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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 7 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMT LOCKHEED MARTIN CORP COM Industrials 1,284.0 $621K 0.04% +172.0 +15.5% $483.61 +10.2%
122 HON HONEYWELL INTL INC COM Industrials 3,167.0 $618K 0.04% +1K +84.1% $195.10 +18.8%
123 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 6,711.0 $612K 0.04% +679.0 +11.3% $91.21 -1.5%
124 SPGI S&P GLOBAL INC COM Financial Services 1,166.0 $609K 0.04% +88.0 +8.2% $522.38 -21.0%
125 IVE ISHARES S&P 500 VALUE ETF 2,858.0 $606K 0.04% +118.0 +4.3% $212.07 +7.5%
126 PWR QUANTA SVCS INC COM Industrials 1,406.0 $593K 0.04% +52.0 +3.8% $422.06 +75.8%
127 BILL BILL HOLDINGS INC COM Technology 10,850.0 $592K 0.04% +11K +10000.0% $54.54 -36.0%
128 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 12,697.0 $583K 0.04% +10K +318.1% $45.92 +0.2%
129 KR KROGER CO COM Consumer Defensive 9,085.0 $568K 0.04% +65.0 +0.7% $62.48 +3.3%
130 ETN EATON CORP PLC SHS Industrials 1,780.0 $567K 0.04% +124.0 +7.5% $318.49 +26.6%
131 INTC INTEL CORP COM Technology 15,348.0 $566K 0.04% +11K +225.7% $36.90 +234.7%
132 FNV FRANCO NEV CORP COM Basic Materials 2,640.0 $547K 0.04% +980.0 +59.0% $207.28 +10.6%
133 ALLY ALLY FINL INC COM Financial Services 12,029.0 $545K 0.04% +9K +301.0% $45.29 -5.6%
134 GAP GAP INC COM Consumer Cyclical 21,202.0 $543K 0.04% +20K +1900.2% $25.60 -8.2%
135 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 3,414.0 $540K 0.04% +2K +113.8% $158.28 +5.3%
136 BK BANK NEW YORK MELLON CORP COM Financial Services 4,652.0 $540K 0.04% +136.0 +3.0% $116.09 +21.5%
137 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 26,175.0 $516K 0.04% +25K +2127.7% $19.71 -27.0%
138 ADI ANALOG DEVICES INC COM Technology 1,894.0 $514K 0.04% +84.0 +4.6% $271.24 +54.8%
139 CXM SPRINKLR INC CL A Technology 65,737.0 $511K 0.04% +63K +2301.8% $7.78 -31.9%
140 PVH PVH CORPORATION COM Consumer Cyclical 7,565.0 $507K 0.04% +7K +3418.6% $67.02 +40.9%
Page 7 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%