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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 32 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SWX SOUTHWEST GAS HLDGS INC COM Utilities 84.0 $7K +12.0 +16.7% $80.02 +4.3%
622 POR PORTLAND GEN ELEC CO COM NEW Utilities 138.0 $7K +54.0 +64.3% $47.99 -1.3%
623 NWS NEWS CORP NEW CL B 208.0 $6K +20.0 +10.6% $29.63
624 RH RH COM Consumer Cyclical 33.0 $6K +32.0 +3200.0% $179.15 -27.1%
625 SIGI SELECTIVE INS GROUP INC COM Financial Services 65.0 $5K +60.0 +1200.0% $83.68 +4.8%
626 CG CARLYLE GROUP INC COM Financial Services 92.0 $5K +70.0 +318.2% $59.11 -31.9%
627 APG API GROUP CORP COM STK Industrials 142.0 $5K +8.0 +6.0% $38.26 -1.3%
628 PRGO PERRIGO CO PLC SHS Healthcare 381.0 $5K +212.0 +125.4% $13.92 +2.8%
629 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 354.0 $5K +13.0 +3.8% $14.94 -33.9%
630 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 76.0 $5K +22.0 +40.7% $68.22 +5.4%
631 EGP EASTGROUP PPTYS INC COM Real Estate 29.0 $5K +10.0 +52.6% $178.14 +14.2%
632 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 50.0 $5K +20.0 +66.7% $101.40 -35.9%
633 VKTX VIKING THERAPEUTICS INC COM Healthcare 135.0 $5K +43.0 +46.7% $35.18 +16.1%
634 MASI MASIMO CORP COM Healthcare 35.0 $5K +29.0 +483.3% $130.06 +38.4%
635 GRAL GRAIL INC COM Healthcare 52.0 $4K +20.0 +62.5% $85.60 +26.8%
636 BIRKENSTOCK HOLDING PLC COM SHS 106.0 $4K +91.0 +606.7% $40.90
637 LAZ LAZARD INC COM Financial Services 89.0 $4K +44.0 +97.8% $48.56 -24.6%
638 CBT CABOT CORP COM Basic Materials 65.0 $4K +2.0 +3.2% $66.28 +19.9%
639 IRT INDEPENDENCE RLTY TR INC COM Real Estate 238.0 $4K +44.0 +22.7% $17.48 -15.6%
640 ONB OLD NATL BANCORP IND COM Financial Services 186.0 $4K +143.0 +332.6% $22.31 +12.2%
Page 32 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 33.0%
Financial Services 26.4%
Consumer Cyclical 9.8%
Industrials 7.8%
Communication Services 6.6%
Healthcare 6.4%
Consumer Defensive 3.1%
Energy 2.5%
Basic Materials 1.9%
Utilities 1.2%