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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 51 of 79  ·  1,569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 324.0 $19K 0.00% -202.0 -38.4% $59.43 -3.6%
1002 TECH BIO-TECHNE CORP COM Healthcare 327.0 $19K 0.00% $58.81 -12.1%
1003 ALKS ALKERMES PLC SHS Healthcare 678.0 $19K 0.00% $27.98 +50.8%
1004 DAVA ENDAVA PLC ADS Technology 3,000.0 $19K 0.00% NEW $6.32 -49.1%
1005 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 93.0 $19K 0.00% -4.0 -4.1% $203.85 -12.5%
1006 INVH INVITATION HOMES INC COM Real Estate 681.0 $19K 0.00% +191.0 +39.0% $27.79 +5.3%
1007 THC TENET HEALTHCARE CORP COM NEW Healthcare 95.0 $19K 0.00% +1.0 +1.1% $198.72 -11.8%
1008 HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 579.0 $19K 0.00% NEW $32.45 +16.3%
1009 SOUTHSTATE BK CORP COM 198.0 $19K 0.00% +8.0 +4.2% $94.11
1010 ONTO ONTO INNOVATION INC COM Technology 118.0 $19K 0.00% +40.0 +51.3% $157.86 +63.6%
1011 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 340.0 $19K 0.00% -86.0 -20.2% $54.59 -13.3%
1012 HXL HEXCEL CORP NEW COM Industrials 251.0 $19K 0.00% $73.80 +21.7%
1013 PAMT CORP COM 1,532.0 $19K 0.00% $12.08
1014 GGG GRACO INC COM Industrials 224.0 $18K 0.00% $82.08 -8.1%
1015 PR PERMIAN RESOURCES CORP CLASS A COM Energy 1,306.0 $18K 0.00% +749.0 +134.5% $14.03 +37.1%
1016 MSM MSC INDL DIRECT INC CL A Industrials 215.0 $18K 0.00% -117.0 -35.2% $84.10 +30.2%
1017 SOXX ISHARES SEMICONDUCTOR ETF 60.0 $18K 0.00% NEW $301.15 +89.0%
1018 CE CELANESE CORP DEL COM Basic Materials 426.0 $18K 0.00% +312.0 +273.7% $42.28 +25.7%
1019 AVT AVNET INC COM Technology 374.0 $18K 0.00% -360.0 -49.0% $48.13 +80.6%
1020 EXPD EXPEDITORS INTL WASH INC COM Industrials 121.0 $18K 0.00% $148.62 +6.3%
Page 51 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%