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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 149 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 SPTS SPDR SERIES TRUST 6,729.0 $196K +5K +433.6% $29.18 -0.7%
2962 SEVN SEVEN HILLS REALTY TRUST Real Estate 23,719.0 $195K -6K -20.6% $8.22 +0.2%
2963 NTAP PUT NETAPP INC Technology 1,900.0 $195K -12K -86.4% $102.39 +17.8%
2964 PCG PUT PG&E CORP Utilities 11,000.0 $193K NEW $17.57 -9.8%
2965 BND VANGUARD BD INDEX FDS 2,617.0 $193K NEW $73.64 -1.6%
2966 TNA DIREXION SHARES ETF TRUST 4,353.0 $192K NEW $44.13 +30.3%
2967 MGV VANGUARD WORLD FD 1,320.0 $191K -544.0 -29.2% $144.95 +6.7%
2968 NRGV ENERGY VAULT HOLDINGS INC Utilities 57,787.0 $191K NEW $3.30 +53.9%
2969 BILI PUT BILIBILI INC Technology 8,400.0 $190K -4K -30.0% $22.56 -11.3%
2970 VPU VANGUARD WORLD FD 956.0 $189K -4K -79.4% $198.14 -3.1%
2971 VIS VANGUARD WORLD FD 595.0 $186K +315.0 +112.5% $312.22 +5.2%
2972 FMDE FIDELITY COVINGTON TRUST 5,148.0 $185K -51K -90.9% $35.96 +6.1%
2973 VINP VINCI COMPASS INVESTMENTS LT Financial Services 17,537.0 $185K NEW $10.55 -2.5%
2974 IUSV ISHARES TR 1,807.0 $185K -4K -69.7% $102.25 +6.1%
2975 SCHY SCHWAB STRATEGIC TR 5,794.0 $183K -11K -65.6% $31.66 +2.4%
2976 XNET XUNLEI LTD Communication Services 32,595.0 $181K +14K +72.4% $5.56 +2.5%
2977 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 17,781.0 $181K +2K +13.5% $10.19 +1.1%
2978 FENC FENNEC PHARMACEUTICALS INC Healthcare 29,378.0 $181K -15K -34.3% $6.15 +56.1%
2979 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 13,980.0 $180K NEW $12.88 -3.7%
2980 INTT INTEST CORP Technology 13,167.0 $180K NEW $13.65 +28.2%
Page 149 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%