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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
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STREET SPDR S&P 500 ETF Financial Services 14,131.0 $9.6M 9.17% -78.0 -0.6% $679.92 +9.0%
2 QEFA STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF 71,612.0 $6.9M 6.61% -1K -1.6% $96.79 +0.8%
3 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 63,340.0 $5.8M 5.53% -3K -4.1% $91.48 +0.1%
4 ISHARES MSCI INTL QUALITY FACTOR ETF 115,219.0 $5.6M 5.32% -5K -4.5% $48.34
5 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 52,717.0 $5.5M 5.23% -4K -6.5% $104.00 +13.5%
6 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 70,801.0 $4.1M 3.93% -6K -8.4% $58.16 +4.0%
7 GLDB IDX ALTERNATIVE FIAT ETF 162,855.0 $3.9M 3.76% -5K -3.2% $24.22 -0.8%
8 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 42,528.0 $3.6M 3.44% -590.0 -1.4% $84.65 +11.4%
9 MEM MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF 84,731.0 $3.3M 3.15% -2K -1.9% $38.95 +11.0%
10 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 62,615.0 $3.1M 2.99% -2K -3.4% $50.01 +0.6%
11 MXI ISHARES GLOBAL MATERIALS ETF 22,544.0 $2.5M 2.40% -508.0 -2.2% $111.43 -2.1%
12 AVGO BROADCOM INC COM Technology 1,458.0 $518K 0.49% -48.0 -3.2% $355.11 +17.6%
13 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,996.0 $495K 0.47% -9K -43.1% $41.29 +6.6%
14 NVDA NVIDIA CORPORATION COM Technology 2,471.0 $455K 0.43% -100.0 -3.9% $184.01 +19.9%
15 MSFT MICROSOFT CORP COM Technology 1,110.0 $414K 0.40% -19.0 -1.7% $373.17 +11.9%
16 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,110.0 $353K 0.34% -25.0 -2.2% $318.47 +21.7%
17 AMZN AMAZON COM INC COM Consumer Cyclical 1,430.0 $334K 0.32% -15.0 -1.0% $233.75 +13.4%
18 BSX BOSTON SCIENTIFIC CORP COM Healthcare 778.0 $48K 0.04% -15.0 -1.9% $61.28 -7.5%
19 AXP AMERICAN EXPRESS CO COM Financial Services 4.0 $1K 0.00% -236.0 -98.3% $313.50 -1.2%
20 INTU INTUIT COM Technology 3.0 $1K 0.00% -152.0 -98.1% $351.00 +13.9%
Page 1 of 2  ·  22 positions

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%