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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 23 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WAB WABTEC COM Industrials 744.0 $159K 0.01% +47.0 +6.7% $213.49 +22.3%
442 VOYA VOYA FINANCIAL INC COM Financial Services 2,129.0 $159K 0.01% +73.0 +3.5% $74.50 +9.9%
443 PEN PENUMBRA INC COM Healthcare 509.0 $158K 0.01% $310.91 +2.9%
444 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 1,887.0 $157K 0.01% -123.0 -6.1% $83.00 -34.4%
445 EQIX EQUINIX INC COM Real Estate 204.0 $156K 0.01% -94.0 -31.5% $766.44 +39.3%
446 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 2,030.0 $156K 0.01% +402.0 +24.7% $76.67 +15.1%
447 ACM AECOM COM Industrials 1,627.0 $155K 0.01% -196.0 -10.8% $95.31 -26.4%
448 CBRE CBRE GROUP INC CL A Real Estate 962.0 $155K 0.01% $160.79 -21.5%
449 MRSH MARSH COM Financial Services 830.0 $154K 0.01% +205.0 +32.8% $185.49 -14.0%
450 BALL BALL CORP COM Consumer Cyclical 2,876.0 $152K 0.01% +3K +1019.1% $52.97 +4.3%
451 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 4,408.0 $152K 0.01% +1K +33.7% $34.46 -30.0%
452 ROKU ROKU INC COM CL A Communication Services 1,383.0 $150K 0.01% -57.0 -4.0% $108.49 +20.4%
453 TXG 10X GENOMICS INC CL A COM Healthcare 9,137.0 $149K 0.01% +9K +2976.4% $16.31 +70.4%
454 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 1,846.0 $148K 0.01% +2K +1505.2% $80.22 +10.8%
455 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,977.0 $148K 0.01% +2K +101.6% $49.65 -17.2%
456 WEC WEC ENERGY GROUP INC COM Utilities 1,401.0 $148K 0.01% -140.0 -9.1% $105.49 +6.6%
457 CACI CACI INTL INC CL A Technology 274.0 $146K 0.01% +2.0 +0.7% $532.81 -2.3%
458 WYNN WYNN RESORTS LTD COM Consumer Cyclical 1,210.0 $146K 0.01% $120.31 -15.0%
459 LENNAR CORP CL B 1,523.0 $145K 0.01% -65.0 -4.1% $95.12
460 ULTA ULTA BEAUTY INC COM Consumer Cyclical 239.0 $145K 0.01% +19.0 +8.6% $605.01 -15.4%
Page 23 of 79  ·  1,569 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%