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Portfolio (Quarterly) Guide ↗

Qtron Investments LLC

· CIK 0001768099
13F Portfolio $769M AUM 428 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 56 New 71 Added 230 Reduced 35 Exited
Page 10 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXPAND ENERGY CORPORATION 5,414.0 $597K 0.08% -2K -23.5% $110.36
182 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 3,078.0 $595K 0.08% -472.0 -13.3% $193.43 +4.3%
183 PWR QUANTA SVCS INC Industrials 1,401.0 $591K 0.08% -1K -46.9% $422.06 +75.8%
184 ENB ENBRIDGE INC Energy 12,257.0 $587K 0.08% -11K -47.1% $47.92 +19.0%
185 HUBS HUBSPOT INC Technology 1,455.0 $584K 0.08% -76.0 -5.0% $401.30 -50.7%
186 CVE CENOVUS ENERGY INC Energy 34,145.0 $578K 0.07% -10K -23.0% $16.94 +70.7%
187 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,507.0 $568K 0.07% -3K -42.2% $161.96 -7.0%
188 AMP AMERIPRISE FINL INC Financial Services 1,158.0 $568K 0.07% -660.0 -36.3% $490.34 -7.1%
189 OKTA OKTA INC Technology 6,492.0 $561K 0.07% -410.0 -5.9% $86.47 +8.5%
190 ADSK AUTODESK INC Technology 1,885.0 $558K 0.07% -272.0 -12.6% $296.01 -19.5%
191 IMO IMPERIAL OIL LTD Energy 6,356.0 $550K 0.07% -7K -52.4% $86.51 +49.1%
192 CIG CIA ENERGETICA DE MINAS GERA Utilities 274,000.0 $548K 0.07% -22K -7.4% $2.00 +9.5%
193 SCCO SOUTHERN COPPER CORP Basic Materials 3,778.0 $542K 0.07% -497.0 -11.6% $143.47 +32.3%
194 GDDY GODADDY INC Technology 4,310.0 $535K 0.07% -244.0 -5.4% $124.08 -28.3%
195 MCO MOODYS CORP Financial Services 1,030.0 $526K 0.07% -988.0 -49.0% $510.85 -11.7%
196 CVNA CARVANA CO Consumer Cyclical 1,240.0 $523K 0.07% -250.0 -16.8% $422.02 -83.4%
197 NTNX NUTANIX INC Technology 9,745.0 $504K 0.07% -699.0 -6.7% $51.69 -9.9%
198 EQIX EQUINIX INC Real Estate 646.0 $495K 0.06% -320.0 -33.1% $766.16 +40.7%
199 WM WASTE MGMT INC DEL Industrials 2,229.0 $490K 0.06% -642.0 -22.4% $219.71 -0.8%
200 ITUB ITAU UNIBANCO HLDG S A Financial Services 67,614.0 $484K 0.06% -12K -15.5% $7.16 +10.9%
Page 10 of 12  ·  230 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 35.6%
Financial Services 13.6%
Communication Services 9.8%
Consumer Cyclical 9.8%
Healthcare 9.7%
Industrials 6.5%
Consumer Defensive 4.3%
Basic Materials 4.0%
Energy 3.1%
Utilities 2.7%