DV EQUITIES, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$557.5M

Holdings

740

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (740 positions)

#StockSharesValue% PortfolioType
301
SESEA LTD
500$63K0.01%
302
DYHTARGET CORP
637$62K0.01%
303
DALDELTA AIR LINES INC DEL
907$62K0.01%
304
TTWOTAKE-TWO INTERACTIVE SOFTWAR
239$61K0.01%
305
PEOEXELON CORP
1,401$61K0.01%
306
BKRBAKER HUGHES COMPANY
1,357$61K0.01%
307
METMETLIFE INC
774$61K0.01%
308
GWWWW GRAINGER INC
61$61K0.01%
309
NDAQNASDAQ INC
632$61K0.01%
310
DDOGDATADOG INC
455$61K0.01%
311
ROKROCKWELL AUTOMATION INC
158$61K0.01%
312
XYZBLOCK INC
925$60K0.01%
313
XELXCEL ENERGY INC
822$60K0.01%
314
MSCIMSCI INC
106$60K0.01%
315
MPWRMONOLITHIC PWR SYS INC
67$60K0.01%
316
CLSCELESTICA INC
200$59K0.01%
317
RSGREPUBLIC SVCS INC
280$59K0.01%
318
YUMYUM BRANDS INC
387$58K0.01%
319
CARRCARRIER GLOBAL CORPORATION
1,107$58K0.01%
320
PSAPUBLIC STORAGE OPER CO
220$57K0.01%
321
ETRENTERGY CORP NEW
620$57K0.01%
322
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
679$56K0.01%
323
PEGPUBLIC SVC ENTERPRISE GRP IN
692$55K0.01%
324
INGRINGREDION INC
500$55K0.01%
325
FICOFAIR ISAAC CORP
33$55K0.01%
326
EBAEBAY INC.
637$55K0.01%
327
DHID R HORTON INC
384$55K0.01%
328
TRGPTARGA RES CORP
297$54K0.01%
329
PRUPRUDENTIAL FINL INC
487$54K0.01%
330
AG8AGILENT TECHNOLOGIES INC
398$54K0.01%
331
HIGHARTFORD INSURANCE GROUP INC
388$53K0.01%
332
VMCVULCAN MATLS CO
186$53K0.01%
333
8CWCROWN CASTLE INC
605$53K0.01%
334
IQVIQVIA HLDGS INC
236$53K0.01%
335
AXSAXIS CAP HLDGS LTD
500$53K0.01%
336
KDPKEURIG DR PEPPER INC
1,892$52K0.01%
337
DELLDELL TECHNOLOGIES INC
420$52K0.01%
338
NUENUCOR CORP
320$52K0.01%
339
EIXEDISON INTL
868$52K0.01%
340
KRKROGER CO
848$52K0.01%
341
GEHCGE HEALTHCARE TECHNOLOGIES I
635$52K0.01%
342
MLMMARTIN MARIETTA MATLS INC
85$52K0.01%
343
VENVENTAS INC
662$51K0.01%
344
WABWABTEC
239$51K0.01%
345
UALUNITED AIRLS HLDGS INC
452$50K0.01%
346
PAYXPAYCHEX INC
454$50K0.01%
347
FISVFISERV INC
749$50K0.01%
348
STTSTATE STR CORP
394$50K0.01%
349
SYYSYSCO CORP
668$49K0.01%
350
RMERESMED INC
204$49K0.01%
351
ACGLARCH CAP GROUP LTD
503$48K0.01%
352
KEYSKEYSIGHT TECHNOLOGIES INC
241$48K0.01%
353
PCGPG&E CORP
3,041$48K0.01%
354
FISFIDELITY NATL INFORMATION SV
724$48K0.01%
355
VSCOVICTORIAS SECRET AND CO
900$48K0.01%
356
CPRTCOPART INC
1,234$48K0.01%
357
TALTAL EDUCATION GROUP
4,461$48K0.01%
358
TASKTASKUS INC
4,100$48K0.01%Call
359
MCHPMICROCHIP TECHNOLOGY INC.
757$48K0.01%
360
SNDKSANDISK CORP
198$47K0.01%
361
WECWEC ENERGY GROUP INC
452$47K0.01%
362
OTISOTIS WORLDWIDE CORP
544$47K0.01%
363
GRMNGARMIN LTD
229$46K0.01%
364
EQTEQT CORP
867$46K0.01%
365
CLXCLOROX CO DEL
459$46K0.01%
366
XYLXYLEM INC
340$46K0.01%
367
EXPEEXPEDIA GROUP INC
164$46K0.01%
368
KMBKIMBERLY-CLARK CORP
461$46K0.01%
369
HIMSHIMS & HERS HEALTH INC
1,418$46K0.01%
370
CTRACOTERRA ENERGY INC
1,743$45K0.01%
371
CCLCARNIVAL CORP
1,505$45K0.01%
372
KVUEKENVUE INC
2,654$45K0.01%
373
FIXCOMFORT SYS USA INC
49$45K0.01%
374
WTWWILLIS TOWERS WATSON PLC LTD
134$44K0.01%
375
HPEHEWLETT PACKARD ENTERPRISE C
1,855$44K0.01%
376
VRSKVERISK ANALYTICS INC
195$43K0.01%
377
FITBFIFTH THIRD BANCORP
927$43K0.01%
378
MTBM & T BK CORP
215$43K0.01%
379
SYFSYNCHRONY FINANCIAL
506$42K0.01%
380
HUMHUMANA INC
167$42K0.01%
381
TERTERADYNE INC
219$42K0.01%
382
NRANRG ENERGY INC
268$42K0.01%
383
MSDLMORGAN STANLEY DIRECT LENDIN
2,500$41K0.01%
384
VICIVICI PPTYS INC
1,480$41K0.01%
385
DGDOLLAR GEN CORP NEW
311$41K0.01%
386
MTDMETTLER TOLEDO INTERNATIONAL
29$40K0.01%
387
OXYOCCIDENTAL PETE CORP
980$40K0.01%
388
IBKRINTERACTIVE BROKERS GROUP IN
625$40K0.01%
389
ODFLOLD DOMINION FREIGHT LINE IN
257$40K0.01%
390
IRINGERSOLL RAND INC
506$40K0.01%
391
RJFRAYMOND JAMES FINL INC
247$39K0.01%
392
CSGPCOSTAR GROUP INC
590$39K0.01%
393
FSLRFIRST SOLAR INC
153$39K0.01%
394
ADMARCHER DANIELS MIDLAND CO
668$38K0.01%
395
BBYBEST BUY INC
573$38K0.01%
396
EMEEMCOR GROUP INC
63$38K0.01%
397
EXREXTRA SPACE STORAGE INC
296$38K0.01%
398
HBANHUNTINGTON BANCSHARES INC
2,204$38K0.01%
399
FANGDIAMONDBACK ENERGY INC
254$38K0.01%
400
AEEAMEREN CORP
377$37K0.01%
PreviousPage 4 of 8Next