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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 22 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 OKTA OKTA INC CL A Technology 1,990.0 $172K 0.01% -560.0 -22.0% $86.47 +9.5%
422 CME CME GROUP INC COM Financial Services 629.0 $172K 0.01% $273.18 +1.6%
423 MRVL MARVELL TECHNOLOGY INC COM Technology 2,011.0 $171K 0.01% +67.0 +3.5% $84.99 +141.0%
424 PCAR PACCAR INC COM Industrials 1,557.0 $170K 0.01% +147.0 +10.4% $109.50 +2.5%
425 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 1,721.0 $170K 0.01% -29.0 -1.7% $98.51
426 IFS INTERCORP FINL SVCS INC SHS Financial Services 4,000.0 $169K 0.01% NEW $42.36 +15.5%
427 VCYT VERACYTE INC COM Healthcare 4,000.0 $168K 0.01% NEW $42.10 +14.0%
428 IDXX IDEXX LABS INC COM Healthcare 247.0 $167K 0.01% +6.0 +2.5% $676.53 -16.0%
429 ESAB ESAB CORPORATION COM Industrials 1,495.0 $167K 0.01% $111.69 -16.7%
430 CRWD CROWDSTRIKE HLDGS INC CL A Technology 355.0 $166K 0.01% +72.0 +25.4% $468.76 +43.1%
431 FCX FREEPORT-MCMORAN INC CL B Basic Materials 3,271.0 $166K 0.01% +216.0 +7.1% $50.79 +29.7%
432 DVN DEVON ENERGY CORP NEW COM Energy 4,530.0 $166K 0.01% -158.0 -3.4% $36.63 +20.4%
433 OMF ONEMAIN HLDGS INC COM Financial Services 2,417.0 $163K 0.01% -96.0 -3.8% $67.56 -20.0%
434 DAL DELTA AIR LINES INC DEL COM NEW Industrials 2,339.0 $162K 0.01% +103.0 +4.6% $69.39 +18.9%
435 MELI MERCADOLIBRE INC COM Consumer Cyclical 80.0 $161K 0.01% $2014.26 -15.8%
436 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 2,985.0 $161K 0.01% +666.0 +28.7% $53.94 +5.5%
437 MTG MGIC INVT CORP WIS COM Financial Services 5,495.0 $161K 0.01% +227.0 +4.3% $29.22 -12.7%
438 GD GENERAL DYNAMICS CORP COM Industrials 476.0 $160K 0.01% +17.0 +3.7% $336.77 +3.6%
439 BRZE BRAZE INC COM CL A Technology 4,672.0 $160K 0.01% $34.29 -31.9%
440 MSGS MADISON SQUARE GRDN SPRT CORP CL A Communication Services 615.0 $159K 0.01% +96.0 +18.5% $258.73 +43.0%
Page 22 of 79  ·  1,569 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%