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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 13 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,681.0 $211K 0.02% NEW $45.11 +17.8%
242 FERG FERGUSON ENTERPRISES INC Industrials 885.0 $210K 0.02% -21.0 -2.3% $237.23 +1.8%
243 DY DYCOM INDS INC Industrials 413.0 $209K 0.02% NEW $505.59 -21.8%
244 TGT TARGET CORP Consumer Defensive 1,597.0 $209K 0.02% NEW $130.63 +22.1%
245 CLH CLEAN HARBORS INC Industrials 686.0 $205K 0.02% NEW $298.75 +9.9%
246 IWB ISHARES TR 500.0 $205K 0.02% NEW $409.50 +2.4%
247 F FORD MTR CO Consumer Cyclical 14,685.0 $204K 0.02% -618.0 -4.0% $13.90 +0.5%
248 PHM PULTE GROUP INC Consumer Cyclical 1,485.0 $204K 0.02% NEW $137.21 -6.9%
249 R RYDER SYS INC Industrials 769.0 $203K 0.02% NEW $263.65 -6.0%
250 PGR PROGRESSIVE CORP Financial Services 923.0 $202K 0.02% NEW $218.45 +2.4%
251 INV INNVENTURE INC Financial Services 30,460.0 $154K 0.01% $5.07 -70.3%
Page 13 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%