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Portfolio (Quarterly) Guide ↗

Paradiem, LLC

· CIK 0001733356
13F Portfolio $454M AUM 70 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 13 Added 35 Reduced 5 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SYK STRYKER CORPORATION Healthcare 30,941.0 $10.2M 2.24% +229.0 +0.8% $328.59 -3.7%
22 IBMQ ISHARES TR 395,462.0 $10.1M 2.22% NEW $25.53 -0.2%
23 IBMR ISHARES TR 396,376.0 $10.0M 2.21% NEW $25.35 -0.4%
24 AAPL APPLE INC Technology 34,976.0 $8.9M 1.96% $253.79 +21.7%
25 BSCT INVESCO EXCH TRD SLF IDX FD 411,874.0 $7.7M 1.69% NEW $18.66 -0.6%
26 IBMO ISHARES TR 294,149.0 $7.5M 1.66% +158K +116.7% $25.63 +0.1%
27 BSCS INVESCO EXCH TRD SLF IDX FD 350,608.0 $7.2M 1.58% NEW $20.42 -0.4%
28 IBMP ISHARES TR 248,470.0 $6.3M 1.39% +88K +54.9% $25.44 -0.2%
29 BSCR INVESCO EXCH TRD SLF IDX FD 283,777.0 $5.6M 1.23% +170K +148.9% $19.63 -0.1%
30 BSCQ INVESCO EXCH TRD SLF IDX FD 282,597.0 $5.5M 1.22% +166K +143.3% $19.53 -0.1%
31 ABT ABBOTT LABORATORIES Healthcare 45,940.0 $4.7M 1.04% -9K -15.9% $102.67 -14.9%
32 SSNC SS&C TECH HLDGS Technology 64,119.0 $4.3M 0.95% -80K -55.5% $67.57 -0.8%
33 QCOM QUALCOMM INC Technology 27,676.0 $3.6M 0.79% -56K -66.9% $128.78 +84.9%
34 A AGILENT TECHNOLOGIES INC Healthcare 29,515.0 $3.4M 0.74% NEW $113.98 +0.9%
35 ADP AUTOMATIC DATA PROCESSING IN Industrials 15,962.0 $3.2M 0.71% NEW $203.18 +10.9%
36 GPC GENUINE PARTS CO Consumer Cyclical 29,825.0 $3.2M 0.69% NEW $105.75 -7.5%
37 CSCO CISCO SYS INC Technology 35,006.0 $2.7M 0.60% -417.0 -1.2% $77.59 +55.2%
38 BSJR INVESCO EXCH TRD SLF IDX FD 81,000.0 $1.8M 0.40% -17K -17.2% $22.36 +0.2%
39 BSJQ INVESCO EXCH TRD SLF IDX FD 77,756.0 $1.8M 0.40% -17K -18.1% $23.17 -0.3%
40 CVX CHEVRON CORPORATION Energy 8,400.0 $1.7M 0.38% +6K +198.7% $206.91 -7.5%
Page 2 of 4  ·  70 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
Industrials 27.3%
Technology 19.3%
Utilities 14.4%
Healthcare 9.8%
Financial Services 8.2%
Consumer Defensive 8.0%
Energy 6.6%
Basic Materials 4.6%
Consumer Cyclical 1.7%
Real Estate 0.1%