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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 45 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AXTA AXALTA COATING SYS LTD COM Basic Materials 952.0 $31K 0.00% +377.0 +65.6% $32.31 -4.7%
882 HCI HCI GROUP INC COM Financial Services 160.0 $31K 0.00% +32.0 +25.0% $191.69 -19.6%
883 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 642.0 $31K 0.00% $47.77 -11.2%
884 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 555.0 $31K 0.00% -132.0 -19.2% $55.09 +20.2%
885 MEDP MEDPACE HLDGS INC COM Healthcare 54.0 $30K 0.00% +5.0 +10.2% $561.65 -20.4%
886 VICI VICI PPTYS INC COM Real Estate 1,077.0 $30K 0.00% -1K -52.7% $28.12 +0.3%
887 MLI MUELLER INDS INC COM Industrials 262.0 $30K 0.00% +38.0 +17.0% $114.80 +12.1%
888 LYFT LYFT INC CL A COM Technology 1,552.0 $30K 0.00% $19.37 -27.1%
889 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 649.0 $30K 0.00% -43.0 -6.2% $46.02 +5.2%
890 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 666.0 $30K 0.00% +92.0 +16.0% $44.34 +5.5%
891 SON SONOCO PRODS CO COM Consumer Cyclical 674.0 $29K 0.00% +115.0 +20.6% $43.63 +11.6%
892 VSAT VIASAT INC COM Technology 853.0 $29K 0.00% $34.46 +134.0%
893 BABA CALL ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 200.0 $29K 0.00% NEW $146.58 -15.2%
894 RJF RAYMOND JAMES FINL INC COM Financial Services 182.0 $29K 0.00% -7.0 -3.7% $160.61 -10.7%
895 CBSH COMMERCE BANCSHARES INC COM Financial Services 557.0 $29K 0.00% +38.0 +7.3% $52.34 -0.2%
896 COLB COLUMBIA BKG SYS INC COM Financial Services 1,041.0 $29K 0.00% -84.0 -7.5% $27.96 +6.0%
897 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 621.0 $29K 0.00% -590.0 -48.7% $46.65 -15.3%
898 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 532.0 $29K 0.00% -14.0 -2.6% $54.17 +1.6%
899 EXPAND ENERGY CORPORATION COM 261.0 $29K 0.00% +90.0 +52.6% $110.36
900 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 1,063.0 $29K 0.00% +914.0 +613.4% $26.89 +8.1%
Page 45 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%