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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ETHA ISHARES ETHEREUM TR Financial Services 38,059.0 $453K 0.10% +4K +10.6% $11.89 +56.3%
62 SYF SYNCHRONY FINANCIAL Financial Services 5,885.0 $448K 0.10% +2K +44.4% $76.05 +4.8%
63 AEM AGNICO EAGLE MINES LTD Basic Materials 2,371.0 $368K 0.08% -2K -50.1% $155.13 +40.0%
64 UNP UNION PAC CORP Industrials 1,004.0 $273K 0.06% $272.00 +13.7%
65 LLY ELI LILLY & CO Healthcare 210.0 $252K 0.05% NEW $1199.43 +4.3%
66 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 6,666.0 $212K 0.05% -18K -73.0% $31.80 +10.3%
67 IWM ISHARES TR 692.0 $208K 0.04% NEW $300.45 -0.6%
68 IUSG ISHARES TR 1,105.0 $208K 0.04% NEW $188.09 +0.9%
Page 4 of 4  ·  68 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%