Quantitative Investment Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Quantitative Investment Management, Llc disclosed 346 stock positions valued at approximately $917.44K as of quarter-end June 30, 2026. The largest holdings include Health Care Select Sector SPDR Fund, SPDR S&P REGIONAL BANKING ETF, and Financial Select Sector SPDR Fund.

Report Period
June 30, 2026
No. of Stocks
346
Portfolio Value
$917.44K
Holdings by Sector
Quantitative Investment Management, Llc Portfolio Holdings in Q2 2026

340 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Health Care Select Sector SPDR FundXLVOther4.40%254,518+177,622+230.99%$40,381
SPDR S&P REGIONAL BANKING ETFKREOther3.63%444,460-83,159-15.76%$33,267
Financial Select Sector SPDR FundXLFOther2.11%361,531+153,284+73.61%$19,381
Energy Select Sector SPDR FundXLEOther2.02%349,786+241,448+222.87%$18,577
J P MORGAN CHASE & COJPMFinancial Services1.90%53,263+42,170+380.15%$17,434
CITIGROUP INC COM NEWCFinancial Services1.74%113,851+105,831+1319.59%$15,934
KraneShares CSI China Internet ETFKWEBOther1.49%557,530+401,606+257.57%$13,642
INTUITIVE SURGICAL INCISRGHealthcare1.43%32,943+27,206+474.22%$13,100
Intuit IncINTUTechnology1.42%49,874+20,310+68.70%$13,017
BANK AMER CORP COMBACFinancial Services1.41%226,321+98,891+77.60%$12,895
Walmart IncWMTConsumer Defensive1.18%95,844-7,011-6.82%$10,855
MercadoLibre IncMELIConsumer Cyclical1.17%6,311+4,635+276.55%$10,712
iShares MSCI Brazil ETFEWZOther1.15%306,667+306,667+100.00%$10,580
Mastercard Incorp Common StockMAFinancial Services1.08%19,335+6,257+47.84%$9,930
VanEck Gold Miners ETFGDXOther1.06%129,137+129,137+100.00%$9,743
Pepsico IncPEPConsumer Defensive1.04%70,754+70,754+100.00%$9,580
Boston Scientific CorpBSXHealthcare0.99%213,737+120,019+128.06%$9,122
Tesla IncTSLAConsumer Cyclical0.99%21,586+21,586+100.00%$9,079
Shopify IncSHOPTechnology0.99%79,275+5,888+8.02%$9,051
Utilities Select Sector SPDR FundXLUOther0.93%188,006+188,006+100.00%$8,524
REGENERON PHARMACEUTICALS INCREGNHealthcare0.92%13,499+10,485+347.88%$8,417
CHEVRON CORPCVXEnergy0.89%49,303+34,842+240.94%$8,172
iShares Bitcoin Trust ETFIBITOther0.86%238,189-138,490-36.77%$7,929
AUTOZONE INCAZOConsumer Cyclical0.83%2,375+2,282+2453.76%$7,590
VanEck Junior Gold Miners ETFGDXJOther0.83%77,242+73,510+1969.72%$7,589
PayPal Holdings IncPYPLFinancial Services0.79%166,966+22,206+15.34%$7,209
AT&T IncTCommunication Services0.75%334,257+236,742+242.77%$6,919
VanEck Oil Services ETFOIHOther0.73%18,019+11,200+164.25%$6,703
Uber Technologies IncUBERTechnology0.72%91,187+91,187+100.00%$6,580
CME Group IncCMEFinancial Services0.71%29,410+29,410+100.00%$6,494
Consumer Discretionary Select Sector SPDXLYOther0.69%54,284-71,467-56.83%$6,366
Vistra Energy CorpVSTUtilities0.65%37,826+2,125+5.95%$6,000
DOW INCDOWBasic Materials0.64%213,581+141,601+196.72%$5,843
Zscaler IncZSTechnology0.61%39,631+7,430+23.07%$5,593
GILEAD SCIENCES INCGILDHealthcare0.61%44,223-9,066-17.01%$5,587
Invesco KBW Bank ETFKBWBOther0.61%59,842-50,568-45.80%$5,564
Strategy IncMSTRTechnology0.57%60,596-117,691-66.01%$5,267
Newmont CorporationNEMBasic Materials0.56%55,253+38,198+223.97%$5,160
ARK Innovation ETFARKKOther0.56%63,839+63,839+100.00%$5,159
LyondellBasell Industries NVLYBOther0.56%97,365+51,127+110.57%$5,126
PETROLEO BRASILEIRO S.A.- PETROBRASPBREnergy0.56%316,988+316,988+100.00%$5,122
Ulta Beauty IncULTAConsumer Cyclical0.56%11,338+9,443+498.31%$5,113
ELI LILLY AND COLLYHealthcare0.55%4,235-5,507-56.53%$5,079
Spotify Technology SASPOTOther0.55%10,919+10,919+100.00%$5,013
SPDR S&P Oil & Gas Exploration & ProductXOPOther0.54%31,835+31,835+100.00%$4,910
SPDR S&P Bank ETFKBEOther0.52%70,229-8,216-10.47%$4,791
COMCAST CORP-CLASS ACMCSACommunication Services0.52%192,672+14,263+7.99%$4,730
CONOCOPHILLIPSCOPEnergy0.50%44,569+1,669+3.89%$4,633
iShares U.S. Medical Devices ETFIHIOther0.50%93,677+82,065+706.73%$4,628
Airbnb IncABNBConsumer Cyclical0.47%30,156-8,467-21.92%$4,315
Albemarle CorpALBBasic Materials0.45%30,750+30,750+100.00%$4,152
Roper Technologies IncROPTechnology0.45%12,268-3,759-23.45%$4,151
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.45%8,342+4,685+128.11%$4,143
Accenture PlcACNTechnology0.45%33,216+22,746+217.25%$4,133
Lumentum Holdings IncLITETechnology0.44%4,736+4,736+100.00%$4,063
Five Below IncFIVEConsumer Cyclical0.42%21,678+20,246+1413.83%$3,897
BRISTOL-MYERS SQUIBB COBMYHealthcare0.42%67,290+67,290+100.00%$3,877
Alphabet Inc AGOOGLCommunication Services0.42%10,847-56,052-83.79%$3,876
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.41%111,929+85,155+318.05%$3,805
SLB LimitedSLBEnergy0.41%80,609+35,942+80.47%$3,747
S&P GLOBAL INCSPGIFinancial Services0.40%9,033+5,061+127.42%$3,678
Cencora IncCORHealthcare0.40%12,927+7,478+137.24%$3,658
Booking Holdings IncBKNGConsumer Cyclical0.40%20,521+18,670+1008.64%$3,657
AGNICO EAGLE MINES LTDAEMBasic Materials0.40%23,454+23,454+100.00%$3,638
Royal Caribbean Cruises LtdRCLOther0.39%11,295+11,295+100.00%$3,586
Wells Fargo & CoWFCFinancial Services0.38%41,950-59,961-58.84%$3,466
iShares MSCI IndiaINDAOther0.38%70,093+35,914+105.08%$3,461
Shell PLCSHELEnergy0.38%44,507+44,507+100.00%$3,451
CF INDUSTRIES HOLDINGS INCCFBasic Materials0.38%31,846+20,215+173.80%$3,447
EQUIFAX INCEFXIndustrials0.37%21,518+17,677+460.22%$3,415
L3Harris Technologies IncLHXIndustrials0.36%11,455+5,853+104.48%$3,328
MCDONALD'S CORPMCDConsumer Cyclical0.36%12,246+12,246+100.00%$3,310
Oracle CorpORCLTechnology0.36%22,325-73,658-76.74%$3,271
Zoetis IncZTSHealthcare0.35%45,119-344-0.76%$3,242
HERSHEY CO (THE)HSYConsumer Defensive0.35%18,312+11,750+179.06%$3,212
CBRE Group Inc Common Stock Class ACBREReal Estate0.34%23,305+9,261+65.94%$3,138
Nutrien LtdNTRBasic Materials0.34%49,476+49,476+100.00%$3,114
TechnipFMC plc Ordinary ShareG87110105Other0.34%46,844+46,844+100.00%$3,105
Northrop Grumman CorpNOCIndustrials0.34%6,069-173-2.77%$3,091
Invesco S&P 500 Low Volatility ETFSPLVOther0.34%41,231+12,076+41.42%$3,088
Vale S A ADRVALEBasic Materials0.33%203,573+7,936+4.06%$3,061
METTLER-TOLEDO INTERNATIONAL INCMTDHealthcare0.33%2,358+2,209+1482.55%$3,012
BP P.L.C.BPEnergy0.32%79,906+79,906+100.00%$2,952
OCCIDENTAL PETROLEUM CORPOXYEnergy0.31%58,716+58,716+100.00%$2,851
HCA Healthcare IncHCAHealthcare0.31%7,278+955+15.10%$2,837
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.31%5,598-965-14.70%$2,806
Fidelity National Information ServicesFISTechnology0.29%69,364+59,683+616.50%$2,696
Hewlett Packard Enterprise CoHPETechnology0.29%58,984+8,478+16.79%$2,660
GAP INC (THE)GAPConsumer Cyclical0.29%142,290+142,290+100.00%$2,657
PDD Holdings IncPDDConsumer Cyclical0.28%34,077+34,077+100.00%$2,599
Lockheed Martin CorpLMTIndustrials0.28%4,974-13,725-73.40%$2,534
REGIONS FINANCIAL CORPRFFinancial Services0.28%83,834-15,469-15.58%$2,531
Fifth Third BancorpFITBFinancial Services0.27%44,508+10,398+30.48%$2,508
HUNTINGTON BANCSHARES INCHBANFinancial Services0.27%140,673-168,453-54.49%$2,494
Welltower IncWELLReal Estate0.27%10,943+6,135+127.60%$2,483
NIKE INCNKEConsumer Cyclical0.27%59,915+46,669+352.33%$2,459
Omnicom Group IncOMCCommunication Services0.27%33,561+22,569+205.32%$2,444
Lululemon Athletica inc.LULUConsumer Cyclical0.26%21,063+21,063+100.00%$2,404
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.26%7,981+4,124+106.92%$2,402
Infosys LtdINFYTechnology0.26%228,368+228,368+100.00%$2,395