Quantum Capital Management, LLC / NJ

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$313 Million is the total value of Quantum Capital Management, LLC / NJ's 41 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 0.0% .

All

		Value		Shares		↓ Weighting
SHY	ISHARES TR1-3 yr tr bd etf	$7,178,000	-0.7%	85,000	0.0%	2.29%	+0.5%
SJI	South Jersey Inds Inc	$344,000	+14.3%	10,203	0.0%	0.11%	+15.8%
VXUS	Vanguard Star Fdvg tl intl stk f	$198,000	-2.9%	4,312	0.0%	0.06%	-1.6%
VTI	Vanguard Index Fdstotal stk mkt	$171,000	+3.0%	1,487	0.0%	0.06%	+5.8%

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2017-02-10

Signatures

The EDGAR filing(s) were signed by:

John J. Hughes — Chief Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
Copart Inc.	42	Q3 2023	10.6%
Graco Inc.	42	Q3 2023	7.5%
Credit Accept Corp Mich	42	Q3 2023	7.8%
Schwab Strategic Tr	41	Q3 2023	13.8%
Primerica Inc	41	Q3 2023	8.4%
First Republic Bank	39	Q4 2022	9.8%
Schwab Strategic Tr	39	Q3 2023	0.1%
Schwab Strategic Tr	39	Q3 2023	0.1%
Vanguard Star Fds	38	Q3 2022	0.1%
VANGUARD INDEX FDS	38	Q3 2022	0.1%

View Quantum Capital Management, LLC / NJ's complete holdings history.

Latest significant ownerships (13-D/G)

Quantum Capital Management, LLC / NJ Q4 2016 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
Quantum Capital Management, LLC / NJ	February 14, 2019	344,929	2.4%

View Quantum Capital Management, LLC / NJ's complete significant-ownership history.

Latest filings

Type	Filed
13F-HR	2024-02-12
13F-HR	2023-11-14
13F-HR	2023-08-10
13F-HR	2023-05-11
13F-HR	2023-02-10
13F-HR	2022-11-14
13F-HR	2022-08-11
13F-HR	2022-05-11
13F-HR	2022-02-14
13F-HR	2021-11-12

View Quantum Capital Management, LLC / NJ's complete filings history.

All filings

View complete filings history.

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