Quantum Portfolio Management LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$226.4M

Holdings

238

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
50,201$13.6M6.03%
2
NVDANVIDIA CORPORATION
48,318$9.0M3.98%
3
FTRBFEDERATED HERMES ETF TRUST
201,161$5.1M2.26%
4
IWFISHARES TR
10,386$4.9M2.17%
5
EFVISHARES TR
68,283$4.9M2.15%
6
MSFTMICROSOFT CORP
9,781$4.7M2.09%
7
GOOGALPHABET INC
14,314$4.5M1.98%
8
EEMISHARES TR
74,039$4.0M1.79%
9
IWOISHARES TR
11,475$3.7M1.64%
10
IVWISHARES TR
29,733$3.7M1.62%
11
GOOGLALPHABET INC
10,807$3.4M1.49%
12
AMZNAMAZON COM INC
14,329$3.3M1.46%
13
AVGOBROADCOM INC
8,191$2.8M1.25%
14
METAMETA PLATFORMS INC
4,261$2.8M1.24%
15
IWDISHARES TR
12,742$2.7M1.18%
16
FNDESCHWAB STRATEGIC TR
69,907$2.5M1.11%
17
SCHVSCHWAB STRATEGIC TR
77,349$2.3M1.01%
18
AIAISHARES TR
23,409$2.3M1.01%
19
MLPXGLOBAL X FDS
36,711$2.2M0.98%
20
AGXARGAN INC
6,881$2.2M0.95%
21
PLTRPALANTIR TECHNOLOGIES INC
11,173$2.0M0.88%
22
ORLYOREILLY AUTOMOTIVE INC
20,440$1.9M0.82%
23
VCLTVANGUARD SCOTTSDALE FDS
24,149$1.8M0.81%
24
IVLUISHARES TR
47,869$1.8M0.80%
25
KWEBKRANESHARES TRUST
52,125$1.8M0.78%
26
TPDSOMNIGROUP INTERNATIONAL INC
18,570$1.7M0.73%
27
MCKMCKESSON CORP
2,007$1.6M0.73%
28
EUADSPINNAKER ETF SERIES
38,300$1.6M0.71%
29
JNKSPDR SERIES TRUST
16,365$1.6M0.70%
30
AMLPALPS ETF TR
33,577$1.6M0.70%
31
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,150$1.6M0.69%
32
APPFAPPFOLIO INC
6,640$1.5M0.68%
33
LRCXLAM RESEARCH CORP
8,886$1.5M0.67%
34
TTWOTAKE-TWO INTERACTIVE SOFTWAR
5,690$1.5M0.64%
35
VSTVISTRA CORP
8,769$1.4M0.62%
36
BCCCGLOBAL X FDS
29,532$1.4M0.62%
37
FIVEFIVE BELOW INC
7,397$1.4M0.62%
38
CBRECBRE GROUP INC
8,508$1.4M0.60%
39
WMBWILLIAMS COS INC
22,501$1.4M0.60%
40
DGXQUEST DIAGNOSTICS INC
7,705$1.3M0.59%
41
NFLXNETFLIX INC
14,181$1.3M0.59%
42
TSLATESLA INC
2,943$1.3M0.58%
43
COSTCOSTCO WHSL CORP NEW
1,515$1.3M0.58%
44
GIISPDR INDEX SHS FDS
18,507$1.3M0.57%
45
FYCFIRST TR EXCHANGE-TRADED ALP
13,289$1.3M0.56%
46
VWOVANGUARD INTL EQUITY INDEX F
23,384$1.3M0.56%
47
KRKROGER CO
20,079$1.3M0.55%
48
CEGCONSTELLATION ENERGY CORP
3,490$1.2M0.54%
49
ANAUTONATION INC
5,963$1.2M0.54%
50
APHAMPHENOL CORP NEW
9,090$1.2M0.54%
51
SIVRABRDN SILVER ETF TRUST
17,773$1.2M0.53%
52
FNDFSCHWAB STRATEGIC TR
26,284$1.2M0.52%
53
JPMJPMORGAN CHASE & CO.
3,667$1.2M0.52%
54
LHLABCORP HOLDINGS INC
4,705$1.2M0.52%
55
SOFISOFI TECHNOLOGIES INC
42,502$1.1M0.49%
56
DEMWISDOMTREE TR
23,322$1.1M0.48%
57
NDQINVESCO QQQ TR
1,753$1.1M0.48%
58
VVISA INC
3,068$1.1M0.47%
59
DOVDOVER CORP
5,425$1.1M0.47%
60
CWEN/ACLEARWAY ENERGY INC
33,614$1.1M0.47%
61
SPGSIMON PPTY GROUP INC NEW
5,426$1.0M0.44%
62
WELLWELLTOWER INC
5,344$991K0.44%
63
EZUISHARES INC
14,961$959K0.42%
64
FFIVF5 INC
3,729$951K0.42%
65
TIGOMILLICOM INTL CELLULAR S A
17,104$948K0.42%
66
CNPCENTERPOINT ENERGY INC
24,687$946K0.42%
67
EBCEASTERN BANKSHARES INC
51,169$943K0.42%
68
ACMAECOM
9,710$925K0.41%
69
MUMICRON TECHNOLOGY INC
3,224$920K0.41%
70
SESEA LTD
7,197$918K0.41%
71
AXSAXIS CAP HLDGS LTD
8,360$895K0.40%
72
XSMOINVESCO EXCHANGE TRADED FD T
12,283$884K0.39%
73
ASMLASML HOLDING N V
823$880K0.39%
74
CLHCLEAN HARBORS INC
3,641$853K0.38%
75
VRTVERTIV HOLDINGS CO
5,259$852K0.38%
76
AXPAMERICAN EXPRESS CO
2,267$838K0.37%
77
IAU*ISHARES GOLD TR
10,111$820K0.36%
78
AMCRAMCOR PLC
97,392$812K0.36%
79
BKRBAKER HUGHES COMPANY
17,543$798K0.35%
80
AWIARMSTRONG WORLD INDS INC NEW
4,142$791K0.35%
81
ATOATMOS ENERGY CORP
4,704$788K0.35%
82
CWCURTISS WRIGHT CORP
1,429$787K0.35%
83
HWMHOWMET AEROSPACE INC
3,843$787K0.35%
84
MAMASTERCARD INCORPORATED
1,372$783K0.35%
85
GQ9SPDR GOLD TR
1,975$782K0.35%
86
EXASEXACT SCIENCES CORP
7,614$773K0.34%
87
IWBISHARES TR
2,068$772K0.34%
88
IWXISHARES TR
8,364$768K0.34%
89
QTUMETF SER SOLUTIONS
6,907$757K0.33%
90
MSIMOTOROLA SOLUTIONS INC
1,968$754K0.33%
91
SAPSAP SE
3,108$754K0.33%
92
IVEISHARES TR
3,538$750K0.33%
93
ORCLORACLE CORP
3,761$733K0.32%
94
CDNSCADENCE DESIGN SYSTEM INC
2,325$726K0.32%
95
SHLDGLOBAL X FDS
10,783$698K0.31%
96
GWREGUIDEWIRE SOFTWARE INC
3,473$698K0.31%
97
RGLDROYAL GOLD INC
3,101$689K0.30%
98
GDXJVANECK ETF TRUST
6,008$683K0.30%
99
NDAQNASDAQ INC
7,021$681K0.30%
100
SHCSOTERA HEALTH CO
38,460$678K0.30%
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