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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 56 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ENS ENERSYS COM Industrials 87.0 $13K 0.00% +2.0 +2.4% $146.75 +60.6%
1102 NIO NIO INC SPON ADS Consumer Cyclical 2,500.0 $13K 0.00% NEW $5.10 +12.7%
1103 BURL BURLINGTON STORES INC COM Consumer Cyclical 44.0 $13K 0.00% +38.0 +633.3% $288.84 +12.9%
1104 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 2,180.0 $13K 0.00% $5.83 -18.5%
1105 SWK STANLEY BLACK & DECKER INC COM Industrials 170.0 $13K 0.00% +89.0 +109.9% $74.28 +7.0%
1106 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 124.0 $13K 0.00% NEW $101.67 -2.2%
1107 ETSY INC COM 226.0 $13K 0.00% +141.0 +165.9% $55.44
1108 TFIN TRIUMPH FINANCIAL INC COM Financial Services 200.0 $13K 0.00% $62.63 +12.0%
1109 TFX TELEFLEX INCORPORATED COM Healthcare 102.0 $12K 0.00% -210.0 -67.3% $121.73 +6.8%
1110 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 48.0 $12K 0.00% +8.0 +20.0% $256.77 +21.8%
1111 BOH BANK HAWAII CORP COM Financial Services 178.0 $12K 0.00% +12.0 +7.2% $68.37 +13.9%
1112 TTEK TETRA TECH INC NEW COM Industrials 362.0 $12K 0.00% +276.0 +320.9% $33.54 -16.8%
1113 CQP CHENIERE ENERGY PARTNERS L P COM UNIT Energy 225.0 $12K 0.00% $53.48 +13.4%
1114 CHWY CHEWY INC CL A Consumer Cyclical 362.0 $12K 0.00% -302.0 -45.5% $33.05 -35.9%
1115 RKLB ROCKET LAB CORP COM Industrials 170.0 $12K 0.00% +113.0 +198.2% $69.76 +115.4%
1116 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 55.0 $12K 0.00% +36.0 +189.5% $214.69 +7.4%
1117 FHN FIRST HORIZON CORPORATION COM Financial Services 493.0 $12K 0.00% $23.89 +1.3%
1118 DTE DTE ENERGY CO COM Utilities 91.0 $12K 0.00% -62.0 -40.5% $129.29 +12.4%
1119 MRCY MERCURY SYS INC COM Industrials 161.0 $12K 0.00% $73.01 +33.0%
1120 BROWN FORMAN CORP CL B 447.0 $12K 0.00% -49.0 -9.9% $26.06
Page 56 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%