Quantum Portfolio Management LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Maria Lee - Chief Compliance Officer
Location
New York, NY
Holdings as of
31 Dec 2023
Value $
$158,715,664
Num holdings
236
Filing time
26 Jan 2024, 16:28:21 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, IWF, IWS, IWD, and IVE.
Next filing
Q1 2024 - 14 May 2024
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings

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Quoteable Key Fact

"Quantum Portfolio Management LLC reported $158,715,664 across 236 holdings in Q4 2023."

Quick Takeaways

  • Quantum Portfolio Management LLC reported 13f holdings report, stock holdings for Q4 2023.
  • Reported holdings value: $158,715,664.
  • 236 holdings are listed in this filing snapshot.

What Changed

  • No earlier comparable filing is available in this series.
  • This page will show quarter-over-quarter deltas once prior reports are present.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Maria Lee Chief Compliance Officer New York, New York 26 Jan 2024

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