Portfolio (Quarterly)
Guide ↗
Palumbo Wealth Management LLC
· CIK 0001846310| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | TEM | TEMPUS AI INC | Healthcare | 4,436.0 | $201K | 0.05% | NEW | — | $45.22 | +12.4% |
| 22 | LNT | ALLIANT ENERGY CORP | Utilities | 2,795.0 | $201K | 0.05% | NEW | — | $71.76 | +1.7% |
| 23 | TRAW | TRAWS PHARMA INC | Healthcare | 61,175.0 | $112K | 0.03% | NEW | — | $1.83 | -53.5% |
| 24 | AP | AMPCO-PITTSBURG CORP | Industrials | 15,233.0 | $102K | 0.03% | NEW | — | $6.72 | +60.7% |
① 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
32.2%
Technology
20.5%
Healthcare
12.0%
Consumer Cyclical
10.7%
Communication Services
9.2%
Industrials
9.1%
Consumer Defensive
3.0%
Energy
1.5%
Utilities
1.0%
Basic Materials
0.5%