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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 55 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 427.0 $14K 0.00% NEW $33.30 +51.5%
1082 YETI YETI HLDGS INC COM Consumer Cyclical 318.0 $14K 0.00% -14.0 -4.2% $44.17 +7.1%
1083 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 569.0 $14K 0.00% +48.0 +9.2% $24.40 -18.6%
1084 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 89.0 $14K 0.00% NEW $155.12 +12.3%
1085 TDY TELEDYNE TECHNOLOGIES INC COM Technology 27.0 $14K 0.00% -6.0 -18.2% $510.74 +23.1%
1086 SCHD SCHWAB US DIVIDEND EQUITY ETF 501.0 $14K 0.00% NEW $27.43 +19.1%
1087 CNS COHEN & STEERS INC COM Financial Services 218.0 $14K 0.00% NEW $62.78 +11.4%
1088 CNXC CONCENTRIX CORP COM Technology 327.0 $14K 0.00% -297.0 -47.6% $41.54 -36.1%
1089 FIVE FIVE BELOW INC COM Consumer Cyclical 72.0 $14K 0.00% +23.0 +46.9% $188.36 +19.7%
1090 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 184.0 $14K 0.00% +30.0 +19.5% $73.58 +102.6%
1091 FFIV F5 INC COM Technology 53.0 $14K 0.00% -16.0 -23.2% $255.26 +52.7%
1092 GH GUARDANT HEALTH INC COM Healthcare 132.0 $13K 0.00% $102.14 +27.8%
1093 MPT MEDICAL PPTYS TRUST INC COM Financial Services 2,668.0 $13K 0.00% +435.0 +19.5% $5.00 +3.5%
1094 NTNX NUTANIX INC CL A Technology 257.0 $13K 0.00% -20.0 -7.2% $51.69 -5.3%
1095 NATL NCR ATLEOS CORPORATION COM SHS Technology 348.0 $13K 0.00% +3.0 +0.9% $38.11 +18.6%
1096 BRKR BRUKER CORP COM Healthcare 280.0 $13K 0.00% -16.0 -5.4% $47.11 +14.1%
1097 POOL POOL CORP COM Industrials 57.0 $13K 0.00% +36.0 +171.4% $229.21 -20.2%
1098 CACC CREDIT ACCEP CORP MICH COM Financial Services 29.0 $13K 0.00% +18.0 +163.6% $443.45 +26.1%
1099 VYX NCR VOYIX CORPORATION COM Technology 1,257.0 $13K 0.00% -121.0 -8.8% $10.20 -34.2%
1100 FMC FMC CORP COM NEW Basic Materials 921.0 $13K 0.00% +810.0 +729.7% $13.87 -2.3%
Page 55 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%