Fund HoldingsQuantum Portfolio Management LLC

Total Portfolio Value
$226.45M
Total Bought
$30.35M
Total Sold
$135.63M
Net Transaction
-$105.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR074,039+74,03904,0511.79%+4,051
ISHARES TR023,409+23,40902,2831.01%+2,283
SPDR SERIES TRUST
ST BLOO HIGH ETF
016,365+16,36501,5910.70%+1,591
KRANESHARES TRUST052,125+52,12501,7750.78%+1,775
MILLICOM INTL CELLULAR S A
COM STK
017,104+17,10409480.42%+948
FIVE BELOW INC(FIVE)3,1257,397+4,2724831,3930.62%+910
EXACT SCIENCES CORP(EXK)07,614+7,61407730.34%+773
ETF SER SOLUTIONS
DEFIA QUANT ETF
06,907+6,90707570.33%+757
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
14,69224,149+9,4571,1411,8320.81%+691
ROYAL GOLD INC(RGLD)03,101+3,10106890.30%+689
NASDAQ INC(NDAQ)07,021+7,02106820.30%+682
SOTERA HEALTH CO(SHC)038,460+38,46006780.30%+678
SSGA ACTIVE ETF TR
ST STR BL LN ETF
015,800+15,80006520.29%+652
AMERIPRISE FINL INC(AMP)01,254+1,25406150.27%+615
SELECT SECTOR SPDR TR
ST STR UTIL ETF
013,643+13,64305820.26%+582
CHORD ENERGY CORPORATION(CHRD)06,281+6,28105820.26%+582
WEX INC(WEX)03,832+3,83205710.25%+571
ROBINHOOD MKTS INC(HOOD)04,588+4,58805190.23%+519
MACYS INC(M)022,887+22,88705050.22%+505
MICRON TECHNOLOGY INC(MU)2,5103,224+7144209200.41%+500
GE VERNOVA INC(GEV)0735+73504800.21%+480
AUTODESK INC01,534+1,53404540.20%+454
SHOPIFY INC(SHOP)02,776+2,77604470.20%+447
ROKU INC(ROKU)04,030+4,03004370.19%+437
EVERCORE INC(EVR)01,203+1,20304090.18%+409
FERGUSON ENTERPRISES INC(FERG)01,835+1,83504090.18%+409
WESTERN DIGITAL CORP(WDC)02,195+2,19503780.17%+378
ADVANCED MICRO DEVICES INC(AMD)01,684+1,68403610.16%+361
TALEN ENERGY CORP(TLN)0919+91903440.15%+344
ALLIANT ENERGY CORP(LNT)08,594+8,59405590.25%+559
HOWARD HUGHES HOLDINGS INC(HHH)03,998+3,99803190.14%+319
CHEVRON CORP NEW(CVX)02,045+2,04503120.14%+312
MOSAIC CO NEW(MOS)010,853+10,85302610.12%+261
ALPHABET INC(GOOG)12,85110,807-2,0443,1243,3831.49%+259
ISHARES TR02,866+2,86602310.10%+231
CISCO SYS INC(CSCO)05,872+5,87204520.20%+452
LKQ CORP(LKQ)07,487+7,48702260.10%+226
PRIMO BRANDS CORPORATION(PRMB)013,824+13,82402260.10%+226
PTC INC(PTC)01,244+1,24402170.10%+217
GLOBAL X FDS
GLOBAL X COPPER
02,988+2,98802150.09%+215
UGI CORP NEW(UGI)05,579+5,57902090.09%+209
SENSATA TECHNOLOGIES HLDG PL
SHS
06,272+6,27202090.09%+209
JOHNSON & JOHNSON(JNJ)02,403+2,40304970.22%+497
RIOT PLATFORMS INC(RIOT)012,021+12,02101520.07%+152
REAVES UTIL INCOME FD(UTG)011,183+11,18304090.18%+409
FLOWERS FOODS INC(FLO)010,741+10,74101170.05%+117
ASML HOLDING N V
N Y REGISTRY SHS
0823+82308800.39%+880
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,150+5,15001,5650.69%+1,565
ISHARES INC017,896+17,89605690.25%+569
ASTRAZENECA PLC(AZN)06,284+6,28405780.26%+578
SPDR GOLD TR(GLD)01,975+1,97507830.35%+783
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,0482,04804835640.25%+81
UBS GROUP AG(UBS)011,718+11,71805430.24%+543
ISHARES INC05,745+5,74505590.25%+559
SABRA HEALTH CARE REIT INC(SBRA)023,257+23,25704400.19%+440
HEALTHPEAK PROPERTIES INC(DOC)028,644+28,64404610.20%+461
VERTEX PHARMACEUTICALS INC(VRTX)0550+55002490.11%+249
WELLS FARGO CO NEW(WFC)03,500+3,50003260.14%+326
ARCH CAP GROUP LTD
ORD
05,592+5,59205360.24%+536
AMCOR PLC(AMCR)097,392+97,39208120.36%+812
CLEVELAND-CLIFFS INC NEW(CLF)025,000+25,00003320.15%+332
AMERICOLD REALTY TRUST INC(COLD)016,690+16,69002150.09%+215
FEDERATED HERMES ETF TRUST
TOTA RETU BD ETF
0201,161+201,16105,1072.26%+5,107
NU HLDGS LTD(NU)029,402+29,40204920.22%+492
CANADIAN NAT RES LTD(CNQ)09,733+9,73303290.15%+329
QUANTA SVCS INC0946+94603990.18%+399
PATTERSON-UTI ENERGY INC(PTEN)015,596+15,5960950.04%+95
VANECK ETF TRUST
RARE EAR STR ETF
04,932+4,93203650.16%+365
F N B CORP(FNB)017,952+17,95203070.14%+307
CARVANA CO(CVNA)0910+91003840.17%+384
OLD NATL BANCORP IND(ONB)016,058+16,05803580.16%+358
VERTIV HOLDINGS CO(VRT)05,259+5,25908520.38%+852
ELI LILLY & CO(LLY)0218+21802340.10%+234
WASTE CONNECTIONS INC(WCN)01,665+1,66502920.13%+292
JANUS DETROIT STR TR
HENDRSON AAA CL
010,400+10,40005260.23%+526
AON PLC(AON)0828+82802920.13%+292
SEMPRA(SRE)02,300+2,30002030.09%+203
CANADIAN PACIFIC KANSAS CITY(CP)06,753+6,75304970.22%+497
ICICI BANK LIMITED(IBN)014,015+14,01504180.18%+418
DEVON ENERGY CORP NEW(DVN)06,420+6,42002350.10%+235
AGCO CORP02,377+2,37702480.11%+248
CROWDSTRIKE HLDGS INC(CRWD)01,000+1,00004690.21%+469
SYNAPTICS INC(SYNA)03,724+3,72402760.12%+276
MONGODB INC(MDB)1,474997-4774584180.18%-39
ACCENTURE PLC IRELAND
SHS CLASS A
01,381+1,38103710.16%+371
PARKER-HANNIFIN CORP(PH)0397+39703490.15%+349
UBIQUITI INC(UI)0432+43202390.11%+239
NOVO-NORDISK A S(NVO)05,506+5,50602800.12%+280
GRAPHIC PACKAGING HLDG CO(GPK)016,880+16,88002540.11%+254
GRUPO AEROPUERTO DEL PACIFIC(PAC)01,472+1,47203880.17%+388
STARWOOD PPTY TR INC(STWD)012,706+12,70602290.10%+229
MERCADOLIBRE INC(MELI)0186+18603750.17%+375
ANALOG DEVICES INC(ADI)01,175+1,17503190.14%+319
NRG ENERGY INC(NRG)2,4112,048-3633903260.14%-64
INTUITIVE SURGICAL INC0623+62303530.16%+353
MONDAY COM LTD
SHS
01,556+1,55602300.10%+230
SAP SE(SAP)03,108+3,10807550.33%+755
TIDAL TRUST II
ROUNDHILL GENER
03,949+3,94902330.10%+233
ISHARES TR02,261+2,26104850.21%+485
GOLDMAN SACHS GROUP INC(GS)0378+37803320.15%+332
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