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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 49 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MORN MORNINGSTAR INC COM Financial Services 105.0 $23K 0.00% -57.0 -35.2% $217.31 -16.2%
962 RACE FERRARI N V COM Consumer Cyclical 61.0 $23K 0.00% +12.0 +24.5% $373.69 -9.0%
963 SLGN SILGAN HLDGS INC COM Consumer Cyclical 564.0 $23K 0.00% -570.0 -50.3% $40.37 -7.0%
964 CUZ COUSINS PPTYS INC COM NEW Real Estate 877.0 $23K 0.00% +110.0 +14.3% $25.78 +4.0%
965 HP HELMERICH & PAYNE INC COM Energy 782.0 $22K 0.00% +633.0 +424.8% $28.68 +33.0%
966 ADT ADT INC DEL COM Industrials 2,750.0 $22K 0.00% -499.0 -15.4% $8.07 -16.9%
967 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 474.0 $22K 0.00% NEW $46.54 -0.8%
968 FSLR FIRST SOLAR INC COM Energy 84.0 $22K 0.00% +29.0 +52.7% $261.23 +17.4%
969 CLEARWAY ENERGY INC CL A 697.0 $22K 0.00% +4.0 +0.6% $31.42
970 VNT VONTIER CORPORATION COM Technology 588.0 $22K 0.00% -303.0 -34.0% $37.16 -23.6%
971 VLYPN VALLEY NATL BANCORP COM Financial Services 1,870.0 $22K 0.00% +160.0 +9.4% $11.68 +124.3%
972 ALGN ALIGN TECHNOLOGY INC COM Healthcare 139.0 $22K 0.00% -99.0 -41.6% $156.15 +12.0%
973 LW LAMB WESTON HLDGS INC COM Consumer Defensive 518.0 $22K 0.00% +16.0 +3.2% $41.87 +3.1%
974 LAMR LAMAR ADVERTISING CO CL A Real Estate 170.0 $22K 0.00% -42.0 -19.8% $126.58 +20.4%
975 BLOCK INC CL A 329.0 $21K 0.00% -81.0 -19.8% $65.09
976 LBRDA LIBERTY BROADBAND CORP COM SER A Communication Services 442.0 $21K 0.00% -127.0 -22.3% $48.28 -30.0%
977 SLG SL GREEN RLTY CORP COM Real Estate 463.0 $21K 0.00% +4.0 +0.9% $45.91 -1.1%
978 HSIC HENRY SCHEIN INC COM Healthcare 278.0 $21K 0.00% -18.0 -6.1% $75.58 +1.3%
979 PCTY PAYLOCITY HLDG CORP COM Technology 137.0 $21K 0.00% +113.0 +470.8% $152.50 -24.6%
980 RUN SUNRUN INC COM Energy 1,132.0 $21K 0.00% $18.40 -9.1%
Page 49 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%