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QSV Equity Investors LLC

Location
LOMBARD, IL
Portfolio Value
Micro $66,765,986
Diversification
Diversified
Filing Date
Global Rank
#6,349 / 8,420 ▼ 677
Top Industry
Banks - Regional 13.5%
3Y Alpha vs SPY
-11.3%
Period ended 6 months ago
Filed Feb 12, 2026 · 4mo
9 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+21.3%
SPY
+52.9%
Annualised alpha
-11.3%
Max drawdown
−24.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

87 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
2.3%
−0.2 pts
Top 5
11.0%
−0.4 pts
Top 10
20.9%
−0.8 pts
HHI
143
Dec 2023 → Dec 2025 · range 143 – 168
Diversified−6

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Financial Services 26.4% $17,637,199
Industrials 17.0% $11,364,509
Technology 15.9% $10,605,097
Healthcare 14.3% $9,518,234
Real Estate 9.4% $6,284,409
Basic Materials 6.4% $4,254,943
Consumer Cyclical 4.9% $3,285,123
Energy 3.2% $2,119,893
Communication Services 1.1% $730,065
Utilities 1.1% $727,626
Consumer Defensive 0.4% $238,888

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
5 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
87 positions · $66,765,986 total · as of Dec 31, 2025
Showing 1–50 of 87 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History