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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 15 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TFX TELEFLEX INCORPORATED COM Healthcare 102.0 $12K 0.00% -210.0 -67.3% $121.73 +6.0%
282 CHWY CHEWY INC CL A Consumer Cyclical 362.0 $12K 0.00% -302.0 -45.5% $33.05 -35.4%
283 DTE DTE ENERGY CO COM Utilities 91.0 $12K 0.00% -62.0 -40.5% $129.29 +12.2%
284 BROWN FORMAN CORP CL B 447.0 $12K 0.00% -49.0 -9.9% $26.06
285 GWRE GUIDEWIRE SOFTWARE INC COM Technology 57.0 $11K 0.00% -201.0 -77.9% $201.02 -33.5%
286 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 41.0 $11K 0.00% -1.0 -2.4% $275.15 +12.5%
287 CXT CRANE NXT CO COM Industrials 239.0 $11K 0.00% -181.0 -43.1% $47.07 -15.0%
288 SAM BOSTON BEER INC CL A Consumer Defensive 57.0 $11K 0.00% -69.0 -54.8% $195.12 -6.0%
289 PTC PTC INC COM Technology 60.0 $10K 0.00% -47.0 -43.9% $174.22 -17.8%
290 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 62.0 $10K 0.00% -50.0 -44.6% $166.00 +8.9%
291 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 107.0 $10K 0.00% -102.0 -48.8% $95.38 +21.9%
292 BFH BREAD FINANCIAL HOLDINGS INC COM Financial Services 138.0 $10K 0.00% -13.0 -8.6% $73.92 +22.0%
293 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 457.0 $10K 0.00% -60.0 -11.6% $21.98 -32.5%
294 QRVO QORVO INC COM Technology 118.0 $10K 0.00% -74.0 -38.5% $84.51 +23.0%
295 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 111.0 $10K 0.00% -111.0 -50.0% $89.65 -7.9%
296 AGCO AGCO CORP COM Industrials 93.0 $10K 0.00% -9.0 -8.8% $104.32 +9.0%
297 CF CF INDS HLDGS INC COM Basic Materials 125.0 $10K 0.00% -113.0 -47.5% $77.34 +50.6%
298 HE HAWAIIAN ELEC INDUSTRIES COM Utilities 782.0 $10K 0.00% -4.0 -0.5% $12.30 +10.8%
299 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 241.0 $9K 0.00% -155.0 -39.1% $39.40 -17.8%
300 ESS ESSEX PPTY TR INC COM Real Estate 36.0 $9K 0.00% -23.0 -39.0% $261.67 +6.4%
Page 15 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%