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Portfolio (Quarterly) Guide ↗

Paladin Wealth, LLC

· CIK 0002040377
13F Portfolio $146M AUM 120 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXR EXTRA SPACE STORAGE INC Real Estate 4,703.0 $612K 0.42% NEW $130.22 +10.0%
82 COST COSTCO WHSL CORP NEW Consumer Defensive 685.0 $591K 0.40% NEW $862.34 +19.2%
83 TJUL INNOVATOR ETFS TRUST 19,656.0 $582K 0.40% NEW $29.59 +2.0%
84 LLY ELI LILLY & CO Healthcare 541.0 $581K 0.40% NEW $1074.68 -0.9%
85 DXCM DEXCOM INC Healthcare 8,742.0 $580K 0.40% NEW $66.37 +8.6%
86 BSX BOSTON SCIENTIFIC CORP Healthcare 6,038.0 $576K 0.39% NEW $95.35 -39.4%
87 BKR BAKER HUGHES COMPANY Energy 12,501.0 $569K 0.39% NEW $45.54 +45.1%
88 LUV SOUTHWEST AIRLS CO Industrials 13,763.0 $569K 0.39% NEW $41.33 -1.1%
89 PYPL PAYPAL HLDGS INC Financial Services 9,705.0 $567K 0.39% NEW $58.38 -24.2%
90 NEE NEXTERA ENERGY INC Utilities 6,966.0 $559K 0.38% NEW $80.28 +10.3%
91 CTAS CINTAS CORP Industrials 2,920.0 $549K 0.38% NEW $188.07 -8.1%
92 TJX TJX COS INC NEW Consumer Cyclical 3,563.0 $547K 0.37% NEW $153.61 +3.0%
93 ISRG INTUITIVE SURGICAL INC Healthcare 962.0 $545K 0.37% NEW $566.36 -22.6%
94 EQIX EQUINIX INC Real Estate 704.0 $539K 0.37% NEW $766.16 +40.9%
95 PODD INSULET CORP Healthcare 1,888.0 $537K 0.37% NEW $284.24 -45.5%
96 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,175.0 $533K 0.36% NEW $453.36 -4.2%
97 SNPS SYNOPSYS INC Technology 1,123.0 $527K 0.36% NEW $469.72 +11.7%
98 BBUS J P MORGAN EXCHANGE TRADED F 3,874.0 $478K 0.33% NEW $123.31 +9.0%
99 FEBT AIM ETF PRODUCTS TRUST 12,492.0 $476K 0.33% NEW $38.10 +7.2%
100 BIL SPDR SERIES TRUST 5,135.0 $469K 0.32% NEW $91.38 +0.2%
Page 5 of 6  ·  120 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
Technology 25.9%
Financial Services 17.0%
Healthcare 11.7%
Consumer Cyclical 11.1%
Communication Services 11.0%
Consumer Defensive 7.2%
Industrials 6.9%
Energy 3.9%
Basic Materials 2.5%
Real Estate 1.9%