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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 8 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PETROLEO BRASILEIRO SA PETRO 86,292.0 $973K 0.13% -9K -9.2% $11.27
142 MO ALTRIA GROUP INC Consumer Defensive 16,823.0 $970K 0.13% -5K -22.1% $57.66 +25.9%
143 HEI HEICO CORP NEW Industrials 2,949.0 $954K 0.12% -1K -32.7% $323.59 -3.5%
144 WAB WABTEC Industrials 4,399.0 $939K 0.12% -3K -36.6% $213.45 +21.2%
145 CMI CUMMINS INC Industrials 1,811.0 $924K 0.12% -1K -40.2% $510.45 +30.3%
146 VST VISTRA CORP Utilities 5,605.0 $904K 0.12% -3K -31.9% $161.33 -0.9%
147 LYG LLOYDS BANKING GROUP PLC Financial Services 169,615.0 $899K 0.12% -58K -25.3% $5.30 +3.9%
148 LNG CHENIERE ENERGY INC Energy 4,581.0 $891K 0.12% -2K -31.2% $194.39 +19.4%
149 NTAP NETAPP INC Technology 8,297.0 $889K 0.12% -2K -16.9% $107.09 +32.2%
150 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,104.0 $877K 0.11% -84.0 -3.8% $416.82 -23.6%
151 CRWD CROWDSTRIKE HLDGS INC Technology 1,860.0 $872K 0.11% -242.0 -11.5% $468.76 +36.8%
152 CX CEMEX SAB DE CV Basic Materials 75,386.0 $866K 0.11% -8K -9.7% $11.49 +15.3%
153 PFE PFIZER INC Healthcare 34,366.0 $856K 0.11% -1K -4.0% $24.90 +5.7%
154 UHS UNIVERSAL HLTH SVCS INC Healthcare 3,897.0 $850K 0.11% -285.0 -6.8% $218.02 -28.0%
155 VTR VENTAS INC Real Estate 10,888.0 $843K 0.11% -2K -13.2% $77.38 +14.4%
156 FORTINET INC 10,568.0 $839K 0.11% -982.0 -8.5% $79.41
157 VEEV VEEVA SYS INC Healthcare 3,722.0 $831K 0.11% -758.0 -16.9% $223.23 -27.7%
158 LOGI LOGITECH INTL S A Technology 8,016.0 $825K 0.11% -1K -15.7% $102.92 +6.9%
159 BALL BALL CORP Consumer Cyclical 15,339.0 $813K 0.11% -4K -22.4% $52.97 +7.7%
160 L LOEWS CORP Financial Services 7,645.0 $805K 0.10% -237.0 -3.0% $105.31 +2.5%
Page 8 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%