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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 6 of 182  ·  3,632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DG DOLLAR GEN CORP NEW Consumer Defensive 1,432,818.0 $190.2M 0.19% NEW $132.77 -20.0%
102 ANET ARISTA NETWORKS INC Technology 1,422,828.0 $186.4M 0.19% NEW $131.03 +8.2%
103 BA PUT BOEING CO Industrials 843,400.0 $183.1M 0.19% NEW $217.12 +1.6%
104 ALL ALLSTATE CORP Financial Services 879,495.0 $183.1M 0.19% NEW $208.15 +6.3%
105 LOGI LOGITECH INTL S A Technology 1,768,579.0 $181.6M 0.18% NEW $102.67 +2.5%
106 UAL UNITED AIRLS HLDGS INC Industrials 1,595,491.0 $178.4M 0.18% NEW $111.82 -17.2%
107 EME EMCOR GROUP INC Industrials 291,134.0 $178.1M 0.18% NEW $611.79 +43.4%
108 PM PHILIP MORRIS INTL INC Consumer Defensive 1,108,720.0 $177.8M 0.18% NEW $160.40 +19.4%
109 GD GENERAL DYNAMICS CORP Industrials 527,817.0 $177.7M 0.18% NEW $336.66 +1.9%
110 WBD WARNER BROS DISCOVERY INC Communication Services 6,144,938.0 $177.1M 0.18% NEW $28.82 -6.1%
111 MMM 3M CO Industrials 1,103,911.0 $176.7M 0.18% NEW $160.10 -4.7%
112 AER AERCAP HOLDINGS NV Industrials 1,218,415.0 $175.2M 0.18% NEW $143.76 -2.8%
113 ORCL PUT ORACLE CORP Technology 897,800.0 $175.0M 0.18% NEW $194.91 -4.3%
114 ZM ZOOM COMMUNICATIONS INC Technology 2,026,130.0 $174.8M 0.18% NEW $86.29 +14.6%
115 TRV TRAVELERS COMPANIES INC Financial Services 602,751.0 $174.8M 0.18% NEW $290.06 +5.5%
116 MSTR CALL STRATEGY INC Technology 1,145,200.0 $174.0M 0.18% NEW $151.95 +9.7%
117 CPRT COPART INC Industrials 4,389,370.0 $171.8M 0.17% NEW $39.15 -14.6%
118 C PUT CITIGROUP INC Financial Services 1,448,600.0 $169.0M 0.17% NEW $116.69 +4.8%
119 T AT&T INC Communication Services 6,701,989.0 $166.5M 0.17% NEW $24.84 -1.7%
120 CDNS CADENCE DESIGN SYSTEM INC Technology 522,840.0 $163.4M 0.17% NEW $312.58 +10.7%
Page 6 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%