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Portfolio (Quarterly) Guide ↗

Quantum Private Wealth, LLC

· CIK 0001929662
13F Portfolio $324M AUM 165 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 36 Added 33 Reduced 15 Exited
Page 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MC MOELIS & CO Financial Services 11,314.0 $645K 0.20% $57.00 +15.6%
82 DIA STATE STR SPDR DOW JONES IND Financial Services 1,352.0 $626K 0.19% $463.19 +11.6%
83 LEN LENNAR CORP Consumer Cyclical 6,935.0 $602K 0.19% +3K +63.8% $86.83 +7.7%
84 PG PROCTER & GAMBLE CO Consumer Defensive 4,031.0 $582K 0.18% -69.0 -1.7% $144.44 +5.5%
85 TXN TEXAS INSTRS INC Technology 2,990.0 $581K 0.18% -301.0 -9.2% $194.17 +56.4%
86 AIRR FIRST TR EXCHANGE TRADED FD 5,166.0 $572K 0.18% +30.0 +0.6% $110.78 +17.6%
87 AMAT APPLIED MATLS INC Technology 1,645.0 $562K 0.17% +59.0 +3.7% $341.79 +70.6%
88 MSGE SPHERE ENTERTAINMENT CO Communication Services 4,700.0 $552K 0.17% $117.40 -35.0%
89 FORTINET INC 6,705.0 $548K 0.17% $81.72
90 PHM PULTE GROUP INC Consumer Cyclical 4,513.0 $531K 0.16% $117.61 +15.5%
91 CRM SALESFORCE INC Technology 2,707.0 $505K 0.16% -2K -38.1% $186.67 -15.9%
92 MANH MANHATTAN ASSOCIATES INC Technology 3,795.0 $505K 0.16% $133.12 +0.3%
93 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,729.0 $502K 0.15% $290.49 -3.0%
94 ABBV ABBVIE INC Healthcare 2,238.0 $487K 0.15% -138.0 -5.8% $217.49 +9.1%
95 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,470.0 $483K 0.15% $195.40 +13.8%
96 CVX CHEVRON CORPORATION Energy 2,327.0 $481K 0.15% -160.0 -6.4% $206.90 -16.5%
97 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 450.0 $448K 0.14% $996.26 -3.1%
98 TDIV FIRST TR EXCHANGE TRADED FD 4,660.0 $436K 0.14% $93.66 +22.0%
99 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,183.0 $433K 0.13% $136.11 -5.6%
100 NFLT ETFIS SER TR I 19,000.0 $432K 0.13% NEW $22.75 +0.7%
Page 5 of 9  ·  165 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 42.6%
Communication Services 17.7%
Consumer Cyclical 12.9%
Industrials 11.2%
Healthcare 6.5%
Financial Services 4.6%
Utilities 1.7%
Energy 1.6%
Basic Materials 0.8%
Consumer Defensive 0.3%