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Portfolio (Quarterly) Guide ↗

POTOMAC FUND MANAGEMENT INC /ADV

· CIK 0000826000
13F Portfolio $2.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 1 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 2,653,203.0 $1.66B 61.32% NEW $627.13 +9.3%
2 XHLF BONDBLOXX ETF TRUST 8,093,603.0 $406.7M 14.99% NEW $50.25 +0.1%
3 SGOV ISHARES TR 855,521.0 $85.9M 3.17% NEW $100.38 +0.2%
4 SECT NORTHERN LTS FD TR IV 824,013.0 $53.2M 1.96% NEW $64.53 +8.0%
5 XBB BONDBLOXX ETF TRUST 1,174,307.0 $48.3M 1.78% NEW $41.14 -0.8%
6 XCCC BONDBLOXX ETF TRUST 1,264,638.0 $48.1M 1.77% NEW $38.03 -3.5%
7 USHY ISHARES TR 676,301.0 $25.3M 0.93% NEW $37.40 -1.1%
8 VWOB VANGUARD WHITEHALL FDS 374,164.0 $25.2M 0.93% NEW $67.43 -1.7%
9 XEMD BONDBLOXX ETF TRUST 564,718.0 $25.2M 0.93% NEW $44.58 +0.1%
10 DBMF LITMAN GREGORY FDS TR 859,178.0 $24.1M 0.89% NEW $28.06 +10.8%
11 XLV SELECT SECTOR SPDR TR 150,858.0 $23.4M 0.86% NEW $154.80 -3.2%
12 DXJ WISDOMTREE TR 160,156.0 $23.1M 0.85% NEW $144.16 +17.6%
13 VHT VANGUARD WORLD FD 79,799.0 $23.0M 0.85% NEW $287.85 -3.0%
14 VTI VANGUARD INDEX FDS 68,273.0 $22.9M 0.84% NEW $335.27 +9.4%
15 CWB SPDR SERIES TRUST 255,798.0 $22.8M 0.84% NEW $89.20 +18.4%
16 SDIV GLOBAL X FDS 584,970.0 $14.1M 0.52% NEW $24.03 +4.7%
17 SMH VANECK ETF TRUST 38,939.0 $14.0M 0.52% NEW $360.13 +60.0%
18 ILF ISHARES TR 459,796.0 $14.0M 0.52% NEW $30.45 +14.7%
19 IBB ISHARES TR 81,760.0 $13.8M 0.51% NEW $168.77 +0.0%
20 SIL GLOBAL X FDS 163,889.0 $13.7M 0.50% NEW $83.52 +5.5%
Page 1 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.3%
Technology 21.1%
Healthcare 14.6%
Industrials 11.1%
Consumer Cyclical 8.8%
Energy 6.2%
Consumer Defensive 4.6%
Communication Services 3.7%
Basic Materials 3.7%
Utilities 2.0%