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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 4 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NSC NORFOLK SOUTHN CORP Industrials 917,991.0 $263.5M 0.29% +735K +402.8% $287.00 +10.7%
62 JCI JOHNSON CONTROLS INTERNATION Industrials 2,000,264.0 $261.9M 0.29% +290K +16.9% $130.95 +9.8%
63 MCK MCKESSON CORP Healthcare 301,830.0 $261.2M 0.29% +145K +92.2% $865.36 -13.7%
64 A AGILENT TECHNOLOGIES INC Healthcare 2,280,319.0 $259.9M 0.29% +159K +7.5% $113.98 -2.0%
65 F FORD MTR CO Consumer Cyclical 22,165,781.0 $255.8M 0.28% +12.0M +118.5% $11.54 +25.5%
66 DHR DANAHER CORP DEL Healthcare 1,348,956.0 $255.8M 0.28% +1.1M +501.6% $189.60 -13.2%
67 RL RALPH LAUREN CORP Consumer Cyclical 734,893.0 $252.8M 0.28% -165K -18.3% $343.99 -2.9%
68 AIG AMERICAN INTL GROUP INC Financial Services 3,324,159.0 $250.1M 0.28% NEW $75.25 +1.1%
69 WFC WELLS FARGO & CO Financial Services 3,131,629.0 $249.3M 0.28% +1.8M +133.9% $79.61 -7.3%
70 AXP AMERICAN EXPRESS CO Financial Services 819,142.0 $247.8M 0.28% +724K +759.9% $302.48 +3.6%
71 FIVE FIVE BELOW INC Consumer Cyclical 1,070,450.0 $244.6M 0.27% +482K +81.9% $228.48 -5.9%
72 TMUS T-MOBILE US INC Communication Services 1,144,612.0 $240.4M 0.27% -40K -3.4% $210.03 -10.4%
73 PCG PG&E CORP Utilities 13,586,320.0 $238.7M 0.27% +7.9M +137.6% $17.57 -4.3%
74 AAPL CALL APPLE INC Technology 939,300.0 $238.4M 0.27% -559K -37.3% $253.79 +18.3%
75 HOLOGIC INC 3,131,196.0 $236.7M 0.26% +1.0M +48.0% $75.59
76 EQIX EQUINIX INC Real Estate 238,092.0 $233.4M 0.26% +66K +38.5% $980.24 +10.1%
77 AEE AMEREN CORP Utilities 2,094,604.0 $230.2M 0.26% +1.7M +433.2% $109.92 -3.2%
78 DG DOLLAR GEN CORP Consumer Defensive 1,908,636.0 $226.6M 0.25% +476K +33.2% $118.73 -11.5%
79 XEL XCEL ENERGY INC Utilities 2,837,833.0 $225.4M 0.25% +1.1M +63.6% $79.44 +0.7%
80 RIO RIO TINTO PLC Basic Materials 2,377,304.0 $221.8M 0.25% $93.29 +17.5%
Page 4 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%