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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 1,754.0 $878K 0.51% -370.0 -17.4% $500.39
62 CRWD CROWDSTRIKE HLDGS INC Technology 1,135.0 $866K 0.50% NEW $190.79 +14.5%
63 MDT MEDTRONIC PLC Healthcare 10,485.0 $820K 0.48% +245.0 +2.4% $78.23 +16.6%
64 LLY ELI LILLY & CO Healthcare 677.0 $812K 0.47% +188.0 +38.5% $1199.43 -2.2%
65 PWR QUANTA SVCS INC Industrials 1,125.0 $810K 0.47% -187.0 -14.2% $720.04 -16.3%
66 BAC BANK OF AMER CORP Financial Services 14,095.0 $803K 0.47% +261.0 +1.9% $56.98 +9.4%
67 LOW LOWES COS INC Consumer Cyclical 3,465.0 $764K 0.44% -130.0 -3.6% $220.48 -5.6%
68 SBUX STARBUCKS CORP Consumer Cyclical 7,452.0 $762K 0.44% -544.0 -6.8% $102.19 +5.5%
69 DCRE DOUBLELINE ETF TRUST 14,583.0 $755K 0.44% +2K +12.3% $51.80 -0.3%
70 SPTS SPDR SERIES TRUST 25,896.0 $751K 0.44% +3K +11.2% $29.01 -0.3%
71 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,286.0 $742K 0.43% +205.0 +19.0% $576.70 -7.9%
72 BOXX EA SERIES TRUST 6,270.0 $734K 0.43% +1K +23.6% $117.09 +0.8%
73 PG PROCTER & GAMBLE CO Consumer Defensive 4,914.0 $721K 0.42% +419.0 +9.3% $146.64 -2.0%
74 LUV SOUTHWEST AIRLS CO Industrials 13,876.0 $714K 0.41% +2K +16.1% $51.42 -22.9%
75 COP CONOCOPHILLIPS Energy 6,860.0 $713K 0.41% +508.0 +8.0% $103.96 +25.4%
76 BBUS J P MORGAN EXCHANGE TRADED F 5,025.0 $677K 0.39% $134.72 +3.0%
77 MCD MCDONALDS CORP Consumer Cyclical 2,504.0 $677K 0.39% -86.0 -3.3% $270.31 -2.0%
78 NEE NEXTERA ENERGY INC Utilities 7,453.0 $654K 0.38% +1K +20.0% $87.77 -6.8%
79 NOW SERVICENOW INC Technology 6,581.0 $653K 0.38% +2K +47.2% $99.28 +45.8%
80 ECL ECOLAB INC Basic Materials 2,320.0 $646K 0.38% -388.0 -14.3% $278.61 +2.9%
Page 4 of 7  ·  134 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%