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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NTES NETEASE COM INC Technology 4,559.0 $510K 0.02% +260.0 +6.0% $111.95 +2.1%
82 IAU ISHARES GOLD TR Financial Services 5,566.0 $491K 0.02% +214.0 +4.0% $88.16 -3.1%
83 EAGG ISHARES TR 10,312.0 $490K 0.02% +1K +13.4% $47.55 -1.0%
84 SHY ISHARES TR 5,852.0 $483K 0.02% +248.0 +4.4% $82.57 -0.5%
85 BNDX VANGUARD CHARLOTTE FDS 9,759.0 $469K 0.02% +314.0 +3.3% $48.05 -0.1%
86 BSV VANGUARD BD INDEX FDS 5,688.0 $446K 0.01% +121.0 +2.2% $78.42 -0.7%
87 SNPE DBX ETF TR 7,178.0 $427K 0.01% -275.0 -3.7% $59.55 +13.9%
88 CSGP COSTAR GROUP INC Real Estate 9,387.0 $379K 0.01% NEW $40.34 -15.9%
89 ZTS ZOETIS INC Healthcare 3,176.0 $375K 0.01% $118.21 -32.6%
90 MSCI MSCI INC Financial Services 669.0 $361K 0.01% +6.0 +0.9% $539.09 +8.0%
91 VWO VANGUARD INTL EQUITY INDEX F 6,061.0 $328K 0.01% -192.0 -3.1% $54.05 +8.6%
92 SBUX STARBUCKS CORP Consumer Cyclical 3,652.0 $327K 0.01% -27.0 -0.7% $89.58 +18.9%
93 IJH ISHARES TR 4,591.0 $310K 0.01% +114.0 +2.5% $67.53 +8.0%
94 AON AON PLC Financial Services 916.0 $296K 0.01% -9.0 -1.0% $322.92 +0.4%
95 QQQ INVESCO QQQ TR Financial Services 502.0 $290K 0.01% +20.0 +4.2% $577.73 +23.7%
96 IDXX IDEXX LABS INC Healthcare 510.0 $287K 0.01% -7.0 -1.4% $561.89 -1.6%
97 IJR ISHARES TR 2,207.0 $274K 0.01% -448.0 -16.9% $124.33 +9.6%
98 ISRG INTUITIVE SURGICAL INC Healthcare 499.0 $230K 0.01% $460.99 -4.6%
99 XLF SELECT SECTOR SPDR TR 4,497.0 $222K 0.01% +441.0 +10.9% $49.37 +4.8%
100 ABNB AIRBNB INC Consumer Cyclical 1,736.0 $219K 0.01% -10.0 -0.6% $126.28 +6.3%
Page 5 of 6  ·  105 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%