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Portfolio (Quarterly) Guide ↗

Palumbo Wealth Management LLC

· CIK 0001846310
13F Portfolio $410M AUM 221 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 92 Added 72 Reduced 21 Exited
Page 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PRU PRUDENTIAL FINL INC Financial Services 3,583.0 $350K 0.09% -73.0 -2.0% $97.70 +9.0%
62 PLD PROLOGIS INC. Real Estate 2,207.0 $292K 0.07% -50.0 -2.2% $132.17 +6.3%
63 SBUX STARBUCKS CORP Consumer Cyclical 3,251.0 $291K 0.07% -237.0 -6.8% $89.60 +12.3%
64 UPS UNITED PARCEL SVCS INC Industrials 2,741.0 $270K 0.07% -282.0 -9.3% $98.39 +6.6%
65 OKLO OKLO INC Utilities 5,168.0 $256K 0.06% -1K -21.8% $49.59 +23.4%
66 XNCR XENCOR INC Healthcare 17,806.0 $215K 0.05% -9K -34.3% $12.06 +4.8%
67 ORIC ORIC PHARMACEUTICALS INC Healthcare 15,548.0 $197K 0.05% -12K -43.1% $12.67 -33.0%
68 SANA SANA BIOTECHNOLOGY INC Healthcare 58,459.0 $168K 0.04% -63K -51.7% $2.88 +9.4%
69 SEER SEER INC Healthcare 67,187.0 $113K 0.03% -460.0 -0.7% $1.68 +3.6%
70 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 17,788.0 $103K 0.03% -7K -26.9% $5.80 +19.8%
71 IMRX IMMUNEERING CORP Healthcare 18,670.0 $98K 0.02% -45K -70.5% $5.27 -16.3%
72 PUTNAM ETF TRUST 10,123.0 $79K 0.02% -1K -9.6% $7.80
Page 4 of 4  ·  72 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 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%