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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 32 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PKG PACKAGING CORP AMER COM Consumer Cyclical 394.0 $81K 0.01% -37.0 -8.6% $206.23 +5.3%
622 TECHNIPFMC PLC COM 1,820.0 $81K 0.01% +46.0 +2.6% $44.56
623 TKR TIMKEN CO COM Industrials 958.0 $81K 0.01% +62.0 +6.9% $84.13 +52.0%
624 SYY SYSCO CORP COM Consumer Defensive 1,091.0 $80K 0.01% +25.0 +2.4% $73.69 +2.3%
625 CCI CROWN CASTLE INC COM Real Estate 904.0 $80K 0.01% -578.0 -39.0% $88.90 +2.0%
626 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 540.0 $80K 0.01% +500.0 +1250.0% $148.59 +11.4%
627 NTAP NETAPP INC COM Technology 740.0 $79K 0.01% -25.0 -3.3% $107.10 +68.6%
628 ES EVERSOURCE ENERGY COM Utilities 1,176.0 $79K 0.01% -48.0 -3.9% $67.33 +2.0%
629 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 1,047.0 $79K 0.01% +71.0 +7.3% $75.56 +7.1%
630 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 1,595.0 $79K 0.01% NEW $49.46 +1.9%
631 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 135.0 $78K 0.01% -7.0 -4.9% $580.71 -11.8%
632 RVTY REVVITY INC COM Healthcare 808.0 $78K 0.01% $96.76 +5.2%
633 VRSK VERISK ANALYTICS INC COM Industrials 345.0 $77K 0.01% +70.0 +25.4% $223.75 -22.0%
634 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1,935.0 $77K 0.01% +2K +677.1% $39.59 +11.7%
635 GPN GLOBAL PMTS INC COM Industrials 987.0 $76K 0.01% -100.0 -9.2% $77.38 -2.8%
636 XEL XCEL ENERGY INC COM Utilities 1,027.0 $76K 0.01% +29.0 +2.9% $73.84 +7.5%
637 DG DOLLAR GEN CORP NEW COM Consumer Defensive 570.0 $76K 0.01% +124.0 +27.8% $132.81 -17.6%
638 CRVL CORVEL CORP COM Financial Services 1,118.0 $76K 0.01% $67.67 -8.8%
639 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 270.0 $75K 0.01% +10.0 +3.9% $279.32 +2.2%
640 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 747.0 $75K 0.01% +364.0 +95.0% $100.80 +20.2%
Page 32 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%