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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 17 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BCPC BALCHEM CORP Basic Materials 135,520.0 $23.0M 0.03% -40K -22.7% $169.48 -5.3%
322 NTES NETEASE COM INC Technology 204,889.0 $22.9M 0.03% -4K -1.8% $111.94 +1.4%
323 SMG SCOTTS MIRACLE-GRO CO Basic Materials 376,381.0 $22.9M 0.03% -60K -13.7% $60.81 -4.7%
324 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 1,438,500.0 $22.8M 0.03% -28K -1.9% $15.88 -2.2%
325 CDP COPT DEFENSE PROPERTIES Real Estate 744,887.0 $22.8M 0.03% -212K -22.2% $30.60 +4.4%
326 NJR NEW JERSEY RES CORP Utilities 414,814.0 $22.8M 0.03% -280K -40.3% $54.92 +5.2%
327 ACN CALL ACCENTURE PLC IRELAND Technology 114,800.0 $22.8M 0.03% -94K -45.0% $198.29 -11.9%
328 TARS TARSUS PHARMACEUTICALS INC Healthcare 324,014.0 $22.7M 0.03% -77K -19.2% $70.15 -9.4%
329 ENPH CALL ENPHASE ENERGY INC Energy 597,800.0 $22.6M 0.03% -718K -54.6% $37.81 +31.3%
330 NEE CALL NEXTERA ENERGY INC Utilities 242,200.0 $22.5M 0.03% -431K -64.0% $92.88 -6.3%
331 CSCO CALL CISCO SYS INC Technology 288,700.0 $22.4M 0.03% -33K -10.3% $77.59 +51.4%
332 LOPE GRAND CANYON ED INC Consumer Defensive 131,014.0 $22.3M 0.03% -7K -5.4% $170.03 -5.4%
333 AEIS ADVANCED ENERGY INDS Industrials 68,879.0 $22.2M 0.03% -29K -29.8% $322.71 -4.2%
334 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 689,900.0 $22.1M 0.03% -784K -53.2% $32.01 +3.9%
335 WDC PUT WESTERN DIGITAL CORP Technology 81,500.0 $22.0M 0.03% -112K -58.0% $270.49 +66.4%
336 NMRK NEWMARK GROUP INC Real Estate 1,469,120.0 $22.0M 0.02% -399K -21.4% $14.99 -3.2%
337 TSN TYSON FOODS INC Consumer Defensive 340,986.0 $21.8M 0.02% -336K -49.6% $64.07 +3.6%
338 CEG CALL CONSTELLATION ENERGY CORP Utilities 77,900.0 $21.8M 0.02% -54K -41.2% $279.25 -6.3%
339 FBP FIRST BANCORP CORPORATION Financial Services 1,014,168.0 $21.7M 0.02% -581K -36.4% $21.36 +10.9%
340 DIS PUT DISNEY WALT CO Communication Services 223,600.0 $21.6M 0.02% -182K -44.9% $96.38 +7.9%
Page 17 of 78  ·  1,545 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%