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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 76 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 IBCP INDEPENDENT BK CORP MICH Financial Services 207,984.0 $6.9M 0.01% +80K +62.2% $33.30 +2.2%
1502 MNTN INC 783,760.0 $6.9M 0.01% +304K +63.5% $8.80
1503 NGS NATURAL GAS SVCS GROUP INC Energy 182,644.0 $6.9M 0.01% +78K +74.1% $37.74 +12.2%
1504 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 641,100.0 $6.9M 0.01% -51K -7.3% $10.74 +26.5%
1505 ASIX ADVANSIX INC Basic Materials 281,575.0 $6.9M 0.01% -37K -11.7% $24.40 -10.5%
1506 NWPX NWPX INFRASTRUCTURE INC Industrials 87,797.0 $6.8M 0.01% +43K +96.9% $77.86 +40.0%
1507 U CALL UNITY SOFTWARE INC Technology 311,400.0 $6.8M 0.01% -17K -5.1% $21.94 +19.6%
1508 OCGN OCUGEN INC Healthcare 3,773,066.0 $6.8M 0.01% NEW $1.81 -25.4%
1509 SLB CALL SLB LIMITED Energy 132,800.0 $6.8M 0.01% -88K -39.8% $51.39 +11.5%
1510 TPH TRI POINTE HOMES INC Consumer Cyclical 145,819.0 $6.8M 0.01% NEW $46.73 +0.5%
1511 ESRT EMPIRE ST RLTY TR INC Real Estate 1,308,953.0 $6.8M 0.01% -216K -14.2% $5.20 +8.5%
1512 DLO DLOCAL LTD Technology 524,761.0 $6.8M 0.01% +289K +122.7% $12.97 -5.6%
1513 NXST NEXSTAR MEDIA GROUP INC Communication Services 37,597.0 $6.8M 0.01% NEW $180.83 +4.8%
1514 AIQ GLOBAL X FDS 145,237.0 $6.8M 0.01% NEW $46.67 +34.2%
1515 CSV CARRIAGE SVCS INC Consumer Cyclical 148,208.0 $6.8M 0.01% -963.0 -0.7% $45.66 -3.9%
1516 HLN HALEON PLC Healthcare 673,294.0 $6.7M 0.01% NEW $10.01 -6.9%
1517 DSGX DESCARTES SYS GROUP INC Technology 93,857.0 $6.7M 0.01% -1K -1.1% $71.56 -1.1%
1518 LXU LSB INDS INC Basic Materials 450,747.0 $6.7M 0.01% NEW $14.90 -13.0%
1519 ENB ENBRIDGE INC Energy 123,372.0 $6.7M 0.01% -81K -39.5% $54.22 +6.6%
1520 GDEN GOLDEN ENTMT INC Consumer Cyclical 249,977.0 $6.7M 0.01% +122K +95.8% $26.69 +7.0%
Page 76 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%