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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 8 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TAL TAL ED GROUP Consumer Defensive 962,996.0 $10.9M 0.01% NEW $11.37 -5.0%
142 LULU LULULEMON ATHLETICA INC Consumer Cyclical 71,067.0 $10.9M 0.01% NEW $153.10 -22.2%
143 MIDD MIDDLEBY CORP Industrials 81,445.0 $10.8M 0.01% NEW $132.58 +8.3%
144 FLAGSTAR BANK NATIONAL ASSOC 819,555.0 $10.8M 0.01% NEW $13.17
145 MAR MARRIOTT INTL INC NEW Consumer Cyclical 32,839.0 $10.7M 0.01% NEW $327.07 +8.0%
146 BKV BKV CORP Energy 370,071.0 $10.6M 0.01% NEW $28.52 +0.9%
147 GTLB GITLAB INC Technology 479,027.0 $10.4M 0.01% NEW $21.64 +9.3%
148 ATAIBECKLEY INC 2,891,942.0 $10.2M 0.01% NEW $3.54
149 CNR CORE NATURAL RESOURCES INC Energy 97,677.0 $10.2M 0.01% NEW $104.73 -19.9%
150 WRB BERKLEY W R CORP Financial Services 154,049.0 $10.2M 0.01% NEW $66.28 +0.3%
151 VAL VALARIS LTD Energy 103,455.0 $10.1M 0.01% NEW $98.04 +7.5%
152 PKST PEAKSTONE REALTY TRUST Real Estate 483,956.0 $10.1M 0.01% NEW $20.89 +0.5%
153 REZI RESIDEO TECHNOLOGIES INC Industrials 299,622.0 $10.1M 0.01% NEW $33.71 -15.9%
154 ATHM AUTOHOME INC Communication Services 576,935.0 $10.0M 0.01% NEW $17.37 -2.8%
155 EPR EPR PPTYS Real Estate 195,532.0 $9.8M 0.01% NEW $49.96 +14.8%
156 BLD TOPBUILD COR Industrials 27,475.0 $9.7M 0.01% NEW $351.30 +15.7%
157 MTRN MATERION CORP Basic Materials 65,468.0 $9.5M 0.01% NEW $144.65 +41.7%
158 TBBK BANCORP INC DEL Financial Services 169,575.0 $9.1M 0.01% NEW $53.73 +0.9%
159 REXR REXFORD INDL RLTY INC Real Estate 271,382.0 $8.9M 0.01% NEW $32.73 +6.1%
160 HP HELMERICH & PAYNE INC Energy 246,110.0 $8.9M 0.01% NEW $36.03 +9.6%
Page 8 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%