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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 6 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 1,241.0 $111K 0.01% -33.0 -2.6% $89.38
102 AFL AFLAC INC COM Financial Services 1,000.0 $110K 0.01% -35.0 -3.4% $110.27 +5.6%
103 PYPL PAYPAL HLDGS INC COM Financial Services 1,882.0 $110K 0.01% -809.0 -30.1% $58.39 -23.5%
104 NVR NVR INC COM Consumer Cyclical 15.0 $109K 0.01% -2.0 -11.8% $7292.80 -15.1%
105 SYNOVUS FINL CORP COM NEW 2,150.0 $108K 0.01% -118.0 -5.2% $50.05
106 MKL MARKEL GROUP INC COM Financial Services 50.0 $107K 0.01% -3.0 -5.7% $2149.66 -12.9%
107 ASTRAZENECA PLC SPONSORED ADR 1,163.0 $107K 0.01% -22.0 -1.9% $91.91
108 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 277.0 $106K 0.01% -24.0 -8.0% $383.08 +7.5%
109 GDDY GODADDY INC CL A Technology 840.0 $104K 0.01% -437.0 -34.2% $124.08 -27.8%
110 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 2,017.0 $101K 0.01% -436.0 -17.8% $50.03 -20.2%
111 WDAY WORKDAY INC CL A Technology 467.0 $100K 0.01% -248.0 -34.7% $214.78 -40.1%
112 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 1,245.0 $100K 0.01% -154.0 -11.0% $80.31 -0.9%
113 LII LENNOX INTL INC COM Industrials 206.0 $100K 0.01% -20.0 -8.8% $484.72 +5.9%
114 CHTR CHARTER COMMUNICATIONS INC NEW CL A Communication Services 476.0 $99K 0.01% -67.0 -12.3% $208.74 -28.2%
115 IT GARTNER INC COM Technology 388.0 $98K 0.01% -150.0 -27.9% $252.28 -35.9%
116 MPWR MONOLITHIC PWR SYS INC COM Technology 107.0 $97K 0.01% -10.0 -8.6% $908.65 +77.2%
117 TPR TAPESTRY INC COM Consumer Cyclical 745.0 $95K 0.01% -87.0 -10.5% $127.78 +11.1%
118 J JACOBS SOLUTIONS INC COM Industrials 709.0 $94K 0.01% -26.0 -3.5% $132.46 -12.0%
119 HUBS HUBSPOT INC COM Technology 234.0 $94K 0.01% -72.0 -23.5% $401.30 -48.2%
120 O REALTY INCOME CORP COM Real Estate 1,661.0 $94K 0.01% -371.0 -18.3% $56.36 +11.6%
Page 6 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%