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Portfolio (Quarterly) Guide ↗

Qube Research & Technologies Ltd

· CIK 0001729829
13F Portfolio $98.4B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3632 New
Page 40 of 182  ·  3,632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MAT MATTEL INC Consumer Cyclical 1,308,055.0 $26.0M 0.03% NEW $19.84 -24.5%
782 SAM BOSTON BEER INC Consumer Defensive 132,862.0 $25.9M 0.03% NEW $195.13 -6.0%
783 NMIH NMI HLDGS INC Financial Services 634,431.0 $25.9M 0.03% NEW $40.79 -7.4%
784 TSEM TOWER SEMICONDUCTOR LTD Technology 219,825.0 $25.8M 0.03% NEW $117.42 +125.2%
785 ABCB AMERIS BANCORP Financial Services 347,397.0 $25.8M 0.03% NEW $74.27 +14.1%
786 MS CALL MORGAN STANLEY Financial Services 144,900.0 $25.7M 0.03% NEW $177.53 +12.9%
787 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 144,614.0 $25.7M 0.03% NEW $177.44 -33.6%
788 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 1,277,338.0 $25.6M 0.03% NEW $20.08 -44.3%
789 GEV GE VERNOVA INC Utilities 39,240.0 $25.6M 0.03% NEW $653.57 +59.7%
790 CL COLGATE PALMOLIVE CO Consumer Defensive 324,256.0 $25.6M 0.03% NEW $79.02 +14.5%
791 ON PUT ON SEMICONDUCTOR CORP Technology 472,400.0 $25.6M 0.03% NEW $54.15 +102.4%
792 SMG SCOTTS MIRACLE-GRO CO Basic Materials 436,028.0 $25.4M 0.03% NEW $58.35 -0.0%
793 STNG SCORPIO TANKERS INC Energy 500,401.0 $25.4M 0.03% NEW $50.83 +60.7%
794 VMI VALMONT INDS INC Industrials 63,208.0 $25.4M 0.03% NEW $402.32 +25.1%
795 EMBJ EMBRAER S.A. Industrials 393,195.0 $25.3M 0.03% NEW $64.37 -12.2%
796 HON CALL HONEYWELL INTL INC Industrials 129,500.0 $25.3M 0.03% NEW $195.09 +14.7%
797 DG CALL DOLLAR GEN CORP NEW Consumer Defensive 190,200.0 $25.3M 0.03% NEW $132.77 -20.9%
798 SKYW SKYWEST INC Industrials 251,439.0 $25.2M 0.03% NEW $100.41 -17.1%
799 ROL ROLLINS INC Consumer Cyclical 420,560.0 $25.2M 0.03% NEW $60.02 -11.2%
800 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 229,270.0 $25.1M 0.03% NEW $109.61 -24.2%
Page 40 of 182  ·  3,632 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 21.1%
Industrials 15.3%
Financial Services 14.7%
Consumer Cyclical 11.6%
Healthcare 11.0%
Consumer Defensive 6.9%
Communication Services 6.4%
Energy 4.0%
Basic Materials 3.3%
Real Estate 3.2%