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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 65 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 IPGP IPG PHOTONICS CORP COM Technology 68.0 $5K -69.0 -50.4% $71.60 +61.8%
1282 VKTX VIKING THERAPEUTICS INC COM Healthcare 135.0 $5K +43.0 +46.7% $35.18 -10.1%
1283 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 173.0 $5K NEW $27.21 +13.8%
1284 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 100.0 $5K $47.06 +7.3%
1285 HRL HORMEL FOODS CORP COM Consumer Defensive 198.0 $5K -31.0 -13.5% $23.65 -11.2%
1286 SGU STAR GROUP LP UNIT LTD PARTNR Energy 395.0 $5K NEW $11.84 +7.3%
1287 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 346.0 $5K -140.0 -28.8% $13.40 -20.2%
1288 FIVN FIVE9 INC COM Technology 229.0 $5K -431.0 -65.3% $20.05 +11.8%
1289 UNG UNITED STATES NATURAL GAS FUND LP Financial Services 374.0 $5K $12.26 -8.8%
1290 MOS MOSAIC CO NEW COM Basic Materials 189.0 $5K -391.0 -67.4% $24.09 -2.3%
1291 MASI MASIMO CORP COM Healthcare 35.0 $5K +29.0 +483.3% $130.06 +37.4%
1292 U HAUL HOLDING COMPANY COM SER N 97.0 $5K -130.0 -57.3% $46.74
1293 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 153.0 $5K $29.61 +13.3%
1294 GRAL GRAIL INC COM Healthcare 52.0 $4K +20.0 +62.5% $85.60 -17.2%
1295 EOI EATON VANCE ENHANCED EQUITY COM Financial Services 215.0 $4K NEW $20.56 -3.4%
1296 BIRKENSTOCK HOLDING PLC COM SHS 106.0 $4K +91.0 +606.7% $40.90
1297 RELX RELX PLC SPONSORED ADR Communication Services 107.0 $4K $40.42 -18.8%
1298 LAZ LAZARD INC COM Financial Services 89.0 $4K +44.0 +97.8% $48.56 -0.7%
1299 CBT CABOT CORP COM Basic Materials 65.0 $4K +2.0 +3.2% $66.28 +29.2%
1300 ELF E L F BEAUTY INC COM Consumer Defensive 55.0 $4K -35.0 -38.9% $76.04 -24.3%
Page 65 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%