Fund HoldingsQuantum Portfolio Management LLC

Total Portfolio Value
$186.28M
Total Bought
$26.94M
Total Sold
$24.12M
Net Transaction
+$2.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)07,048+7,04801,6340.88%+1,634
APPLE INC(AAPL)41,46642,884+1,4189,66210,7395.76%+1,077
NVIDIA CORPORATION(NVDA)037,787+37,78705,0742.72%+5,074
VANGUARD INDEX FDS2,5943,776+1,1821,3692,0351.09%+666
LAM RESEARCH CORP(LRCX)08,725+8,72506300.34%+630
ARISTA NETWORKS INC(ANET)05,552+5,55206140.33%+614
SPDR SER TR
ST STR SP600GRWO
023,896+23,89602,1591.16%+2,159
AMAZON COM INC(AMZN)013,954+13,95403,0611.64%+3,061
SEMPRA(SRE)05,289+5,28904640.25%+464
GUIDEWIRE SOFTWARE INC(GWRE)02,589+2,58904360.23%+436
VANECK ETF TRUST
OIL SERVICES ETF
01,597+1,59704330.23%+433
SALESFORCE INC(CRM)01,284+1,28404290.23%+429
ISHARES TR01,912+1,91204220.23%+422
SPDR SER TR
ST STR SP REGBNK
06,835+6,83504120.22%+412
APTIV PLC(APTV)06,690+6,69004050.22%+405
MICROSOFT CORP(MSFT)7,2628,373+1,1113,1253,5291.89%+404
TARGA RES CORP(TRGP)04,974+4,97408880.48%+888
WILLIAMS COS INC(WMB)14,57118,837+4,2666651,0190.55%+354
NETFLIX INC(NFLX)01,569+1,56901,3980.75%+1,398
JEFFERIES FINL GROUP INC(JEF)16,84117,175+3341,0371,3470.72%+310
TESLA INC(TSLA)0763+76303080.17%+308
DECKERS OUTDOOR CORP(DECK)6,1686,295+1279831,2780.69%+295
MITSUBISHI UFJ FINL GROUP IN(MUFG)024,003+24,00302810.15%+281
VISA INC(V)2,6593,200+5417311,0110.54%+280
KINDER MORGAN INC DEL(KMI)010,226+10,22602800.15%+280
ISHARES TR
MSCI SAUDI ARBIA
06,757+6,75702760.15%+276
ONEOK INC NEW(OKE)02,747+2,74702760.15%+276
ISHARES TR010,302+10,30204,1372.22%+4,137
AMGEN INC(AMGN)01,050+1,05002740.15%+274
ISHARES TR01,881+1,88102730.15%+273
INVESCO EXCH TRADED FD TR II04,116+4,11602690.14%+269
NISOURCE INC(NI)07,310+7,31002690.14%+269
GLOBAL X FDS
DEFENSE TECH ETF
07,175+7,17502680.14%+268
PLAINS GP HLDGS L P(PAGP)014,438+14,43802650.14%+265
CENTERPOINT ENERGY INC(CNP)08,356+8,35602650.14%+265
SHERWIN WILLIAMS CO(SHW)0767+76702610.14%+261
ALPHABET INC(GOOG)010,066+10,06601,9051.02%+1,905
ABRDN SILVER ETF TRUST09,350+9,35002580.14%+258
WELLS FARGO CO NEW(WFC)03,500+3,50002460.13%+246
CBRE GROUP INC(CBRE)7,2918,768+1,4779081,1510.62%+244
WEC ENERGY GROUP INC(WEC)02,529+2,52902380.13%+238
EXELON CORP(EXC)06,286+6,28602370.13%+237
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
07,371+7,37102340.13%+234
EDISON INTL(EIX)02,920+2,92002330.13%+233
AMERICAN WTR WKS CO INC NEW01,814+1,81402260.12%+226
ESSENTIAL UTILS INC(WTRG)06,196+6,19602250.12%+225
SOUTHERN CO(SO)02,715+2,71502230.12%+223
AMERICAN TOWER CORP NEW(AMT)01,212+1,21202220.12%+222
ANALOG DEVICES INC(ADI)9222,044+1,1222124340.23%+222
EVERSOURCE ENERGY(ES)03,810+3,81002190.12%+219
SBA COMMUNICATIONS CORP NEW(SBAC)01,073+1,07302190.12%+219
CONSOLIDATED EDISON INC(ED)02,421+2,42102160.12%+216
DEUTSCHE BANK A G
NAMEN AKT
012,620+12,62002150.12%+215
UMH PPTYS INC(UMH)011,364+11,36402150.12%+215
URBAN EDGE PPTYS(UE)09,924+9,92402130.11%+213
UBS GROUP AG(UBS)07,029+7,02902130.11%+213
AXIS CAP HLDGS LTD
SHS
14,69615,598+9021,1701,3820.74%+212
DISNEY WALT CO(DIS)01,885+1,88502100.11%+210
WELLTOWER INC(WELL)01,662+1,66202090.11%+209
ENERGY TRANSFER L P(ET)070,623+70,62301,3840.74%+1,384
ATLASSIAN CORPORATION02,508+2,50806100.33%+610
ABBOTT LABS01,845+1,84502090.11%+209
SL GREEN RLTY CORP(SLG)03,021+3,02102050.11%+205
CISCO SYS INC(CSCO)03,441+3,44102040.11%+204
F5 INC(FFIV)2,8353,288+4536248270.44%+203
OMEGA HEALTHCARE INVS INC(OHI)05,351+5,35102030.11%+203
AGREE RLTY CORP02,863+2,86302020.11%+202
ISHARES TR034,853+34,85303,5391.90%+3,539
PIEDMONT OFFICE REALTY TR IN(PDM)021,391+21,39101960.11%+196
ALPHABET INC(GOOG)07,563+7,56301,4400.77%+1,440
APOLLO GLOBAL MGMT INC(APO)04,328+4,32807150.38%+715
CURTISS WRIGHT CORP(CW)3,8574,035+1781,2681,4320.77%+164
CELESTICA INC(CLS)05,390+5,39004970.27%+497
TEMPUR SEALY INTL INC(SGI)6,7319,075+2,3443685140.28%+147
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)02,921+2,92105380.29%+538
QIFU TECHNOLOGY INC(QFIN)017,014+17,01406530.35%+653
ISHARES GOLD TR(IAU)08,340+8,34004130.22%+413
META PLATFORMS INC(META)3,1413,271+1301,7981,9151.03%+117
SERVICENOW INC(NOW)586599+135246350.34%+111
LABCORP HOLDINGS INC(LH)4,1824,554+3729351,0440.56%+110
SERVICE CORP INTL(SCI)9,05410,190+1,1367158130.44%+99
JPMORGAN CHASE & CO.(JPM)04,015+4,01509620.52%+962
SIMON PPTY GROUP INC NEW(SPG)06,091+6,09101,0490.56%+1,049
AMERICAN FINL GROUP INC OHIO9,3919,867+4761,2641,3510.73%+87
AECOM(ACM)9,2579,673+4169561,0330.55%+77
OREILLY AUTOMOTIVE INC(ORLY)926964+381,0661,1430.61%+77
KROGER CO(KR)12,35512,779+4247087810.42%+73
QUEST DIAGNOSTICS INC(DGX)6,1996,854+6559621,0340.56%+72
GRAND CANYON ED INC(LOPE)2,8012,855+543974680.25%+70
COSTCO WHSL CORP NEW(COST)01,344+1,34401,2310.66%+1,231
VISTA ENERGY S.A.B. DE C.V.(VIST)07,603+7,60304110.22%+411
SPOTIFY TECHNOLOGY S A(SPOT)01,098+1,09804910.26%+491
DIGITAL RLTY TR INC(DLR)1,6061,844+2382603270.18%+67
CROWDSTRIKE HLDGS INC(CRWD)1,0001,00002803420.18%+62
SPDR SER TR
ST STR SP CAPMKT
04,518+4,51806220.33%+622
FIRST AMERN FINL CORP(FAF)18,97521,046+2,0711,2531,3140.71%+62
GARMIN LTD(GRMN)02,130+2,13004390.24%+439
ALLISON TRANSMISSION HLDGS I(ALSN)05,364+5,36405800.31%+580
RYDER SYS INC(R)4,3724,428+566376950.37%+57
PERFORMANCE FOOD GROUP CO(PFGC)05,794+5,79404900.26%+490
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