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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 17 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KVUE KENVUE INC Consumer Defensive 3,985,188.0 $68.7M 0.08% NEW $17.24 -0.8%
322 BAC PUT BANK AMERICA CORP Financial Services 1,390,300.0 $67.8M 0.07% -318K -18.6% $48.75 +2.1%
323 AMH AMERICAN HOMES 4 RENT Real Estate 2,415,299.0 $67.4M 0.07% NEW $27.92 +14.2%
324 AES AES CORP Utilities 4,723,464.0 $66.6M 0.07% +3.8M +400.7% $14.09 +3.1%
325 CF CF INDUSTRIES HOLD Basic Materials 512,306.0 $66.5M 0.07% -321K -38.5% $129.84 -3.6%
326 IAG IAMGOLD CORP Basic Materials 3,502,303.0 $65.9M 0.07% +3.4M +4632.1% $18.82 -9.8%
327 HAS HASBRO INC Consumer Cyclical 701,691.0 $65.7M 0.07% +31K +4.6% $93.60 +1.8%
328 TOL TOLL BROTHERS INC Consumer Cyclical 479,428.0 $65.4M 0.07% +282K +142.5% $136.47 -7.5%
329 TRP TC ENERGY CORP Energy 1,043,964.0 $65.4M 0.07% +957K +1102.3% $62.60 +9.0%
330 BERKSHIRE HATHAWAY INC DEL 91.0 $65.4M 0.07% +23.0 +33.8% $718140.00
331 DIGITALBRIDGE GROUP INC 4,227,493.0 $65.2M 0.07% +3.0M +254.8% $15.42
332 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 805,165.0 $65.2M 0.07% +321K +66.3% $80.95 -5.6%
333 URBN URBAN OUTFITTERS INC Consumer Cyclical 1,020,018.0 $64.6M 0.07% +23K +2.3% $63.35 +8.8%
334 CCL CARNIVAL CORP Consumer Cyclical 2,495,837.0 $64.6M 0.07% -5.0M -66.6% $25.88 -3.7%
335 KEY KEYCORP Financial Services 3,217,335.0 $64.5M 0.07% +1.9M +137.0% $20.05 +4.9%
336 UPS UNITED PARCEL SVCS INC Industrials 655,142.0 $64.5M 0.07% NEW $98.38 +0.6%
337 REGN REGENERON PHARMACEUTICALS Healthcare 83,358.0 $64.4M 0.07% -59K -41.4% $772.64 -9.6%
338 USB US BANCORP Financial Services 1,227,684.0 $63.9M 0.07% +821K +201.8% $52.01 +2.1%
339 EW EDWARDS LIFESCIENCES CORP Healthcare 795,188.0 $63.7M 0.07% -320K -28.7% $80.08 +1.6%
340 GVA GRANITE CONSTR INC Industrials 530,953.0 $63.7M 0.07% -6K -1.2% $119.88 +15.6%
Page 17 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%