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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 11 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CAH CARDINAL HEALTH INC Healthcare 1,094.0 $260K 0.03% -10.0 -0.9% $237.56 -3.8%
202 ANET ARISTA NETWORKS INC Technology 1,518.0 $258K 0.03% -111.0 -6.8% $169.88 +8.2%
203 EOG EOG RES INC Energy 1,981.0 $257K 0.03% +66.0 +3.5% $129.75 +17.3%
204 FCX FREEPORT MCMORAN INC Basic Materials 4,066.0 $256K 0.03% -444.0 -9.8% $62.89 +13.3%
205 TECHNIPFMC PLC 3,837.0 $254K 0.03% $66.30
206 UAL UNITED AIRLS HLDGS INC Industrials 1,870.0 $254K 0.03% NEW $135.99 -17.9%
207 HUBB HUBBELL INC Industrials 486.0 $254K 0.03% $522.69 -10.1%
208 APP APPLOVIN CORP Technology 493.0 $254K 0.03% -14.0 -2.8% $515.23 -40.1%
209 DFEM DIMENSIONAL ETF TRUST 6,231.0 $253K 0.03% -73.0 -1.2% $40.64 -2.2%
210 WMB WILLIAMS COS INC Energy 3,374.0 $251K 0.03% -569.0 -14.4% $74.34 -3.6%
211 ASML ASML HLDG NV Technology 126.0 $251K 0.03% NEW $1989.44 -12.0%
212 AMKR AMKOR TECHNOLOGY INC Technology 2,885.0 $249K 0.03% NEW $86.22 -41.0%
213 WWD WOODWARD INC Industrials 584.0 $248K 0.03% $425.30 -19.5%
214 TRGP TARGA RES CORP Energy 920.0 $247K 0.02% +30.0 +3.4% $268.22 +12.7%
215 ABT ABBOTT LABORATORIES Healthcare 2,693.0 $244K 0.02% -316.0 -10.5% $90.75 +25.9%
216 GWW WW GRAINGER INC Industrials 179.0 $244K 0.02% NEW $1362.49 -4.6%
217 MMM 3M CO Industrials 1,501.0 $243K 0.02% NEW $161.96 +10.0%
218 NFLX NETFLIX INC. Communication Services 3,403.0 $243K 0.02% -712.0 -17.3% $71.40 +12.2%
219 ON ON SEMICONDUCTOR CORP Technology 2,559.0 $242K 0.02% NEW $94.54 -21.0%
220 MIDD MIDDLEBY CORP Industrials 1,391.0 $239K 0.02% NEW $172.01 -34.6%
Page 11 of 13  ·  251 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 44.1%
Financial Services 18.3%
Industrials 8.6%
Communication Services 7.6%
Consumer Cyclical 6.7%
Healthcare 6.1%
Consumer Defensive 3.4%
Energy 3.3%
Utilities 1.1%
Basic Materials 0.9%