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Quent Capital, LLC

1120 AVENUE OF THE AMERICAS 4TH FLOOR, NEW YORK, NY 10036 • 212-796-0707

Q4 2025 · Filed 2026-01-29
Market Value
$1.4B
+15.9%
Holdings
1,568
+182
New Purchases
183
Added To
698
Closed
53
Reduced
434
Top 10 Concentration
41.0%
Turnover
15.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-A 0.49% 0.13% +0.36% $7M
TPL 0.38% 0.03% +0.36% $5M
SPTS 2.16% 1.87% +0.29% $30M
TOST 0.28% 0.00% +0.27% $4M
GENI 0.21% 0.00% +0.21% $3M
OMAB 0.19% 0.00% +0.19% $3M
ERJ 0.18% 0.00% +0.18% $2M
MOD 0.17% 0.00% +0.17% $2M
CCB 0.16% 0.00% +0.16% $2M
SLYG 0.30% 0.14% +0.16% $4M
NVMI 0.16% 0.00% +0.16% $2M
DUOL 0.16% 0.00% +0.16% $2M
GOOGL 0.83% 0.68% +0.15% $12M
PI 0.14% 0.00% +0.14% $2M
MP 0.14% 0.00% +0.14% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VONG 9.27% 10.81% -1.54% $128M
EFG 4.51% 4.95% -0.44% $62M
SHM 6.21% 6.65% -0.44% $86M
IEMG 4.28% 4.68% -0.40% $59M
EEM 2.08% 2.38% -0.30% $29M
NVDA 1.80% 2.08% -0.28% $25M
MSFT 1.51% 1.77% -0.26% $21M
AAPL 2.95% 3.17% -0.22% $41M
BWZ 1.99% 2.19% -0.20% $28M
IAU 2.44% 2.64% -0.20% $34M
REET 0.91% 1.08% -0.17% $13M
EFA 1.21% 1.36% -0.15% $17M
SUSA 0.92% 1.06% -0.14% $13M
SPYG 0.77% 0.90% -0.13% $11M
IUSG 0.81% 0.94% -0.13% $11M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 74.6%
Technology 10.1%
Consumer Cyclical 3.2%
Industrials 2.9%
Communication Services 2.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $241M 17.4%
Large Cap 778 $767M 55.5%
Mid Cap 519 $281M 20.3%
Small Cap 166 $92M 6.7%
Micro Cap 30 $820K 0.1%

Portfolio Analytics

Avg Market Cap
$63.4B
Median Market Cap
$11.7B
Avg P/E
33.0
Median P/E
22.2
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
1,365
# ETFs / Funds
203

Top Holdings (1,568 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VONG 9.27% 1,053,250 $128M $121.75 -$751K -17,154 -1.6%
2 SHM 6.21% 1,789,151 $86M $47.99 $7M +144,369 +8.8%
3 EFG 4.51% 546,864 $62M $113.92 $3M +28,514 +5.5%
4 IEMG 4.28% 881,426 $59M $67.22 $3M +34,636 +4.1%
5 SHY 3.86% 644,941 $53M $82.82 $7M +82,095 +14.6%
6 DFLV 3.28% 1,326,195 $45M $34.21 $6M +122,450 +10.2%
7 AAPL 2.95% 150,064 $41M $271.86 $3M +1,535 +1.0%
8 IAU 2.44% 415,374 $34M $81.17 $2M -17,151 -4.0%
9 SPTS 2.16% 1,019,790 $30M $29.28 $8M +258,854 +34.0%
10 EEM 2.08% 525,398 $29M $54.71 $393K -5,532 -1.0%
11 DFIV 2.05% 566,736 $28M $49.90 $5M +64,315 +12.8%
12 BWZ 1.99% 1,004,228 $28M $27.41 $1M +63,374 +6.7%
13 AVUV 1.85% 251,266 $26M $101.98 $3M +21,525 +9.4%
14 NVDA 1.80% 133,261 $25M $186.50 $39K +264 +0.2%
15 RWO 1.69% 517,994 $23M $45.02 $2M +49,431 +10.6%
16 MSFT 1.51% 43,140 $21M $483.63 -$198K +2,477 +6.1%
17 GSG 1.39% 833,558 $19M $23.06 $2M +90,296 +12.2%
18 VBK 1.37% 62,700 $19M $302.11 $2M +4,616 +8.0%
19 EFA 1.21% 174,458 $17M $96.03 $475K +114 +0.1%
20 GLDM 1.09% 176,274 $15M $85.37 $2M +12,046 +7.3%
21 EFV 0.98% 189,793 $14M $71.41 $637K -628 -0.3%
22 IWO 0.94% 40,074 $13M $323.01 $3M +8,051 +25.1%
23 SUSA 0.92% 91,685 $13M $139.34 $137K -1,484 -1.6%
24 REET 0.91% 505,219 $13M $24.95 -$266K +1,648 +0.3%
25 GOOGL 0.83% 36,822 $12M $313.00 $3M +3,440 +10.3%
26 GOOG 0.82% 36,126 $11M $313.80 $3M +1,282 +3.7%
27 IUSG 0.81% 66,824 $11M $167.94 -$823 -1,386 -2.0%
28 AMZN 0.78% 46,620 $11M $230.82 $2M +5,740 +14.0%
29 SPYG 0.77% 99,308 $11M $106.70 -$92K -2,962 -2.9%
30 IUSV 0.73% 98,656 $10M $102.54 $190K -656 -0.7%
31 SUB 0.73% 94,282 $10M $106.70 $1M +13,487 +16.7%
32 DFIS 0.68% 286,081 $9M $32.94 $1M +26,337 +10.1%
33 SPY 0.65% 13,187 $9M $681.91 $813K +909 +7.4%
34 SPYV 0.64% 154,954 $9M $56.81 $201K -518 -0.3%
35 IWF 0.64% 18,557 $9M $473.31 -$23K -242 -1.3%
36 IWD 0.62% 40,804 $9M $210.34 $32K -1,196 -2.9%
37 VBR 0.58% 37,595 $8M $211.79 $149K +161 +0.4%
38 BRK-A 0.49% 9 $7M $754,800.00 $5M +7 +350.0%
39 GLD 0.48% 16,920 $7M $396.31 $580K -312 -1.8%
40 AVGO 0.44% 17,750 $6M $346.10 $916K +1,905 +12.0%
41 META 0.44% 9,270 $6M $660.07 -$73K +839 +9.9%
42 ESGD 0.44% 63,379 $6M $95.09 $232K +1,056 +1.7%
43 LLY 0.43% 5,542 $6M $1,074.75 $2M +144 +2.7%
44 TSLA 0.43% 13,130 $6M $449.72 $706K +1,441 +12.3%
45 VSGX 0.42% 81,817 $6M $71.62 $144K -573 -0.7%
46 DDOG 0.41% 41,678 $6M $135.99 -$323K -389 -0.9%
47 IJS 0.38% 46,710 $5M $113.72 $239K +843 +1.8%
48 TPL 0.38% 15,785 $5M $335.54 $5M +15,428 +4321.6%
49 ESGE 0.37% 114,840 $5M $44.17 $103K +382 +0.3%
50 JPM 0.36% 15,315 $5M $322.23 $564K +1,458 +10.5%
51 BRK-B 0.35% 9,627 $5M $502.65 $448K +892 +10.2%
52 PDBC 0.35% 364,648 $5M $13.25 -$51K +1,103 +0.3%
53 SNOW 0.35% 21,854 $5M $219.36 -$162K -120 -0.6%
54 SCZ 0.35% 61,768 $5M $77.53 -$18K -883 -1.4%
55 SLYG 0.30% 44,502 $4M $94.19 $3M +26,575 +148.2%
56 EMXC 0.29% 55,941 $4M $72.68 $276K -189 -0.3%
57 DFSV 0.28% 118,139 $4M $32.89 $430K +9,612 +8.9%
58 TOST 0.28% 107,492 $4M $35.51 $4M +106,750 +14386.8%
59 SPDW 0.25% 77,757 $3M $44.41 $155K +679 +0.9%
60 ESML 0.25% 74,954 $3M $45.98 $116K +1,071 +1.4%
61 VOO 0.23% 5,046 $3M $627.14 $264K +309 +6.5%
62 HD 0.22% 8,952 $3M $344.10 -$507K +98 +1.1%
63 SPTM 0.22% 37,117 $3M $82.50 $389K +3,977 +12.0%
64 V 0.22% 8,510 $3M $350.69 $113K +98 +1.2%
65 WMT 0.22% 26,743 $3M $111.41 $453K +2,231 +9.1%
66 ORCL 0.21% 15,025 $3M $194.91 -$804K +1,752 +13.2%
67 QUAL 0.21% 14,426 $3M $198.61 -$55K -587 -3.9%
68 PCOR 0.21% 39,339 $3M $72.74 -$3K +62 +0.2%
69 GENI 0.21% 257,731 $3M $11.02 +257,731 NEW
70 OMAB 0.19% 24,729 $3M $108.77 +24,729 NEW
71 MA 0.19% 4,617 $3M $570.86 $76K +117 +2.6%
72 SPEM 0.19% 55,849 $3M $46.81 $34K +734 +1.3%
73 COST 0.18% 2,910 $3M $862.20 -$241K -61 -2.0%
74 MS 0.18% 14,055 $2M $177.53 $317K +354 +2.6%
75 ERJ 0.18% 38,000 $2M $64.37 +38,000 NEW
76 BAC 0.17% 43,311 $2M $55.00 $581K +8,392 +24.0%
77 MOD 0.17% 17,500 $2M $133.51 +17,500 NEW
78 IEFA 0.17% 26,016 $2M $89.46 $521K +5,322 +25.7%
79 BWX 0.17% 102,931 $2M $22.53 -$46K +93 +0.1%
80 GE 0.17% 7,483 $2M $308.03 $248K +645 +9.4%
81 CCB 0.16% 19,889 $2M $114.59 +19,889 NEW
82 NFLX 0.16% 23,958 $2M $93.76 -$750K +21,459 +858.7%
83 AMGN 0.16% 6,731 $2M $327.32 $328K +86 +1.3%
84 NVMI 0.16% 6,699 $2M $328.39 +6,699 NEW
85 DUOL 0.16% 12,528 $2M $175.50 $2M +12,469 +21133.9%
86 ABBV 0.16% 9,569 $2M $228.48 $11K +172 +1.8%
87 JNJ 0.16% 10,465 $2M $206.96 $603K +2,034 +24.1%
88 UTHR 0.15% 4,292 $2M $487.25 $2M +3,323 +342.9%
89 GS 0.15% 2,294 $2M $879.11 $225K +45 +2.0%
90 AMD 0.15% 9,374 $2M $214.16 $535K +275 +3.0%
91 CSCO 0.14% 25,817 $2M $77.03 $333K +1,625 +6.7%
92 PI 0.14% 11,350 $2M $174.01 +11,350 NEW
93 XOM 0.14% 16,264 $2M $120.34 $243K +1,060 +7.0%
94 DKS 0.14% 9,700 $2M $197.97 $2M +8,882 +1085.8%
95 MP 0.14% 37,707 $2M $50.52 $2M +37,383 +11538.0%
96 IVV 0.14% 2,768 $2M $685.01 $183K +209 +8.2%
97 FBP 0.14% 90,400 $2M $20.73 +90,400 NEW
98 LIND 0.12% 118,500 $2M $14.42 +118,500 NEW
99 NYT 0.12% 24,305 $2M $69.42 $2M +23,980 +7378.5%
100 AN 0.12% 8,040 $2M $206.48 $257K +1,627 +25.4%

New Positions

SymbolValue% Port
GENI $3M 0.21%
OMAB $3M 0.19%
ERJ $2M 0.18%
MOD $2M 0.17%
CCB $2M 0.16%
NVMI $2M 0.16%
PI $2M 0.14%
FBP $2M 0.14%
LIND $2M 0.12%
PL $2M 0.11%
STRL $2M 0.11%
AER $1M 0.10%
TSEM $1M 0.09%
YELP $1M 0.09%
TTAN $1M 0.08%

Sold Out Positions

SymbolValue% Port
AAP —%
UAA —%
INSP —%
HLF —%
CAVA —%
ENR —%
HPP —%
MMS —%
HOG —%
CLVT —%
UL —%
HQL —%
SARO —%
AI —%
PSN —%
View SEC EDGAR Filings for Quent Capital, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms