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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 37 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NNN NNN REIT INC COM Real Estate 1,408.0 $56K 0.00% +216.0 +18.1% $39.62 +12.6%
722 RB GLOBAL INC COM 542.0 $56K 0.00% +487.0 +885.5% $102.87
723 BWA BORGWARNER INC COM Consumer Cyclical 1,237.0 $56K 0.00% -14.0 -1.1% $45.05 +60.8%
724 FE FIRSTENERGY CORP COM Utilities 1,238.0 $55K 0.00% +213.0 +20.8% $44.77 +3.9%
725 SOLV SOLVENTUM CORP COM SHS Healthcare 697.0 $55K 0.00% +52.0 +8.1% $79.24 -4.0%
726 MTDR MATADOR RES CO COM Energy 1,285.0 $55K 0.00% +874.0 +212.7% $42.44 +25.0%
727 RBLX ROBLOX CORP CL A Technology 673.0 $55K 0.00% -106.0 -13.6% $81.03 -41.5%
728 ROL ROLLINS INC COM Consumer Cyclical 907.0 $54K 0.00% +52.0 +6.1% $60.05 -20.4%
729 COIN COINBASE GLOBAL INC COM CL A Financial Services 240.0 $54K 0.00% +87.0 +56.9% $226.14 -16.3%
730 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 1,132.0 $54K 0.00% +330.0 +41.1% $47.57 +8.9%
731 CPT CAMDEN PPTY TR SH BEN INT Real Estate 489.0 $54K 0.00% +217.0 +79.8% $110.08 -2.3%
732 AVNW AVIAT NETWORKS INC COM NEW Technology 2,500.0 $53K 0.00% NEW $21.38 -17.4%
733 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 1,233.0 $53K 0.00% +639.0 +107.6% $43.30 +54.4%
734 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 279.0 $53K 0.00% -13.0 -4.5% $190.93 -16.1%
735 TXT TEXTRON INC COM Industrials 611.0 $53K 0.00% +225.0 +58.3% $87.17 +5.5%
736 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 401.0 $53K 0.00% $131.59 +8.4%
737 ECG EVERUS CONSTR GROUP COM Industrials 614.0 $53K 0.00% $85.56 +71.4%
738 KDP KEURIG DR PEPPER INC COM Consumer Defensive 1,871.0 $52K 0.00% -162.0 -8.0% $28.01 +7.0%
739 AXON AXON ENTERPRISE INC COM Industrials 92.0 $52K 0.00% -4.0 -4.2% $567.93 -21.6%
740 COLD AMERICOLD REALTY TRUST INC COM Real Estate 4,024.0 $52K 0.00% +4K +1424.2% $12.86 +24.2%
Page 37 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%