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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 13 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MORN MORNINGSTAR INC COM Financial Services 105.0 $23K 0.00% -57.0 -35.2% $217.31 -18.7%
242 SLGN SILGAN HLDGS INC COM Consumer Cyclical 564.0 $23K 0.00% -570.0 -50.3% $40.37 -5.9%
243 ADT ADT INC DEL COM Industrials 2,750.0 $22K 0.00% -499.0 -15.4% $8.07 -15.4%
244 VNT VONTIER CORPORATION COM Technology 588.0 $22K 0.00% -303.0 -34.0% $37.16 -21.4%
245 ALGN ALIGN TECHNOLOGY INC COM Healthcare 139.0 $22K 0.00% -99.0 -41.6% $156.15 +4.3%
246 LAMR LAMAR ADVERTISING CO CL A Real Estate 170.0 $22K 0.00% -42.0 -19.8% $126.58 +20.1%
247 BLOCK INC CL A 329.0 $21K 0.00% -81.0 -19.8% $65.09
248 LBRDA LIBERTY BROADBAND CORP COM SER A Communication Services 442.0 $21K 0.00% -127.0 -22.3% $48.28 -28.6%
249 HSIC HENRY SCHEIN INC COM Healthcare 278.0 $21K 0.00% -18.0 -6.1% $75.58 +0.1%
250 MHK MOHAWK INDS INC COM Consumer Cyclical 190.0 $21K 0.00% -69.0 -26.6% $109.30 -3.0%
251 NRG NRG ENERGY INC COM NEW Utilities 127.0 $20K 0.00% -27.0 -17.5% $159.31 -13.4%
252 S SENTINELONE INC CL A Technology 1,285.0 $19K 0.00% -46.0 -3.5% $15.00 +19.7%
253 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 324.0 $19K 0.00% -202.0 -38.4% $59.43 -11.9%
254 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 93.0 $19K 0.00% -4.0 -4.1% $203.85 -9.2%
255 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 340.0 $19K 0.00% -86.0 -20.2% $54.59 -11.9%
256 MSM MSC INDL DIRECT INC CL A Industrials 215.0 $18K 0.00% -117.0 -35.2% $84.10 +27.8%
257 AVT AVNET INC COM Technology 374.0 $18K 0.00% -360.0 -49.0% $48.13 +80.9%
258 VST VISTRA CORP COM Utilities 111.0 $18K 0.00% -17.0 -13.3% $160.98 -0.5%
259 GLPI GAMING & LEISURE P COM Real Estate 391.0 $17K 0.00% -281.0 -41.8% $44.66 +6.9%
260 TTD THE TRADE DESK INC COM CL A Technology 453.0 $17K 0.00% -204.0 -31.1% $37.96 -41.3%
Page 13 of 21  ·  419 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%