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Portfolio (Quarterly) Guide ↗

PALLADIEM, LLC

· CIK 0001629271
13F Portfolio $105M AUM 166 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 16 Added 22 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 73,315.0 $6.9M 6.59% NEW $94.22
2 AZN ASTRAZENECA PLC ORD Healthcare 1,416.0 $290K 0.28% NEW $205.00 -8.6%
3 VST VISTRA CORP COM Utilities 480.0 $73K 0.07% NEW $152.88 -11.9%
4 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 818.0 $68K 0.07% NEW $83.21 -6.7%
5 ETN EATON CORP PLC SHS Industrials 160.0 $64K 0.06% NEW $401.36 -7.3%
6 COHR COHERENT CORP COM Technology 170.0 $48K 0.05% NEW $284.17 +24.4%
7 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 70.0 $34K 0.03% NEW $486.61 -9.3%
8 AMCOR PLC COM NEW 813.0 $34K 0.03% NEW $41.75

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.1%
Technology 19.0%
Industrials 7.7%
Healthcare 6.6%
Consumer Cyclical 4.3%
Communication Services 4.0%
Consumer Defensive 2.9%
Utilities 1.8%
Basic Materials 0.3%
Real Estate 0.2%