Quantum Portfolio Management LLC
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$459.2M
Holdings
254
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 38.1% (50.2k → 31.1k shares)
5.7%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 89.9% (48.3k → 4.9k shares)
3.8%
03
$EEM
ISHARES TR
Q1 2026: Exited (was 74.0k shares)
2.6%
04
$EFV
ISHARES TR
Q1 2026: Exited (was 68.3k shares)
2.5%
05
$FTRB
FEDERATED HERMES ETF TRUST
Q1 2026: Exited (was 201.2k shares)
2.3%
06
$GOOG
ALPHABET INC
Q1 2026: Increased +93.4% (14.3k → 27.7k shares)
1.8%
07
$AGX
ARGAN INC
Q1 2026: Exited (was 6.9k shares)
1.8%
08
$MSFT
MICROSOFT CORP
Q1 2026: Increased +201.2% (9.8k → 29.5k shares)
1.7%
09
$IWF
ISHARES TR
Q1 2026: Exited (was 10.4k shares)
1.6%
10
$IWO
ISHARES TR
Q1 2026: Exited (was 11.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:34 UTC.