Fund Holdings

Quent Capital, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
ST NUVE TERM ETF
1,789,1512,160,790+371,63985,861,346103,350,5747.33%+17,489,228
ISHARES S&P GSCI COMMODITY INDEXED TRUST(GSG)833,558927,927+94,36919,221,85129,925,6342.12%+10,703,783
ISHARES 1-3 YEAR TREASURY BOND ETF644,941772,073+127,13253,414,04863,750,0794.52%+10,336,031
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
ST SHO TREAS ETF
1,019,7901,296,623+276,83329,859,46037,835,4732.68%+7,976,013
DIMENSIONAL US LARGE CAP VALUE ETF
US LARG VALU ETF
1,326,1951,475,653+149,45845,369,11652,695,5773.74%+7,326,461
TEXAS PACIFIC LAND CORPORATION COM(TPL)15,78524,286+8,5015,296,55611,444,3410.81%+6,147,785
AVANTIS U.S. SMALL CAP VALUE ETF251,266267,405+16,13925,624,06329,540,2512.10%+3,916,188
STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF
ST DOW GLOBA ETF
517,994593,631+75,63723,320,07327,170,4911.93%+3,850,418
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
881,426896,948+15,52259,249,48662,562,1584.44%+3,312,672
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
566,736596,056+29,32028,280,10231,459,8202.23%+3,179,718
VANGUARD SMALL-CAP GROWTH ETF62,70071,442+8,74218,942,28321,593,4141.53%+2,651,131
SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF
SST SPDR BLOOMBE
1,004,2281,116,054+111,82627,525,87930,044,1632.13%+2,518,284
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
364,648358,890-5,7584,831,5896,215,9740.44%+1,384,385
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)176,274177,085+81115,048,50316,413,9991.16%+1,365,496
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF94,282105,106+10,82410,059,85211,193,8310.79%+1,133,979
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
INTL SMALL CAP E
286,081308,787+22,7069,423,50010,396,8740.74%+973,374
MODINE MFG CO COM(MOD)17,50015,000-2,5002,336,4253,250,6500.23%+914,225
ISHARES MSCI EAFE GROWTH ETF546,864567,198+20,33462,298,78163,168,8054.48%+870,024
EXXON MOBIL CORP COM16,26416,071-1931,957,1952,726,5890.19%+769,394
NOVA LTD COM(NVMI)6,6996,69902,199,8852,909,2420.21%+709,357
PLANET LABS PBC COM CL A(PL)80,60080,60001,589,4322,252,7700.16%+663,338
TOWER SEMICONDUCTOR LTD SHS NEW(TSEM)11,00011,00001,291,6201,930,2800.14%+638,660
DIMENSIONAL US SMALL CAP VALUE ETF
US SMALL CAP ETF
118,139127,153+9,0143,885,5904,455,4580.32%+569,868
CITIGROUP INC COM NEW(C)6,35811,326+4,968741,8791,284,4910.09%+542,612
TREX INC COM(TREX)10,31624,833+14,517361,885904,4180.06%+542,533
ADECOAGRO S A COM
COM
74,98074,9800594,5911,126,2000.08%+531,609
CHEWY INC CL A(CHWY)36220,130+19,76811,964543,5100.04%+531,546
NEW YORK TIMES CO MTN BE CL A(NYT)24,30526,305+2,0001,687,2632,202,5340.16%+515,271
APA CORPORATION COM(APA)27,11527,320+205663,2331,159,4610.08%+496,228
MADISON SQUARE GRDN ENTERTNMNT CL A(SPHR)10,48012,480+2,000996,4381,465,1520.10%+468,714
COSTCO WHOLESALE CORPORATION COM(COST)2,9102,976+662,508,9952,965,4440.21%+456,449
ENPHASE ENERGY INC COM(ENPH)7512,039+11,9642,404455,1950.03%+452,791
NLIGHT INC COM(LASR)07,500+7,5000427,6500.03%+427,650
GE VERNOVA INC COM(GEV)1,1491,327+178751,2681,158,0780.08%+406,810
JOHNSON & JOHNSON COM(JNJ)10,46510,513+482,165,8212,569,8870.18%+404,066
SAVERS VALUE VLG INC COM(SVV)050,000+50,0000372,0000.03%+372,000
UNITED THERAPEUTICS CORP DEL COM(UTHR)4,2924,123-1692,091,2772,444,8570.17%+353,580
LINDBLAD EXPEDITIONS HLDGS INC COM(LIND)118,500118,50001,708,7702,050,0500.15%+341,280
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
55,94155,891-504,065,7684,396,3600.31%+330,592
FIGS INC CL A(FIGS)50,00060,000+10,000568,000886,2000.06%+318,200
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
ST STR SP600GRWO
44,50246,620+2,1184,191,6114,504,4520.32%+312,841
LAM RESEARCH CORP COM NEW(LRCX)6,3286,530+2021,083,3061,395,2000.10%+311,894
HAWAIIAN ELEC INDS INC MTN BE COM(HE)78221,631+20,8499,619319,1280.02%+309,509
ROYAL GOLD INC COM(RGLD)4,2724,974+702949,5721,256,1200.09%+306,548
MICRON TECHNOLOGY INC COM(MU)4,6394,805+1661,324,1231,623,2990.12%+299,176
CATERPILLAR INC COM(CAT)1,7061,791+85977,2731,268,9790.09%+291,706
ISHARES MSCI JAPAN SMALL-CAP ETF03,000+3,0000291,2400.02%+291,240
WALMART INC COM(WMT)26,74326,293-4502,979,4893,267,7110.23%+288,222
MERCK & CO INC COM(MRK)8,2579,499+1,242869,1311,142,6920.08%+273,561
CHEVRON CORPORATION COM(CVX)5,0495,026-23769,5661,039,9090.07%+270,343
QUANTA SVCS INC COM1,4061,559+153593,416855,9220.06%+262,506
ALBEMARLE CORP COM(ALB)6,6736,681+8943,8291,199,4400.09%+255,611
LANDBRIDGE COMPANY LLC CL A(LB)03,590+3,5900244,2280.02%+244,228
ISHARES MSCI EMERGING MARKETS ETF525,398510,422-14,97628,744,50928,986,8692.06%+242,360
PACS GROUP INC COM SHS(PACS)07,500+7,5000240,9000.02%+240,900
BP PLC SPONSORED ADR(BP)1,3675,830+4,46347,484274,0310.02%+226,547
LUMENTUM HLDGS INC COM(LITE)588623+35216,731437,8190.03%+221,088
CIENA CORP COM NEW(CIEN)277716+43964,782277,9730.02%+213,191
REMITLY GLOBAL INC COM(RELY)30,00040,000+10,000414,000626,8000.04%+212,800
TERADYNE INC COM(TER)1,7381,816+78336,373538,3560.04%+201,983
GREEN PLAINS INC COM(GPRE)12,90019,900+7,000126,420327,3550.02%+200,935
LEONARDO DRS INC COM(DRS)19,07419,081+7650,233849,4860.06%+199,253
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
ESG AWARE MSCI
74,95477,361+2,4073,446,3943,637,5150.26%+191,121
GSK PLC SPONSORED ADR(GSK)03,253+3,2530179,5330.01%+179,533
ALEXANDRIA REAL ESTATE EQ INC COM6304,086+3,45630,832189,6810.01%+158,849
AELUMA INC COM012,000+12,0000157,0800.01%+157,080
LOCKHEED MARTIN CORP COM(LMT)1,2841,285+1620,951776,3420.06%+155,391
WATERBRIDGE INFRASTRUCTURE LLC CL A SHS REPSTG(WBI)05,604+5,6040149,6830.01%+149,683
GRUPO AEROPORTUARIO DEL CENTRO SPON ADR(OMAB)24,72924,72902,689,7732,837,1580.20%+147,385
FORTINET INC COM(FTNT)2,5934,317+1,724205,910352,7850.03%+146,875
BUTTERFLY NETWORK INC COM CL A(BFLY)183,500208,500+25,000697,300842,3400.06%+145,040
JABIL INC COM(JBL)3,0683,167+99699,565841,2500.06%+141,685
AMALGAMATED FINANCIAL CORP COM20,58020,5800659,177799,9450.06%+140,768
UBIQUITI INC COM(UI)550558+8304,546441,3730.03%+136,827
GENERAC HLDGS INC COM(GNRC)2,3032,304+1314,060450,0400.03%+135,980
HOWMET AEROSPACE INC COM(HWM)4,8574,892+35995,8531,127,4980.08%+131,645
RIVIAN AUTOMOTIVE INC COM CL A(RIVN)26,17542,834+16,659515,909644,6520.05%+128,743
PATTERSON-UTI ENERGY INC COM(PTEN)011,850+11,8500128,3360.01%+128,336
RINGCENTRAL INC CL A(RNG)14,97215,036+64432,391559,1890.04%+126,798
TARGA RES CORP COM(TRGP)277706+42951,107177,0150.01%+125,908
ISHARES S&P SMALL-CAP 600 VALUE ETF46,71045,890-8205,311,8605,435,7230.39%+123,863
WELLTOWER INC COM(WELL)1,5542,084+530288,438412,0280.03%+123,590
ELECTRONIC ARTS INC COM(EA)4681,064+59695,723217,0150.02%+121,292
APPLIED MATLS INC COM4,4153,674-7411,134,5801,255,8010.09%+121,221
DHI GROUP INC COM40,00065,000+25,00062,000182,6500.01%+120,650
ISHARES MSCI EAFE ETF174,458173,691-76716,753,23916,870,6521.20%+117,413
ROIVANT SCIENCES LTD SHS(ROIV)1024,130+4,0282,213114,4010.01%+112,188
COMFORT SYS USA INC COM(FIX)37105+6834,532144,7940.01%+110,262
ASTRAZENECA PLC ORD(AZN)0553+5530107,4190.01%+107,419
ISHARES GLOBAL REIT ETF
GLOBAL REIT ETF
505,219505,471+25212,605,22312,712,6030.90%+107,380
UNITED STATES OIL FUND LP(USO)1,8961,866-30131,127237,4490.02%+106,322
VANGUARD SMALL CAP VALUE ETF37,59537,136-4597,962,1648,067,8560.57%+105,692
PFIZER INC COM(PFE)13,45315,691+2,238334,988440,6120.03%+105,624
ROSS STORES INC COM(ROST)2,4792,544+65446,480551,0570.04%+104,577
KARMAN HLDGS INC COMMON STOCK(KRMN)3,5274,527+1,000258,071362,3860.03%+104,315
WESCO INTL INC COM(WCC)3,5063,507+1857,756959,4930.07%+101,737
MP MATERIALS CORP COM CL A(MP)37,70741,553+3,8461,904,9582,005,3480.14%+100,390
CONOCOPHILLIPS COM(COP)3,3223,089-233311,012407,7040.03%+96,692
APPLIED DIGITAL CORP COM NEW29,00034,000+5,000711,088807,1680.06%+96,080
BROWN & BROWN INC COM(BRO)7512,391+1,64059,818155,8920.01%+96,074
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