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Portfolio (Quarterly) Guide ↗

PALLADIEM, LLC

· CIK 0001629271
13F Portfolio $105M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 164 New
Page 7 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCI SERVICE CORP INTL COM Consumer Cyclical 300.0 $23K 0.02% NEW $78.27 -0.9%
122 SCHW SCHWAB CHARLES CORP COM Financial Services 230.0 $23K 0.02% NEW $100.55 -10.4%
123 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 251.0 $23K 0.02% NEW $91.60 +2.8%
124 WTRG ESSENTIAL UTILS INC COM Utilities 590.0 $23K 0.02% NEW $38.45 -5.0%
125 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 180.0 $21K 0.02% NEW $115.45 -34.2%
126 THOMSON REUTERS CORP COM 155.0 $21K 0.02% NEW $132.82
127 SCHD SCHWAB US DIVIDEND EQUITY ETF 697.0 $19K 0.02% NEW $27.43 +17.6%
128 EFX EQUIFAX INC COM Industrials 85.0 $19K 0.02% NEW $220.76 -26.1%
129 DASH DOORDASH INC CL A Communication Services 80.0 $18K 0.02% NEW $228.12 -30.2%
130 IRM IRON MTN INC DEL COM Real Estate 215.0 $18K 0.02% NEW $83.36 +52.8%
131 TS TENARIS S A SPONSORED ADS Energy 460.0 $18K 0.02% NEW $38.84 +56.3%
132 TXN TEXAS INSTRS INC COM Technology 100.0 $18K 0.02% NEW $175.42 +73.8%
133 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 384.0 $17K 0.02% NEW $44.82 +7.7%
134 MU MICRON TECHNOLOGY INC COM Technology 29.0 $8K 0.01% NEW $285.41 +167.0%
135 BERKSHIRE HATHAWAY INC DEL CL B NEW 9.0 $5K 0.00% NEW $502.67
136 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 52.0 $5K 0.00% NEW $86.60 -0.7%
137 JNJ JOHNSON & JOHNSON COM Healthcare 19.0 $4K 0.00% NEW $206.95 +12.0%
138 GS GOLDMAN SACHS GROUP INC COM Financial Services 4.0 $4K 0.00% NEW $879.00 +12.4%
139 BK BANK NEW YORK MELLON CORP COM Financial Services 21.0 $2K 0.00% NEW $116.10 +19.7%
140 GILD GILEAD SCIENCES INC COM Healthcare 19.0 $2K 0.00% NEW $122.74 +6.3%
Page 7 of 9  ·  164 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
Financial Services 64.3%
Technology 15.3%
Industrials 5.1%
Healthcare 4.6%
Consumer Cyclical 3.8%
Communication Services 3.1%
Consumer Defensive 2.0%
Utilities 1.2%
Real Estate 0.3%
Basic Materials 0.2%