Quantum Portfolio Management LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$197.2B

Holdings

273

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (273 positions)

#StockSharesValue% PortfolioType
101
SUNSUNOCO LP/SUNOCO FIN CORP
9,756$566.4M0.29%
102
EMBJEMBRAER S.A.
11,838$546.9M0.28%
103
POWLPOWELL INDS INC
3,160$538.2M0.27%
104
ATOATMOS ENERGY CORP
3,436$531.1M0.27%
105
HLIHOULIHAN LOKEY INC
3,286$530.7M0.27%
106
WMTWALMART INC
6,039$530.2M0.27%
107
TPDSOMNIGROUP INTERNATIONAL INC
8,847$529.8M0.27%
108
UBSUBS GROUP AG
17,246$528.2M0.27%
109
MGVVANGUARD WORLD FD
4,043$520.9M0.26%
110
GKDGRAND CANYON ED INC
2,988$517.0M0.26%
111
BSXBOSTON SCIENTIFIC CORP
5,108$515.3M0.26%
112
JAVAJ P MORGAN EXCHANGE TRADED F
8,038$510.7M0.26%
113
CPAYCORPAY INC
1,454$507.0M0.26%
114
AMLPALPS ETF TR
9,734$505.6M0.26%
115
FXOFIRST TR EXCHANGE TRADED FD
9,521$504.6M0.26%
116
NOWSERVICENOW INC
624$496.8M0.25%
117
IAU*ISHARES GOLD TR
8,340$491.7M0.25%
118
AXPAMERICAN EXPRESS CO
1,810$487.0M0.25%
119
HWMHOWMET AEROSPACE INC
3,752$486.7M0.25%
120
ARLPALLIANCE RESOURCE PARTNERS L
17,790$485.3M0.25%
121
DBAINVESCO DB MULTI-SECTOR COMM
18,356$483.5M0.25%
122
GQ9SPDR GOLD TR
1,675$482.6M0.24%
123
PFGCPERFORMANCE FOOD GROUP CO
6,101$479.7M0.24%
124
CITCINTAS CORP
2,324$477.7M0.24%
125
GRMNGARMIN LTD
2,198$477.3M0.24%
126
CHKPCHECK POINT SOFTWARE TECH LT
2,072$472.3M0.24%
127
VBKVANGUARD INDEX FDS
1,875$472.1M0.24%
128
ORCLORACLE CORP
3,374$471.7M0.24%
129
SPEMSPDR INDEX SHS FDS
11,944$470.2M0.24%
130
KNXKNIGHT-SWIFT TRANSN HLDGS IN
10,769$468.3M0.24%
131
ACGLARCH CAP GROUP LTD
4,866$468.0M0.24%
132
CNPCENTERPOINT ENERGY INC
12,870$466.3M0.24%
133
PLTRPALANTIR TECHNOLOGIES INC
5,515$465.5M0.24%
134
EZUISHARES INC
8,393$446.9M0.23%
135
BBVABANCO BILBAO VIZCAYA ARGENTA
32,675$445.0M0.23%
136
IGVISHARES TR
5,000$444.9M0.23%
137
TTDTHE TRADE DESK INC
8,131$444.9M0.23%
138
ANAUTONATION INC
2,728$441.7M0.22%
139
AWIARMSTRONG WORLD INDS INC NEW
3,118$439.3M0.22%
140
KWEBKRANESHARES TRUST
12,460$435.0M0.22%
141
ANETARISTA NETWORKS INC
5,611$434.7M0.22%
142
T7DTRANSDIGM GROUP INC
311$430.2M0.22%
143
WECWEC ENERGY GROUP INC
3,941$429.5M0.22%
144
CLSCELESTICA INC
5,402$425.7M0.22%
145
FAFFIRST AMERN FINL CORP
6,484$425.5M0.22%
146
SBCSABRA HEALTH CARE REIT INC
24,214$423.0M0.21%
147
KEYKEYCORP
26,448$422.9M0.21%
148
FASTFASTENAL CO
5,444$422.2M0.21%
149
SKYYFIRST TR EXCHANGE TRADED FD
4,129$422.1M0.21%
150
STWDSTARWOOD PPTY TR INC
21,269$420.5M0.21%
151
OIHVANECK ETF TRUST
1,597$418.6M0.21%
152
EEFTEURONET WORLDWIDE INC
3,914$418.2M0.21%
153
TXRHTEXAS ROADHOUSE INC
2,490$414.9M0.21%
154
AMGAFFILIATED MANAGERS GROUP IN
2,449$411.5M0.21%
155
CPCANADIAN PACIFIC KANSAS CITY
5,810$407.9M0.21%
156
IHDGWISDOMTREE TR
9,396$407.8M0.21%
157
NINISOURCE INC
10,115$405.5M0.21%
158
INODINNODATA INC
11,152$400.4M0.20%
159
UTIUNIVERSAL TECHNICAL INST INC
15,528$398.8M0.20%
160
STESTERIS PLC
1,748$396.2M0.20%
161
MKTXMARKETAXESS HLDGS INC
1,831$396.1M0.20%
162
ICLRICON PLC
2,256$394.8M0.20%
163
LVLNSPDR SER TR
6,835$388.6M0.20%
164
PNTGPENNANT GROUP INC
15,328$385.5M0.20%
165
VRSKVERISK ANALYTICS INC
1,285$382.4M0.19%
166
ASMLASML HOLDING N V
577$382.3M0.19%
167
IWMISHARES TR
1,912$381.4M0.19%
168
CDNSCADENCE DESIGN SYSTEM INC
1,494$380.0M0.19%
169
IBNICICI BANK LIMITED
12,019$378.8M0.19%
170
CPNGCOUPANG INC
16,930$371.3M0.19%
171
GWREGUIDEWIRE SOFTWARE INC
1,978$370.6M0.19%
172
PAYXPAYCHEX INC
2,389$368.6M0.19%
173
ISRGINTUITIVE SURGICAL INC
743$368.0M0.19%
174
MUFGMITSUBISHI UFJ FINL GROUP IN
26,972$367.6M0.19%
175
CYBRCYBERARK SOFTWARE LTD
1,079$364.7M0.18%
176
CVXCHEVRON CORP NEW
2,164$362.0M0.18%
177
BURLBURLINGTON STORES INC
1,518$361.8M0.18%
178
CFGCITIZENS FINL GROUP INC
8,806$360.8M0.18%
179
LRCXLAM RESEARCH CORP
4,946$359.6M0.18%
180
AWCAMERICAN WTR WKS CO INC NEW
2,418$356.7M0.18%
181
ALSNALLISON TRANSMISSION HLDGS I
3,727$356.6M0.18%
182
CRWDCROWDSTRIKE HLDGS INC
1,010$356.1M0.18%
183
VISTVISTA ENERGY S.A.B. DE C.V.
7,624$355.0M0.18%
184
CLHCLEAN HARBORS INC
1,790$352.8M0.18%
185
FANGDIAMONDBACK ENERGY INC
2,202$352.1M0.18%
186
GILDGILEAD SCIENCES INC
3,078$344.9M0.17%
187
ON1OLD NATL BANCORP IND
16,138$342.0M0.17%
188
JNJJOHNSON & JOHNSON
2,051$340.1M0.17%
189
FBINFORTUNE BRANDS INNOVATIONS I
5,496$334.6M0.17%
190
SHLDGLOBAL X FDS
7,175$334.0M0.17%
191
KMIKINDER MORGAN INC DEL
11,481$327.6M0.17%
192
MNDYMONDAY COM LTD
1,339$325.6M0.17%
193
DOCHEALTHPEAK PROPERTIES INC
16,046$324.4M0.16%
194
CVNACARVANA CO
1,550$324.1M0.16%
195
PEOEXELON CORP
7,003$322.7M0.16%
196
YMMFULL TRUCK ALLIANCE CO LTD
25,152$321.2M0.16%
197
PWRQUANTA SVCS INC
1,251$318.0M0.16%
198
RYROYAL BK CDA
2,777$313.0M0.16%
199
TTTRANE TECHNOLOGIES PLC
926$312.0M0.16%
200
MLB1MERCADOLIBRE INC
159$310.2M0.16%
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