PALLADIEM, LLC
Sector Allocation
- Other78.9%$81.3M
- Financials8.3%$8.5M
- Technology7.4%$7.6M
- Industrials1.9%$1.9M
- Healthcare1.2%$1.3M
- Consumer Discretionary0.8%$861,866
- Materials0.6%$568,027
- Consumer Staples0.5%$526,128
- Utilities0.3%$312,296
- Communication Services0.1%$126,253
AUM History
13fpro.ai/research/fund/palladiem-llc-1629271
Conviction and streaks
Diversifying · top 10 = 61.0%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 — Q2 2026
SPY
$10.2M- ISHARES$8.9M
- VANGUARD$8.0M
- STATE$6.6M
- IDX$5.8M
- ISHARES$5.4M
- ISHARES$4.9M
GLDM
$4.4M- ISHARES$4.4M
- VANGUARD$4.1M
- MATTHEWS$4.0M
- ISHARES$3.9M
- IDX$3.1M
- ISHARES$2.9M
- STATE$2.6M
- ISHARES$1.7M
GLTR
$1.5M- ISHARES$893K
- ISHARES$739K
- JPMORGAN$704K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/palladiem-llc-1629271
PALLADIEM, LLC 13F holdings — Q2 2026
$103.1M portfolio (-1.6% QoQ) · 136 holdings · Q2 2026 13F · top 10 are 61% of the stock portfolio
$10.2M
9.9% of stocks
-3%This quarter-1.6%Since filed3+ qtrsHeld- 2
ISHARES 1-3 YEAR TREASURY BOND ETF - ETF
$8.9M
8.7% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 3
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF
$8.0M
7.8% of stocks
+156%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF - ETF
$6.6M
6.5% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
IDX DYNAMIC FIXED INCOME ETF - ETF
$5.8M
5.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES U.S. POWER INFRASTRUCTURE ETF - ETF
$5.4M
5.3% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 7
ISHARES MSCI INTL QUALITY FACTOR ETF - ETF
$4.9M
4.8% of stocks
-14%This quarter—Since filed—HeldAIQuality—Est. buy— $4.4M
4.3% of stocks
NewThis quarter-7.8%Since filedNew this quarterHeld- 9
ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF
$4.4M
4.2% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD MID-CAP VALUE ETF - ETF
$4.1M
4.0% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $10.2M | 9.9% | -3% | -1.6% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | $8.9M | 8.7% | New | — | New this quarter | — | — | |
| 3 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF | $8.0M | 7.8% | +156% | — | — | — | — | |
| 4 | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF - ETF | $6.6M | 6.5% | -3% | — | — | — | — | |
| 5 | IDX DYNAMIC FIXED INCOME ETF - ETF | $5.8M | 5.6% | +0.0% | — | — | — | — | |
| 6 | ISHARES U.S. POWER INFRASTRUCTURE ETF - ETF | $5.4M | 5.3% | New | — | New this quarter | — | — | |
| 7 | ISHARES MSCI INTL QUALITY FACTOR ETF - ETF | $4.9M | 4.8% | -14% | — | — | — | — | |
| 8 | $4.4M | 4.3% | New | -7.8% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $4.4M | 4.2% | +0.1% | — | — | — | — | |
| 10 | VANGUARD MID-CAP VALUE ETF - ETF | $4.1M | 4.0% | New | — | New this quarter | — | — |
All holdings — PALLADIEM, LLC (Q2 2026)
136 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 | — | MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF - ETFetf/fund | — | $4.0M | 3.8% | 87K | +3% | — | — | 13F |
| 12 | — | ISHARES GLOBAL MATERIALS ETF - ETFetf/fund | — | $3.9M | 3.8% | 37K | +65% | — | — | 13F |
| 13 | — | IDX ALTERNATIVE FIAT ETF - ETFetf/fund | — | $3.1M | 3.0% | 162K | -0.7% | — | — | 13F |
| 14 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETFetf/fund | — | $2.9M | 2.8% | 13K | +66% | — | — | 13F |
| 15 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETFetf/fund | — | $2.6M | 2.5% | 29K | -55% | — | — | 13F |
| 16 | — | ISHARES MSCI AGRICULTURE PRODUCERS ETF - ETFetf/fund | — | $1.7M | 1.6% | 38K | New | — | — | 13F |
| 17 | abrdn Precious Metals Basket ETF Trustetf/fund | Financials | $1.5M | 1.4% | 8,112 | New | 1 qtr | — | 13F | |
| 18 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETFnote | — | $893K | 0.9% | 17K | — | — | — | 13F |
| 19 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETFnote | — | $739K | 0.7% | 7,471 | -90% | — | — | 13F |
| 20 | — | JPMORGAN INCOME ETF - ETFetf/fund | — | $704K | 0.7% | 15K | — | — | — | 13F |
| 21 | — | XTRACKERS S&P 500 SCORED& SCREENED ETF - ETFetf/fund | — | $642K | 0.6% | 9,326 | — | — | — | 13F |
| 22 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $637K | 0.6% | 1,334 | -18% | 3+ qtrs | — | 13F | |
| 23 | Broadcom Inc. | Technology | $608K | 0.6% | 1,609 | +10% | 3+ qtrs | 84.5 | 13F | |
| 24 | iShares Silver Trustetf/fund | Financials | $587K | 0.6% | 11K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NVIDIA CORP | Technology | $477K | 0.5% | 2,382 | -4% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $RBC | RBC Bearings INC | Industrials | $458K | 0.4% | 711 | — | |||
| 27 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $457K | 0.4% | 230 | +39% | |||
| 28 | $FN | Fabrinet | Technology | $450K | 0.4% | 800 | — | |||
| 29 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $449K | 0.4% | 2,840 | New | |||
| 30 | $ING | ING GROEP NV | Financials | $409K | 0.4% | 13K | -3% | |||
| 31 | — | VANGUARD 0-3 MONTH TREASURY BILL ETF - ETF | — | $396K | 0.4% | 5,238 | +12% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $394K | 0.4% | 328 | -17% | |||
| 33 | $KLAC | KLA CORP | Technology | $377K | 0.4% | 1,250 | +1163% | |||
| 34 | $AAPL | Apple Inc. | Technology | $362K | 0.3% | 1,251 | -22% | |||
| 35 | $ASML | ASML HOLDING NV | Technology | $358K | 0.3% | 180 | +5% | |||
| 36 | $POWL | POWELL INDUSTRIES INC | Technology | $357K | 0.3% | 1,246 | +51% | |||
| 37 | $GOOGL | Alphabet Inc. | Technology | $350K | 0.3% | 980 | -12% | |||
| 38 | $IBIT | iShares Bitcoin Trust ETF | Financials | $346K | 0.3% | 10K | -13% | |||
| 39 | $GLW | CORNING INC /NY | Materials | $342K | 0.3% | 1,339 | New | |||
| 40 | $MSFT | MICROSOFT CORP | Technology | $341K | 0.3% | 914 | -18% | |||
| 41 | $IX | ORIX CORP | Financials | $326K | 0.3% | 8,568 | -4% | |||
| 42 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $317K | 0.3% | 430 | — | |||
| 43 | $NVS | NOVARTIS AG | Healthcare | $313K | 0.3% | 1,996 | -8% | |||
| 44 | $AMZN | AMAZON COM INC | Consumer Discretionary | $297K | 0.3% | 1,245 | -13% | |||
| 45 | $AZN | ASTRAZENECA PLC | Healthcare | $269K | 0.3% | 1,416 | — | |||
| 46 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $257K | 0.3% | 13K | -25% | |||
| 47 | $SLAB | SILICON LABORATORIES INC. | Technology | $242K | 0.2% | 1,108 | — | |||
| 48 | $V | VISA INC. | Financials | $228K | 0.2% | 665 | -30% | |||
| 49 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | — | $218K | 0.2% | 1,832 | -97% | |||
| 50 | $AXON | AXON ENTERPRISE, INC. | Industrials | $212K | 0.2% | 379 | -10% | |||
| 51 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $212K | 0.2% | 293 | — | |||
| 52 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | — | $204K | 0.2% | 3,357 | -95% | |||
| 53 | $ADI | ANALOG DEVICES INC | Technology | $199K | 0.2% | 500 | +0.2% | |||
| 54 | $COHR | COHERENT CORP. | Technology | $193K | 0.2% | 490 | +188% | |||
| 55 | $KO | COCA COLA CO | Consumer Staples | $191K | 0.2% | 2,353 | -18% | |||
| 56 | $BWXT | BWX Technologies, Inc. | Industrials | $184K | 0.2% | 948 | +0.1% | |||
| 57 | $TSLA | Tesla, Inc. | Consumer Discretionary | $183K | 0.2% | 435 | -18% | |||
| 58 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $168K | 0.2% | 290 | +5700% | |||
| 59 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $166K | 0.2% | 177 | -24% | |||
| 60 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $160K | 0.2% | 260 | New | |||
| 61 | $DUK | Duke Energy CORP | Utilities | $160K | 0.2% | 1,265 | -17% | |||
| 62 | $GOOG | Alphabet Inc. | Technology | $156K | 0.1% | 441 | -23% | |||
| 63 | $ICE | Intercontinental Exchange, Inc. | Financials | $152K | 0.1% | 1,231 | -16% | |||
| 64 | $VRT | Vertiv Holdings Co | Technology | $151K | 0.1% | 450 | New | |||
| 65 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $142K | 0.1% | 2,500 | -40% | |||
| 66 | $VICR | VICOR CORP | Technology | $141K | 0.1% | 370 | New | |||
| 67 | $PANW | Palo Alto Networks Inc | Technology | $139K | 0.1% | 407 | — | |||
| 68 | $SONY | Sony Group Corp | Technology | $137K | 0.1% | 6,825 | — | |||
| 69 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $136K | 0.1% | 386 | -22% | |||
| 70 | $MCD | MCDONALDS CORP | Consumer Discretionary | $135K | 0.1% | 501 | -17% | |||
| 71 | $XYL | Xylem Inc. | Industrials | $130K | 0.1% | 1,100 | New | |||
| 72 | $WMT | Walmart Inc. | Consumer Staples | $129K | 0.1% | 1,136 | -21% | |||
| 73 | $HEI | HEICO CORP | Industrials | $126K | 0.1% | 355 | — | |||
| 74 | $NFLX | NETFLIX INC | Communication Services | $126K | 0.1% | 1,760 | -24% | |||
| 75 | $MTSI | MACOM Technology Solutions Holdings, Inc. | Technology | $126K | 0.1% | 330 | New | |||
| 76 | $META | Meta Platforms, Inc. | Technology | $124K | 0.1% | 221 | -14% | |||
| 77 | $CRDO | Credo Technology Group Holding Ltd | Technology | $122K | 0.1% | 450 | — | |||
| 78 | $INTC | INTEL CORP | Technology | $121K | 0.1% | 864 | New | |||
| 79 | $LITE | Lumentum Holdings Inc. | Technology | $120K | 0.1% | 140 | New | |||
| 80 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $114K | 0.1% | 1,455 | -16% | |||
| 81 | $CEG | Constellation Energy Corp | Utilities | $111K | 0.1% | 446 | -19% | |||
| 82 | $WING | Wingstop Inc. | Consumer Discretionary | $110K | 0.1% | 632 | — | |||
| 83 | $CSCO | CISCO SYSTEMS, INC. | Technology | $109K | 0.1% | 928 | +0.5% | |||
| 84 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | — | $107K | 0.1% | 1,350 | -95% | |||
| 85 | $STX | Seagate Technology Holdings plc | Technology | $106K | 0.1% | 110 | New | |||
| 86 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $99K | 0.1% | 1,210 | — | |||
| 87 | $ANET | Arista Networks, Inc. | Technology | $98K | 0.1% | 575 | New | |||
| 88 | $CAT | CATERPILLAR INC | Industrials | $87K | 0.1% | 82 | -38% | |||
| 89 | $CIEN | CIENA CORP | Technology | $87K | 0.1% | 178 | New | |||
| 90 | $CB | Chubb Ltd | Financials | $86K | 0.1% | 252 | — | |||
| 91 | $TTEK | TETRA TECH INC | Technology | $85K | 0.1% | 2,950 | — | |||
| 92 | $ALKT | ALKAMI TECHNOLOGY, INC. | Technology | $84K | 0.1% | 4,645 | — | |||
| 93 | $MDT | Medtronic plc | Healthcare | $84K | 0.1% | 1,068 | +0.2% | |||
| 94 | $PLTR | Palantir Technologies Inc. | Technology | $83K | 0.1% | 714 | -26% | |||
| 95 | $MA | Mastercard Inc | Financials | $83K | 0.1% | 162 | -42% | |||
| 96 | $QCOM | QUALCOMM INC/DE | Technology | $83K | 0.1% | 450 | — | |||
| 97 | $UNP | UNION PACIFIC CORP | Industrials | $73K | 0.1% | 270 | -17% | |||
| 98 | $ETN | Eaton Corp plc | Industrials | $70K | 0.1% | 165 | +3% | |||
| 99 | $LIN | LINDE PLC | Materials | $66K | 0.1% | 127 | +0.8% | |||
| 100 | $TT | Trane Technologies plc | Technology | $62K | 0.1% | 126 | +0.8% | |||
| 101 | $MMS | MAXIMUS, INC. | Industrials | $52K | 0.1% | 975 | — | |||
| 102 | $URI | UNITED RENTALS, INC. | Industrials | $51K | 0.1% | 45 | -42% | |||
| 103 | $VERX | Vertex, Inc. | Technology | $50K | 0.1% | 4,370 | — | |||
| 104 | $ORCL | ORACLE CORP | Technology | $46K | 0.0% | 313 | -36% | |||
| 105 | $VST | Vistra Corp. | Utilities | $41K | 0.0% | 261 | -46% | |||
| 106 | $UL | UNILEVER PLC | Consumer Staples | $38K | 0.0% | 627 | -86% | |||
| 107 | — | ISHARES AAA-A RATED CORPORATE BOND ETF - ETF | — | $34K | 0.0% | 720 | — | |||
| 108 | $RELX | RELX PLC | Industrials | $34K | 0.0% | 1,080 | — | |||
| 109 | $MU | MICRON TECHNOLOGY INC | Technology | $33K | 0.0% | 29 | — | |||
| 110 | $SAIL | SailPoint, Inc. | Technology | $29K | 0.0% | 2,000 | — | |||
| 111 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $24K | 0.0% | 768 | — | |||
| 112 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5K | 0.0% | 19 | — | |||
| 113 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $5K | 0.0% | 9 | — | |||
| 114 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4K | 0.0% | 4 | — | |||
| 115 | $BNY | Bank of New York Mellon Corp | Financials | $3K | 0.0% | 21 | — | |||
| 116 | $LRCX | LAM RESEARCH CORP | Technology | $3K | 0.0% | 7 | — | |||
| 117 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2K | 0.0% | 19 | — | |||
| 118 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2K | 0.0% | 15 | — | |||
| 119 | $RTX | RTX Corp | Industrials | $2K | 0.0% | 9 | — | |||
| 120 | $APP | AppLovin Corp | Technology | $2K | 0.0% | 3 | — | |||
| 121 | $GE | GENERAL ELECTRIC CO | Industrials | $1K | 0.0% | 4 | — | |||
| 122 | $MS | MORGAN STANLEY | Financials | $1K | 0.0% | 7 | — | |||
| 123 | $AMGN | AMGEN INC | Healthcare | $1K | 0.0% | 4 | — | |||
| 124 | $PEP | PEPSICO INC | Consumer Staples | $1K | 0.0% | 10 | — | |||
| 125 | $AXP | AMERICAN EXPRESS CO | Financials | $1K | 0.0% | 4 | — | |||
| 126 | $JPM | JPMORGAN CHASE & CO | Financials | $1K | 0.0% | 4 | — | |||
| 127 | $MRK | Merck & Co., Inc. | Healthcare | $1K | 0.0% | 10 | — | |||
| 128 | $PM | Philip Morris International Inc. | Consumer Staples | $1K | 0.0% | 7 | — | |||
| 129 | $ABBV | AbbVie Inc. | Healthcare | $1K | 0.0% | 4 | — | |||
| 130 | $VRSN | VERISIGN INC/CA | Technology | $1K | 0.0% | 4 | — | |||
| 131 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $920 | 0.0% | 9 | — | |||
| 132 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $795 | 0.0% | 2 | — | |||
| 133 | $CCZ | COMCAST CORP | Communication Services | $589 | 0.0% | 24 | — | |||
| 134 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $448 | 0.0% | 2 | — | |||
| 135 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $413 | 0.0% | 5 | — | |||
| 136 | $ABT | ABBOTT LABORATORIES | Healthcare | $91 | 0.0% | 1 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 18 new, 21 added to, 45 trimmed, 40 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
- ISHARES 1-3 YEAR TREASURY BOND ETF - ETF$8.9M
first bought this quarter
- ISHARES U.S. POWER INFRASTRUCTURE ETF - ETF$5.4M
first bought this quarter
first bought this quarter
- VANGUARD MID-CAP VALUE ETF - ETF$4.1M
first bought this quarter
- ISHARES MSCI AGRICULTURE PRODUCERS ETF - ETF$1.7M
first bought this quarter
first bought this quarter
+12 more in the Excel export
Added to (21)
- VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF+156%
now $8.0M
- ISHARES GLOBAL MATERIALS ETF - ETF+65%
now $3.9M
- ISHARES MSCI USA QUALITY FACTOR ETF - ETF+66%
now $2.9M
$KLACKLA CORP+1163%
now $377K · held 3+ qtrs
$AMDADVANCED MICRO DEVICES INC+5700%
now $168K · held 3+ qtrs
$FIXCOMFORT SYSTEMS USA INC+39%
now $457K · held 3+ qtrs
+15 more in the Excel export
Trimmed (45)
- ISHARES CORE U.S. AGGREGATE BOND ETF - ETF-90%
now $739K
- STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF-97%
now $218K
- STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF-95%
now $204K
- STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF-55%
now $2.6M
- VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF-95%
now $107K
- ISHARES MSCI INTL QUALITY FACTOR ETF - ETF-14%
now $4.9M
+39 more in the Excel export
Holdings by quarter
Every 13F PALLADIEM, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow PALLADIEM?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PALLADIEM's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 12 of the 20 are scored)
Top 10 since filing
-6.6%
Value-weighted move of the 10 largest stock positions
Turnover
35%
Last quarter
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
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
PALLADIEM, LLC disclosed 136 positions worth $103.1M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 9.9% of the equity portfolio. During the quarter the fund opened 18 new positions and exited 40. The portfolio is most concentrated in Other (78.9% of disclosed assets). All figures are sourced directly from PALLADIEM, LLC’s Form 13F-HR filing with the SEC under CIK 1629271.
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AI-Powered Hedge Fund Analysis: PALLADIEM, LLC
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Every holding in PALLADIEM, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.