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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 64 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 BUD PUT ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,300.0 $229K -2K -42.1% $69.37 +17.2%
1262 BCE BCE INC Communication Services 9,049.0 $228K -52K -85.2% $25.24 -5.6%
1263 SDIV GLOBAL X FDS 8,985.0 $227K -782.0 -8.0% $25.26 +0.6%
1264 IEI ISHARES TR 1,913.0 $227K -5K -73.6% $118.60 -1.4%
1265 THC PUT TENET HEALTHCARE CORP Healthcare 1,200.0 $226K -2K -62.5% $188.71 +4.2%
1266 SNAP CALL SNAP INC Communication Services 48,300.0 $222K -34K -41.6% $4.60 +20.2%
1267 NRG PUT NRG ENERGY INC Utilities 1,500.0 $219K -800.0 -34.8% $146.14 -12.5%
1268 PAYC CALL PAYCOM SOFTWARE INC Technology 1,800.0 $219K -1K -37.9% $121.54 +12.1%
1269 XCEM COLUMBIA ETF TR II 5,323.0 $217K -2K -27.7% $40.81 +18.6%
1270 LITE CALL LUMENTUM HLDGS INC Technology 300.0 $211K -600.0 -66.7% $702.76 +38.1%
1271 EELV INVESCO EXCH TRADED FD TR II 7,487.0 $210K -60.0 -0.8% $28.08 +1.6%
1272 SPIB SPDR SERIES TRUST 6,250.0 $210K -23K -79.0% $33.54 -0.8%
1273 AFYA AFYA LTD Consumer Defensive 14,050.0 $209K -25K -64.1% $14.87 -4.0%
1274 SCHV SCHWAB STRATEGIC TR 6,642.0 $203K -21K -76.3% $30.50 +7.0%
1275 ZVIA ZEVIA PBC Consumer Defensive 172,957.0 $202K -258K -59.9% $1.17 +17.9%
1276 JEPI J P MORGAN EXCHANGE TRADED F 3,533.0 $200K -2K -35.0% $56.68 -1.0%
1277 XLK CALL SELECT SECTOR SPDR TR 1,500.0 $199K -36K -96.0% $132.90 +31.2%
1278 SCHB SCHWAB STRATEGIC TR 7,924.0 $199K -19K -70.6% $25.10 +13.1%
1279 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 1,000.0 $198K -4K -80.4% $198.29 +9.2%
1280 DLR CALL DIGITAL RLTY TR INC Real Estate 1,100.0 $198K -8K -88.4% $180.21 +4.6%
Page 64 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%