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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 8  ·  158 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 EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 79,327.0 $8.3M 7.93% $104.79 +4.5%
3 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 74,479.0 $7.4M 7.07% +703.0 +0.9% $99.44 -1.2%
4 QEFA STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF 71,612.0 $6.9M 6.61% -1K -1.6% $96.79 +0.8%
5 SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 73,315.0 $6.9M 6.59% NEW $94.22
6 DYFI IDX DYNAMIC FIXED INCOME ETF 255,110.0 $5.8M 5.57% $22.90 -0.7%
7 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%
8 ISHARES MSCI INTL QUALITY FACTOR ETF 115,219.0 $5.6M 5.32% -5K -4.5% $48.34
9 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 52,717.0 $5.5M 5.23% -4K -6.5% $104.00 +13.5%
10 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 70,801.0 $4.1M 3.93% -6K -8.4% $58.16 +4.0%
11 GLDB IDX ALTERNATIVE FIAT ETF 162,855.0 $3.9M 3.76% -5K -3.2% $24.22 -0.8%
12 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 42,528.0 $3.6M 3.44% -590.0 -1.4% $84.65 +11.4%
13 MEM MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF 84,731.0 $3.3M 3.15% -2K -1.9% $38.95 +11.0%
14 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 62,615.0 $3.1M 2.99% -2K -3.4% $50.01 +0.6%
15 MXI ISHARES GLOBAL MATERIALS ETF 22,544.0 $2.5M 2.40% -508.0 -2.2% $111.43 -2.1%
16 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 26,501.0 $2.1M 2.00% $79.28 -0.5%
17 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 7,888.0 $1.2M 1.17% +2K +41.3% $155.30 +36.7%
18 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 17,047.0 $896K 0.85% $52.56 -0.5%
19 SLV ISHARES SILVER TRUST Financial Services 10,975.0 $751K 0.72% $68.39 +0.5%
20 JPIE JPMORGAN INCOME ETF 15,290.0 $704K 0.67% $46.07 -0.4%
Page 1 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%