Quantum Capital Management, LLC / NJ - Q4 2019 holdings

$500 Million is the total value of Quantum Capital Management, LLC / NJ's 37 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .

 Value Shares↓ Weighting
SCL  Stepan Co$479,000
+5.5%
4,6730.0%0.10%
-6.8%
IYR  ISHARES TRu.s. real es etf$31,0000.0%3350.0%0.01%
-14.3%
SCHV  Schwab Strategic Trus lcap va etf$4,000
+33.3%
600.0%0.00%0.0%
SCHM  Schwab Strategic Trus mid-cap etf$3,0000.0%500.0%0.00%0.0%
Original filings

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

  • View 13F-HR filed 2020-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Copart Inc.42Q3 202310.6%
Graco Inc.42Q3 20237.5%
Credit Accept Corp Mich42Q3 20237.8%
Schwab Strategic Tr41Q3 202313.8%
Primerica Inc41Q3 20238.4%
First Republic Bank39Q4 20229.8%
Schwab Strategic Tr39Q3 20230.1%
Schwab Strategic Tr39Q3 20230.1%
Vanguard Star Fds38Q3 20220.1%
VANGUARD INDEX FDS38Q3 20220.1%

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

Latest significant ownerships (13-D/G)
Quantum Capital Management, LLC / NJ Q4 2019 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Quantum Capital Management, LLC / NJFebruary 14, 2019344,9292.4%

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

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-02-12
13F-HR2023-11-14
13F-HR2023-08-10
13F-HR2023-05-11
13F-HR2023-02-10
13F-HR2022-11-14
13F-HR2022-08-11
13F-HR2022-05-11
13F-HR2022-02-14

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

Compare quarters

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