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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 15 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CMS CMS ENERGY CORP Utilities 1,030,439.0 $79.9M 0.09% -474K -31.5% $77.58 -7.0%
282 BPOP POPULAR INC Financial Services 590,472.0 $79.2M 0.09% +93K +18.6% $134.17 +9.1%
283 BNS BANK NOVA SCOTIA B C Financial Services 1,135,632.0 $78.7M 0.09% +859K +309.9% $69.31 +11.5%
284 EA ELECTRONIC ARTS INC Communication Services 385,373.0 $78.6M 0.09% -167K -30.2% $203.87 -1.6%
285 AGNC AGNC INVT CORP Real Estate 7,785,530.0 $78.1M 0.09% +7.8M +10000.0% $10.03 +2.7%
286 CDW CDW CORP Technology 643,301.0 $77.9M 0.09% +117K +22.2% $121.02 -14.0%
287 VICI VICI PPTYS INC Real Estate 2,819,933.0 $77.0M 0.09% -2.5M -46.8% $27.32 +2.1%
288 NEM PUT NEWMONT CORP Basic Materials 710,500.0 $76.9M 0.09% -73K -9.3% $108.25 +0.7%
289 FCX FREEPORT MCMORAN INC Basic Materials 1,301,353.0 $76.5M 0.09% +111K +9.3% $58.78 +7.2%
290 CNP CENTERPOINT ENERGY INC Utilities 1,769,860.0 $76.4M 0.09% +1.6M +1358.8% $43.16 -3.3%
291 RY ROYAL BK CDA Financial Services 472,166.0 $76.4M 0.09% +365K +340.8% $161.77 +13.4%
292 JPM PUT JPMORGAN CHASE & CO Financial Services 258,100.0 $75.9M 0.08% -221K -46.1% $294.16 +1.2%
293 AZN ASTRAZENECA PLC Healthcare 382,048.0 $75.3M 0.08% NEW $197.22 -6.7%
294 SHEL SHELL PLC Energy 809,578.0 $75.3M 0.08% +195K +31.7% $93.00 -8.2%
295 QQQ CALL INVESCO QQQ TR Financial Services 130,200.0 $75.1M 0.08% +37K +39.1% $577.18 +22.3%
296 DT DYNATRACE INC Technology 2,027,166.0 $75.0M 0.08% +42K +2.1% $36.98 +3.7%
297 WMS ADVANCED DRAIN SYS INC DEL Industrials 546,406.0 $74.9M 0.08% +326K +147.6% $137.13 -1.1%
298 AMAT CALL APPLIED MATLS INC Technology 219,000.0 $74.9M 0.08% -14K -6.0% $341.79 +21.0%
299 SJM SMUCKER J M CO Consumer Defensive 773,784.0 $74.6M 0.08% NEW $96.44 +4.3%
300 OGS ONE GAS INC Utilities 866,242.0 $74.6M 0.08% +461K +113.7% $86.13 -4.4%
Page 15 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%