Paladin Partners, LLC
Sector Allocation
- Other71.5%$116.1M
- Technology18.8%$30.6M
- Financials5.3%$8.6M
- Healthcare1.8%$2.9M
- Industrials1.3%$2.1M
- Consumer Staples0.8%$1.3M
- Consumer Discretionary0.3%$520,179
- Materials0.1%$181,853
- Energy0.1%$106,875
- Communication Services0.1%$96,055
AUM History
13fpro.ai/research/fund/paladin-partners-llc-2141570
Conviction and streaks
Diversifying · top 10 = 72.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$22.9M
NVDA
$18.5MSPY
$17.7M- ISHARES$12.7M
- VANGUARD$11.6M
- STATE$9.2M
- VANGUARD$7.6M
- ISHARES$6.5M
- ISHARES$6.2M
- ISHARES$4.2M
AAPL
$4.1MBRK.B
$3.4M- ISHARES$3.4M
- ISHARES$2.5M
META
$2.3M- ISHARES$2.3M
MU
$2.2MBLK
$2.1MMSFT
$2.0M- ISHARES$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/paladin-partners-llc-2141570
Paladin Partners, LLC 13F holdings — Q3 2026
$162.5M portfolio (+7.4% QoQ) · 201 holdings · Q3 2026 13F · top 10 are 72% of the stock portfolio
- 1
ISHARES RUSSELL 1000 ETF - ETF
$22.9M
14.1% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $18.5M
11.4% of stocks
+11%This quarter-9.7%Since filed4+ qtrsHeld$17.7M
10.9% of stocks
+0.4%This quarter-1.8%Since filed4+ qtrsHeld- 4
ISHARES RUSSELL 1000 VALUE ETF - ETF
$12.7M
7.8% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF
$11.6M
7.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF
$9.2M
5.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF
$7.6M
4.7% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES MSCI EAFE ETF - ETF
$6.5M
4.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - ETF
$6.2M
3.8% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES CORE U.S. AGGREGATE BOND ETF - ETF
$4.2M
2.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF - ETF | $22.9M | 14.1% | +5% | — | — | — | — | |
| 2 | $18.5M | 11.4% | +11% | -9.7% | 4+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $17.7M | 10.9% | +0.4% | -1.8% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES RUSSELL 1000 VALUE ETF - ETF | $12.7M | 7.8% | +0.0% | — | — | — | — | |
| 5 | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $11.6M | 7.1% | -2% | — | — | — | — | |
| 6 | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF | $9.2M | 5.7% | +3% | — | — | — | — | |
| 7 | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $7.6M | 4.7% | +7% | — | — | — | — | |
| 8 | ISHARES MSCI EAFE ETF - ETF | $6.5M | 4.0% | +3% | — | — | — | — | |
| 9 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - ETF | $6.2M | 3.8% | No change | — | — | — | — | |
| 10 | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $4.2M | 2.6% | +0.0% | — | — | — | — |
All holdings — Paladin Partners, LLC (Q3 2026)
201 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $4.1M | 2.5% | 12K | +0.0% | 4+ qtrs | 75.7 | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $3.4M | 2.1% | 6,881 | — | 4+ qtrs | 73.5 | 13F | |
| 13 | — | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETFnote | — | $3.4M | 2.1% | 31K | — | — | — | 13F |
| 14 | — | ISHARES RUSSELL MIDCAP ETF - ETFetf/fund | — | $2.5M | 1.6% | 24K | +9% | — | — | 13F |
| 15 | Meta Platforms, Inc.note | Technology | $2.3M | 1.4% | 30K | +6% | 4+ qtrsAdded 3 qtrs in a row | 78.0 | 13F | |
| 16 | — | ISHARES RUSSELL 2000 ETF - ETFetf/fund | — | $2.3M | 1.4% | 8,134 | +4% | — | — | 13F |
| 17 | MICRON TECHNOLOGY INC | Technology | $2.2M | 1.4% | 2,090 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BlackRock, Inc. | Financials | $2.1M | 1.3% | 1,975 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MICROSOFT CORP | Technology | $2.0M | 1.3% | 3,961 | +9% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES MSCI EMERGING MARKETS ETF - ETFetf/fund | — | $1.9M | 1.2% | 29K | +6% | — | — | 13F |
| 21 | — | ISHARES NATIONAL MUNI BOND ETF - ETFnote | — | $1.6M | 1.0% | 16K | +14% | — | — | 13F |
| 22 | Invesco Ltd.etf/fund | Financials | $1.2M | 0.8% | 24K | +7% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | GREIF, INC | Industrials | $1.2M | 0.7% | 11K | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.0M | 0.6% | 1,126 | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AbbVie Inc. | Healthcare | $1.0M | 0.6% | 3,841 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $937K | 0.6% | 7,484 | — | |||
| 27 | — | ISHARES 7-10 YEAR TREASURY BOND ETF - ETF | — | $913K | 0.6% | 10K | — | |||
| 28 | $AMGN | AMGEN INC | Healthcare | $784K | 0.5% | 1,860 | — | |||
| 29 | — | VANGUARD RUSSELL 3000 ETF - ETF | — | $691K | 0.4% | 2,060 | +393% | |||
| 30 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $671K | 0.4% | 2,600 | — | |||
| 31 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | — | $648K | 0.4% | 4,030 | — | |||
| 32 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $578K | 0.4% | 1,422 | — | |||
| 33 | — | JANUS HENDERSON AAA CLO ETF - ETF | — | $566K | 0.3% | 11K | +5% | |||
| 34 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $496K | 0.3% | 3,080 | — | |||
| 35 | $BCS | BARCLAYS PLC | Financials | $476K | 0.3% | 20K | +0.8% | |||
| 36 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | — | $474K | 0.3% | 7,710 | -82% | |||
| 37 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | — | $374K | 0.2% | 2,720 | — | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $351K | 0.2% | 303 | -2% | |||
| 39 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $289K | 0.2% | 530 | — | |||
| 40 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $279K | 0.2% | 2,490 | — | |||
| 41 | $AVGO | Broadcom Inc. | Technology | $276K | 0.2% | 786 | -11% | |||
| 42 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | — | $209K | 0.1% | 2,709 | — | |||
| 43 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - ETF | — | $202K | 0.1% | 1,935 | — | |||
| 44 | — | ISHARES 10-20 YEAR TREASURY BOND ETF - ETF | — | $199K | 0.1% | 2,158 | — | |||
| 45 | $CB | Chubb Ltd | Financials | $176K | 0.1% | 540 | — | |||
| 46 | $CAT | CATERPILLAR INC | Industrials | $168K | 0.1% | 207 | — | |||
| 47 | $JPM | JPMORGAN CHASE & CO | Financials | $127K | 0.1% | 385 | — | |||
| 48 | $RTX | RTX Corp | Industrials | $117K | 0.1% | 628 | — | |||
| 49 | $PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | Other | $108K | 0.1% | 5,930 | — | |||
| 50 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $106K | 0.1% | 400 | +300% | |||
| 51 | $FSSL | FS Specialty Lending Fund | Other | $99K | 0.1% | 8,503 | — | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $97K | 0.1% | 5,034 | -7% | |||
| 53 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | — | $83K | 0.1% | 1,470 | — | |||
| 54 | $MA | Mastercard Inc | Financials | $83K | 0.1% | 150 | — | |||
| 55 | — | VANGUARD REAL ESTATE ETF - ETF | — | $82K | 0.1% | 918 | -38% | |||
| 56 | $AMZN | AMAZON COM INC | Consumer Discretionary | $82K | 0.1% | 330 | — | |||
| 57 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $78K | 0.1% | 38 | — | |||
| 58 | $WDC | WESTERN DIGITAL CORP | Technology | $73K | 0.0% | 160 | -36% | |||
| 59 | $FISV | FISERV INC | Financials | $68K | 0.0% | 1,500 | — | |||
| 60 | $KLAC | KLA CORP | Technology | $64K | 0.0% | 330 | — | |||
| 61 | $MCK | MCKESSON CORP | Consumer Staples | $62K | 0.0% | 73 | — | |||
| 62 | $F | FORD MOTOR CO | Consumer Discretionary | $60K | 0.0% | 5,000 | — | |||
| 63 | — | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF - ETF | — | $56K | 0.0% | 545 | — | |||
| 64 | $CHDN | Churchill Downs Inc | Communication Services | $55K | 0.0% | 723 | — | |||
| 65 | $MS | MORGAN STANLEY | Financials | $54K | 0.0% | 289 | — | |||
| 66 | $BNY | Bank of New York Mellon Corp | Financials | $53K | 0.0% | 364 | — | |||
| 67 | $GS | GOLDMAN SACHS GROUP INC | Financials | $51K | 0.0% | 57 | — | |||
| 68 | $ABT | ABBOTT LABORATORIES | Healthcare | $48K | 0.0% | 490 | — | |||
| 69 | $WMT | Walmart Inc. | Consumer Staples | $48K | 0.0% | 465 | — | |||
| 70 | $HWM | Howmet Aerospace Inc. | Materials | $47K | 0.0% | 209 | — | |||
| 71 | $META | Meta Platforms, Inc. | Technology | $46K | 0.0% | 64 | — | |||
| 72 | $V | VISA INC. | Financials | $45K | 0.0% | 124 | — | |||
| 73 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $43K | 0.0% | 540 | — | |||
| 74 | $JNJ | JOHNSON & JOHNSON | Healthcare | $43K | 0.0% | 163 | — | |||
| 75 | $RY | ROYAL BANK OF CANADA | Financials | $41K | 0.0% | 209 | — | |||
| 76 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $41K | 0.0% | 900 | — | |||
| 77 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $40K | 0.0% | 598 | +2% | |||
| 78 | $FAST | FASTENAL CO | Industrials | $40K | 0.0% | 810 | — | |||
| 79 | $AXP | AMERICAN EXPRESS CO | Financials | $38K | 0.0% | 125 | — | |||
| 80 | $CVX | CHEVRON CORP | Energy | $37K | 0.0% | 183 | — | |||
| 81 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $34K | 0.0% | 210 | — | |||
| 82 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $34K | 0.0% | 153 | — | |||
| 83 | $ATO | ATMOS ENERGY CORP | Energy | $33K | 0.0% | 213 | — | |||
| 84 | $UTG | REAVES UTILITY INCOME FUND | Other | $33K | 0.0% | 969 | — | |||
| 85 | $GE | GENERAL ELECTRIC CO | Industrials | $32K | 0.0% | 103 | — | |||
| 86 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $30K | 0.0% | 252 | — | |||
| 87 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $29K | 0.0% | 291 | — | |||
| 88 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $29K | 0.0% | 200 | — | |||
| 89 | $PFO | Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | Other | $28K | 0.0% | 3,271 | — | |||
| 90 | $GD | GENERAL DYNAMICS CORP | Industrials | $28K | 0.0% | 84 | — | |||
| 91 | $WPM | Wheaton Precious Metals Corp. | Materials | $27K | 0.0% | 201 | — | |||
| 92 | $KO | COCA COLA CO | Consumer Staples | $27K | 0.0% | 310 | — | |||
| 93 | $KSS | KOHLS Corp | Consumer Discretionary | $26K | 0.0% | 1,400 | — | |||
| 94 | — | MOTLEY FOOL 100 INDEX ETF - ETF | — | $25K | 0.0% | 311 | — | |||
| 95 | $C | CITIGROUP INC | Financials | $25K | 0.0% | 191 | — | |||
| 96 | $PCAR | PACCAR INC | Industrials | $25K | 0.0% | 225 | — | |||
| 97 | $TMUS | T-Mobile US, Inc. | Communication Services | $25K | 0.0% | 151 | — | |||
| 98 | $UNP | UNION PACIFIC CORP | Industrials | $24K | 0.0% | 90 | — | |||
| 99 | $GOOGL | Alphabet Inc. | Technology | $24K | 0.0% | 70 | — | |||
| 100 | — | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF - ETF | — | $24K | 0.0% | 658 | — | |||
| 101 | — | ISHARES CORE S&P MID-CAP ETF - ETF | — | $23K | 0.0% | 325 | — | |||
| 102 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | — | $23K | 0.0% | 258 | — | |||
| 103 | — | DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF - ETF | — | $22K | 0.0% | 150 | — | |||
| 104 | — | ISHARES MSCI WORLD ETF - ETF | — | $21K | 0.0% | 100 | — | |||
| 105 | $PAYX | PAYCHEX INC | Technology | $20K | 0.0% | 206 | — | |||
| 106 | $LRCX | LAM RESEARCH CORP | Technology | $20K | 0.0% | 60 | — | |||
| 107 | $KMB | KIMBERLY CLARK CORP | Materials | $19K | 0.0% | 200 | — | |||
| 108 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $19K | 0.0% | 68 | — | |||
| 109 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $19K | 0.0% | 100 | — | |||
| 110 | $NGEN | NERVGEN PHARMA CORP. | Healthcare | $19K | 0.0% | 10K | — | |||
| 111 | $PLTR | Palantir Technologies Inc. | Technology | $19K | 0.0% | 100 | -33% | |||
| 112 | $CRM | Salesforce, Inc. | Technology | $17K | 0.0% | 76 | — | |||
| 113 | $JCI | Johnson Controls International plc | Industrials | $17K | 0.0% | 117 | — | |||
| 114 | $PANW | Palo Alto Networks Inc | Technology | $17K | 0.0% | 42 | — | |||
| 115 | $PEP | PEPSICO INC | Consumer Staples | $16K | 0.0% | 129 | — | |||
| 116 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $15K | 0.0% | 150 | — | |||
| 117 | $ASB | ASSOCIATED BANC-CORP | Financials | $14K | 0.0% | 476 | — | |||
| 118 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $13K | 0.0% | 140 | — | |||
| 119 | $ACLS | AXCELIS TECHNOLOGIES INC | Technology | $13K | 0.0% | 100 | — | |||
| 120 | $ZTEK | Zentek Ltd. | Materials | $13K | 0.0% | 25K | — | |||
| 121 | $GLUE | Monte Rosa Therapeutics, Inc. | Healthcare | $12K | 0.0% | 1,000 | — | |||
| 122 | $STT | STATE STREET CORP | Financials | $10K | 0.0% | 60 | -29% | |||
| 123 | $HLI | HOULIHAN LOKEY, INC. | Financials | $10K | 0.0% | 77 | — | |||
| 124 | $GEV | GE Vernova Inc. | Industrials | $10K | 0.0% | 10 | — | |||
| 125 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $9K | 0.0% | 163 | — | |||
| 126 | $CRWV | CoreWeave, Inc. | Technology | $9K | 0.0% | 100 | — | |||
| 127 | $NEM | NEWMONT Corp /DE/ | Materials | $9K | 0.0% | 75 | — | |||
| 128 | $TUYA | Tuya Inc. | Technology | $9K | 0.0% | 5,000 | -50% | |||
| 129 | $EBAY | EBAY INC | Consumer Discretionary | $8K | 0.0% | 80 | — | |||
| 130 | — | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF - ETF | — | $7K | 0.0% | 60 | — | |||
| 131 | $HOG | HARLEY-DAVIDSON, INC. | Industrials | $7K | 0.0% | 300 | — | |||
| 132 | $SAN | Banco Santander, S.A. | Financials | $7K | 0.0% | 510 | — | |||
| 133 | — | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF - ETF | — | $7K | 0.0% | 290 | — | |||
| 134 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $7K | 0.0% | 120 | — | |||
| 135 | $VKTX | Viking Therapeutics, Inc. | Healthcare | $7K | 0.0% | 200 | — | |||
| 136 | $ETN | Eaton Corp plc | Industrials | $6K | 0.0% | 15 | — | |||
| 137 | $Q | Qnity Electronics, Inc. | Technology | $6K | 0.0% | 50 | — | |||
| 138 | $INKT | MiNK Therapeutics, Inc. | Healthcare | $6K | 0.0% | 500 | -50% | |||
| 139 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $6K | 0.0% | 5 | — | |||
| 140 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $6K | 0.0% | 43 | — | |||
| 141 | $RIO | RIO TINTO PLC | Materials | $6K | 0.0% | 60 | — | |||
| 142 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | — | $6K | 0.0% | 56 | — | |||
| 143 | $NFLX | NETFLIX INC | Communication Services | $6K | 0.0% | 80 | — | |||
| 144 | $ORCL | ORACLE CORP | Technology | $5K | 0.0% | 40 | — | |||
| 145 | — | ISHARES 20 YEAR TREASURY BOND ETF - ETF | — | $5K | 0.0% | 70 | — | |||
| 146 | $VICI | VICI PROPERTIES INC. | Real Estate | $5K | 0.0% | 222 | — | |||
| 147 | — | SCHWAB US TIPS ETF - ETF | — | $5K | 0.0% | 186 | — | |||
| 148 | $UGI | UGI CORP /PA/ | Utilities | $5K | 0.0% | 130 | — | |||
| 149 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $5K | 0.0% | 100 | — | |||
| 150 | $LKQ | LKQ CORP | Consumer Discretionary | $5K | 0.0% | 200 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 22 added to, 13 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (22)
now $18.5M · held 4+ qtrs, 2 adds in a row
- ISHARES RUSSELL 1000 ETF - ETF+5%
now $22.9M
- VANGUARD RUSSELL 3000 ETF - ETF+393%
now $691K
- VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF+7%
now $7.6M
- STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF+3%
now $9.2M
- ISHARES RUSSELL MIDCAP ETF - ETF+9%
now $2.5M
+16 more in the Excel export
Trimmed (13)
- STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF-82%
now $474K
- VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF-2%
now $11.6M
- VANGUARD REAL ESTATE ETF - ETF-38%
now $82K
$WDCWESTERN DIGITAL CORP-36%
now $73K · held 4+ qtrs
$AVGOBroadcom Inc.-11%
now $276K · held 4+ qtrs
$COSTCOSTCO WHOLESALE CORP /NEW-2%
now $1.0M · held 4+ qtrs
+7 more in the Excel export
Sold out (17)
$ASMLASML HOLDING NVwas $195K
held 1 qtr
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDwas $72K
held 1 qtr
- ISHARES SEMICONDUCTOR ETF - ETFwas $54K
- ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF - ETFwas $35K
$BWXTBWX Technologies, Inc.was $19K
held 2 qtrs
$GLWCORNING INC /NYwas $19K
+11 more in the Excel export
Holdings by quarter
Every 13F Paladin Partners, LLC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Paladin Partners?
Q3 2026 13F filed with the SEC on Oct 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Paladin Partners's top 20 holdings: 80/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-5.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
72%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Paladin Partners, LLC disclosed 201 positions worth $162.5M in its Form 13F-HR for Q3 2026, followed by $NVDA and $SPY. During the quarter the fund opened 4 new positions and exited 17 — including a new stake in $MU and a full exit from $ASML. The portfolio is most concentrated in Other (71.5% of disclosed assets). All figures are sourced directly from Paladin Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2141570.
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