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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 31 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 WY WEYERHAEUSER CO COM NEW Real Estate 369.0 $9K 0.00% +123.0 +50.0% $23.69 +3.2%
602 FAF FIRST AMERN FINL CORP COM Financial Services 137.0 $8K 0.00% +4.0 +3.0% $61.44 +11.5%
603 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 312.0 $8K 0.00% +218.0 +231.9% $26.73 -66.5%
604 ATI ATI INC COM Industrials 69.0 $8K 0.00% +67.0 +3350.0% $114.75 +46.7%
605 IONS IONIS PHARMACEUTICALS INC COM Healthcare 99.0 $8K 0.00% +1.0 +1.0% $79.11 -2.5%
606 NWL NEWELL BRANDS INC COM Consumer Defensive 2,043.0 $8K 0.00% +2K +561.2% $3.72 +0.1%
607 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 161.0 $8K 0.00% +24.0 +17.5% $46.90 +10.1%
608 INSM INSMED INC COM PAR $.01 Healthcare 43.0 $7K 0.00% +17.0 +65.4% $174.05 -38.0%
609 AVTR AVANTOR INC COM Healthcare 652.0 $7K 0.00% +576.0 +757.9% $11.46 -26.8%
610 TW TRADEWEB MKTS INC CL A Financial Services 69.0 $7K 0.00% +41.0 +146.4% $107.54 -6.1%
611 KRG KITE REALTY GROUP TRUST COM NEW Real Estate 308.0 $7K 0.00% +55.0 +21.7% $23.97 +14.4%
612 CART MAPLEBEAR INC COM Consumer Cyclical 161.0 $7K 0.00% +120.0 +292.7% $44.98 -8.2%
613 KSS KOHLS CORP COM Consumer Cyclical 350.0 $7K 0.00% +7.0 +2.0% $20.41 -33.5%
614 ANNALY CAPITAL MANAGEMENT INC COM NEW 319.0 $7K 0.00% +57.0 +21.8% $22.36
615 SEALED AIR CORP NEW COM 172.0 $7K 0.00% +34.0 +24.6% $41.46
616 LIBERTY GLOBAL LTD COM CL A 636.0 $7K 0.00% +305.0 +92.2% $11.14
617 HEICO CORP NEW CL A 28.0 $7K 0.00% +1.0 +3.7% $252.43
618 RKT ROCKET COS INC COM CL A Financial Services 353.0 $7K +55.0 +18.5% $19.36 -25.5%
619 QLYS QUALYS INC COM Technology 51.0 $7K +24.0 +88.9% $132.90 -24.9%
620 SHC SOTERA HEALTH CO COM Healthcare 384.0 $7K +111.0 +40.7% $17.64 -9.5%
Page 31 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%