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Portfolio (Quarterly) Guide ↗

QUANTUM FINANCIAL PARTNERS LLC

· CIK 0002103577
13F Portfolio $196M AUM 153 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 153 New
Page 3 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEV GE VERNOVA INC Utilities 1,072.0 $1.3M 0.64% NEW $1174.86 -23.5%
42 XLU SELECT SECTOR SPDR TR 27,158.0 $1.2M 0.63% NEW $45.34 -6.9%
43 VTI VANGUARD INDEX FDS 3,246.0 $1.2M 0.61% NEW $370.04 +2.2%
44 IJR ISHARES TR 7,920.0 $1.2M 0.60% NEW $148.30 -2.6%
45 META META PLATFORMS INC Communication Services 1,917.0 $1.1M 0.55% NEW $563.13 +1.6%
46 PSFF PACER FDS TR 30,066.0 $1.0M 0.53% NEW $34.31 +2.0%
47 SLV ISHARES SILVER TR Financial Services 18,130.0 $969K 0.50% NEW $53.47 +12.5%
48 LQD ISHARES TR 8,375.0 $913K 0.47% NEW $109.07 -2.6%
49 HOOD ROBINHOOD MKTS INC Financial Services 9,001.0 $903K 0.46% NEW $100.28 +4.5%
50 GOOG ALPHABET INC 2,524.0 $892K 0.46% NEW $353.28
51 CGNG CAPITAL GROUP NEW GEOGRAPHY 23,515.0 $881K 0.45% NEW $37.46 -2.2%
52 QQQE DIREXION SHARES ETF TRUST 7,218.0 $881K 0.45% NEW $122.01 -0.1%
53 PWR QUANTA SVCS INC Industrials 1,156.0 $833K 0.43% NEW $720.19 -15.7%
54 LLY ELI LILLY & CO Healthcare 658.0 $790K 0.40% NEW $1200.48 -3.6%
55 CRWD CROWDSTRIKE HLDGS INC Technology 1,023.0 $781K 0.40% NEW $190.79 +21.1%
56 XOM EXXON MOBIL CORP Energy 5,632.0 $770K 0.39% NEW $136.71 +17.8%
57 CASY CASEYS GEN STORES INC Consumer Cyclical 966.0 $768K 0.39% NEW $794.78 -5.4%
58 EEM ISHARES TR 10,495.0 $718K 0.37% NEW $68.41 -2.0%
59 UUP INVESCO DB US DLR INDEX TR Financial Services 25,220.0 $716K 0.37% NEW $28.41 -1.0%
60 VEA VANGUARD TAX-MANAGED FDS 9,705.0 $691K 0.35% NEW $71.25 +2.3%
Page 3 of 8  ·  153 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
Financial Services 39.5%
Technology 21.8%
Consumer Cyclical 9.6%
Industrials 7.8%
Communication Services 5.2%
Healthcare 4.1%
Consumer Defensive 4.1%
Energy 3.8%
Utilities 3.4%
Real Estate 0.6%