Potomac-Fund-Management-Inc-Adv
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "GILD", "HON", "HD", "MCD", null, null, null, null, "IJH", null, null, "LHX", null, "MA", "MSFT", null, null, null, "EQIX", "EVRG", "EMN", "IJR", "ORCL", "PEP", "PNC", "IVV", null, "PG", null, "SHOP", "SRE", "SHEL", null, "TMO", "UPS", "BIV", "VWO", null, null, null, "DD", "DEO", "AJG", null, "NVO", "USB", "VUG", "VEA", "BLV", "BNDX", "BSV", "VTV", "V", "WFC", null, "CVX", "CMCSA", "COP", "GOOG", "JNJ", "LLY", null, "MCHP", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 66
- Total Value
- 97368600
- Accession Number
- 0000826000-25-000004
- Form Type
- 13F-HR
- Manager Name
- Potomac-Fund-Management-Inc-Adv
Data Enrichment
71% identified47 identified19 unidentified
Holdings
66 positions • $97.4M total value
Manager:
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78464A631
Shares:1.5K
Value:$239.6K
% of Portfolio:0.2% ($239.6K/$97.4M)
78464A375
Shares:6.9K
Value:$227.1K
% of Portfolio:0.2% ($227.1K/$97.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78464A631)✕ | 1.5K | YoY- | All Managers (Combined) | $239.6K | 0.2% ($239.6K/$97.4M) | YoY- |
Zoetis Inc.(ZTScusip98978V103) | 1.6K | YoY- | All Managers (Combined) | $235.6K | 0.2% ($235.6K/$97.4M) | YoY- |
| 3.0K | QoQ +0.59% (+18)YoY- | All Managers (Combined) | $229.1K | 0.2% ($229.1K/$97.4M) | YoY- | |
(cusip78464A375)✕ | 6.9K | YoY- | All Managers (Combined) | $227.1K | 0.2% ($227.1K/$97.4M) | YoY- |
| 3.3K | QoQ +0.90% (-30)YoY- | All Managers (Combined) | $223.2K | 0.2% ($223.2K/$97.4M) | YoY- | |
| 482 | QoQ +12.09% (-52)YoY- | All Managers (Combined) | $203.5K | 0.2% ($203.5K/$97.4M) | YoY- |