Quantum Portfolio Management LLC

CIK: 0002003672Latest portfolio: $226.4M · Q4 2025

Holdings

238

Total Value

$226.4M

New Positions

238

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
50,201$13.6M6.03%NEW
2
NVDANVIDIA CORPORATION
48,318$9.0M3.98%NEW
3
FTRBFEDERATED HERMES ETF TRUST
201,161$5.1M2.26%NEW
4
IWFISHARES TR
10,386$4.9M2.17%NEW
5
EFVISHARES TR
68,283$4.9M2.15%NEW
6
MSFTMICROSOFT CORP
9,781$4.7M2.09%NEW
7
GOOGALPHABET INC
14,314$4.5M1.98%NEW
8
EEMISHARES TR
74,039$4.0M1.79%NEW
9
IWOISHARES TR
11,475$3.7M1.64%NEW
10
IVWISHARES TR
29,733$3.7M1.62%NEW
11
GOOGLALPHABET INC
10,807$3.4M1.49%NEW
12
AMZNAMAZON COM INC
14,329$3.3M1.46%NEW
13
AVGOBROADCOM INC
8,191$2.8M1.25%NEW
14
METAMETA PLATFORMS INC
4,261$2.8M1.24%NEW
15
IWDISHARES TR
12,742$2.7M1.18%NEW
16
FNDESCHWAB STRATEGIC TR
69,907$2.5M1.11%NEW
17
SCHVSCHWAB STRATEGIC TR
77,349$2.3M1.01%NEW
18
AIAISHARES TR
23,409$2.3M1.01%NEW
19
MLPXGLOBAL X FDS
36,711$2.2M0.98%NEW
20
AGXARGAN INC
6,881$2.2M0.95%NEW
21
PLTRPALANTIR TECHNOLOGIES INC
11,173$2.0M0.88%NEW
22
ORLYOREILLY AUTOMOTIVE INC
20,440$1.9M0.82%NEW
23
VCLTVANGUARD SCOTTSDALE FDS
24,149$1.8M0.81%NEW
24
IVLUISHARES TR
47,869$1.8M0.80%NEW
25
KWEBKRANESHARES TRUST
52,125$1.8M0.78%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($5.10749154876405e+237T)
Technology0.0% ($1.3647901147302834e+142T)
Industrials0.0% ($2.155105992585385e+52T)
Unknown0.0% ($1.6571411107610568e+48T)
Healthcare0.0% ($1.6461337118077369e+35T)
Consumer Cyclical0.0% ($3.307186413931323e+34T)
Utilities0.0% ($1.4141232946788654e+31T)
Communication Services0.0% ($4.491338228121456e+22T)
Energy0.0% ($135279858235433616.0T)
Real Estate0.0% ($13681004991460450.0T)
Consumer Defensive0.0% ($13061254620547542.0T)
Basic Materials0.0% ($689422.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$226.4M238
Q3 2025Oct 29, 2025$336.5B0
Q2 2025Aug 13, 2025$209.6B0
Q1 2025May 14, 2025$197.2B273

Fund Information

CIK0002003672
Most Recent FilingFeb 12, 2026
Number of Filings4

Quantum Portfolio Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $226.4M across 238 holdings. The largest position is APPLE INC (AAPL), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 238 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.