Paladin Partners

Latest statistics and disclosures from Paladin Partners's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Paladin Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Paladin Partners

Paladin Partners holds 212 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Russell 1000 Etf (IWB) 13.6 $19M +9% 53k 356.56
 View chart
State Street Spdr S&p 500 Etf (SPY) 10.5 $15M 22k 650.34
 View chart
NVIDIA Corporation (NVDA) 8.5 $12M 67k 174.40
 View chart
Ishares Russell 1000 Value Etf (IWD) 8.0 $11M +23% 52k 213.67
 View chart
Vanguard Total Stock Market Etf (VTI) 7.2 $9.9M -5% 31k 320.81
 View chart
State Street Spdr Bloomberg Convertible Securities Etf (CWB) 6.0 $8.3M +12% 90k 91.52
 View chart
Vanguard Total International Bond Etf (BNDX) 5.1 $7.1M 148k 48.05
 View chart
Ishares Iboxx $ High Yield Corporate Bond Etf (HYG) 4.7 $6.5M +2% 82k 79.56
 View chart
Ishares Msci Eafe Etf (EFA) 4.2 $5.8M 59k 97.13
 View chart
Ishares Core U.s. Aggregate Bond Etf (AGG) 3.2 $4.4M 45k 99.27
 View chart
Apple (AAPL) 2.8 $3.9M -22% 15k 253.78
 View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf (SHV) 2.5 $3.5M +26% 32k 110.39
 View chart
Berkshire Hathaway Del Cl B New (BRK.B) 2.4 $3.3M 6.9k 479.20
 View chart
State Street Energy Select Sector Spdr Etf (XLE) 1.9 $2.6M +459% 43k 61.26
 View chart
Ishares Russell Midcap Etf (IWR) 1.5 $2.1M +2% 22k 97.23
 View chart
Vanguard Short-term Bond Etf (BSV) 1.5 $2.0M +3% 26k 78.41
 View chart
Ishares Russell 2000 Etf (IWM) 1.4 $2.0M +18% 8.0k 248.00
 View chart
Ishares Msci Emerging Markets Etf (EEM) 1.1 $1.5M +2% 27k 56.79
 View chart
Ishares National Muni Bond Etf (MUB) 1.0 $1.4M 13k 106.15
 View chart
Microsoft Corporation (MSFT) 0.9 $1.3M +11% 3.5k 370.17
 View chart
Invesco Ultra Short Duration Etf (GSY) 0.8 $1.1M +5% 23k 50.12
 View chart
Costco Wholesale Corporation (COST) 0.8 $1.1M 1.1k 996.43
 View chart
Ishares 7-10 Year Treasury Bond Etf (IEF) 0.7 $991k 10k 95.44
 View chart
Greif CL B (GEF.B) 0.7 $982k NEW 11k 87.54
 View chart
Meta Platforms Cl A (META) 0.7 $946k 1.7k 572.13
 View chart
Abbvie (ABBV) 0.6 $835k 3.8k 217.49
 View chart
Ishares Russell 1000 Growth Etf (IWF) 0.6 $798k +159% 1.9k 426.40
 View chart
Intuitive Surgical Com New (ISRG) 0.5 $656k 1.4k 460.99
 View chart
Amgen (AMGN) 0.5 $654k +2% 1.9k 351.85
 View chart
Ishares Russell Mid-cap Value Etf (IWS) 0.4 $587k +19% 4.0k 145.74
 View chart
Automatic Data Processing (ADP) 0.4 $526k 2.6k 203.18
 View chart
Broadridge Financial Solutions (BR) 0.4 $496k 3.1k 162.48
 View chart
Janus Henderson Aaa Clo Etf (JAAA) 0.4 $492k 9.8k 50.37
 View chart
Barclays Adr (BCS) 0.3 $408k 19k 21.16
 View chart
Ishares Russell Mid-cap Growth Etf (IWP) 0.3 $349k +28% 2.7k 128.12
 View chart
Eli Lilly & Co. (LLY) 0.2 $283k 308.00 919.77
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $277k 530.00 522.71
 View chart
Broadcom (AVGO) 0.2 $274k 886.00 309.51
 View chart
Ishares 10-20 Year Treasury Bond Etf (TLH) 0.2 $243k 2.4k 100.72
 View chart
Principal Financial (PFG) 0.2 $224k 2.5k 90.11
 View chart
Vanguard Short-term Corporate Bond Etf (VCSH) 0.2 $215k 2.7k 79.27
 View chart
Ishares Short-term National Muni Bond Etf (SUB) 0.1 $206k 1.9k 106.50
 View chart
Chubb (CB) 0.1 $176k 540.00 325.93
 View chart
Caterpillar (CAT) 0.1 $147k 207.00 708.46
 View chart
Vanguard Real Estate Etf (VNQ) 0.1 $133k 1.5k 88.70
 View chart
Wells Fargo & Company (WFC) 0.1 $123k 1.5k 79.61
 View chart
Raytheon Technologies Corp (RTX) 0.1 $121k 628.00 192.90
 View chart
Visa Com Cl A (V) 0.1 $121k 399.00 302.24
 View chart
Cohen & Steers Select Pft & In Com (PSF) 0.1 $115k 5.9k 19.39
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $113k 385.00 294.16
 View chart
Fs Specialty Lending Fd Com Sh Ben Int (FSSL) 0.1 $106k 8.5k 12.51
 View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf (PDBC) 0.1 $91k 5.3k 17.32
 View chart
Vanguard Intermediate-term Treasury Etf (VGIT) 0.1 $88k 1.5k 59.55
 View chart
Fiserv (FISV) 0.1 $84k 1.5k 55.80
 View chart
First Ctzns Bancshares Del Cl A (FCNCA) 0.1 $72k 38.00 1884.66
 View chart
Amazon (AMZN) 0.0 $69k 330.00 208.27
 View chart
Western Digital (WDC) 0.0 $68k 250.00 270.49
 View chart
Churchill Downs (CHDN) 0.0 $65k 723.00 89.83
 View chart
McKesson Corporation (MCK) 0.0 $63k 73.00 865.36
 View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf (LQD) 0.0 $59k 545.00 108.99
 View chart
Wal-Mart Stores (WMT) 0.0 $58k 465.00 124.28
 View chart
Ford Motor Company (F) 0.0 $58k 5.0k 11.54
 View chart
Abbott Laboratories (ABT) 0.0 $50k 490.00 102.67
 View chart
Pan American Silver Corp Can (PAAS) 0.0 $49k 900.00 54.63
 View chart
Kla Corp Com New (KLAC) 0.0 $49k 33.00 1472.42
 View chart
Goldman Sachs (GS) 0.0 $48k 57.00 845.98
 View chart
Howmet Aerospace (HWM) 0.0 $48k 209.00 230.46
 View chart
Morgan Stanley Com New (MS) 0.0 $48k 289.00 164.57
 View chart
Citigroup Com New (C) 0.0 $44k 391.00 113.41
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $43k 364.00 118.63
 View chart
Johnson & Johnson (JNJ) 0.0 $40k 163.00 244.44
 View chart
Atmos Energy Corporation (ATO) 0.0 $39k 213.00 184.72
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.0 $39k 100.00 390.41
 View chart
Altria (MO) 0.0 $38k 581.00 65.98
 View chart
Reaves Util Income Fd Com Sh Ben Int (UTG) 0.0 $38k 969.00 39.28
 View chart
Chevron Corporation (CVX) 0.0 $38k 183.00 206.90
 View chart
American Express Company (AXP) 0.0 $38k 125.00 302.48
 View chart
Nervgen Pharma Ord (NGENF) 0.0 $38k 10k 3.77
 View chart
Fastenal Company (FAST) 0.0 $38k 810.00 46.40
 View chart
Bank of America Corporation (BAC) 0.0 $37k 763.00 48.75
 View chart
Exxon Mobil Corporation (XOM) 0.0 $36k 210.00 169.66
 View chart
Rbc Cad (RY) 0.0 $34k 209.00 161.78
 View chart
Wec Energy Group (WEC) 0.0 $34k 291.00 115.77
 View chart
American Electric Power Company (AEP) 0.0 $33k 252.00 131.08
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $33k 500.00 65.00
 View chart
PNC Financial Services (PNC) 0.0 $32k 153.00 208.09
 View chart
Metropcs Communications (TMUS) 0.0 $32k 151.00 210.03
 View chart
Flaherty & Crumrine Pfd Income Com (PFO) 0.0 $30k 3.3k 9.04
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $29k 200.00 146.28
 View chart
Ge Aerospace Com New (GE) 0.0 $29k 103.00 283.77
 View chart
Procter & Gamble Company (PG) 0.0 $29k 200.00 144.44
 View chart
General Dynamics Corporation (GD) 0.0 $29k 84.00 343.21
 View chart
Direxion Daily Gold Miners Index Bull 2x Etf (NUGT) 0.0 $28k 150.00 188.25
 View chart
Waterstone Finl Md Com (WSBF) 0.0 $27k 1.5k 18.03
 View chart
Wheaton Precious Metals Corp (WPM) 0.0 $26k 201.00 131.01
 View chart
Paccar (PCAR) 0.0 $26k 225.00 115.50
 View chart
Ishares Broad Usd High Yield Corporate Bond Etf (USHY) 0.0 $24k 658.00 36.84
 View chart
salesforce (CRM) 0.0 $24k 126.00 187.15
 View chart
Coca-Cola Company (KO) 0.0 $24k 310.00 76.05
 View chart
Tuya Sponsered Ads (TUYA) 0.0 $23k 10k 2.31
 View chart
Home Depot (HD) 0.0 $22k 68.00 328.90
 View chart
Ishares Core S&p Mid-cap Etf (IJH) 0.0 $22k 325.00 67.53
 View chart
Union Pacific Corporation (UNP) 0.0 $22k 90.00 242.62
 View chart
MetLife (MET) 0.0 $21k -14% 300.00 70.72
 View chart
Motley Fool 100 Index Etf (TMFC) 0.0 $21k 311.00 65.97
 View chart
Bwx Technologies (BWXT) 0.0 $20k NEW 100.00 204.49
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.0 $20k 70.00 287.56
 View chart
Pepsi (PEP) 0.0 $20k 129.00 155.29
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $19k 200.00 96.47
 View chart
Paychex (PAYX) 0.0 $19k 206.00 92.12
 View chart
Vanguard Growth Etf (VUG) 0.0 $19k 43.00 436.79
 View chart
Capital One Financial (COF) 0.0 $18k 100.00 182.43
 View chart
Kohl's Corporation (KSS) 0.0 $18k 1.4k 12.90
 View chart
Ishares Msci World Etf (URTH) 0.0 $18k 100.00 180.02
 View chart
Monte Rosa Therapeutics (GLUE) 0.0 $17k 1.0k 16.45
 View chart
Hurco Companies (HURC) 0.0 $16k 1.1k 14.71
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $15k 117.00 130.95
 View chart
Prudential Financial (PRU) 0.0 $15k 155.00 97.69
 View chart
Seneca Foods Corp New Cl A (SENEA) 0.0 $15k -66% 100.00 151.12
 View chart
Corning Incorporated (GLW) 0.0 $14k 100.00 135.97
 View chart
Ishares Core Msci Eafe Etf (IEFA) 0.0 $14k 150.00 90.53
 View chart
Zentek (ZTEK) 0.0 $13k 25k 0.53
 View chart
Lam Research Corp Com New (LRCX) 0.0 $13k 60.00 213.67
 View chart
Starbucks Corporation (SBUX) 0.0 $13k 140.00 89.59
 View chart
Associated Banc- (ASB) 0.0 $12k 476.00 25.86
 View chart
Houlihan Lokey Cl A (HLI) 0.0 $11k 77.00 143.62
 View chart
State Street Corporation (STT) 0.0 $11k 85.00 126.56
 View chart
Mink Therapeutics Com New (INKT) 0.0 $11k 1.0k 10.53
 View chart
Axcelis Technologies Com New (ACLS) 0.0 $9.3k 100.00 93.08
 View chart
Universal Display Corporation (OLED) 0.0 $9.2k 100.00 91.66
 View chart
Ge Vernova (GEV) 0.0 $8.7k 10.00 872.90
 View chart
Texas Roadhouse (TXRH) 0.0 $8.6k -49% 52.00 164.58
 View chart
Dell Technologies CL C (DELL) 0.0 $8.2k 50.00 164.14
 View chart
Newmont Mining Corporation (NEM) 0.0 $8.1k 75.00 108.25
 View chart
Netflix (NFLX) 0.0 $7.7k 80.00 96.15
 View chart
State Street Spdr Portfolio Long Term Treasury Eft (SPTL) 0.0 $7.6k 290.00 26.30
 View chart
eBay (EBAY) 0.0 $7.3k 80.00 91.03
 View chart
Ishares Msci Global Min Vol Factor Etf (ACWV) 0.0 $7.2k 60.00 119.52
 View chart
British Amern Tob Sponsored Adr (BTI) 0.0 $7.0k 120.00 58.47
 View chart
Palo Alto Networks (PANW) 0.0 $6.7k 42.00 160.31
 View chart
Viking Therapeutics (VKTX) 0.0 $6.5k 200.00 32.54
 View chart
Dow (DOW) 0.0 $6.1k 146.00 41.65
 View chart
Ishares 20 Year Treasury Bond Etf (TLT) 0.0 $6.1k 70.00 86.69
 View chart
Harley-Davidson (HOG) 0.0 $6.1k 300.00 20.22
 View chart
Vici Pptys (VICI) 0.0 $6.1k 222.00 27.32
 View chart
Oracle Corporation (ORCL) 0.0 $5.9k 40.00 147.10
 View chart
Qnity Electronics Common Stock (Q) 0.0 $5.8k 50.00 115.38
 View chart
Banco Santander Sa Adr (SAN) 0.0 $5.8k 510.00 11.28
 View chart
Ishares 0-3 Month Treasury Bond Etf (SGOV) 0.0 $5.6k 56.00 100.66
 View chart
Rio Tinto Sponsored Adr (RIO) 0.0 $5.6k 60.00 93.28
 View chart
W.W. Grainger (GWW) 0.0 $5.5k 5.00 1090.80
 View chart
Eaton Corp SHS (ETN) 0.0 $5.4k 15.00 357.67
 View chart
Ishares Core S&p Small Cap Etf (IJR) 0.0 $5.3k 43.00 124.30
 View chart
At&t (T) 0.0 $5.1k 175.00 28.99
 View chart
Verizon Communications (VZ) 0.0 $5.0k 100.00 50.20
 View chart
Schwab Us Tips Etf (SCHP) 0.0 $4.9k 186.00 26.61
 View chart
Blackrock (BLK) 0.0 $4.8k 5.00 961.80
 View chart
Novartis Sponsored Adr (NVS) 0.0 $4.7k 31.00 152.74
 View chart
Ugi Corp New Com (UGI) 0.0 $4.7k 130.00 36.42
 View chart
Dupont De Nemours (DD) 0.0 $4.6k 100.00 45.80
 View chart
CF Industries Holdings (CF) 0.0 $4.5k 35.00 129.83
 View chart
Realty Income (O) 0.0 $4.3k 70.00 61.19
 View chart
Cardinal Health (CAH) 0.0 $4.2k 20.00 211.30
 View chart
Booking Holdings (BKNG) 0.0 $4.2k 1.00 4210.00
 View chart
Monster Beverage Corp New Com (MNST) 0.0 $3.9k 54.00 72.46
 View chart
Fidelity Natl Finl Com Shs (FNF) 0.0 $3.8k 82.00 46.38
 View chart
Lci Industries (LCII) 0.0 $3.7k 30.00 122.97
 View chart
Toro Corp (TORO) 0.0 $3.6k 1.0k 3.62
 View chart
Uber Technologies (UBER) 0.0 $3.5k 48.00 71.94
 View chart
AutoZone (AZO) 0.0 $3.4k 1.00 3378.00
 View chart
Kinross Gold Corp (KGC) 0.0 $3.1k 100.00 30.52
 View chart
S&p Global (SPGI) 0.0 $3.0k 7.00 425.29
 View chart
Equinix (EQIX) 0.0 $2.9k 3.00 980.33
 View chart
Synchrony Financial (SYF) 0.0 $2.9k 42.00 68.02
 View chart
Hasbro (HAS) 0.0 $2.8k 30.00 93.60
 View chart
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $2.6k 45.00 57.80
 View chart
Royal Gold (RGLD) 0.0 $2.5k 10.00 254.50
 View chart
Linde SHS (LIN) 0.0 $2.5k 5.00 495.80
 View chart
Stryker Corporation (SYK) 0.0 $2.3k 7.00 328.57
 View chart
Pfizer (PFE) 0.0 $2.2k 80.00 28.07
 View chart
Icahn Enterprises Depositary Unit (IEP) 0.0 $2.2k 297.00 7.55
 View chart
United Parcel Svcs CL B (UPS) 0.0 $2.1k 21.00 98.38
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.0 $2.0k 74.00 27.46
 View chart
Unilever Spon Adr New (UL) 0.0 $1.8k 32.00 56.97
 View chart
Robert Half International (RHI) 0.0 $1.7k 66.00 25.39
 View chart
Sherwin-Williams Company (SHW) 0.0 $1.6k 5.00 320.60
 View chart
Ark Space & Defense Innovation Etf (ARKX) 0.0 $1.5k 50.00 29.36
 View chart
M&T Bank Corporation (MTB) 0.0 $1.4k 7.00 206.71
 View chart
AES Corporation (AES) 0.0 $1.4k 100.00 14.09
 View chart
Sonoco Products Company (SON) 0.0 $1.4k 25.00 54.08
 View chart
Cleanspark Com New (CLSK) 0.0 $1.3k 150.00 8.51
 View chart
Paycom Software (PAYC) 0.0 $1.2k 10.00 121.50
 View chart
Genco Shipping & Trading SHS (GNK) 0.0 $1.1k 50.00 22.56
 View chart
Nu Skin Enterprises Cl A (NUS) 0.0 $1.1k 150.00 7.28
 View chart
Workday Cl A (WDAY) 0.0 $1.0k 8.00 129.88
 View chart
Sea Sponsord Ads (SE) 0.0 $993.999600 12.00 82.83
 View chart
V.F. Corporation (VFC) 0.0 $850.000000 50.00 17.00
 View chart
Aptiv SHS (APTV) 0.0 $833.000400 12.00 69.42
 View chart
Liveramp Holdings (RAMP) 0.0 $663.000000 25.00 26.52
 View chart
Fidelity National Information Services (FIS) 0.0 $516.000100 11.00 46.91
 View chart
Rent-A-Center (UPBD) 0.0 $451.000000 25.00 18.04
 View chart
Nano Dimension Sponsord Ads New (NNDM) 0.0 $425.000000 250.00 1.70
 View chart
Advance Auto Parts (AAP) 0.0 $422.000000 8.00 52.75
 View chart
Halyard Health (AVNS) 0.0 $336.000000 24.00 14.00
 View chart
Medifast (MED) 0.0 $306.000000 30.00 10.20
 View chart
Magnum Ice Cream Nv Ord Shs (MICC) 0.0 $105.000000 7.00 15.00
 View chart
F&g Annuities & Life Common Stock (FG) 0.0 $101.000000 4.00 25.25
 View chart
Caribou Biosciences (CRBU) 0.0 $95.000000 50.00 1.90
 View chart
Teladoc (TDOC) 0.0 $76.000400 14.00 5.43
 View chart
Lucid Group Com New (LCID) 0.0 $48.000000 5.00 9.60
 View chart
Gabelli Equity Tr Rt Exp 041426 (GAB.R) 0.0 $17.884000 NEW 2.6k 0.01
 View chart
Virgin Galactic Holdings Com New (SPCE) 0.0 $12.000000 5.00 2.40
 View chart

Past Filings by Paladin Partners

SEC 13F filings are viewable for Paladin Partners going back to 2026