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Portfolio (Quarterly) Guide ↗

Quent Capital, LLC

· CIK 0001912338
13F Portfolio $1.4B AUM 1,569 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 204 New 686 Added 419 Reduced 62 Exited
Page 18 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AJG GALLAGHER ARTHUR J & CO COM Financial Services 326.0 $84K 0.01% +121.0 +59.0% $259.16 -21.8%
342 WEN WENDYS CO COM Consumer Cyclical 10,006.0 $83K 0.01% +9K +997.1% $8.33 -9.6%
343 RNR RENAISSANCERE HLDGS LTD COM Financial Services 290.0 $82K 0.01% +13.0 +4.7% $281.27 +2.4%
344 TECHNIPFMC PLC COM 1,820.0 $81K 0.01% +46.0 +2.6% $44.56
345 TKR TIMKEN CO COM Industrials 958.0 $81K 0.01% +62.0 +6.9% $84.13 +50.0%
346 SYY SYSCO CORP COM Consumer Defensive 1,091.0 $80K 0.01% +25.0 +2.4% $73.69 +2.5%
347 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 540.0 $80K 0.01% +500.0 +1250.0% $148.59 +11.1%
348 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 1,047.0 $79K 0.01% +71.0 +7.3% $75.56 +10.2%
349 VRSK VERISK ANALYTICS INC COM Industrials 345.0 $77K 0.01% +70.0 +25.4% $223.75 -22.6%
350 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1,935.0 $77K 0.01% +2K +677.1% $39.59 +11.5%
351 XEL XCEL ENERGY INC COM Utilities 1,027.0 $76K 0.01% +29.0 +2.9% $73.84 +8.0%
352 DG DOLLAR GEN CORP NEW COM Consumer Defensive 570.0 $76K 0.01% +124.0 +27.8% $132.81 -16.6%
353 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 270.0 $75K 0.01% +10.0 +3.9% $279.32 +0.6%
354 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 747.0 $75K 0.01% +364.0 +95.0% $100.80 +20.1%
355 AAL AMERICAN AIRLS GROUP INC COM Industrials 4,899.0 $75K 0.01% +64.0 +1.3% $15.33 -3.5%
356 ATO ATMOS ENERGY CORP COM Utilities 441.0 $74K 0.01% +24.0 +5.8% $167.82 +3.7%
357 SF STIFEL FINL CORP COM Financial Services 586.0 $73K 0.01% +121.0 +26.0% $125.22 -43.9%
358 ACGL ARCH CAP GROUP LTD ORD Financial Services 757.0 $73K 0.01% +346.0 +84.2% $95.89 -4.7%
359 LNT ALLIANT ENERGY CORP COM Utilities 1,115.0 $72K 0.01% +196.0 +21.3% $64.98 +11.9%
360 CRUS CIRRUS LOGIC INC COM Technology 611.0 $72K 0.01% +7.0 +1.2% $118.50 +47.4%
Page 18 of 35  ·  686 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 32.2%
Financial Services 26.0%
Consumer Cyclical 9.6%
Communication Services 8.7%
Industrials 7.6%
Healthcare 6.2%
Consumer Defensive 3.0%
Energy 2.4%
Basic Materials 1.9%
Utilities 1.2%