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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 6 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVS CVS HEALTH CORP Healthcare 6,493.0 $672K 0.07% -48.0 -0.7% $103.45 -9.5%
102 AFL AFLAC INC Financial Services 5,728.0 $672K 0.07% $117.25 -0.9%
103 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 703.0 $657K 0.07% -7.0 -1.0% $935.20 -0.2%
104 RY ROYAL BK CDA Financial Services 3,156.0 $653K 0.07% -139.0 -4.2% $206.97 -0.9%
105 IBIJ ISHARES TR 24,736.0 $645K 0.06% +8K +52.1% $26.10 -2.6%
106 IVV ISHARES TR 846.0 $634K 0.06% +34.0 +4.2% $748.89 +2.3%
107 JBL JABIL INC Technology 1,622.0 $625K 0.06% $385.49 -17.9%
108 PEP PEPSICO INC Consumer Defensive 4,613.0 $625K 0.06% +27.0 +0.6% $135.41 +4.9%
109 GLW CORNING INC Technology 2,436.0 $622K 0.06% +35.0 +1.5% $255.43 -40.7%
110 IBM INTERNATIONAL BUSINESS MACHS Technology 2,174.0 $611K 0.06% -247.0 -10.2% $281.15 -16.9%
111 QCOM QUALCOMM INC Technology 3,305.0 $611K 0.06% -36.0 -1.1% $184.77 -13.0%
112 LECO LINCOLN ELEC HLDGS INC Industrials 2,243.0 $596K 0.06% $265.51 +4.3%
113 T AT&T INC Communication Services 28,233.0 $584K 0.06% $20.70 +21.5%
114 LOW LOWES COS INC Consumer Cyclical 2,580.0 $569K 0.06% -43.0 -1.6% $220.52 -1.4%
115 GE GE AEROSPACE Industrials 1,520.0 $568K 0.06% -79.0 -4.9% $373.65 -7.8%
116 PWR QUANTA SVCS INC Industrials 753.0 $542K 0.05% -25.0 -3.2% $719.65 -7.9%
117 FIX COMFORT SYS USA INC Industrials 273.0 $541K 0.05% $1980.45 -15.5%
118 GS GOLDMAN SACHS GROUP INC Financial Services 527.0 $533K 0.05% $1011.02 -0.9%
119 EME EMCOR GROUP INC Industrials 637.0 $529K 0.05% -140.0 -18.0% $830.42 -5.2%
120 PM PHILIP MORRIS INTL INC Consumer Defensive 2,917.0 $528K 0.05% +69.0 +2.4% $180.91 +5.9%
Page 6 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%