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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 59 of 62  ·  1,223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 GPMT GRANITE PT MTG TR INC Real Estate 49,980.0 $72K +3K +7.3% $1.45 -5.9%
1162 SCHM SCHWAB STRATEGIC TR 2,241.0 $69K +2K +2258.9% $30.96 +9.1%
1163 LGLV SPDR SERIES TRUST 375.0 $67K +310.0 +476.9% $178.10 -0.1%
1164 DTI DRILLING TOOLS INTL CORP Energy 15,031.0 $65K +4K +31.8% $4.33 -29.7%
1165 FIDU FIDELITY COVINGTON TRUST 731.0 $63K +516.0 +240.0% $86.52 +6.3%
1166 IUSG ISHARES TR 402.0 $62K +339.0 +538.1% $155.11 +19.3%
1167 IWX ISHARES TR 599.0 $56K +107.0 +21.8% $92.67 +9.6%
1168 TLYS TILLYS INC Consumer Cyclical 13,507.0 $55K +3K +30.8% $4.05 +9.8%
1169 HLAL LISTED FDS TR 921.0 $55K +385.0 +71.8% $59.32 +17.3%
1170 DLR PUT DIGITAL RLTY TR INC Real Estate 300.0 $54K +100.0 +50.0% $180.21 +3.5%
1171 ARKX ARK ETF TR 1,824.0 $54K +100.0 +5.8% $29.35 +15.6%
1172 RSPT INVESCO EXCHANGE TRADED FD T 1,168.0 $53K +1K +1116.7% $45.26 +26.8%
1173 DWAS INVESCO EXCH TRADED FD TR II 525.0 $52K +523.0 +10000.0% $98.47 +12.4%
1174 SPSM SPDR SERIES TRUST 1,014.0 $49K +352.0 +53.2% $48.32 +8.1%
1175 TIPX SPDR SERIES TRUST 2,545.0 $49K +136.0 +5.7% $19.19 -0.1%
1176 LEMB ISHARES INC 1,178.0 $48K +973.0 +474.6% $40.80 +1.9%
1177 CMTL COMTECH TELECOMMUNICATIONS C Technology 14,219.0 $47K +3K +25.2% $3.32 +8.4%
1178 URTH ISHARES INC 231.0 $42K +205.0 +788.5% $180.02 +11.0%
1179 GXC SPDR INDEX SHS FDS 435.0 $41K +114.0 +35.5% $93.12 +1.5%
1180 DLTH DULUTH HLDGS INC Consumer Cyclical 12,315.0 $39K +1K +10.7% $3.16 -0.6%
Page 59 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%