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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 5 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LENNAR CORP CL B 1,523.0 $145K 0.01% -65.0 -4.1% $95.12
82 HIW HIGHWOODS PPTYS INC COM Real Estate 5,552.0 $143K 0.01% -273.0 -4.7% $25.82 +1.1%
83 DLR DIGITAL RLTY TR INC COM Real Estate 924.0 $143K 0.01% -70.0 -7.0% $154.71 +24.4%
84 EW EDWARDS LIFESCIENCES CORP COM Healthcare 1,639.0 $140K 0.01% -97.0 -5.6% $85.25 +0.8%
85 HPQ HP INC COM Technology 6,230.0 $139K 0.01% -2K -20.7% $22.28 +11.7%
86 AR ANTERO RESOURCES CORP COM Energy 4,002.0 $138K 0.01% -60.0 -1.5% $34.46 +3.5%
87 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 658.0 $137K 0.01% -153.0 -18.9% $207.81 -36.4%
88 KMI KINDER MORGAN INC DEL COM Energy 4,859.0 $134K 0.01% -255.0 -5.0% $27.49 +18.7%
89 SLB SLB LIMITED COM STK Energy 3,436.0 $132K 0.01% -65.0 -1.9% $38.38 +46.3%
90 R RYDER SYS INC COM Industrials 689.0 $132K 0.01% -17.0 -2.4% $191.39 +30.3%
91 CTAS CINTAS CORP COM Industrials 701.0 $132K 0.01% -39.0 -5.3% $188.07 -9.3%
92 EQH EQUITABLE HLDGS INC COM Financial Services 2,724.0 $130K 0.01% -102.0 -3.6% $47.65 -13.0%
93 IWB ISHARES RUSSELL 1000 ETF 343.0 $128K 0.01% -413.0 -54.6% $373.57 +9.5%
94 SPG SIMON PPTY GROUP INC NEW COM Real Estate 680.0 $126K 0.01% -51.0 -7.0% $185.10 +12.4%
95 NKE NIKE INC CL B Consumer Cyclical 1,955.0 $125K 0.01% -219.0 -10.1% $63.70 -27.7%
96 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 667.0 $119K 0.01% -17.0 -2.5% $178.61 +14.7%
97 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 730.0 $118K 0.01% -45.0 -5.8% $161.98 -8.2%
98 FISV FISERV INC COM Technology 1,746.0 $117K 0.01% -453.0 -20.6% $67.17 -16.9%
99 DXCM DEXCOM INC COM Healthcare 1,758.0 $117K 0.01% -72.0 -3.9% $66.37 +5.6%
100 OTIS OTIS WORLDWIDE CORP COM Industrials 1,298.0 $113K 0.01% -23.0 -1.7% $87.34 -17.4%
Page 5 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%