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Portfolio (Quarterly) Guide ↗

Qube Research & Technologies Ltd

· CIK 0001729829
13F Portfolio $89.9B AUM 3,481 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 648 New 1223 Added 1545 Reduced 801 Exited
Page 4 of 62  ·  1,223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 1,384,250.0 $215.0M 0.24% +409K +42.0% $155.29 -4.3%
62 TEL TE CONNECTIVITY PLC Technology 1,022,880.0 $213.8M 0.24% +124K +13.8% $209.02 -2.8%
63 WEC WEC ENERGY GROUP INC Utilities 1,811,556.0 $209.7M 0.23% +825K +83.6% $115.77 -5.2%
64 CL COLGATE PALMOLIVE CO Consumer Defensive 2,421,293.0 $206.4M 0.23% +2.1M +646.7% $85.23 +4.8%
65 EQT EQT CORP Energy 3,113,167.0 $198.1M 0.22% +1.5M +89.6% $63.64 -11.6%
66 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,203,665.0 $194.3M 0.22% +773K +31.8% $60.65 -4.7%
67 KEYS KEYSIGHT TECHNOLOGIES INC Technology 683,038.0 $192.9M 0.21% +28K +4.3% $282.37 +24.3%
68 LRCX LAM RESEARCH CORP Technology 900,455.0 $192.4M 0.21% +628K +230.3% $213.66 +36.2%
69 SCHW SCHWAB CHARLES CORP Financial Services 2,043,206.0 $192.0M 0.21% +532K +35.2% $93.98 -2.7%
70 MA MASTERCARD INCORPORATED Financial Services 363,210.0 $181.5M 0.20% +113K +45.0% $499.66 -1.4%
71 UAL UNITED AIRLS HLDGS INC Industrials 1,924,715.0 $177.2M 0.20% +329K +20.6% $92.07 +2.5%
72 WWD WOODWARD INC Industrials 480,292.0 $171.9M 0.19% +274K +132.7% $357.92 -2.0%
73 AIR LEASE CORP 2,517,813.0 $163.5M 0.18% +756K +42.9% $64.94
74 CMI CUMMINS INC Industrials 298,701.0 $160.7M 0.18% +110K +58.4% $538.02 +28.1%
75 PUT TOTALENERGIES SE 1,715,200.0 $160.4M 0.18% +37K +2.2% $93.51
76 ECL ECOLAB INC Basic Materials 595,449.0 $158.4M 0.18% +351K +143.4% $266.02 -6.6%
77 MTZ MASTEC INC Industrials 485,385.0 $156.2M 0.17% +125K +34.5% $321.74 +27.5%
78 CVS CVS HEALTH CORP Healthcare 2,150,366.0 $154.4M 0.17% +516K +31.6% $71.82 +32.4%
79 SSNC SS&C TECH HLDGS Technology 2,232,491.0 $150.8M 0.17% +746K +50.2% $67.57 -3.5%
80 MDB MONGODB INC Technology 609,569.0 $149.2M 0.17% +314K +105.9% $244.77 +30.5%
Page 4 of 62  ·  1,223 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 19.1%
Financial Services 17.7%
Industrials 15.4%
Healthcare 10.8%
Consumer Cyclical 10.2%
Communication Services 5.6%
Energy 5.5%
Basic Materials 4.5%
Consumer Defensive 4.1%
Utilities 3.9%