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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JPM JPMORGAN CHASE & CO COM Financial Services 4.0 $1K 0.00% $309.75 -2.2%
142 GE GE AEROSPACE COM NEW Industrials 4.0 $1K 0.00% $308.25 -2.1%
143 AMD ADVANCED MICRO DEVICES INC COM Technology 5.0 $1K 0.00% $245.00 +83.5%
144 MRK MERCK & CO INC COM Healthcare 10.0 $1K 0.00% $121.40 -4.5%
145 APP APPLOVIN CORP COM CL A Technology 3.0 $1K 0.00% $391.33 +24.2%
146 PM PHILIP MORRIS INTL INC COM Consumer Defensive 7.0 $1K 0.00% $160.43 +17.6%
147 INTU INTUIT COM Technology 3.0 $1K 0.00% -152.0 -98.1% $351.00 -12.5%
148 VRSN VERISIGN INC COM Technology 4.0 $1K 0.00% $259.75 +16.7%
149 ADBE ADOBE INC COM Technology 4.0 $901.0 0.00% $225.25 +8.4%
150 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 2.0 $901.0 0.00% $450.50 -2.4%
151 SBUX STARBUCKS CORP COM Consumer Cyclical 9.0 $869.0 0.00% $96.56 +10.3%
152 ABBV ABBVIE INC COM Healthcare 4.0 $832.0 0.00% $208.00 +3.2%
153 CMCSA COMCAST CORP NEW CL A Communication Services 24.0 $670.0 0.00% $27.92 -10.2%
154 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 16.0 $646.0 0.00% -3K -99.4% $40.38 +0.3%
155 WFC WELLS FARGO & CO COM Financial Services 5.0 $427.0 $85.40 -11.2%
156 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 2.0 $378.0 $189.00 +16.4%
157 BX BLACKSTONE INC COM Financial Services 3.0 $355.0 -199.0 -98.5% $118.33 +0.2%
158 ABT ABBOTT LABORATORIES COM Healthcare 1.0 $100.0 $100.00 -12.2%
Page 8 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%