Qtron Investments LLC

CIK

1768099

Location

Boston, MA

Portfolio Value

Small $695,671,740

Diversification

Diversified

Filing Date

Global Rank

#2,183 / 8,605 ▲ 12 · as of Mar 2026

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.0%

SPY

+76.5%

Annualised alpha

-2.0%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

417 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.5%

−0.3 pts

Top 5

21.8%

−2.3 pts

Top 10

31.0%

−2.9 pts

HHI

146

Diversified−23

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$226,117,618	74
Financial Services	14.4%	$100,275,256	68
Healthcare	9.9%	$68,574,349	53
Consumer Cyclical	9.1%	$63,148,316	35
Industrials	7.8%	$53,972,138	56
Communication Services	7.3%	$51,054,972	22
Energy	5.3%	$36,724,930	28
Basic Materials	4.9%	$34,211,853	29
Consumer Defensive	4.9%	$34,190,393	20
Utilities	2.8%	$19,490,564	21
Real Estate	1.1%	$7,911,351	11

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LYG	Lloyds Banking Group plc	+15,744	185,359	$932,355
CVE	Cenovus Energy Inc.	+8,037	42,182	$1,119,088
BTI	British American Tobacco p.l.c.	+7,695	30,258	$1,769,185
INFY	Infosys Ltd	+7,013	66,414	$897,253
ERIC	Ericsson Lm Telephone Co	+5,629	78,390	$883,455
YUMC	Yum China Holdings, Inc.	+5,602	11,152	$543,994
CMC	COMMERCIAL METALS Co	+5,085	8,484	$521,172
GSK	GSK plc	+4,343	24,670	$1,361,537
NTR	Nutrien Ltd.	+4,188	16,177	$1,220,716
FCX	Freeport-Mcmoran Inc	+4,025	11,371	$668,387
COP	Conocophillips	+3,972	10,532	$1,390,224
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+3,733	44,280	$270,196
XOM	Exxon Mobil Corp	+3,269	36,175	$6,137,450
DECK	Deckers Outdoor Corp	+3,209	8,823	$883,094
VLO	Valero Energy Corp/Tx	+2,955	6,267	$1,548,450
EXE	EXPAND ENERGY Corp	+2,942	8,356	$917,321
PEP	Pepsico Inc	+2,932	15,436	$2,397,056
BMO	Bank Of Montreal /Can/	+2,547	4,354	$589,270
TTE	TotalEnergies SE	+2,463	10,687	$972,303
HIG	Hartford Insurance Group, Inc.	+2,449	8,034	$1,086,437
ALLE	Allegion plc	+2,286	3,989	$579,561
BIDU	Baidu, Inc.	+2,263	7,596	$846,346
JCI	Johnson Controls International plc	+2,253	10,801	$1,414,390
RF	Regions Financial Corp	+2,199	26,400	$689,568
TIMB	Tim S.A.	+2,141	24,624	$652,289
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ENIC	Enel Chile S.A.	−23,887	130,602	$514,571
UBS	UBS Group AG	−22,925	23,088	$902,048
KGC	Kinross Gold Corp	−17,442	70,096	$2,139,329
CNQ	CANADIAN NATURAL RESOURCES Ltd	−14,087	20,573	$1,002,522
ORLY	O Reilly Automotive Inc	−10,395	5,161	$476,411
NMR	Nomura Holdings Inc	−10,194	29,236	$230,672
BBD	Bank Bradesco	−8,632	280,595	$1,024,171
ABEV	Ambev S.A.	−7,854	152,261	$444,602
BCS	Barclays PLC	−7,659	58,372	$1,235,151
BSX	Boston Scientific Corp	−5,400	11,933	$748,795
EOG	Eog Resources Inc	−5,106	8,800	$1,272,216
VALE	Vale S.A.	−5,051	144,065	$2,292,074
UBER	Uber Technologies, Inc	−4,917	21,498	$1,546,351
RELX	Relx PLC	−3,780	11,240	$372,606
PLTR	Palantir Technologies Inc.	−3,732	16,392	$2,397,821
NFLX	Netflix Inc	−3,662	46,257	$4,447,610
GFI	Gold Fields Ltd	−3,493	44,594	$2,024,567
NWG	NatWest Group plc	−3,405	95,190	$1,418,331
NVDA	Nvidia Corp	−3,377	258,206	$45,031,126
SNY	Sanofi	−3,221	9,942	$479,005
CX	Cemex Sab De CV	−2,804	72,582	$830,338
KR	Kroger Co	−2,675	13,353	$966,223
NU	Nu Holdings Ltd.	−2,599	106,367	$1,528,493
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−2,592	45,325	$15,317,583
WMB	Williams Companies, Inc.	−2,448	9,458	$688,353
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	14,990	$2,956,327
DVN	Devon Energy Corp/De	25,295	$1,272,844
ED	Consolidated Edison Inc	10,319	$1,167,904
CBOE	Cboe Global Markets, Inc.	3,657	$1,027,872
CHTR	Charter Communications, Inc. /Mo/	4,452	$961,097
CCL	Carnival Corp Ltd.	32,763	$847,906
EIX	Edison International	11,254	$823,567
MGA	Magna International Inc	14,248	$795,180
VOD	Vodafone Group Public Ltd Co	52,109	$782,677
BWA	Borgwarner Inc	13,132	$712,542
AA	Alcoa Corp	10,129	$671,856
BUD	Anheuser-Busch InBev SA/NV	9,534	$661,373
FLEX	Flex Ltd.	9,938	$650,541
HST	Host Hotels & Resorts, Inc.	32,483	$622,374
CINF	Cincinnati Financial Corp	3,913	$615,710
TTEK	Tetra Tech Inc	20,319	$612,008
E	Eni Spa	10,688	$605,047
CDE	Coeur Mining, Inc.	30,443	$571,415
ITW	Illinois Tool Works Inc	2,166	$563,788
KIM	Kimco Realty Corp	24,668	$554,289
FLS	Flowserve Corp	7,393	$543,459
AGCO	Agco Corp /De	4,132	$478,774
CLH	Clean Harbors Inc	1,587	$455,040
VAL	Valaris Ltd	4,526	$443,729
WTS	Watts Water Technologies Inc	1,355	$393,342
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PAYX	Paychex Inc	6,837	$766,974
D	Dominion Energy, Inc	12,762	$747,725
EL	Estee Lauder Companies Inc	6,393	$669,474
CTAS	Cintas Corp	3,331	$626,461
CMS	Cms Energy Corp	8,754	$612,167
GRAB	Grab Holdings Ltd	115,838	$578,031
CMG	Chipotle Mexican Grill Inc	15,621	$577,977
URI	United Rentals, Inc.	665	$538,197
NI	Nisource Inc.	12,777	$533,567
ALAB	Astera Labs, Inc.	3,053	$507,897
NTNX	Nutanix, Inc.	9,745	$503,719
ESS	Essex Property Trust, Inc.	1,915	$501,117
AXTA	Axalta Coating Systems Ltd.	15,436	$498,737
EQIX	Equinix Inc	646	$494,939
JKHY	Jack Henry & Associates Inc	2,641	$481,929
GLPI	Gaming & Leisure Properties, Inc.	10,730	$479,523
ZBRA	Zebra Technologies Corp	1,956	$474,955
CDNS	Cadence Design Systems Inc	1,504	$470,120
DORM	Dorman Products, Inc.	3,524	$434,121
MNDY	monday.com Ltd.	2,867	$423,054
CVLT	Commvault Systems Inc	3,042	$381,345
SFM	Sprouts Farmers Market, Inc.	4,448	$354,372
ALC	Alcon Inc	4,238	$333,996
XYL	Xylem Inc.	2,383	$324,516
FISV	Fiserv Inc	4,829	$324,363
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

417 positions · $695,671,740 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 417 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	258,206	-3,377	$45,031,126	−7.7%	6.47%
AAPL	Apple Inc. Technology	Reduced	157,283	-2,106	$39,916,852	−7.9%	5.74%
MSFT	Microsoft Corp Technology	Reduced	73,930	-1,673	$27,366,668	−25.2%	3.93%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	104,032	-726	$21,666,744	−10.4%	3.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	61,162	-878	$17,587,744	−9.4%	2.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	45,325	-2,592	$15,317,583	+5.2%	2.20%
AVGO	Broadcom Inc. Technology	Added	48,523	+15	$15,018,353	−10.5%	2.16%
META	Meta Platforms, Inc. Communication Services	Added	23,776	+7	$13,602,962	−13.3%	1.96%
TSLA	Tesla, Inc. Consumer Cyclical	Added	29,701	+8	$11,041,346	−17.3%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	31,775	+9	$9,346,934	−8.7%	1.34%
LLY	ELI LILLY & Co Healthcare	Added	8,536	+2	$7,851,156	−14.4%	1.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,876	+4	$6,649,379	−4.6%	0.96%
JNJ	Johnson & Johnson Healthcare	Added	25,898	+8	$6,330,507	+18.2%	0.91%
ASML	Asml Holding NV Technology	Added	4,745	+1	$6,267,338	+23.5%	0.90%
XOM	Exxon Mobil Corp Energy	Added	36,175	+3,269	$6,137,450	+55.0%	0.88%
WMT	Walmart Inc. Consumer Defensive	Added	46,310	+14	$5,755,406	+11.6%	0.83%
V	Visa Inc. Financial Services	Added	18,739	+5	$5,663,675	−13.8%	0.81%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,294	+2	$5,275,100	+15.6%	0.76%
MA	Mastercard Inc Financial Services	Added	9,557	+3	$4,775,250	−12.4%	0.69%
NFLX	Netflix Inc Communication Services	Reduced	46,257	-3,662	$4,447,610	−5.0%	0.64%
ABBV	AbbVie Inc. Healthcare	Added	20,070	+5	$4,365,024	−4.8%	0.63%
MU	Micron Technology Inc Technology	Added	12,897	+4	$4,357,122	+18.4%	0.63%
BAC	Bank Of America Corp /De/ Financial Services	Added	86,064	+22	$4,195,620	−11.3%	0.60%
CAT	Caterpillar Inc Industrials	Added	5,757	+391	$4,078,604	+32.7%	0.59%
GE	General Electric Co Industrials	Added	14,356	+5	$4,073,802	−7.8%	0.59%
LRCX	Lam Research Corp Technology	Added	18,629	+5	$3,980,272	+24.8%	0.57%
KO	Coca Cola Co Consumer Defensive	Added	50,719	+13	$3,857,179	+8.8%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	26,594	+7	$3,841,237	+0.8%	0.55%
CVX	Chevron Corp Energy	Added	17,234	+4	$3,565,714	+35.8%	0.51%
WFC	Wells Fargo & Company/Mn Financial Services	Added	43,419	+10	$3,456,586	−14.6%	0.50%
GS	Goldman Sachs Group Inc Financial Services	Added	3,781	+1	$3,198,688	−3.7%	0.46%
CSCO	Cisco Systems, Inc. Technology	Added	40,933	+12	$3,175,991	+0.8%	0.46%
AMAT	Applied Materials Inc /De Technology	Reduced	9,190	-637	$3,141,050	+24.4%	0.45%
HSBC	Hsbc Holdings PLC Financial Services	Added	36,970	+19	$3,049,655	+4.9%	0.44%
RY	Royal Bank Of Canada Financial Services	Reduced	18,782	-353	$3,038,551	−6.9%	0.44%
AMD	Advanced Micro Devices Inc Technology	Added	14,597	+5	$2,969,467	−5.0%	0.43%
AZN	Astrazeneca PLC Healthcare	NEW	14,990	NEW	$2,956,327	NEW	0.42%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	26,082	-1,863	$2,823,376	+1.2%	0.41%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	8,525	-198	$2,803,787	−6.6%	0.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	17,173	+4	$2,742,528	+4.0%	0.39%
MRK	Merck & Co., Inc. Healthcare	Added	22,233	+8	$2,674,407	+14.3%	0.38%
MS	Morgan Stanley Financial Services	Added	16,107	+4	$2,650,728	−7.3%	0.38%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Held	154,238	0	$2,617,418	+7.0%	0.38%
ORCL	Oracle Corp Technology	Added	17,513	+6	$2,576,337	−24.5%	0.37%
IBM	International Business Machines Corp Technology	Added	10,385	+2	$2,517,220	−18.2%	0.36%
GEV	GE Vernova Inc. Industrials	Added	2,821	+1	$2,462,450	+33.6%	0.35%
GILD	Gilead Sciences, Inc. Healthcare	Added	17,241	+5	$2,402,878	+13.6%	0.35%
PLTR	Palantir Technologies Inc. Technology	Reduced	16,392	-3,732	$2,397,821	−33.0%	0.34%
PEP	Pepsico Inc Consumer Defensive	Added	15,436	+2,932	$2,397,056	+33.6%	0.34%
RTX	RTX Corp Industrials	Added	12,248	+3	$2,362,639	+5.2%	0.34%