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Portfolio (Quarterly) Guide ↗

POTOMAC FUND MANAGEMENT INC /ADV

· CIK 0000826000
13F Portfolio $2.9B AUM 105 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 54 Added 33 Reduced 17 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VMBS VANGUARD SCOTTSDALE FDS 12,018.0 $564K 0.02% +1K +12.5% $46.95 -1.0%
42 SHOP SHOPIFY INC Technology 4,507.0 $535K 0.02% +610.0 +15.7% $118.62 -11.5%
43 NTES NETEASE COM INC Technology 4,559.0 $510K 0.02% +260.0 +6.0% $111.95 +2.1%
44 IAU ISHARES GOLD TR Financial Services 5,566.0 $491K 0.02% +214.0 +4.0% $88.16 -3.1%
45 EAGG ISHARES TR 10,312.0 $490K 0.02% +1K +13.4% $47.55 -1.0%
46 SHY ISHARES TR 5,852.0 $483K 0.02% +248.0 +4.4% $82.57 -0.5%
47 BNDX VANGUARD CHARLOTTE FDS 9,759.0 $469K 0.02% +314.0 +3.3% $48.05 -0.1%
48 BSV VANGUARD BD INDEX FDS 5,688.0 $446K 0.01% +121.0 +2.2% $78.42 -0.7%
49 MSCI MSCI INC Financial Services 669.0 $361K 0.01% +6.0 +0.9% $539.09 +8.0%
50 IJH ISHARES TR 4,591.0 $310K 0.01% +114.0 +2.5% $67.53 +8.0%
51 QQQ INVESCO QQQ TR Financial Services 502.0 $290K 0.01% +20.0 +4.2% $577.73 +23.7%
52 XLF SELECT SECTOR SPDR TR 4,497.0 $222K 0.01% +441.0 +10.9% $49.37 +4.8%
53 BIV VANGUARD BD INDEX FDS 2,737.0 $211K 0.01% +65.0 +2.4% $77.18 -1.2%
54 BLV VANGUARD BD INDEX FDS 3,007.0 $207K 0.01% +72.0 +2.5% $68.79 -1.7%
Page 3 of 3  ·  54 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 45.9%
Technology 13.1%
Healthcare 9.6%
Industrials 8.2%
Energy 5.6%
Consumer Cyclical 5.4%
Consumer Defensive 3.3%
Basic Materials 2.9%
Communication Services 2.4%
Real Estate 2.0%