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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 2 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 2,024,167.0 $418.8M 0.47% +1.5M +283.1% $206.90 -9.8%
22 PH PARKER-HANNIFIN CORP Industrials 465,251.0 $416.5M 0.46% +365K +362.1% $895.24 -1.7%
23 GE GE AEROSPACE Industrials 1,426,587.0 $404.8M 0.45% +1.0M +236.4% $283.77 +2.7%
24 BAC BANK AMERICA CORP Financial Services 8,203,562.0 $399.9M 0.45% +1.7M +25.7% $48.75 +2.1%
25 GM GENERAL MTRS CO Consumer Cyclical 5,346,956.0 $398.3M 0.44% +3.8M +240.1% $74.50 +4.4%
26 TSLA PUT TESLA INC Consumer Cyclical 1,067,700.0 $396.9M 0.44% -456K -29.9% $371.75 +19.2%
27 COF CAPITAL ONE FINL CORP Financial Services 2,168,098.0 $395.5M 0.44% +1.1M +107.3% $182.43 +1.8%
28 LMT LOCKHEED MARTIN CORP Industrials 649,832.0 $392.8M 0.44% +627K +2734.3% $604.39 -13.9%
29 GOOGL PUT ALPHABET INC Communication Services 1,287,400.0 $370.2M 0.41% -87K -6.4% $287.56 +39.5%
30 C CITIGROUP INC Financial Services 3,195,592.0 $362.4M 0.40% +2.2M +230.4% $113.41 +8.8%
31 NVDA NVIDIA CORPORATION Technology 2,038,116.0 $355.4M 0.40% -4.6M -69.5% $174.40 +35.2%
32 BSX BOSTON SCIENTIFIC CORP Healthcare 5,569,880.0 $349.5M 0.39% +64K +1.2% $62.75 -16.0%
33 TPR TAPESTRY INC Consumer Cyclical 2,429,017.0 $342.8M 0.38% $141.11 -7.7%
34 MSFT PUT MICROSOFT CORP Technology 893,900.0 $330.9M 0.37% -176K -16.4% $370.17 +10.6%
35 NEM NEWMONT CORP Basic Materials 3,046,411.0 $329.8M 0.37% +2.2M +243.1% $108.25 +7.5%
36 GOOGL CALL ALPHABET INC Communication Services 1,131,000.0 $325.2M 0.36% +292K +34.8% $287.56 +39.5%
37 APH AMPHENOL CORP Technology 2,549,676.0 $322.2M 0.36% +1.9M +316.7% $126.35 -1.1%
38 AAPL PUT APPLE INC Technology 1,252,000.0 $317.7M 0.35% -1000K -44.4% $253.79 +18.3%
39 XLE PUT SELECT SECTOR SPDR TR 5,077,100.0 $311.0M 0.35% +5.1M +10000.0% $61.26 -2.9%
40 NFLX CALL NETFLIX INC. Communication Services 3,232,300.0 $310.8M 0.35% +1.8M +123.9% $96.15 -9.6%
Page 2 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%