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Portfolio (Quarterly) Guide ↗

Qtron Investments LLC

· CIK 0001768099
13F Portfolio $769M AUM 428 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 56 New 71 Added 230 Reduced 35 Exited
Page 3 of 22  ·  428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MS MORGAN STANLEY Financial Services 16,103.0 $2.9M 0.37% -2K -12.5% $177.53 +13.2%
42 NEM NEWMONT CORP Basic Materials 27,945.0 $2.8M 0.36% +11K +63.5% $99.85 +7.8%
43 AXP AMERICAN EXPRESS CO Financial Services 7,478.0 $2.8M 0.36% -2K -17.9% $369.95 -15.7%
44 ASTRAZENECA PLC 29,970.0 $2.8M 0.36% -2K -5.4% $91.93
45 TJX TJX COS INC NEW Consumer Cyclical 17,169.0 $2.6M 0.34% -3K -14.6% $153.61 +3.0%
46 CVX CHEVRON CORP NEW Energy 17,230.0 $2.6M 0.34% -967.0 -5.3% $152.41 +25.6%
47 QCOM QUALCOMM INC Technology 14,883.0 $2.5M 0.33% -3K -14.8% $171.05 +39.2%
48 AMAT APPLIED MATLS INC Technology 9,827.0 $2.5M 0.33% -3K -20.6% $256.99 +68.2%
49 KLAC KLA CORP Technology 2,043.0 $2.5M 0.32% -751.0 -26.9% $1215.08 +55.4%
50 KGC KINROSS GOLD CORP Basic Materials 87,538.0 $2.5M 0.32% -37K -29.4% $28.20 +0.3%
51 SCHW SCHWAB CHARLES CORP Financial Services 24,698.0 $2.5M 0.32% -1K -5.1% $99.91 -9.8%
52 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 154,238.0 $2.4M 0.32% -13K -7.8% $15.86 +22.3%
53 PDD PDD HOLDINGS INC Consumer Cyclical 21,373.0 $2.4M 0.32% -2K -8.4% $113.39 -16.6%
54 UNH UNITEDHEALTH GROUP INC Healthcare 7,177.0 $2.4M 0.31% -667.0 -8.5% $330.11 +17.7%
55 SAP SAP SE Technology 9,711.0 $2.4M 0.31% -2K -19.2% $242.91 -27.6%
56 MRK MERCK & CO INC Healthcare 22,225.0 $2.3M 0.30% -2K -7.5% $105.26 +16.3%
57 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,951.0 $2.3M 0.30% -317.0 -7.4% $579.45 -22.6%
58 ISRG INTUITIVE SURGICAL INC Healthcare 3,996.0 $2.3M 0.29% -106.0 -2.6% $566.36 -22.6%
59 RTX RTX CORPORATION Industrials 12,245.0 $2.2M 0.29% -672.0 -5.2% $183.40 -3.5%
60 SPGI S&P GLOBAL INC Financial Services 4,223.0 $2.2M 0.29% -252.0 -5.6% $522.59 -20.1%
Page 3 of 22  ·  428 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
Technology 35.6%
Financial Services 13.6%
Communication Services 9.8%
Consumer Cyclical 9.8%
Healthcare 9.7%
Industrials 6.5%
Consumer Defensive 4.3%
Basic Materials 4.0%
Energy 3.1%
Utilities 2.7%