,75301,2241.81%+1,224
SPS COMM INC(SPSC)010,300+10,30009181.36%+918
TRINET GROUP INC(TNET)014,388+14,38808511.26%+851
COPART INC(CPRT)06,758+6,75802650.39%+265
CHURCH & DWIGHT CO INC(CHD)02,849+2,84902390.35%+239
BRUKER CORP(BRKR)22,14318,063-4,0807198511.26%+132
HAEMONETICS CORP MASS(HAE)20,79014,034-6,7561,0131,1251.66%+112
GLOBUS MED INC(GMED)24,25216,832-7,4201,3891,4702.17%+81
FACTSET RESH SYS INC(FDS)8801,011+1312522930.43%+41
HENRY JACK & ASSOC INC(JKHY)1,6421,561-812452850.42%+40
JONES LANG LASALLE INC(JLL)1,1341,086-483383650.54%+27
HALLIBURTON CO(HAL)11,68711,124-5632883140.46%+27
VANECK ETF TRUST
MRNGSTR WDE MOAT
4,9504,95004915130.76%+22
NASDAQ INC(NDAQ)2,4142,385-292142320.34%+18
EASTGROUP PPTYS INC(EGP)1,6271,555-722752770.41%+2
WEST PHARMACEUTICAL SVSC INC(WST)1,0671,018-492802800.41%0
CORPAY INC(CPAY)885843-422552540.38%-1
WESTERN ASSET GBL HIGH INC F11,74411,744078750.11%-2
ICON PLC(ICLR)1,4311,361-702502480.37%-2
NUVEEN FLOATING RATE INCOME(JFR)13,18413,18401081030.15%-5
SYNOVUS FINL CORP7,0986,794-3043483400.50%-8
ROLLINS INC(ROL)6,7956,505-2903993900.58%-9
AMDOCS LTD(DOX)2,9792,849-1302442290.34%-15
EQUITY LIFESTYLE PPTYS INC(ELS)5,4725,228-2443323170.47%-15
MSA SAFETY INC(MSA)1,4911,412-792572260.33%-30
BROADRIDGE FINL SOLUTIONS IN(BR)1,3391,283-563192860.42%-33
OTIS WORLDWIDE CORP(OTIS)4,3074,129-1783943610.53%-33
TYLER TECHNOLOGIES INC(TYL)541518-232832350.35%-48
CF INDS HLDGS INC(CF)3,3453,192-1533002470.37%-53
BOOZ ALLEN HAMILTON HLDG COR3,0892,949-1403092490.37%-60
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1,0551,009-463142450.36%-68
LABCORP HOLDINGS INC(LH)1,6481,580-684733960.59%-77
PAYCOM SOFTWARE INC(PAYC)1,8621,781-813882840.42%-104
INNOSPEC INC(IOSP)12,16510,694-1,4719398191.21%-120
POWER INTEGRATIONS INC(POWI)22,41921,300-1,1199017571.12%-144
COHEN & STEERS INC(CNS)14,74313,074-1,6699678211.21%-147
LINCOLN ELEC HLDGS INC(LECO)8610-8612030-203
CATALYST PHARMACEUTICALS INC(CPRX)53,48636,010-17,4761,0548401.24%-213
LANDSTAR SYS INC(LSTR)11,6508,376-3,2741,4281,2041.78%-224
TENNANT CO(TNC)13,64611,883-1,7631,1068761.30%-230
THE CAMPBELLS COMPANY(CPB)7,3550-7,3552320-232
CACTUS INC(WHD)29,68719,905-9,7821,1729091.34%-262
LIBERTY ENERGY INC(LBRT)94,44548,552-45,8931,1658961.33%-269
CRANE NXT CO(CXT)13,40113,244-1578996230.92%-275
ALEXANDRIA REAL ESTATE EQ IN3,3850-3,3852820-282
RLI CORP(RLI)12,9748,739-4,2358465590.83%-287
ITURAN LOCATION AND CONTROL
SHS
49,15733,810-15,3471,7561,4542.15%-302
CITIZENS & NORTHN CORP50,93334,140-16,7931,0096891.02%-320
KULICKE & SOFFA INDS INC(KLIC)34,28523,139-11,1461,3931,0541.56%-339
WD 40 CO(WDFC)5,5743,731-1,8431,1017351.09%-367
HORIZON BANCORP INC(HBNC)78,76052,708-26,0521,2618941.32%-367
AMER STATES WTR CO14,97110,039-4,9321,0987281.08%-370
REYNOLDS CONSUMER PRODS INC(REYN)41,21127,745-13,4661,0086360.94%-373
INNOVIVA INC(INVA)79,10653,571-25,5351,4441,0711.58%-373
ASTRANA HEALTH INC(ASTH)39,45829,786-9,6721,1197391.09%-380
KADANT INC(KAI)3,6392,441-1,1981,0836961.03%-387
UFP INDUSTRIES INC(UFPI)12,4178,348-4,0691,1617601.12%-401
A10 NETWORKS INC65,47943,965-21,5141,1887781.15%-411
ESAB CORPORATION(ESAB)11,6557,930-3,7251,3028861.31%-416
CHEMED CORP NEW(CHE)3,0342,192-8421,3589381.39%-421
QUAKER HOUGHTON(KWR)10,6287,115-3,5131,4009771.44%-423
NEXPOINT RESIDENTIAL TR INC(NXRT)38,04026,165-11,8751,2267881.16%-438
FIRST AMERN FINL CORP(FAF)19,03712,734-6,3031,2237821.16%-441
GETTY RLTY CORP NEW(GTY)56,68139,250-17,4311,5211,0741.59%-446
ZIFF DAVIS INC(ZD)31,43420,770-10,6641,1987301.08%-468
U S PHYSICAL THERAPY(USPH)14,7859,808-4,9771,2567661.13%-490
HANCOCK WHITNEY CORPORATION(HWC)24,66816,472-8,1961,5441,0491.55%-496
POSTAL REALTY TRUST INC(PSTL)103,10869,253-33,8551,6181,1181.65%-500
CABOT CORP(CBT)16,01910,831-5,1881,2187181.06%-500
WESBANCO INC(WSBC)51,51434,246-17,2681,6451,1381.68%-507
PROGRESS SOFTWARE CORP(PRGS)35,88324,814-11,0691,5761,0661.58%-510
VESTIS CORPORATION(VSTS)113,6460-113,6465150-515
ADDUS HOMECARE CORP11,0957,396-3,6991,3097941.17%-515
NATIONAL STORAGE AFFILIATES(NSA)47,64832,695-14,9531,4409221.36%-518
ABM INDS INC30,72521,252-9,4731,4178991.33%-518
CARETRUST REIT INC(CTRE)56,66239,359-17,3031,9651,4232.10%-542
EVERCORE INC(EVR)5,0943,401-1,6931,7181,1571.71%-561
EVERTEC INC(EVTC)41,86928,538-13,3311,4148301.23%-584
FB FINL CORP(FBK)33,94723,395-10,5521,8921,3051.93%-587
ICF INTL INC(ICFI)17,57312,218-5,3551,6311,0421.54%-589
ALAMO GROUP INC7,6935,156-2,5371,4698651.28%-603
COGNEX CORP(CGNX)28,54618,944-9,6021,2936821.01%-612
BRADY CORP(BRC)26,93018,876-8,0542,1011,4792.19%-622
HANOVER INS GROUP INC(THG)10,7627,209-3,5531,9551,3181.95%-637
EXLSERVICE HOLDINGS INC(EXLS)43,35429,405-13,9491,9091,2481.85%-661
PRIMERICA INC(PRI)7,4265,192-2,2342,0611,3411.98%-720
GENTEX CORP(GNTX)64,80946,797-18,0121,8341,0891.61%-745
ADVANCED ENERGY INDS9,4634,027-5,4361,6108431.25%-767
MGP INGREDIENTS INC NEW31,7660-31,7667680-768
GLACIER BANCORP INC NEW(GBCI)44,52831,587-12,9412,1671,3912.06%-776
SEACOAST BKG CORP FLA(SBCF)59,86631,980-27,8861,8221,0051.49%-817
BANK OZK LITTLE ROCK ARK(OZK)45,96432,827-13,1372,3431,5112.23%-833
WALKER & DUNLOP INC(WD)20,02812,453-7,5751,6757491.11%-926
DORMAN PRODS INC(DORM)13,6939,496-4,1972,1341,1701.73%-965
AUDIOCODES LTD135,1870-135,1871,2870-1,287
LXP INDUSTRIAL TRUST(LXP)173,4640-173,4641,5540-1,554
CSG SYS INTL INC33,1140-33,1142,1320-2,132
Page 1 of 1