Quantum Portfolio Management LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Quantum Portfolio Management LLC maintained a portfolio of 296 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 1.79% of the total fund value. They heavily accumulated shares in FEDERATED HERMES ETF, increasing their position by 0.5%. Conversely, Quantum Portfolio Management LLC completely exited their position in INVESCO EXCH TRADED .
PCA Score Concentration Risk
Risk ENB
Total Positions
296
Quarter
2025 Q4
Top Holding
AAPL (6.0%)
Top 10 Concentration
25.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 296
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 6.03% 4.24% #1
Prev: #1
2.4 -5,807 -10.4%
P
S
50,201 $13,647,644 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 3.98% 3.36% #2
Prev: #2
1.7 -12,320 -20.3%
P
S
48,318 $9,011,307 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTRB
FEDERATED HERME...
ETF 2.26% 1.51% #3 8
Prev: #11
2.9 1,000 0.5%
P
S
201,161 $5,107,478 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 2.17% 2.88% #4 1
Prev: #3
1.0 -10,295 -49.8%
P
S
10,386 $4,915,694 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES TR
ETF 2.15% 2.23% #5 1
Prev: #4
1.0 -42,326 -38.3%
P
S
68,283 $4,876,089 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.09% 2.06% #6 1
Prev: #7
0.9 -3,613 -27.0%
P
S
9,781 $4,730,287 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.98% 1.49% #7 5
Prev: #12
0.9 -6,340 -30.7%
P
S
14,314 $4,491,733 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EEM
ISHARES TR
ETF 1.79% #8
Prev: #—
2.7 74,039 no change
NEW
74,039 $4,050,674 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWO
ISHARES TR
ETF 1.64% 1.77% #9
Prev: #9
0.8 -7,182 -38.5%
P
S
11,475 $3,706,540 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 1.62% 2.14% #10 5
Prev: #5
0.8 -29,915 -50.2%
P
S
29,733 $3,664,890 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.49% 0.93% #11 13
Prev: #24
0.6 -2,044 -15.9%
P
S
10,807 $3,382,591 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.46% 1.31% #12 4
Prev: #16
0.7 -5,744 -28.6%
P
S
14,329 $3,307,420 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.25% 1.31% #13 4
Prev: #17
0.6 -5,140 -38.6%
P
S
8,191 $2,834,905 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.24% 1.31% #14 1
Prev: #15
0.6 -1,759 -29.2%
P
S
4,261 $2,812,643 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWD
ISHARES TR
ETF 1.18% 2.03% #15 7
Prev: #8
0.7 -20,813 -62.0%
P
S
12,742 $2,680,152 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDE
SCHWAB STRATEGI...
Bond/Debt 1.11% 1.34% #16 2
Prev: #14
0.6 -54,644 -43.9%
P
S
69,907 $2,520,846 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHV
SCHWAB STRATEGI...
ETF 1.01% 1.71% #17 7
Prev: #10
0.6 -120,693 -60.9%
P
S
77,349 $2,290,304 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AIA
ISHARES TR
ETF 1.01% #18
Prev: #—
2.4 23,409 no change
NEW
23,409 $2,282,583 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MLPX
GLOBAL X FDS
ETF 0.98% 1.01% #19 3
Prev: #22
0.5 -17,336 -32.1%
P
S
36,711 $2,222,117 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGX
ARGAN INC
Industrials 0.95% 0.96% #20 3
Prev: #23
0.5 -5,050 -42.3%
P
S
6,881 $2,155,955 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 0.88% 0.62% #21 15
Prev: #36
0.4 -353 -3.1%
P
S
11,173 $1,986,001 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ORLY
OREILLY AUTOMOT...
Consumer Cyclical 0.82% 1.25% #22 4
Prev: #18
0.5 -18,429 -47.4%
P
S
20,440 $1,864,332 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VCLT
VANGUARD SCOTTS...
ETF 0.81% 0.34% #23 62
Prev: #85
2.5 9,457 64.4%
P
S
24,149 $1,831,702 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVLU
ISHARES TR
Bond/Debt 0.80% 0.82% #24 1
Prev: #25
0.4 -30,345 -38.8%
P
S
47,869 $1,821,415 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KWEB
KRANESHARES TRU...
Bond/Debt 0.78% 0.17% #25 124
Prev: #149
2.6 38,619 285.9%
P
S
52,125 $1,774,856 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PXH
INVESCO EXCH TR...
Unknown 0.00% 1.08%
Sold All 😨
(Was: #20)
0.3 -143,354 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UTI
UNIVERSAL TECHN...
Consumer Defensive 0.00% 0.54%
Sold All 😨
(Was: #49)
0.3 -55,894 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IGV
ISHARES TR
ETF 0.00% 0.44%
Sold All 😨
(Was: #62)
0.3 -12,930 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHBI
SHORE BANCSHARE...
Financial Services 0.00% 0.39%
Sold All 😨
(Was: #76)
0.3 -79,173 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TDG
TRANSDIGM GROUP...
Industrials 0.00% 0.36%
Sold All 😨
(Was: #81)
0.3 -921 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.00% 0.35%
Sold All 😨
(Was: #83)
0.3 -2,943 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PLMR
PALOMAR HLDGS I...
Financial Services 0.00% 0.30%
Sold All 😨
(Was: #98)
0.3 -8,506 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AJG
GALLAGHER ARTHU...
Financial Services 0.00% 0.29%
Sold All 😨
(Was: #101)
0.3 -3,139 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FTNT
FORTINET INC
Technology 0.00% 0.29%
Sold All 😨
(Was: #102)
0.3 -11,499 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EUFN
ISHARES TR
ETF 0.00% 0.26%
Sold All 😨
(Was: #106)
0.3 -25,560 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRGP
TARGA RES CORP
Energy 0.00% 0.24%
Sold All 😨
(Was: #113)
0.3 -4,909 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CTAS
CINTAS CORP
Industrials 0.00% 0.24%
Sold All 😨
(Was: #115)
0.3 -3,916 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SYK
STRYKER CORPORA...
Healthcare 0.00% 0.23%
Sold All 😨
(Was: #120)
0.3 -2,097 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FAF
FIRST AMERN FIN...
Financial Services 0.00% 0.22%
Sold All 😨
(Was: #124)
0.3 -11,358 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.21%
Sold All 😨
(Was: #125)
0.3 -14,424 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTDR
MATADOR RES CO
Energy 0.00% 0.21%
Sold All 😨
(Was: #127)
0.3 -15,405 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PNTG
PENNANT GROUP I...
Healthcare 0.00% 0.20%
Sold All 😨
(Was: #134)
0.3 -26,093 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CPAY
CORPAY INC
Technology 0.00% 0.18%
Sold All 😨
(Was: #141)
0.3 -2,131 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 0.00% 0.17%
Sold All 😨
(Was: #148)
0.3 -1,767 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KCE
SPDR SERIES TRU...
Unknown 0.00% 0.16%
Sold All 😨
(Was: #154)
0.3 -3,448 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.15%
Sold All 😨
(Was: #156)
0.3 -2,034 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EEFT
EURONET WORLDWI...
Technology 0.00% 0.14%
Sold All 😨
(Was: #163)
0.3 -5,506 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC
Financial Services 0.00% 0.14%
Sold All 😨
(Was: #170)
0.3 -1,772 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SLYG
SPDR SERIES TRU...
ETF 0.00% 0.14%
Sold All 😨
(Was: #171)
0.3 -5,043 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAYX
PAYCHEX INC
Technology 0.00% 0.14%
Sold All 😨
(Was: #172)
0.3 -3,751 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWG
ISHARES INC
ETF 0.00% 0.12%
Sold All 😨
(Was: #191)
0.3 -9,694 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FTGC
FIRST TR EXCHAN...
ETF 0.00% 0.11%
Sold All 😨
(Was: #200)
0.3 -13,785 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DBC
INVESCO DB COMM...
Unknown 0.00% 0.11%
Sold All 😨
(Was: #201)
0.3 -15,805 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAGP
PLAINS GP HLDGS...
Bond/Debt 0.00% 0.10%
Sold All 😨
(Was: #205)
0.3 -18,737 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WAY
WAYSTAR HLDG CO...
Healthcare 0.00% 0.10%
Sold All 😨
(Was: #210)
0.3 -8,537 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CFG
CITIZENS FINL G...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #212)
0.3 -6,064 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.00% 0.09%
Sold All 😨
(Was: #214)
0.3 -508 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.09%
Sold All 😨
(Was: #220)
0.3 -1,737 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TJX
TJX COS INC NEW
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #221)
0.3 -2,072 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLOK
AMPLIFY ETF TR
ETF 0.00% 0.09%
Sold All 😨
(Was: #223)
0.3 -4,414 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE INC
Technology 0.00% 0.09%
Sold All 😨
(Was: #225)
0.3 -836 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MASI
MASIMO CORP
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #227)
0.3 -1,988 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
ONEOK INC NEW
Energy 0.00% 0.08%
Sold All 😨
(Was: #231)
0.3 -3,909 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KBWB
INVESCO EXCH TR...
ETF 0.00% 0.08%
Sold All 😨
(Was: #232)
0.3 -3,630 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KRE
SPDR SERIES TRU...
Unknown 0.00% 0.08%
Sold All 😨
(Was: #234)
0.3 -4,406 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLK
BLACKROCK INC
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #235)
0.3 -233 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAM
ATLASSIAN CORPO...
Technology 0.00% 0.08%
Sold All 😨
(Was: #236)
0.3 -1,681 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VZ
VERIZON COMMUNI...
Communication Services 0.00% 0.08%
Sold All 😨
(Was: #239)
0.3 -5,934 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
REZI
RESIDEO TECHNOL...
Industrials 0.00% 0.08%
Sold All 😨
(Was: #240)
0.3 -5,845 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
Industrials 0.00% 0.07%
Sold All 😨
(Was: #241)
0.3 -524 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRO
BROWN & BROWN I...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #242)
0.3 -2,664 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GE
GE AEROSPACE
Industrials 0.00% 0.07%
Sold All 😨
(Was: #244)
0.3 -801 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XSW
SPDR SERIES TRU...
ETF 0.00% 0.07%
Sold All 😨
(Was: #245)
0.3 -1,197 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMT
AMERICAN TOWER ...
Real Estate 0.00% 0.07%
Sold All 😨
(Was: #246)
0.3 -1,224 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BITO
PROSHARES TR
ETF 0.00% 0.07%
Sold All 😨
(Was: #248)
0.3 -11,621 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #251)
0.3 -943 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRM
SALESFORCE INC
Technology 0.00% 0.06%
Sold All 😨
(Was: #252)
0.3 -918 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABT
ABBOTT LABS
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #254)
0.3 -1,589 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MMM
3M CO
Industrials 0.00% 0.06%
Sold All 😨
(Was: #255)
0.3 -1,357 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WM
WASTE MGMT INC ...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #257)
0.3 -928 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XEL
XCEL ENERGY INC
Utilities 0.00% 0.06%
Sold All 😨
(Was: #258)
0.3 -2,506 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Technology 0.00% 0.06%
Sold All 😨
(Was: #259)
0.3 -716 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PDBC
INVESCO ACTVELY...
ETF 0.00% 0.05%
Sold All 😨
(Was: #261)
0.3 -13,174 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 296 holdings

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