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Showing Q3 2024 data
HedgeTrack has imported Q4 2025 data overall, but New Potomac Partners, LLC's latest available filing here is Q3 2024.
New Potomac Partners, LLC
•CIK: 1731466•Filing: Q3 2024
**New Potomac Partners, LLC** manages $195M across a diversified portfolio of 152 positions. The fund exhibits significant allocations to core asset classes and technology leaders, notably holding IAU* at $11.1M and AAPL at $8.8M. Key technology exposures include substantial positions in MSFT ($8.6M), GOOG ($4.8M), and ORCL ($4.8M). This structure suggests a focused, large-cap growth mandate within a relatively concentrated framework.
Total AUM
$194.6M
QoQ Performance
+6.4%
Positions
112
Top 10 Concentration
33.0%
Latest Filing
Q3 2024
Top Holdings Allocation
IAU*
IAU*5.7%
AAPL4.5%
MSFT4.4%
IVV3.9%
EMXC2.7%
IEI2.5%
ORCL2.5%
GOOGL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.3%
Technology19.7%
Consumer7.9%
Healthcare5.3%
Financial5.0%
ETF3.9%
Energy2.2%
Industrial2.1%
Changes from Q2 2024
NEW69 new positions
↑14 increased
↓48 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022