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Portfolio (Quarterly) Guide ↗

AlphaQuest LLC

· CIK 0001883897
13F Portfolio $1.8B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2245 New
Page 46 of 113  ·  2,245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 TALO TALOS ENERGY INC Energy 41,064.0 $453K 0.03% NEW $11.02 +47.0%
902 MARA MARA HOLDINGS INC Financial Services 50,365.0 $452K 0.03% NEW $8.98 +50.9%
903 ORKA ORUKA THERAPEUTICS INC Healthcare 14,901.0 $452K 0.03% NEW $30.31 +93.6%
904 GTM ZOOMINFO TECHNOLOGIES INC Technology 44,400.0 $452K 0.03% NEW $10.17 -64.9%
905 HOG HARLEY DAVIDSON INC Consumer Cyclical 21,937.0 $449K 0.03% NEW $20.49 +13.2%
906 PRLB PROTO LABS INC Industrials 8,881.0 $449K 0.03% NEW $50.59 +40.6%
907 KW KENNEDY-WILSON HOLDINGS INC Real Estate 46,433.0 $449K 0.03% NEW $9.67 +13.8%
908 GUESS INC 26,707.0 $447K 0.03% NEW $16.75
909 COHU COHU INC Technology 19,208.0 $447K 0.03% NEW $23.27 +96.2%
910 TGT TARGET CORP Consumer Defensive 4,564.0 $446K 0.03% NEW $97.75 +25.1%
911 LBRDA LIBERTY BROADBAND CORP Communication Services 9,231.0 $446K 0.03% NEW $48.28 -27.9%
912 MATW MATTHEWS INTL CORP Industrials 17,062.0 $446K 0.03% NEW $26.12 +1.3%
913 NWN NORTHWEST NAT HLDG CO Utilities 9,518.0 $445K 0.03% NEW $46.74 +6.6%
914 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 28,322.0 $444K 0.03% NEW $15.68 +20.4%
915 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 18,983.0 $444K 0.03% NEW $23.39 +19.3%
916 IT GARTNER INC Technology 1,746.0 $440K 0.03% NEW $252.28 -37.7%
917 PVH PVH CORPORATION Consumer Cyclical 6,569.0 $440K 0.03% NEW $67.02 +26.3%
918 NVTS NAVITAS SEMICONDUCTOR CORP Technology 61,632.0 $440K 0.03% NEW $7.14 +241.5%
919 LASR NLIGHT INC Technology 11,700.0 $439K 0.03% NEW $37.51 +103.8%
920 KR KROGER CO Consumer Defensive 7,019.0 $439K 0.03% NEW $62.48 +7.3%
Page 46 of 113  ·  2,245 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.0%
Industrials 15.9%
Technology 13.0%
Consumer Cyclical 10.4%
Healthcare 10.2%
Real Estate 6.9%
Utilities 5.6%
Energy 4.3%
Consumer Defensive 3.7%
Basic Materials 3.4%