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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABT ABBOTT LABORATORIES Healthcare 2,693.0 $244K 0.02% -316.0 -10.5% $90.75 +28.5%
82 NFLX NETFLIX INC. Communication Services 3,403.0 $243K 0.02% -712.0 -17.3% $71.40 +11.5%
83 CL COLGATE PALMOLIVE CO Consumer Defensive 2,527.0 $232K 0.02% -508.0 -16.7% $91.68 -0.7%
84 FDX FEDEX CORP Industrials 732.0 $229K 0.02% -27.0 -3.6% $313.13 +3.8%
85 DIS DISNEY WALT CO Communication Services 2,335.0 $225K 0.02% -58.0 -2.4% $96.25 +12.0%
86 USFD US FOODS HLDG CORP Consumer Defensive 2,162.0 $221K 0.02% -88.0 -3.9% $102.25 +7.2%
87 KR KROGER CO Consumer Defensive 3,926.0 $218K 0.02% -95.0 -2.4% $55.53 +4.3%
88 FERG FERGUSON ENTERPRISES INC Industrials 885.0 $210K 0.02% -21.0 -2.3% $237.23 +2.1%
89 F FORD MTR CO Consumer Cyclical 14,685.0 $204K 0.02% -618.0 -4.0% $13.90 +3.7%
Page 5 of 5  ·  89 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%