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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 32 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 EMGF ISHARES INC 103.0 $6K NEW $60.43 +16.0%
622 D CALL DOMINION ENERGY INC Utilities 100.0 $6K NEW $61.82 +10.2%
623 PSCE INVESCO EXCH TRADED FD TR II 100.0 $6K NEW $60.97 +2.0%
624 CRBN ISHARES TR 27.0 $6K NEW $222.81 +11.9%
625 QDF FLEXSHARES TR 73.0 $6K NEW $79.10 +10.5%
626 USDU WISDOMTREE TR 207.0 $5K NEW $26.33 -0.7%
627 OILK PROSHARES TR 97.0 $5K NEW $54.10 +10.4%
628 SCHI SCHWAB STRATEGIC TR 195.0 $4K NEW $22.68 -0.9%
629 FAZ DIREXION SHARES ETF TRUST 80.0 $4K NEW $50.74 -9.2%
630 TSLL DIREXION SHARES ETF TRUST 327.0 $4K NEW $12.15 +18.8%
631 TMV DIREXION SHARES ETF TRUST 104.0 $4K NEW $37.36 +10.2%
632 FCTE ETF OPPORTUNITIES TRUST 145.0 $4K NEW $24.65 +7.3%
633 VTWV VANGUARD SCOTTSDALE FDS 17.0 $3K NEW $167.24 +8.5%
634 EPHE ISHARES TR 105.0 $3K NEW $24.83 -0.8%
635 FEP FIRST TR EXCH TRD ALPHDX FD 42.0 $2K NEW $54.62 +5.9%
636 QQQU DIREXION SHARES ETF TRUST 53.0 $2K NEW $42.40 +44.6%
637 BBAX J P MORGAN EXCHANGE TRADED F 29.0 $2K NEW $59.45 +3.4%
638 RETL DIREXION SHARES ETF TRUST 199.0 $1K NEW $7.38 -7.3%
639 DOG PROSHARES TR 59.0 $1K NEW $24.42 -6.0%
640 CCOR LISTED FDS TR 47.0 $1K NEW $26.06 -2.2%
Page 32 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%