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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 12 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IJS ISHARES TR 1,750.0 $239K 0.02% $136.68 +0.6%
222 FORTINET INC 1,551.0 $238K 0.02% NEW $153.62
223 MCD MCDONALDS CORP Consumer Cyclical 880.0 $238K 0.02% +46.0 +5.5% $270.26 -0.4%
224 IEUS ISHARES TR 3,360.0 $233K 0.02% +112.0 +3.5% $69.21 +6.0%
225 CL COLGATE PALMOLIVE CO Consumer Defensive 2,527.0 $232K 0.02% -508.0 -16.7% $91.68 -2.2%
226 CASY CASEYS GEN STORES INC Consumer Cyclical 291.0 $232K 0.02% $796.08 +4.1%
227 FDX FEDEX CORP Industrials 732.0 $229K 0.02% -27.0 -3.6% $313.13 +4.1%
228 CRS CARPENTER TECHNOLOGY CORP Industrials 368.0 $227K 0.02% NEW $616.84 -20.7%
229 DIS DISNEY WALT CO Communication Services 2,335.0 $225K 0.02% -58.0 -2.4% $96.25 +11.5%
230 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 469.0 $224K 0.02% NEW $477.80 -12.9%
231 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,251.0 $223K 0.02% +1K +2402.0% $178.24 +17.7%
232 USFD US FOODS HLDG CORP Consumer Defensive 2,162.0 $221K 0.02% -88.0 -3.9% $102.25 +6.1%
233 LITE LUMENTUM HLDGS INC Technology 257.0 $221K 0.02% NEW $858.06 +2.5%
234 SANM SANMINA CORP Technology 866.0 $219K 0.02% NEW $253.08 -24.6%
235 XEL XCEL ENERGY INC Utilities 2,729.0 $219K 0.02% $80.30 -2.0%
236 KR KROGER CO Consumer Defensive 3,926.0 $218K 0.02% -95.0 -2.4% $55.53 +1.4%
237 EBAY EBAY INC. Consumer Cyclical 1,931.0 $216K 0.02% NEW $111.75 -6.4%
238 NRG NRG ENERGY INC Utilities 1,470.0 $215K 0.02% $146.02 -21.0%
239 ROK ROCKWELL AUTOMATION INC Industrials 430.0 $213K 0.02% NEW $495.36 -12.9%
240 MO ALTRIA GROUP INC Consumer Defensive 2,958.0 $213K 0.02% NEW $71.95 -7.0%
Page 12 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%