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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 109 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 GNRC CALL GENERAC HLDGS INC Industrials 10,500.0 $2.1M 0.00% -16K -60.8% $195.33 +26.9%
2162 SO CALL SOUTHERN CO Utilities 21,200.0 $2.0M 0.00% -8K -27.9% $96.52 -3.0%
2163 IBKR PUT INTERACTIVE BROKERS GROUP IN Financial Services 30,500.0 $2.0M 0.00% -100K -76.5% $67.07 +25.0%
2164 SFST SOUTHERN FIRST BANCSHARES Financial Services 37,466.0 $2.0M 0.00% +14K +58.2% $54.50 +3.5%
2165 DIVERSIFIED ENERGY CO 116,874.0 $2.0M 0.00% +82K +237.9% $17.44
2166 CALM CAL MAINE FOODS INC Consumer Defensive 25,718.0 $2.0M 0.00% -337K -92.9% $79.15 -2.8%
2167 ZTS PUT ZOETIS INC Healthcare 17,200.0 $2.0M 0.00% -8K -31.5% $118.21 -32.6%
2168 PSTG PUT EVERPURE INC Technology 34,400.0 $2.0M 0.00% -21K -37.7% $59.04 +41.9%
2169 USB CALL US BANCORP Financial Services 39,000.0 $2.0M 0.00% -1K -2.5% $52.01 +4.8%
2170 TOL CALL TOLL BROTHERS INC Consumer Cyclical 14,800.0 $2.0M 0.00% -28K -65.6% $136.47 -0.1%
2171 AMTM AMENTUM HOLDINGS INC Industrials 77,369.0 $2.0M 0.00% -69K -47.1% $26.08 -11.2%
2172 CVSA COVISTA INC Consumer Cyclical 17,484.0 $2.0M 0.00% -113K -86.6% $115.25 +7.7%
2173 PHVS PHARVARIS N V Healthcare 71,210.0 $2.0M 0.00% +57K +384.2% $28.25 +4.2%
2174 CIVB CIVISTA BANCSHARES INC Financial Services 87,923.0 $2.0M 0.00% +6K +7.1% $22.79 +12.5%
2175 RCKY ROCKY BRANDS INC Consumer Cyclical 51,728.0 $2.0M 0.00% +23K +79.9% $38.72 -8.0%
2176 BMRC BANK OF MARIN BANCORP Financial Services 78,090.0 $2.0M 0.00% +68K +648.1% $25.63 +2.4%
2177 AROC ARCHROCK INC Energy 57,340.0 $2.0M 0.00% -332K -85.3% $34.80 +6.0%
2178 NCLH CALL NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 106,700.0 $2.0M 0.00% -72K -40.3% $18.70 -11.9%
2179 ORN ORION GROUP HLDGS INC Industrials 182,801.0 $2.0M 0.00% +162K +774.6% $10.90 +25.9%
2180 CALL ETSY INC 39,800.0 $2.0M 0.00% -88K -69.0% $49.98
Page 109 of 174  ·  3,479 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%