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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 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PHM PULTE GROUP INC Consumer Cyclical 124,972.0 $14.7M 0.02% -349K -73.7% $117.61 -6.4%
422 UAL CALL UNITED AIRLS HLDGS INC Industrials 159,500.0 $14.7M 0.02% -229K -58.9% $92.07 +0.8%
423 M MACYS INC Consumer Cyclical 805,576.0 $14.6M 0.02% -92K -10.2% $18.09 +1.8%
424 FELE FRANKLIN ELEC INC Industrials 156,579.0 $14.4M 0.02% -126K -44.6% $92.17 +4.2%
425 GWRE GUIDEWIRE SOFTWARE INC Technology 95,585.0 $14.3M 0.02% -485K -83.5% $149.56 -13.0%
426 KWEB CALL KRANESHARES TRUST 500,000.0 $14.2M 0.02% -1.0M -66.7% $28.43 -1.3%
427 INDA ISHARES TR 301,878.0 $14.1M 0.02% -322K -51.6% $46.84 +2.1%
428 SNOW PUT SNOWFLAKE INC Technology 93,100.0 $14.0M 0.02% -52K -35.6% $150.82 +4.4%
429 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 146,737.0 $14.0M 0.02% -25K -14.7% $95.60 +23.4%
430 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 972,243.0 $14.0M 0.02% -305K -23.9% $14.35 -19.5%
431 SMR NUSCALE PWR CORP Utilities 1,286,088.0 $13.9M 0.02% -1.1M -46.2% $10.84 +3.6%
432 ASTE ASTEC INDS INC Industrials 257,960.0 $13.9M 0.01% -34K -11.5% $53.84 -11.8%
433 ABNB CALL AIRBNB INC Consumer Cyclical 109,900.0 $13.9M 0.01% -150K -57.7% $126.28 +6.4%
434 BSAC BANCO SANTANDER CHILE NEW Financial Services 412,201.0 $13.8M 0.01% -133K -24.4% $33.40 -8.6%
435 GBX GREENBRIER COS INC Industrials 261,368.0 $13.8M 0.01% -214K -45.1% $52.65 -9.5%
436 MANH MANHATTAN ASSOCIATES INC Technology 102,579.0 $13.7M 0.01% -103K -50.0% $133.12 -1.4%
437 SCCO SOUTHERN COPPER CORP Basic Materials 78,821.0 $13.6M 0.01% -289K -78.6% $172.06 +2.7%
438 CCJ PUT CAMECO CORP Energy 124,000.0 $13.5M 0.01% -115K -48.0% $108.61 -3.2%
439 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 153,722.0 $13.4M 0.01% -44K -22.2% $87.40 -2.0%
440 WMK WEIS MKTS INC Consumer Defensive 190,821.0 $13.1M 0.01% -15K -7.2% $68.39 +2.8%
Page 22 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%