Quantum Capital Management, LLC / NJ — 13F Holdings & Portfolio

CIK 1513125 · latest 13F-HR filed 2026-08-11

Quantum Capital Management, LLC / NJ manages $797.6M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HEI.A (8.86%), NVR (8.28%), PRI (7.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 16, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
105 EAST MILL ROAD
NORTHFIELD, NJ 08225
Phone
(609) 677-4949
Filing Manager
Quantum Capital Management, LLC / NJ
NORTHFIELD, NJ
Signatory
George Ivanov
CCO and COO
Loading holdings…
AUM

$797.6M

Long-equity book

Holdings

35

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+3 / −2 / ↑16 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Heico Corp New$21.1M +42.5%
  • Graco Inc$16.2M +38.5%
  • Brown & Brown Inc$16.1M +38.5%
  • Idexx Labs Inc$12.4M +39.4%
  • Gartner Inc$3.9M +24.9%
Show all 16 →

Top Trims

  • Old Dominion Freight Line In-$35.6M -48.4%
  • MSCI Inc-$10.8M -18.3%
  • Tyler Technologies Inc-$10.2M -24.7%
  • Booking Holdings Inc-$8.4M -31.5%
  • Veeva Sys Inc-$7.4M -13.2%
Show all 7 →

New Positions

  • Pool Corp$7.0M
  • Vanguard Index Fds$5.9M
  • Schwab Strategic Tr$4.8M
Show all 3 →

Exited Positions

  • Appfolio Inc$5.4M
  • Schwab Strategic Tr$3.8K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Heico Corp New HEI.A 422806208 $70.6M 8.86% 273,833 SH
2 NVR Inc NVR 62944T105 $66.0M 8.28% 9,691 SH
3 Primerica Inc PRI 74164M108 $61.1M 7.66% 214,890 SH
4 Graco Inc GGG 384109104 $58.1M 7.28% 768,421 SH
5 Brown & Brown Inc BRO 115236101 $57.9M 7.27% 903,253 SH
6 Martin Marietta Matls Inc MLM 573284106 $54.0M 6.78% 93,716 SH
7 Veeva Sys Inc VEEV 922475108 $48.3M 6.06% 272,384 SH
8 MSCI Inc MSCI 55354G100 $48.2M 6.05% 86,120 SH
9 Fastenal Co FAST 311900104 $46.2M 5.80% 962,833 SH
10 Moodys Corp MCO 615369105 $45.6M 5.72% 100,778 SH
11 Idexx Labs Inc IDXX 45168D104 $44.0M 5.52% 83,634 SH
12 Old Dominion Freight Line In ODFL 679580100 $37.9M 4.75% 174,902 SH
13 Tyler Technologies Inc TYL 902252105 $31.1M 3.89% 106,217 SH
14 Gartner Inc IT 366651107 $19.5M 2.44% 150,315 SH
15 Booking Holdings Inc BKNG 09857L108 $18.1M 2.27% 101,720 SH
16 Copart Inc CPRT 217204106 $15.0M 1.88% 531,279 SH
17 SPDR Gold Tr GLD 78463V107 $10.6M 1.33% 28,768 SH
18 Vanguard Intl Equity Index F VEU 922042775 $9.8M 1.23% 117,604 SH
19 Vulcan Matls Co VMC 929160109 $7.9M 0.99% 26,837 SH
20 Vanguard Intl Equity Index F VSS 922042718 $7.4M 0.93% 47,826 SH
21 Pool Corp POOL 73278L105 $7.0M 0.88% 32,699 SH
22 Berkshire Hathaway Inc Del BRK.B 084670702 $6.2M 0.78% 12,426 SH
23 Vanguard Whitehall Fds VYMI 921946794 $6.2M 0.77% 62,638 SH
24 Vanguard Index Fds VOO 922908363 $5.9M 0.74% 8,547 SH
25 Vanguard Whitehall Fds VYM 921946406 $5.4M 0.68% 34,318 SH
26 Schwab Strategic Tr SCHD 808524797 $4.8M 0.61% 152,398 SH
27 Vanguard Scottsdale Fds VONE 92206C730 $2.9M 0.36% 8,578 SH
28 Stepan Co SCL 858586100 $279.2K 0.04% 5,010 SH
29 Schwab Strategic Tr SCHZ 808524839 $272.1K 0.03% 11,763 SH
30 iShares Tr SGOV 46436E718 $240.1K 0.03% 2,385 SH
31 iShares Tr ITB 464288752 $220.1K 0.03% 2,107 SH
32 Schwab Strategic Tr SCHB 808524102 $219.9K 0.03% 7,593 SH
33 Schwab Strategic Tr SCHF 808524805 $196.9K 0.02% 7,108 SH
34 Vanguard Index Fds VXUS 921909768 $60.4K 0.01% 706 SH
35 Vanguard Star Fds VTI 922908769 $52.2K 0.01% 141 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $797.6M 35 0001513125-26-000004
2026-03-31 2026-05-13 $781.4M 34 0001513125-26-000003
2025-12-31 2026-02-13 $863.7M 34 0001513125-26-000002
2025-09-30 2025-11-13 $912.1M 33 0001513125-25-000007