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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 24 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 55.0 $34K 0.00% +14.0 +34.1% $623.67 -7.9%
462 DD DUPONT DE NEMOURS INC COM Basic Materials 849.0 $34K 0.00% +45.0 +5.6% $40.18 +18.6%
463 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 1,477.0 $34K 0.00% +115.0 +8.4% $22.92 -3.8%
464 LECO LINCOLN ELEC HLDGS INC COM Industrials 140.0 $34K 0.00% +27.0 +23.9% $240.27 +9.4%
465 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 1,948.0 $34K 0.00% +10.0 +0.5% $17.25 -22.2%
466 VNO VORNADO RLTY TR SH BEN INT Real Estate 1,007.0 $34K 0.00% +49.0 +5.1% $33.28 +0.1%
467 ASH ASHLAND INC COM Basic Materials 570.0 $33K 0.00% +257.0 +82.1% $58.67 -2.3%
468 SNDR SCHNEIDER NATIONAL INC CL B Industrials 1,248.0 $33K 0.00% +92.0 +8.0% $26.53 +31.9%
469 HUN HUNTSMAN CORP COM Basic Materials 3,284.0 $33K 0.00% +2K +236.1% $10.00 +48.4%
470 IDA IDACORP INC COM Utilities 253.0 $32K 0.00% +27.0 +11.9% $126.56 +13.6%
471 ENTG ENTEGRIS INC COM Technology 378.0 $32K 0.00% +11.0 +3.0% $84.16 +66.3%
472 RLI RLI CORP COM Financial Services 485.0 $31K 0.00% +92.0 +23.4% $63.98 -18.6%
473 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 630.0 $31K 0.00% +383.0 +155.1% $48.94 +2.0%
474 FR FIRST INDL RLTY TR INC COM Real Estate 537.0 $31K 0.00% +67.0 +14.3% $57.30 +10.0%
475 AXTA AXALTA COATING SYS LTD COM Basic Materials 952.0 $31K 0.00% +377.0 +65.6% $32.31 -6.1%
476 HCI HCI GROUP INC COM Financial Services 160.0 $31K 0.00% +32.0 +25.0% $191.69 -18.8%
477 MEDP MEDPACE HLDGS INC COM Healthcare 54.0 $30K 0.00% +5.0 +10.2% $561.65 -23.8%
478 MLI MUELLER INDS INC COM Industrials 262.0 $30K 0.00% +38.0 +17.0% $114.80 +18.3%
479 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 666.0 $30K 0.00% +92.0 +16.0% $44.34 +7.6%
480 SON SONOCO PRODS CO COM Consumer Cyclical 674.0 $29K 0.00% +115.0 +20.6% $43.63 +14.1%
Page 24 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%