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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 2 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 1,629.0 $595K 0.57% +52.0 +3.3% $365.40 +11.1%
22 SNPE XTRACKERS S&P 500 SCORED& SCREENED ETF 9,326.0 $555K 0.53% $59.55 +13.3%
23 AVGO BROADCOM INC COM Technology 1,458.0 $518K 0.49% -48.0 -3.2% $355.11 +18.2%
24 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,996.0 $495K 0.47% -9K -43.1% $41.29 +5.8%
25 FN FABRINET SHS Technology 800.0 $495K 0.47% $618.26 +7.9%
26 NVDA NVIDIA CORPORATION COM Technology 2,471.0 $455K 0.43% -100.0 -3.9% $184.01 +23.5%
27 RBC RBC BEARINGS INC COM Industrials 711.0 $423K 0.40% $595.11 -5.5%
28 AAPL APPLE INC COM Technology 1,596.0 $416K 0.40% $260.54 +15.7%
29 MSFT MICROSOFT CORP COM Technology 1,110.0 $414K 0.40% -19.0 -1.7% $373.17 +13.5%
30 ING ING GROEP N.V. SPONSORED ADR Financial Services 13,504.0 $387K 0.37% $28.64 +4.9%
31 LLY ELI LILLY & CO COM Healthcare 394.0 $376K 0.36% +31.0 +8.5% $955.11 +7.6%
32 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1,860.0 $368K 0.35% $198.04 +2.0%
33 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 4,682.0 $354K 0.34% +377.0 +8.8% $75.51 +0.1%
34 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,110.0 $353K 0.34% -25.0 -2.2% $318.47 +20.9%
35 NVS NOVARTIS AG SPONSORED ADR Healthcare 2,181.0 $338K 0.32% +11.0 +0.5% $155.06 -3.5%
36 AMZN AMAZON COM INC COM Consumer Cyclical 1,430.0 $334K 0.32% -15.0 -1.0% $233.75 +12.1%
37 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 17,198.0 $312K 0.30% $18.15 +6.0%
38 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,383.0 $308K 0.29% $222.82 +2.8%
39 V VISA INC COM CL A Financial Services 947.0 $292K 0.28% $308.36 +6.4%
40 AZN ASTRAZENECA PLC ORD Healthcare 1,416.0 $290K 0.28% NEW $205.00 -9.6%
Page 2 of 8  ·  158 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%