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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 57 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 AMKR AMKOR TECHNOLOGY INC COM Technology 292.0 $12K 0.00% $39.48 +82.9%
1122 RGEN REPLIGEN CORP COM Healthcare 70.0 $11K 0.00% +17.0 +32.1% $163.86 -30.9%
1123 GWRE GUIDEWIRE SOFTWARE INC COM Technology 57.0 $11K 0.00% -201.0 -77.9% $201.02 -33.7%
1124 STAG STAG INDUSTRIAL INC COM Real Estate 311.0 $11K 0.00% +38.0 +13.9% $36.76 +4.2%
1125 VTEB VANGUARD TAX-EXEMPT BOND ETF 227.0 $11K 0.00% +39.0 +20.7% $50.29 -0.2%
1126 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 114.0 $11K 0.00% NEW $99.88 -1.1%
1127 ATLANTA BRAVES HLDGS INC COM SER A 267.0 $11K 0.00% $42.49
1128 SU SUNCOR ENERGY INC NEW COM Energy 255.0 $11K 0.00% $44.36 +44.2%
1129 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 41.0 $11K 0.00% -1.0 -2.4% $275.15 +14.9%
1130 ASTS AST SPACEMOBILE INC COM CL A Technology 155.0 $11K 0.00% NEW $72.63 +78.4%
1131 RALLIANT CORP COM 221.0 $11K 0.00% +16.0 +7.8% $50.93
1132 CXT CRANE NXT CO COM Industrials 239.0 $11K 0.00% -181.0 -43.1% $47.07 -17.0%
1133 SAM BOSTON BEER INC CL A Consumer Defensive 57.0 $11K 0.00% -69.0 -54.8% $195.12 -6.0%
1134 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 117.0 $11K 0.00% +27.0 +30.0% $94.41 +1.7%
1135 GLOBUS MED INC CL A 125.0 $11K 0.00% +31.0 +33.0% $87.31
1136 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 502.0 $11K 0.00% +163.0 +48.1% $21.71 +7.4%
1137 ANYWHERE REAL ESTATE INC COM 751.0 $11K 0.00% $14.16
1138 PTC PTC INC COM Technology 60.0 $10K 0.00% -47.0 -43.9% $174.22 -18.3%
1139 FOXA FOX CORP CL A COM Communication Services 143.0 $10K 0.00% $73.07 -10.4%
1140 EFX EQUIFAX INC COM Industrials 48.0 $10K 0.00% +15.0 +45.5% $216.98 -24.6%
Page 57 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%