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Portfolio (Quarterly) Guide ↗

Paradiem, LLC

· CIK 0001733356
13F Portfolio $464M AUM 68 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 22 Added 29 Reduced 12 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETHA ISHARES ETHEREUM TR Financial Services 38,059.0 $453K 0.10% +4K +10.6% $11.89 +56.9%
22 SYF SYNCHRONY FINANCIAL Financial Services 5,885.0 $448K 0.10% +2K +44.4% $76.05 +5.4%
Page 2 of 2  ·  22 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
Industrials 21.7%
Technology 17.8%
Utilities 13.3%
Consumer Defensive 11.5%
Basic Materials 8.8%
Energy 8.5%
Financial Services 7.4%
Healthcare 6.7%
Consumer Cyclical 4.2%