Fund HoldingsQuantum Portfolio Management LLC

Total Portfolio Value
$197.25M
Total Bought
$65.77M
Total Sold
$51.13M
Net Transaction
+$14.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
WELLTOWER INC(WELL)1,6629,975+8,3132091,5280.77%+1,319
ARGENX SE(ARGX)02,148+2,14801,2710.64%+1,271
SEA LTD(SE)08,379+8,37901,0930.55%+1,093
FEDERATED HERMES ETF TRUST
TOTA RETU BD ETF
0164,961+164,96104,1322.09%+4,132
PALOMAR HLDGS INC(PLMR)07,751+7,75101,0630.54%+1,063
INVESCO QQQ TR02,020+2,02009470.48%+947
ONEOK INC NEW(OKE)2,74711,758+9,0112761,1670.59%+891
CATALYST PHARMACEUTICALS INC(CPRX)036,418+36,41808830.45%+883
EASTERN BANKSHARES INC(EBC)052,616+52,61608630.44%+863
INVESCO EXCH TRADED FD TR II039,551+39,55108600.44%+860
MOTOROLA SOLUTIONS INC(MSI)01,936+1,93608480.43%+848
KINETIK HOLDINGS INC(KNTK)015,904+15,90408260.42%+826
JANUS DETROIT STR TR
HENDRSON AAA CL
016,000+16,00008110.41%+811
APPFOLIO INC(APPF)03,663+3,66308050.41%+805
ACCENTURE PLC IRELAND
SHS CLASS A
02,422+2,42207560.38%+756
VISTRA CORP(VST)06,422+6,42207540.38%+754
EQUINIX INC(EQIX)0912+91207440.38%+744
SPOTIFY TECHNOLOGY S A(SPOT)1,0982,245+1,1474911,2350.63%+744
SAP SE(SAP)02,727+2,72707320.37%+732
PAYMENTUS HOLDINGS INC(PAY)026,851+26,85107010.36%+701
AMPHENOL CORP NEW010,610+10,61006960.35%+696
SHORE BANCSHARES INC050,710+50,71006870.35%+687
SSGA ACTIVE ETF TR
ST STR BL LN ETF
016,600+16,60006830.35%+683
MICROSOFT CORP(MSFT)8,37311,212+2,8393,5294,2092.13%+680
SONY GROUP CORP(SONY)026,092+26,09206620.34%+662
TAIWAN SEMICONDUCTOR MFG LTD(TSM)06,426+6,42601,0670.54%+1,067
VERTIV HOLDINGS CO(VRT)08,817+8,81706370.32%+637
WISDOMTREE TR(WT)071,981+71,98103,0291.54%+3,029
GALLAGHER ARTHUR J & CO(AJG)01,789+1,78906180.31%+618
ARGAN INC04,446+4,44605830.30%+583
STRYKER CORPORATION(SYK)01,565+1,56505830.30%+583
FORTINET INC(FTNT)05,967+5,96705740.29%+574
ASTRAZENECA PLC(AZN)07,810+7,81005740.29%+574
TESLA INC(TSLA)7633,386+2,6233088780.44%+569
META PLATFORMS INC(META)3,2714,277+1,0061,9152,4651.25%+550
POWELL INDS INC(POWL)03,160+3,16005380.27%+538
ATMOS ENERGY CORP(ATO)03,436+3,43605310.27%+531
VANGUARD WORLD FD04,043+4,04305210.26%+521
ISHARES TR019,164+19,16403,6061.83%+3,606
BOSTON SCIENTIFIC CORP(BSX)05,108+5,10805150.26%+515
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
08,038+8,03805110.26%+511
ISHARES TR046,636+46,63602,7491.39%+2,749
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
09,521+9,52105050.26%+505
APPLE INC(AAPL)42,88450,560+7,67610,73911,2315.69%+492
HOWMET AEROSPACE INC(HWM)03,752+3,75204870.25%+487
CINTAS CORP(CTAS)02,324+2,32404780.24%+478
SPDR INDEX SHS FDS
ST PORT MARK ETF
011,944+11,94404700.24%+470
ARCH CAP GROUP LTD
ORD
04,866+4,86604680.24%+468
PALANTIR TECHNOLOGIES INC(PLTR)05,515+5,51504650.24%+465
ATLASSIAN CORPORATION2,5085,030+2,5226101,0670.54%+457
BAKER HUGHES COMPANY(BKR)018,681+18,68108210.42%+821
ISHARES INC08,393+8,39304470.23%+447
ISHARES TR05,000+5,00004450.23%+445
THE TRADE DESK INC(TTD)08,131+8,13104450.23%+445
KRANESHARES TRUST012,460+12,46004350.22%+435
TRANSDIGM GROUP INC(TDG)0311+31104300.22%+430
KEYCORP(KEY)026,448+26,44804230.21%+423
FASTENAL CO(FAST)05,444+5,44404220.21%+422
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
04,129+4,12904220.21%+422
CANADIAN PACIFIC KANSAS CITY(CP)05,810+5,81004080.21%+408
WISDOMTREE TR(WT)09,396+9,39604080.21%+408
INNODATA INC(INOD)011,152+11,15204000.20%+400
UNIVERSAL TECHNICAL INST INC(UTI)015,528+15,52803990.20%+399
LINDE PLC(LIN)01,895+1,89508820.45%+882
STERIS PLC(STE)01,748+1,74803960.20%+396
ICON PLC(ICLR)02,256+2,25603950.20%+395
PENNANT GROUP INC015,328+15,32803850.20%+385
CONSTELLATION ENERGY CORP(CEG)03,041+3,04106130.31%+613
CADENCE DESIGN SYSTEM INC(CDNS)01,494+1,49403800.19%+380
ICICI BANK LIMITED(IBN)012,019+12,01903790.19%+379
COUPANG INC(CPNG)016,930+16,93003710.19%+371
PAYCHEX INC(PAYX)02,389+2,38903690.19%+369
AXIS CAP HLDGS LTD
SHS
15,59817,459+1,8611,3821,7500.89%+368
CYBERARK SOFTWARE LTD01,079+1,07903650.18%+365
CITIZENS FINL GROUP INC(CFG)08,806+8,80603610.18%+361
VANGUARD INDEX FDS3,7764,659+8832,0352,3941.21%+360
NOVO-NORDISK A S(NVO)08,311+8,31105770.29%+577
GILEAD SCIENCES INC(GILD)03,078+3,07803450.17%+345
OLD NATL BANCORP IND(ONB)016,138+16,13803420.17%+342
MONDAY COM LTD
SHS
01,339+1,33903260.17%+326
HEALTHPEAK PROPERTIES INC(DOC)016,046+16,04603240.16%+324
CARVANA CO(CVNA)01,550+1,55003240.16%+324
FULL TRUCK ALLIANCE CO LTD(YMM)025,152+25,15203210.16%+321
QUANTA SVCS INC01,251+1,25103180.16%+318
UBS GROUP AG(UBS)7,02917,246+10,2172135280.27%+315
TRANE TECHNOLOGIES PLC(TT)0926+92603120.16%+312
MERCADOLIBRE INC(MELI)0159+15903100.16%+310
BLOCK INC(XYZ)05,569+5,56903030.15%+303
MASTEC INC(MTZ)02,542+2,54202970.15%+297
WASTE CONNECTIONS INC(WCN)01,484+1,48402900.15%+290
AON PLC(AON)0715+71502850.14%+285
GRUPO AEROPUERTO DEL PACIFIC(PAC)01,513+1,51302810.14%+281
NORWEGIAN CRUISE LINE HLDG L
SHS
014,747+14,74702800.14%+280
UNION PAC CORP(UNP)01,171+1,17102770.14%+277
MARRIOTT INTL INC NEW(MAR)01,155+1,15502750.14%+275
WAYSTAR HLDG CORP(WAY)07,348+7,34802750.14%+275
BERRY GLOBAL GROUP INC03,917+3,91702730.14%+273
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
04,225+4,22502650.13%+265
F N B CORP(FNB)019,615+19,61502640.13%+264
GRAPHIC PACKAGING HLDG CO(GPK)010,076+10,07602620.13%+262
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