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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACN ACCENTURE PLC IRELAND Technology 1,092.0 $217K 0.01% -6K -83.5% $198.32 -10.3%
102 SNPS SYNOPSYS INC Technology 536.0 $213K 0.01% -4.0 -0.7% $396.48 +25.8%
103 BIV VANGUARD BD INDEX FDS 2,737.0 $211K 0.01% +65.0 +2.4% $77.18 -1.2%
104 BLV VANGUARD BD INDEX FDS 3,007.0 $207K 0.01% +72.0 +2.5% $68.79 -1.7%
105 SNDA SONIDA SENIOR LIVING INC Healthcare 6,387.0 $206K 0.01% NEW $32.25 +13.6%
Page 6 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%