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Portfolio (Quarterly) Guide ↗

Paladin Wealth, LLC

· CIK 0002040377
13F Portfolio $172M AUM 134 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 75 Added 31 Reduced 12 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSNR COHEN & STEERS ETF TRUST 26,939.0 $900K 0.52% +364.0 +1.4% $33.40 +14.1%
42 MDT MEDTRONIC PLC Healthcare 10,485.0 $820K 0.48% +245.0 +2.4% $78.23 +16.6%
43 LLY ELI LILLY & CO Healthcare 677.0 $812K 0.47% +188.0 +38.5% $1199.43 -2.2%
44 BAC BANK OF AMER CORP Financial Services 14,095.0 $803K 0.47% +261.0 +1.9% $56.98 +9.4%
45 DCRE DOUBLELINE ETF TRUST 14,583.0 $755K 0.44% +2K +12.3% $51.80 -0.3%
46 SPTS SPDR SERIES TRUST 25,896.0 $751K 0.44% +3K +11.2% $29.01 -0.3%
47 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,286.0 $742K 0.43% +205.0 +19.0% $576.70 -7.9%
48 BOXX EA SERIES TRUST 6,270.0 $734K 0.43% +1K +23.6% $117.09 +0.8%
49 PG PROCTER & GAMBLE CO Consumer Defensive 4,914.0 $721K 0.42% +419.0 +9.3% $146.64 -2.0%
50 LUV SOUTHWEST AIRLS CO Industrials 13,876.0 $714K 0.41% +2K +16.1% $51.42 -22.9%
51 COP CONOCOPHILLIPS Energy 6,860.0 $713K 0.41% +508.0 +8.0% $103.96 +25.4%
52 NEE NEXTERA ENERGY INC Utilities 7,453.0 $654K 0.38% +1K +20.0% $87.77 -6.8%
53 NOW SERVICENOW INC Technology 6,581.0 $653K 0.38% +2K +47.2% $99.28 +45.8%
54 BLOK AMPLIFY ETF TR 10,154.0 $636K 0.37% +2K +19.9% $62.63 -0.9%
55 DXCM DEXCOM INC Healthcare 9,338.0 $629K 0.37% +1K +17.4% $67.35 +34.8%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 630.0 $589K 0.34% +43.0 +7.3% $935.47 +1.1%
57 GOOGL ALPHABET INC Communication Services 1,603.0 $573K 0.33% +544.0 +51.4% $357.37 -3.0%
58 QQQ INVESCO QQQ TR Financial Services 767.0 $565K 0.33% +180.0 +30.7% $736.40 -2.7%
59 BSX BOSTON SCIENTIFIC CORP Healthcare 13,099.0 $559K 0.33% +7K +111.7% $42.68 +9.7%
60 CTAS CINTAS CORP Industrials 3,236.0 $550K 0.32% +581.0 +21.9% $170.07 +20.1%
Page 3 of 4  ·  75 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
Technology 31.7%
Financial Services 17.0%
Consumer Cyclical 10.3%
Healthcare 10.1%
Industrials 8.3%
Consumer Defensive 7.3%
Communication Services 5.0%
Energy 4.4%
Basic Materials 2.2%
Utilities 1.9%