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Portfolio (Quarterly) Guide ↗

Paladin Partners, LLC

· CIK 0002141570
13F Portfolio $151M AUM 214 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 214 New
Page 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE COM NEW Industrials 103.0 $38K 0.03% NEW — $373.73 -14.9%
82 PNC PNC FINL SVCS GROUP INC COM Financial Services 153.0 $38K 0.03% NEW — $246.22 -10.0%
83 ATO ATMOS ENERGY CORP COM Utilities 213.0 $37K 0.02% NEW — $172.27 -8.5%
84 META META PLATFORMS INC CL A Communication Services 64.0 $36K 0.02% NEW — $563.30 +31.2%
85 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF — 383.0 $35K 0.02% NEW — $90.60 +16.1%
86 AEP AMERICAN ELEC PWR CO INC COM Utilities 252.0 $34K 0.02% NEW — $136.81 -12.8%
87 WEC WEC ENERGY GROUP INC COM Utilities 291.0 $34K 0.02% NEW — $116.77 -12.2%
88 CVX CHEVRON CORPORATION COM Energy 183.0 $30K 0.02% NEW — $165.76 +23.3%
89 PFO FLAHERTY & CRUMRINE PFD INCOME COM Financial Services 3,271.0 $30K 0.02% NEW — $9.24 -6.9%
90 GD GENERAL DYNAMICS CORP COM Industrials 84.0 $30K 0.02% NEW — $354.24 -6.2%
91 PG PROCTER & GAMBLE CO COM Consumer Defensive 200.0 $29K 0.02% NEW — $146.64 +1.2%
92 — EXXONMOBIL HOLDINGS CORP COM SHS — 210.0 $29K 0.02% NEW — $136.72 —
93 PCAR PACCAR INC COM Industrials 225.0 $27K 0.02% NEW — $120.12 -6.9%
94 C CITIGROUP INC COM NEW Financial Services 191.0 $27K 0.02% NEW — $139.96 -6.5%
95 LRCX LAM RESEARCH CORP COM NEW Technology 60.0 $26K 0.02% NEW — $433.33 -25.3%
96 TMUS T-MOBILE US INC COM Communication Services 151.0 $25K 0.02% NEW — $167.73 -2.8%
97 KO COCA COLA CO COM Consumer Defensive 310.0 $25K 0.02% NEW — $81.27 +6.9%
98 IJH ISHARES CORE S&P MID-CAP ETF — 325.0 $25K 0.02% NEW — $77.11 -6.1%
99 GOOGL ALPHABET INC CAP STK CL A Communication Services 70.0 $25K 0.02% NEW — $357.37 -4.6%
100 KSS KOHLS CORP COM Consumer Cyclical 1,400.0 $25K 0.02% NEW — $17.72 +3.4%
Page 5 of 11  ·  214 positions

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
Technology 43.7%
Financial Services 43.5%
Healthcare 5.8%
Consumer Defensive 2.6%
Industrials 2.5%
Consumer Cyclical 1.2%
Utilities 0.3%
Communication Services 0.2%
Basic Materials 0.2%
Energy 0.1%