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Portfolio (Quarterly) Guide ↗

POTOMAC FUND MANAGEMENT INC /ADV

· CIK 0000826000
13F Portfolio $2.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XME SPDR SERIES TRUST 131,633.0 $13.6M 0.50% NEW $103.61 +11.4%
22 ARKK ARK ETF TR 176,624.0 $13.6M 0.50% NEW $76.92 -0.4%
23 BUYW NORTHERN LTS FD TR IV 703,090.0 $10.1M 0.37% NEW $14.32 +0.6%
24 EDGI ADVISORS INNER CIRCLE FD II 194,314.0 $5.5M 0.20% NEW $28.38 +8.4%
25 MSFT MICROSOFT CORP Technology 6,161.0 $3.0M 0.11% NEW $483.62 -13.3%
26 ADVISORS INNER CIRCLE FD II 95,752.0 $2.9M 0.11% NEW $30.42
27 TMAT NORTHERN LTS FD TR IV 104,721.0 $2.6M 0.10% NEW $25.01 +12.8%
28 EDGF ADVISORS INNER CIRCLE FD II 105,661.0 $2.6M 0.10% NEW $24.65 +0.5%
29 WFC WELLS FARGO CO NEW Financial Services 24,134.0 $2.2M 0.08% NEW $93.20 -18.7%
30 JPM JPMORGAN CHASE & CO. Financial Services 6,834.0 $2.2M 0.08% NEW $322.23 -6.0%
31 LHX L3HARRIS TECHNOLOGIES INC Industrials 7,305.0 $2.1M 0.08% NEW $293.57 +4.3%
32 GILD GILEAD SCIENCES INC Healthcare 17,122.0 $2.1M 0.08% NEW $122.74 +6.3%
33 ABT ABBOTT LABS Healthcare 16,683.0 $2.1M 0.08% NEW $125.29 -29.9%
34 SHEL SHELL PLC Energy 26,256.0 $1.9M 0.07% NEW $73.48 +18.0%
35 ASTRAZENECA PLC 20,737.0 $1.9M 0.07% NEW $91.93
36 MCD MCDONALDS CORP Consumer Cyclical 5,979.0 $1.8M 0.07% NEW $305.61 -7.0%
37 ACN ACCENTURE PLC IRELAND Technology 6,620.0 $1.8M 0.07% NEW $268.29 -33.7%
38 HD HOME DEPOT INC Consumer Cyclical 4,837.0 $1.7M 0.06% NEW $344.11 -8.8%
39 NVO NOVO-NORDISK A S Healthcare 32,510.0 $1.7M 0.06% NEW $50.88 -12.8%
40 HON HONEYWELL INTL INC Industrials 8,429.0 $1.6M 0.06% NEW $195.09 +14.7%
Page 2 of 6  ·  108 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 22.3%
Technology 21.1%
Healthcare 14.6%
Industrials 11.1%
Consumer Cyclical 8.8%
Energy 6.2%
Consumer Defensive 4.6%
Communication Services 3.7%
Basic Materials 3.7%
Utilities 2.0%