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Portfolio (Quarterly) Guide ↗

Quent Capital, LLC

· CIK 0001912338
13F Portfolio $1.4B AUM 1,569 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 204 New 686 Added 419 Reduced 62 Exited
Page 21 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 1,132.0 $54K 0.00% +330.0 +41.1% $47.57 +8.9%
402 CPT CAMDEN PPTY TR SH BEN INT Real Estate 489.0 $54K 0.00% +217.0 +79.8% $110.08 -1.8%
403 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 1,233.0 $53K 0.00% +639.0 +107.6% $43.30 +56.3%
404 TXT TEXTRON INC COM Industrials 611.0 $53K 0.00% +225.0 +58.3% $87.17 +5.9%
405 COLD AMERICOLD REALTY TRUST INC COM Real Estate 4,024.0 $52K 0.00% +4K +1424.2% $12.86 +19.2%
406 WPC WP CAREY INC COM Real Estate 800.0 $51K 0.00% +30.0 +3.9% $64.36 +16.3%
407 BOKF BOK FINL CORP COM NEW Financial Services 432.0 $51K 0.00% +12.0 +2.9% $118.46 +9.9%
408 ZM ZOOM COMMUNICATIONS INC CL A Technology 593.0 $51K 0.00% +180.0 +43.6% $86.29 +16.0%
409 CAH CARDINAL HEALTH INC COM Healthcare 246.0 $51K 0.00% +26.0 +11.8% $205.74 -2.9%
410 TYL TYLER TECHNOLOGIES INC COM Technology 109.0 $49K 0.00% +16.0 +17.2% $453.95 -33.4%
411 EXP EAGLE MATLS INC COM Basic Materials 239.0 $49K 0.00% +9.0 +3.9% $206.68 +3.9%
412 WTRG ESSENTIAL UTILS INC COM Utilities 1,283.0 $49K 0.00% +38.0 +3.0% $38.36 -3.2%
413 RBC RBC BEARINGS INC COM Industrials 108.0 $48K 0.00% +10.0 +10.2% $448.43 +28.8%
414 LH LABCORP HOLDINGS INC COM SHS Healthcare 193.0 $48K 0.00% +16.0 +9.0% $250.88 +2.9%
415 UAL UNITED AIRLS HLDGS INC COM Industrials 430.0 $48K 0.00% +13.0 +3.1% $111.82 +0.7%
416 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 548.0 $48K 0.00% +103.0 +23.1% $87.42 -24.8%
417 RVT ROYCE SMALL CAP TRUST INC COM Financial Services 2,945.0 $47K 0.00% +95.0 +3.3% $16.10 +15.0%
418 MDU MDU RES GROUP INC COM Industrials 2,428.0 $47K 0.00% +36.0 +1.5% $19.52 +12.2%
419 AA ALCOA CORP COM Basic Materials 889.0 $47K 0.00% +381.0 +75.0% $53.16 +37.6%
420 VTR VENTAS INC COM Real Estate 609.0 $47K 0.00% +50.0 +8.9% $77.38 +13.8%
Page 21 of 35  ·  686 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 32.2%
Financial Services 26.0%
Consumer Cyclical 9.6%
Communication Services 8.7%
Industrials 7.6%
Healthcare 6.2%
Consumer Defensive 3.0%
Energy 2.4%
Basic Materials 1.9%
Utilities 1.2%