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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 22 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ALC CALL ALCON AG Healthcare 10,200.0 $756K 0.00% NEW $74.13 -9.2%
422 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 4,400.0 $754K 0.00% NEW $171.43 -4.7%
423 JANUS LIVING INC 31,490.0 $742K 0.00% NEW $23.57
424 CTO CTO RLTY GROWTH INC NEW Real Estate 39,529.0 $731K 0.00% NEW $18.49 +12.1%
425 PAR PAR TECHNOLOGY CORP Technology 52,808.0 $704K 0.00% NEW $13.33 +5.0%
426 PDM PIEDMONT REALTY TRUST INC Real Estate 106,940.0 $703K 0.00% NEW $6.57 +19.5%
427 MSTR STRATEGY INC Technology 5,557.0 $694K 0.00% NEW $124.80 +31.9%
428 DBMF LITMAN GREGORY FDS TR 22,603.0 $681K 0.00% NEW $30.15 +3.2%
429 PWRD TCW ETF TRUST 6,737.0 $659K 0.00% NEW $97.77 +12.4%
430 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 81,113.0 $655K 0.00% NEW $8.08 -2.1%
431 KNOP KNOT OFFSHORE PARTNERS LP Industrials 64,921.0 $654K 0.00% NEW $10.08 +12.1%
432 HGER HARBOR ETF TRUST 20,961.0 $650K 0.00% NEW $31.01 +4.6%
433 ALL CALL ALLSTATE CORP Financial Services 3,100.0 $643K 0.00% NEW $207.34 +7.1%
434 DVYE ISHARES INC 18,526.0 $637K 0.00% NEW $34.38 +0.1%
435 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,619.0 $634K 0.00% NEW $391.76 +87.2%
436 URNM SPROTT FDS TR 9,963.0 $629K 0.00% NEW $63.15 -9.1%
437 GENB GENERATE BIOMEDICINES INC Financial Services 50,221.0 $628K 0.00% NEW $12.50 -0.6%
438 EGAN EGAIN CORP Technology 78,347.0 $618K 0.00% NEW $7.89 -11.3%
439 SPACE ASSET ACQUISITION CORP 60,000.0 $610K 0.00% NEW $10.18
440 SNDA SONIDA SENIOR LIVING INC Healthcare 18,165.0 $586K 0.00% NEW $32.25 +12.2%
Page 22 of 33  ·  648 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%