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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 69 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 99.0 $3K NEW $26.42 +10.3%
1362 TRU TRANSUNION COM Industrials 30.0 $3K -12.0 -28.6% $85.77 -18.1%
1363 CNI CANADIAN NATL RY CO COM Industrials 26.0 $3K $98.85 +19.6%
1364 BCO BRINKS CO COM Industrials 22.0 $3K -6.0 -21.4% $116.73 -8.8%
1365 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 43.0 $2K -73.0 -62.9% $57.70 +5.2%
1366 DAR DARLING INGREDIENTS INC COM Consumer Defensive 68.0 $2K +3.0 +4.6% $36.00 +63.7%
1367 SYNA SYNAPTICS INC COM Technology 33.0 $2K +14.0 +73.7% $74.03 +92.6%
1368 FFIN FIRST FINL BANKSHARES INC COM Financial Services 81.0 $2K -50.0 -38.2% $29.86 +8.7%
1369 WSC WILLSCOT HLDGS CORP COM CL A Industrials 128.0 $2K +94.0 +276.5% $18.83 +37.3%
1370 ENPH ENPHASE ENERGY INC COM Energy 75.0 $2K +55.0 +275.0% $32.05 +123.7%
1371 SMURFIT WESTROCK PLC SHS 62.0 $2K -244.0 -79.7% $38.68
1372 OGS ONE GAS INC COM Utilities 31.0 $2K $77.26 +4.6%
1373 AGNC AGNC INVT CORP COM Real Estate 221.0 $2K +204.0 +1200.0% $10.72 -1.9%
1374 EHC ENCOMPASS HEALTH CORP COM Healthcare 22.0 $2K -20.0 -47.6% $106.14 -1.4%
1375 SEG SEAPORT ENTMT GROUP INC COMMON STOCK Real Estate 118.0 $2K -37.0 -23.9% $19.77 +21.5%
1376 LOPE GRAND CANYON ED INC COM Consumer Defensive 14.0 $2K +6.0 +75.0% $166.29 -8.2%
1377 TWO HBRS INVT CORP COM 221.0 $2K -62.0 -21.9% $10.50
1378 RVMD REVOLUTION MEDICINES INC COM Healthcare 29.0 $2K NEW $79.66 +91.8%
1379 KTB KONTOOR BRANDS INC COM Consumer Cyclical 38.0 $2K +1.0 +2.7% $60.32 +21.7%
1380 UA UNDER ARMOUR INC CL C Consumer Cyclical 476.0 $2K NEW $4.80 +18.0%
Page 69 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%