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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 164 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 FXZ FIRST TR EXCHANGE-TRADED FD 292.0 $22K -57.0 -16.3% $76.21 +2.6%
3262 IWY ISHARES TR 89.0 $22K +64.0 +256.0% $248.84 +17.2%
3263 ESML ISHARES TR 465.0 $22K -463.0 -49.9% $47.02 +8.3%
3264 ISHARES TR 387.0 $22K NEW $56.28
3265 SPDN DIREXION SHARES ETF TRUST 2,099.0 $21K -3K -60.9% $9.95 -11.4%
3266 SH PROSHARES TR 538.0 $20K NEW $37.93 -11.4%
3267 XITK SPDR SERIES TRUST 133.0 $19K +3.0 +2.3% $146.59 +23.9%
3268 VLN VALENS SEMICONDUCTOR LTD Technology 17,165.0 $19K NEW $1.13 +169.9%
3269 SPEU SPDR INDEX SHS FDS 377.0 $19K -150.0 -28.5% $51.24 +5.9%
3270 JMEE J P MORGAN EXCHANGE TRADED F 289.0 $19K -283.0 -49.5% $66.77 +7.7%
3271 BOLD BOUNDLESS BIO INC Healthcare 17,492.0 $19K -1K -6.5% $1.10 +29.1%
3272 SCHC SCHWAB STRATEGIC TR 409.0 $19K -3K -87.1% $46.74 +6.9%
3273 NOTV INOTIV INC Healthcare 69,105.0 $19K $0.27 -5.0%
3274 D PUT DOMINION ENERGY INC Utilities 300.0 $19K NEW $61.82 -0.1%
3275 DBEF DBX ETF TR 375.0 $19K -4K -92.1% $49.40 +5.2%
3276 VSGX VANGUARD WORLD FD 258.0 $19K -7K -96.6% $71.73 +10.0%
3277 FGD FIRST TR EXCHANGE-TRADED FD 576.0 $18K NEW $31.93 +5.7%
3278 VINE HILL CAP INVT CORP. 15,000.0 $18K $1.22
3279 MDYG SPDR SERIES TRUST 190.0 $18K NEW $95.96 +8.9%
3280 QRHC QUEST RESOURCE HLDG CORP Industrials 15,230.0 $18K -294.0 -1.9% $1.19 -9.2%
Page 164 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%