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Paladin Partners, LLC Portfolio
$162.5M across 201 positions as of 2026-09-30, with 72% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.0% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IWBiShares Russell 1000 ETF | $22.9M | 14.1% | 55,022 |
| NVDANVIDIA Corp | $18.5M | 11.4% | 81,002 |
| SPYState Street SPDR S&P 500 ETF Trust | $17.7M | 10.9% | 23,165 |
| IWDiShares Russell 1000 Value ETF | $12.7M | 7.8% | 51,101 |
| VTIVanguard Total Stock Market ETF | $11.6M | 7.1% | 30,959 |
| CWBSPDR Bloomberg Convertible Securities ETF | $9.2M | 5.6% | 90,673 |
| BNDXVanguard Total International Bond ETF | $7.6M | 4.7% | 162,385 |
| EFAiShares MSCI EAFE ETF | $6.5M | 4.0% | 62,337 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $6.2M | 3.8% | 80,810 |
| AGGiShares Core U.S. Aggregate Bond ETF | $4.2M | 2.6% | 44,712 |
| AAPLApple Inc | $4.1M | 2.5% | 12,404 |
| BRK.BBerkshire Hathaway Inc | $3.4M | 2.1% | 6,881 |
| SHViShares 0-1 Year Treasury Bond ETF | $3.4M | 2.1% | 30,740 |
| IWRiShares Russell Mid-Cap ETF | $2.5M | 1.6% | 23,637 |
| BSVVanguard Short-Term Bond ETF | $2.3M | 1.4% | 29,603 |
| IWMiShares Russell 2000 Index Fund | $2.3M | 1.4% | 8,134 |
| MUMicron Technology Inc | $2.2M | 1.4% | 2,090 |
| BLKBlackRock Inc | $2.1M | 1.3% | 1,975 |
| MSFTMicrosoft Corp | $2M | 1.3% | 3,961 |
| EEMiShares MSCI Emerging Index Fund | $1.9M | 1.2% | 28,519 |
| MUBiShares National Muni Bond ETF | $1.6M | 1.0% | 15,576 |
| INVESCO ULTRA SHORT DURATION ETF | $1.2M | 0.7% | 24,349 |
| GREIF INC CL B | $1.2M | 0.7% | 11,216 |
| COSTCostco Wholesale Corp | $1M | 0.6% | 1,126 |
| ABBVAbbVie Inc | $1M | 0.6% | 3,841 |
| IWFiShares Russell 1000 Growth ETF | $937.4K | 0.6% | 7,484 |
| IEFiShares 7-10 Year Treasury Bond ETF | $913.3K | 0.6% | 10,226 |
| AMGNAmgen Inc | $784K | 0.5% | 1,860 |
| VANGUARD RUSSELL 3000 ETF | $691.1K | 0.4% | 2,060 |
| ADPAutomatic Data Processing Inc | $671K | 0.4% | 2,600 |
| IWSiShares Russell Mid-cap Value ETF | $647.8K | 0.4% | 4,030 |
| ISRGIntuitive Surgical Inc | $578.2K | 0.4% | 1,422 |
| JAAAJanus Henderson AAA CLO ETF | $565.8K | 0.3% | 11,210 |
| BRBroadridge Financial Solutions Inc | $496.2K | 0.3% | 3,080 |
| BCSBarclays PLC | $475.9K | 0.3% | 19,607 |
| XLEState Street Energy Select Sector SPDR ETF | $474.2K | 0.3% | 7,710 |
| IWPiShares Russell Midcap Growth ETF | $374.5K | 0.2% | 2,720 |
| LLYEli Lilly and Co | $350.6K | 0.2% | 303 |
| ULTAUlta Beauty Inc | $289.5K | 0.2% | 530 |
| PFGPrincipal Financial Group Inc | $278.8K | 0.2% | 2,490 |
| AVGOBroadcom Inc | $276K | 0.2% | 786 |
| VCSHVanguard Short-Term Corporate Bond ETF | $209.3K | 0.1% | 2,709 |
| SUBiShares Short-Term National Muni Bond ETF | $202.3K | 0.1% | 1,935 |
| TLHiShares 10-20 Year Treasury Bond ETF | $198.9K | 0.1% | 2,158 |
| CHUBB LIMITED COM | $175.6K | 0.1% | 540 |
| CATCaterpillar Inc | $167.8K | 0.1% | 207 |
| JPMJPMorgan Chase & Co | $127.4K | 0.1% | 385 |
| RTXRTX Corp | $116.6K | 0.1% | 628 |
| COHEN & STEERS SELECT PFD & IN COM | $107.6K | 0.1% | 5,930 |
| CRWDCrowdStrike Holdings Inc | $105.9K | 0.1% | 400 |
| FSSLFS Specialty Lending Fund | $98.9K | 0.1% | 8,503 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $97.2K | 0.1% | 5,034 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $83.3K | 0.1% | 1,470 |
| MAMastercard Inc | $82.7K | 0.1% | 150 |
| VNQVanguard Real Estate ETF | $82.3K | 0.1% | 918 |
| AMZNAmazon.com Inc | $82.2K | 0.1% | 330 |
| FCNCAFirst Citizens BancShares Inc (Delaware) | $78.3K | 0.0% | 38 |
| WDCWestern Digital Corp | $72.7K | 0.0% | 160 |
| FISVFiserv Inc | $67.8K | 0.0% | 1,500 |
| KLACKLA Corp | $64.3K | 0.0% | 330 |
| MCKMcKesson Corp | $62.3K | 0.0% | 73 |
| FFord Motor Co | $60.3K | 0.0% | 5,000 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $55.7K | 0.0% | 545 |
| CHDNChurchill Downs Inc | $54.7K | 0.0% | 723 |
| MSMorgan Stanley | $54.4K | 0.0% | 289 |
| BANK OF NY MELLON CORP COM | $52.6K | 0.0% | 364 |
| GSGoldman Sachs Group Inc | $51.3K | 0.0% | 57 |
| ABTAbbott Laboratories | $48.4K | 0.0% | 490 |
| WMTWalmart Inc | $48.3K | 0.0% | 465 |
| HWMHowmet Aerospace Inc | $47.3K | 0.0% | 209 |
| METAMeta Platforms Inc | $46.4K | 0.0% | 64 |
| VVisa Inc | $44.6K | 0.0% | 124 |
| WFCWells Fargo & Co | $43.2K | 0.0% | 540 |
| JNJJohnson & Johnson | $43.2K | 0.0% | 163 |
| RYRoyal Bank of Canada | $41.1K | 0.0% | 209 |
| PAASPan American Silver Corp | $41K | 0.0% | 900 |
| MOAltria Group Inc | $40.3K | 0.0% | 598 |
| FASTFastenal Co | $40.1K | 0.0% | 810 |
| AXPAmerican Express Co | $38K | 0.0% | 125 |
| CVXChevron Corp | $37.4K | 0.0% | 183 |
| XOMExxonmobil Holdings Corp | $34.2K | 0.0% | 210 |
| PNCPNC Financial Services Group Inc | $34K | 0.0% | 153 |
| ATOAtmos Energy Corp | $33.3K | 0.0% | 213 |
| REAVES UTIL INCOME FD COM SH BEN INT | $33.3K | 0.0% | 969 |
| GEGeneral Electric Co | $32.2K | 0.0% | 103 |
| AEPAmerican Electric Power Company Inc | $29.9K | 0.0% | 252 |
| WECWEC Energy Group Inc | $29.3K | 0.0% | 291 |
| PGProcter & Gamble Co | $29.1K | 0.0% | 200 |
| FLAHERTY & CRUMRINE PFD INCOME COM | $28.2K | 0.0% | 3,271 |
| GDGeneral Dynamics Corp | $27.9K | 0.0% | 84 |
| WPMWheaton Precious Metals Corp | $26.9K | 0.0% | 201 |
| KOCoca-Cola Co | $26.7K | 0.0% | 310 |
| KSSKohls Corp | $25.8K | 0.0% | 1,400 |
| MOTLEY FOOL 100 INDEX ETF | $24.9K | 0.0% | 311 |
| CCitigroup Inc | $24.7K | 0.0% | 191 |
| PCARPaccar Inc | $24.7K | 0.0% | 225 |
| TMUST-Mobile US Inc | $24.6K | 0.0% | 151 |
| UNPUnion Pacific Corp | $24.5K | 0.0% | 90 |
| GOOGLAlphabet Inc | $24.1K | 0.0% | 70 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $23.5K | 0.0% | 658 |
| IJHiShares Core S&P Mid-Cap ETF | $23.4K | 0.0% | 325 |
| VUGVanguard Growth ETF | $23.2K | 0.0% | 258 |
| DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF | $22.2K | 0.0% | 150 |
| ISHARES MSCI WORLD ETF | $20.6K | 0.0% | 100 |
| PAYXPaychex Inc | $20.3K | 0.0% | 206 |
| LRCXLam Research Corp | $19.7K | 0.0% | 60 |
| KMBKimberly-Clark Corp | $19.5K | 0.0% | 200 |
| HDHome Depot Inc | $19.3K | 0.0% | 68 |
| COFCapital One Financial Corp | $19.3K | 0.0% | 100 |
| NERVGEN PHARMA CORP COM | $19.1K | 0.0% | 10,000 |
| PLTRPalantir Technologies Inc | $18.7K | 0.0% | 100 |
| CRMSalesforce Inc | $17.4K | 0.0% | 76 |
| JOHNSON CTLS INTL PLC SHS | $17.4K | 0.0% | 117 |
| PANWPalo Alto Networks Inc | $16.7K | 0.0% | 42 |
| PEPPepsiCo Inc | $16.3K | 0.0% | 129 |
| IEFAiShares Core MSCI EAFE ETF | $14.5K | 0.0% | 150 |
| ASBAssociated Banc-Corp | $13.6K | 0.0% | 476 |
| SBUXStarbucks Corp | $13.2K | 0.0% | 140 |
| AXCELIS TECHNOLOGIES INC COM NEW | $13.1K | 0.0% | 100 |
| ZENTEK LTD COM | $13K | 0.0% | 25,000 |
| MONTE ROSA THERAPEUTICS INC COM | $11.9K | 0.0% | 1,000 |
| STTState Street Corp | $10.5K | 0.0% | 60 |
| HLIHoulihan Lokey Inc | $9.7K | 0.0% | 77 |
| GEVGE Vernova Inc | $9.5K | 0.0% | 10 |
| BACBank of America Corp | $8.9K | 0.0% | 163 |
| CRWVCoreWeave Inc | $8.7K | 0.0% | 100 |
| NEMNewmont Corporation | $8.7K | 0.0% | 75 |
| TUYA INC SPONSERED ADS | $8.5K | 0.0% | 5,000 |
| EBAYeBay Inc | $8.5K | 0.0% | 80 |
| ACWViShares MSCI Global Min Vol Factor ETF | $7.4K | 0.0% | 60 |
| HOGHarley-Davidson Inc | $7.3K | 0.0% | 300 |
| SANBanco Santander SA | $7.1K | 0.0% | 510 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $6.9K | 0.0% | 290 |
| BTIBritish American Tobacco plc | $6.5K | 0.0% | 120 |
| VIKING THERAPEUTICS INC COM | $6.5K | 0.0% | 200 |
| EATON CORP PLC SHS | $6.4K | 0.0% | 15 |
| QQnity Electronics Inc | $6.3K | 0.0% | 50 |
| MINK THERAPEUTICS INC COM NEW | $6.3K | 0.0% | 500 |
| GWWWW Grainger Inc | $6.2K | 0.0% | 5 |
| IJRiShares Core S&P Small-Cap ETF | $5.9K | 0.0% | 43 |
| RIORio Tinto PLC | $5.7K | 0.0% | 60 |
| SGOViShares 0-3 Month Treasury Bond ETF | $5.6K | 0.0% | 56 |
| NFLXNetflix Inc | $5.6K | 0.0% | 80 |
| ORCLOracle Corp | $5.5K | 0.0% | 40 |
| TLTiShares 20+ Year Treasury Bond ETF | $5.4K | 0.0% | 70 |
| VICIVICI Properties Inc | $5.1K | 0.0% | 222 |
| SCHPSCHWAB US TIPS ETF | $4.7K | 0.0% | 186 |
| UGIUGI Corp | $4.6K | 0.0% | 130 |
| VZVerizon Communications Inc | $4.6K | 0.0% | 100 |
| LKQLKQ Corp | $4.6K | 0.0% | 200 |
| MNSTMonster Beverage Corp | $4.5K | 0.0% | 108 |
| CAHCardinal Health Inc | $4.5K | 0.0% | 20 |
| NVSNovartis AG | $4.4K | 0.0% | 31 |
| DDDupont De Nemours Inc | $4.3K | 0.0% | 33 |
| TAT&T Inc | $4.3K | 0.0% | 175 |
| BKNGBooking Holdings Inc | $4.1K | 0.0% | 25 |
| CFCF Industries Holdings Inc | $4K | 0.0% | 35 |
| DOWDow Inc | $4K | 0.0% | 146 |
| ORealty Income Corp | $3.8K | 0.0% | 70 |
| CONEXEU SCIENCES INC COM SHS | $3.6K | 0.0% | 1,000 |
| UBERUber Technologies Inc | $3.3K | 0.0% | 48 |
| FNFFidelity National Financial Inc | $3.2K | 0.0% | 82 |
| EQIXEquinix Inc | $3K | 0.0% | 3 |
| SYFSynchrony Financial | $3K | 0.0% | 42 |
| AZOAutozone Inc | $2.8K | 0.0% | 1 |
| SPGIS&P Global Inc | $2.8K | 0.0% | 7 |
| TORO CORP COM | $2.8K | 0.0% | 500 |
| HASHasbro Inc | $2.6K | 0.0% | 30 |
| LCIILCI Industries | $2.5K | 0.0% | 30 |
| RYAAYRyanair Holdings PLC | $2.5K | 0.0% | 45 |
| KINROSS GOLD CORP COM | $2.4K | 0.0% | 100 |
| LINDE PLC SHS | $2.4K | 0.0% | 5 |
| RGLDRoyal Gold Inc | $2.4K | 0.0% | 10 |
| WBDWarner Bros Discovery Inc | $2.3K | 0.0% | 74 |
| PFEPfizer Inc | $2.3K | 0.0% | 80 |
| ICAHN ENTERPRISES LP DEPOSITARY UNIT | $2K | 0.0% | 297 |
| UPSUnited Parcel Service Inc | $2K | 0.0% | 21 |
| ULUnilever PLC | $1.9K | 0.0% | 32 |
| CLEANSPARK INC COM NEW | $1.9K | 0.0% | 150 |
| SYKStryker Corp | $1.9K | 0.0% | 7 |
| SHWSherwin-Williams Co | $1.6K | 0.0% | 5 |
| ARKXARK Space & Defense Innovation ETF | $1.6K | 0.0% | 50 |
| WDAYWorkday Inc | $1.5K | 0.0% | 8 |
| MTBM&T Bank Corp | $1.5K | 0.0% | 7 |
| AESAES Corp | $1.5K | 0.0% | 100 |
| SONSonoco Products Co | $1.2K | 0.0% | 25 |
| SESea Ltd | $1.2K | 0.0% | 12 |
| RAMPLiveramp Holdings Inc | $938 | 0.0% | 25 |
| VFCVF Corp | $703 | 0.0% | 50 |
| NU SKIN ENTERPRISES INC CL A | $680 | 0.0% | 150 |
| APTIV PLC COM SHS | $516 | 0.0% | 12 |
| NANO DIMENSION LTD SPONSORD ADS NEW | $393 | 0.0% | 250 |
| UPBOUND GROUP INC COM | $393 | 0.0% | 25 |
| FISFidelity National Information Services Inc | $362 | 0.0% | 11 |
| AAPAdvance Auto Parts Inc | $311 | 0.0% | 8 |
| VERSIGENT PLC ORDINARY SHARES | $180 | 0.0% | 4 |
| MAGNUM ICE CREAM CO NV ORD SHS | $124 | 0.0% | 7 |
| MBGLMobility Global Inc | $120 | 0.0% | 7 |
| TDOCTeladoc Health Inc | $81 | 0.0% | 14 |
| LCIDLucid Group Inc | $20 | 0.0% | 5 |
| SPCEVirgin Galactic Holdings Inc | $15 | 0.0% | 5 |
Quarter ending 2026-09-30.
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