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Quartz Partners, LLC
Quartz Partners, LLC is an SEC-registered investment adviser based in Saratoga Springs, New York, serving financial advisors, employers, and institutional investors. The firm specializes in research-driven portfolio management and custom advisory solutions, with a focus on active, real-time management and dynamic asset allocation. Founded in 2015, Quartz Partners employs fewer than 25 professionals and delivers services including financial planning, investment advisory, retirement plan solutions, and outsourced CIO support for a diverse client base.
Investment Strategy
Quartz Partners employs a research-driven, dynamic investment strategy focused on real-time portfolio management. Their proprietary PRICE Matrix framework analyzes five key macroeconomic pillars—Policy, Risk, Inflation & Interest Rates, Credit, and Earnings & Economy—to adapt portfolio allocations as market conditions shift. The firm emphasizes the avoidance of permanent loss of capital over short-term volatility, and prioritizes flexible asset allocation to minimize protracted downturns and enhance clients' ability to achieve long-term investing goals.
Latest 13F Filing Activity
Quartz Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 172 equity positions with a total 13F market value of $219M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Gen Digital Inc. among other positions. Quartz Partners, LLC reduced exposure to Ameriprise Finl Inc., Gartner Inc., Virco MFG Co. among others.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.52% | $14.2M | 90,125 | $123.11 | $157.99 | +$5.1M |
A AVGO | BROADCOM INC | 3.93% | $8.6M | 31,174 | $173.78 | $275.65 | +$3.2M |
I IVV | ISHARES TR | 3.73% | $8.2M | 13,137 | $583.68 | $620.90 | +$2.1M |
M META | META PLATFORMS INC | 2.96% | $6.5M | 8,752 | $585.46 | $738.09 | +$1.8M |
A AAPL | APPLE INC | 2.86% | $6.2M | 30,448 | $231.53 | $205.17 | -$364.9K |
Industry Allocation
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