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Portfolio (Quarterly) Guide ↗

Quantum Financial Advisors, LLC

· CIK 0001929139
13F Portfolio $1.0B AUM 251 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 69 Added 89 Reduced 10 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ROK ROCKWELL AUTOMATION INC Industrials 430.0 $213K 0.02% NEW $495.36 -11.8%
22 MO ALTRIA GROUP INC Consumer Defensive 2,958.0 $213K 0.02% NEW $71.95 -8.1%
23 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,681.0 $211K 0.02% NEW $45.11 +18.5%
24 DY DYCOM INDS INC Industrials 413.0 $209K 0.02% NEW $505.59 -22.3%
25 TGT TARGET CORP Consumer Defensive 1,597.0 $209K 0.02% NEW $130.63 +26.6%
26 CLH CLEAN HARBORS INC Industrials 686.0 $205K 0.02% NEW $298.75 +5.8%
27 IWB ISHARES TR 500.0 $205K 0.02% NEW $409.50 +2.5%
28 PHM PULTE GROUP INC Consumer Cyclical 1,485.0 $204K 0.02% NEW $137.21 -6.0%
29 R RYDER SYS INC Industrials 769.0 $203K 0.02% NEW $263.65 -5.3%
30 PGR PROGRESSIVE CORP Financial Services 923.0 $202K 0.02% NEW $218.45 +0.4%
Page 2 of 2  ·  30 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
Technology 45.1%
Financial Services 18.7%
Industrials 8.8%
Consumer Cyclical 6.8%
Healthcare 6.2%
Communication Services 5.5%
Consumer Defensive 3.5%
Energy 3.4%
Utilities 1.1%
Basic Materials 0.9%