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Paladin Partners

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

Top 5 stock holdings are IWB, NVDA, SPY, IWD, VTI, and represent 51.28% of Paladin Partners's stock portfolio.
Added to shares of these 10 stocks: MU, NVDA, IWB, VTHR, BNDX, CWB, IWR, MUB, EFA, MSFT.
Started 4 new stock positions in MU, Conexeu Sciences, LKQ, Mobility Global.
Reduced shares in these 10 stocks: XLE, VTI, , TSM, SOXX, VNQ, WDC, AVGO, IGV, COST.
Sold out of its positions in AVNS, BWXT, CRBU, GLW, FG, FIW, INTC, IGV, SOXX, MED. PAYC, RHI, TSM, TXRH, CRSP, ASML, GNK.
Paladin Partners was a net buyer of stock by $4.7M.
Paladin Partners has $163M in assets under management (AUM), dropping by 7.43%.
Central Index Key (CIK): 0002141570

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Portfolio Holdings for Paladin Partners

Paladin Partners holds 201 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 1000 Etf Etf (IWB)	14.1	$23M	+5%	55k	416.13	View chart
Nvidia Corporation Stock (NVDA)	11.4	$19M	+10%	81k	228.38	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	10.9	$18M		23k	762.63	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	7.8	$13M		51k	247.93	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	7.1	$12M		31k	374.23	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	5.6	$9.2M	+2%	91k	101.18	View chart
Vanguard Total International Bond Etf Etf (BNDX)	4.7	$7.6M	+6%	162k	46.87	View chart
Ishares Msci Eafe Etf Etf (EFA)	4.0	$6.5M	+2%	62k	103.89	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	3.8	$6.2M		81k	77.21	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.6	$4.2M		45k	94.54	View chart
Apple Stock (AAPL)	2.5	$4.1M		12k	333.02	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.1	$3.4M		6.9k	497.95	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	2.1	$3.4M		31k	110.32	View chart
Ishares Russell Midcap Etf Etf (IWR)	1.6	$2.5M	+8%	24k	106.71	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.4	$2.3M	+6%	30k	76.40	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.4	$2.3M	+3%	8.1k	277.89	View chart
Micron Technology Stock (MU)	1.4	$2.2M	NEW	2.1k	1065.11	View chart
Blackrock Stock (BLK)	1.3	$2.1M		2.0k	1058.29	View chart
Microsoft Corp Stock (MSFT)	1.3	$2.0M	+8%	4.0k	512.90	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.2	$1.9M	+6%	29k	66.79	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.0	$1.6M	+13%	16k	101.10	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.7	$1.2M	+7%	24k	49.93	View chart
Greif Inc Cl B Stock (GEF.B)	0.7	$1.2M		11k	102.89	View chart
Costco Wholesale Corporation Stock (COST)	0.6	$1.0M	-2%	1.1k	910.34	View chart
Abbvie Stock (ABBV)	0.6	$1.0M		3.8k	261.59	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.6	$937k		7.5k	125.26	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.6	$913k		10k	89.31	View chart
Amgen Stock (AMGN)	0.5	$784k		1.9k	421.51	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.4	$691k	+392%	2.1k	335.50	View chart
Automatic Data Processing Stock (ADP)	0.4	$671k		2.6k	258.06	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.4	$648k		4.0k	160.74	View chart
Intuitive Surgical Stock (ISRG)	0.4	$578k		1.4k	406.63	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.3	$566k	+5%	11k	50.47	View chart
Broadridge Finl Solutions Stock (BR)	0.3	$496k		3.1k	161.10	View chart
Barclays Adr (BCS)	0.3	$476k		20k	24.27	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.3	$474k	-82%	7.7k	61.50	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$375k		2.7k	137.68	View chart
Eli Lilly & Co Stock (LLY)	0.2	$351k		303.00	1157.08	View chart
Ulta Beauty Stock (ULTA)	0.2	$290k		530.00	546.17	View chart
Principal Financial Group Stock (PFG)	0.2	$279k		2.5k	111.96	View chart
Broadcom Stock (AVGO)	0.2	$276k	-11%	786.00	351.19	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$209k		2.7k	77.25	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$202k		1.9k	104.54	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$199k		2.2k	92.17	View chart
Chubb Stock (CB)	0.1	$176k		540.00	325.25	View chart
Caterpillar Stock (CAT)	0.1	$168k		207.00	810.79	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$127k		385.00	330.83	View chart
Rtx Corporation Stock (RTX)	0.1	$117k		628.00	185.65	View chart
Cohen & Steers Select Pfd & In Cef (PSF)	0.1	$108k		5.9k	18.14	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$106k	+300%	400.00	264.75	View chart
Fs Specialty Lending Fd Com Sh Ben Int Cef (FSSL)	0.1	$99k		8.5k	11.63	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$97k	-7%	5.0k	19.30	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$83k		1.5k	56.66	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$83k		150.00	551.47	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$82k	-38%	918.00	89.63	View chart
Amazon Stock (AMZN)	0.1	$82k		330.00	249.15	View chart
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)	0.0	$78k		38.00	2060.21	View chart
Western Digital Corp Stock (WDC)	0.0	$73k	-36%	160.00	454.46	View chart
Fiserv Stock (FISV)	0.0	$68k		1.5k	45.18	View chart
Kla Corp Stock (KLAC)	0.0	$64k		330.00	194.93	View chart
Mckesson Corp Stock (MCK)	0.0	$62k		73.00	853.81	View chart
Ford Mtr Stock (F)	0.0	$60k		5.0k	12.06	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$56k		545.00	102.18	View chart
Churchill Downs Stock (CHDN)	0.0	$55k		723.00	75.68	View chart
Morgan Stanley Stock (MS)	0.0	$54k		289.00	188.08	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$53k		364.00	144.63	View chart
Goldman Sachs Group Stock (GS)	0.0	$51k		57.00	900.37	View chart
Abbott Laboratories Stock (ABT)	0.0	$48k		490.00	98.83	View chart
Walmart Stock (WMT)	0.0	$48k		465.00	103.92	View chart
Howmet Aerospace Stock (HWM)	0.0	$47k		209.00	226.18	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$46k		64.00	725.19	View chart
Visa Inc Com Cl A Stock (V)	0.0	$45k		124.00	359.33	View chart
Wells Fargo & Co Stock (WFC)	0.0	$43k		540.00	80.05	View chart
Johnson & Johnson Stock (JNJ)	0.0	$43k		163.00	264.74	View chart
Royal Bk Cda Stock (RY)	0.0	$41k		209.00	196.59	View chart
Pan Amern Silver Corp Stock (PAAS)	0.0	$41k		900.00	45.51	View chart
Altria Group Stock (MO)	0.0	$40k		598.00	67.35	View chart
Fastenal Stock (FAST)	0.0	$40k		810.00	49.53	View chart
American Express Stock (AXP)	0.0	$38k		125.00	304.10	View chart
Chevron Corporation Stock (CVX)	0.0	$37k		183.00	204.21	View chart
Exxonmobil Holdings Corp Stock	0.0	$34k		210.00	162.75	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$34k		153.00	222.26	View chart
Atmos Energy Corp Stock (ATO)	0.0	$33k		213.00	156.44	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.0	$33k		969.00	34.35	View chart
Ge Aerospace Stock (GE)	0.0	$32k		103.00	312.29	View chart
American Elec Pwr Stock (AEP)	0.0	$30k		252.00	118.64	View chart
Wec Energy Group Stock (WEC)	0.0	$29k		291.00	100.78	View chart
Procter & Gamble Stock (PG)	0.0	$29k		200.00	145.28	View chart
Flaherty & Crumrine Pfd Income Cef (PFO)	0.0	$28k		3.3k	8.63	View chart
General Dynamics Corp Stock (GD)	0.0	$28k		84.00	331.83	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$27k		201.00	133.72	View chart
Coca Cola Stock (KO)	0.0	$27k		310.00	86.08	View chart
Kohls Corp Stock (KSS)	0.0	$26k		1.4k	18.46	View chart
Motley Fool 100 Index Etf Etf (TMFC)	0.0	$25k		311.00	80.08	View chart
Citigroup Stock (C)	0.0	$25k		191.00	129.48	View chart
Paccar Stock (PCAR)	0.0	$25k		225.00	109.81	View chart
T-mobile Us Stock (TMUS)	0.0	$25k		151.00	163.08	View chart
Union Pac Corp Stock (UNP)	0.0	$25k		90.00	272.13	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$24k		70.00	344.09	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$24k		658.00	35.72	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$23k		325.00	71.95	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.0	$23k		258.00	90.11	View chart
Direxion Daily Gold Miners Index Bull 2x Etf Etf (NUGT)	0.0	$22k		150.00	147.74	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$21k		100.00	206.23	View chart
Paychex Stock (PAYX)	0.0	$20k		206.00	98.50	View chart
Lam Research Corp Stock (LRCX)	0.0	$20k		60.00	328.52	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$20k		200.00	97.43	View chart
Home Depot Stock (HD)	0.0	$19k		68.00	284.49	View chart
Capital One Finl Corp Stock (COF)	0.0	$19k		100.00	193.07	View chart
Nervgen Pharma Corp Stock (NGEN)	0.0	$19k		10k	1.91	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$19k	-33%	100.00	187.05	View chart
Salesforce Stock (CRM)	0.0	$17k		76.00	229.57	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$17k		117.00	148.65	View chart
Palo Alto Networks Stock (PANW)	0.0	$17k		42.00	397.31	View chart
Pepsico Stock (PEP)	0.0	$16k		129.00	126.72	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$15k		150.00	96.88	View chart
Associated Banc-corp Stock (ASB)	0.0	$14k		476.00	28.65	View chart
Starbucks Corp Stock (SBUX)	0.0	$13k		140.00	93.96	View chart
Axcelis Technologies Stock (ACLS)	0.0	$13k		100.00	131.18	View chart
Zentek Stock (ZTEK)	0.0	$13k		25k	0.52	View chart
Monte Rosa Therapeutics Stock (GLUE)	0.0	$12k		1.0k	11.93	View chart
State Str Corp Stock (STT)	0.0	$11k	-29%	60.00	174.58	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.0	$9.7k		77.00	126.34	View chart
Ge Vernova Stock (GEV)	0.0	$9.5k		10.00	950.50	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$8.9k		163.00	54.43	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$8.7k		100.00	87.12	View chart
Newmont Corp Stock (NEM)	0.0	$8.7k		75.00	115.35	View chart
Tuya Inc Sponsered Ads Adr (TUYA)	0.0	$8.5k	-50%	5.0k	1.70	View chart
Ebay Stock (EBAY)	0.0	$8.5k		80.00	106.05	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$7.4k		60.00	122.73	View chart
Harley Davidson Stock (HOG)	0.0	$7.3k		300.00	24.43	View chart
Banco Santander Sa Adr (SAN)	0.0	$7.1k		510.00	13.83	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$6.9k		290.00	23.85	View chart
British Amern Tob Adr (BTI)	0.0	$6.5k		120.00	54.40	View chart
Viking Therapeutics Stock (VKTX)	0.0	$6.5k		200.00	32.60	View chart
Eaton Corp Stock (ETN)	0.0	$6.4k		15.00	429.73	View chart
Qnity Electronics Stock (Q)	0.0	$6.3k		50.00	125.74	View chart
Mink Therapeutics Stock (INKT)	0.0	$6.3k	-50%	500.00	12.55	View chart
Ww Grainger Stock (GWW)	0.0	$6.2k		5.00	1245.80	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$5.8k		43.00	136.05	View chart
Rio Tinto Adr (RIO)	0.0	$5.7k		60.00	94.17	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$5.6k		56.00	100.68	View chart
Netflix Stock (NFLX)	0.0	$5.6k		80.00	69.58	View chart
Oracle Corp Stock (ORCL)	0.0	$5.5k		40.00	137.30	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$5.4k		70.00	77.79	View chart
Vici Pptys Reit (VICI)	0.0	$5.1k		222.00	22.97	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$4.7k		186.00	25.13	View chart
Ugi Corp Stock (UGI)	0.0	$4.6k		130.00	35.67	View chart
Verizon Communications Stock (VZ)	0.0	$4.6k		100.00	45.87	View chart
Lkq Corp Stock (LKQ)	0.0	$4.6k	NEW	200.00	22.83	View chart
Monster Beverage Corp Stock (MNST)	0.0	$4.5k	+100%	108.00	41.62	View chart
Cardinal Health Stock (CAH)	0.0	$4.5k		20.00	222.50	View chart
Novartis Adr (NVS)	0.0	$4.4k		31.00	142.58	View chart
Dupont De Nemours Stock (DD)	0.0	$4.3k		33.00	129.88	View chart
At&t Stock (T)	0.0	$4.3k		175.00	24.40	View chart
Booking Holdings Stock (BKNG)	0.0	$4.1k		25.00	162.92	View chart
Cf Industries Hold Stock (CF)	0.0	$4.0k		35.00	115.20	View chart
Dow Hldgs Stock (DOW)	0.0	$4.0k		146.00	27.54	View chart
Realty Income Corp Reit (O)	0.0	$3.8k		70.00	54.30	View chart
Conexeu Sciences Stock	0.0	$3.6k	NEW	1.0k	3.57	View chart
Uber Technologies Stock (UBER)	0.0	$3.3k		48.00	68.50	View chart
Fidelity Natl Finl Stock (FNF)	0.0	$3.2k		82.00	38.65	View chart
Equinix Reit (EQIX)	0.0	$3.0k		3.00	1011.67	View chart
Synchrony Financial Stock (SYF)	0.0	$3.0k		42.00	70.98	View chart
Autozone Stock (AZO)	0.0	$2.8k		1.00	2830.00	View chart
S&p Global Stock (SPGI)	0.0	$2.8k		7.00	394.43	View chart
Toro Corp Stock (TORO)	0.0	$2.8k	-50%	500.00	5.51	View chart
Hasbro Stock (HAS)	0.0	$2.6k		30.00	87.67	View chart
Lci Inds Stock (LCII)	0.0	$2.5k		30.00	83.67	View chart
Ryanair Holdings Adr (RYAAY)	0.0	$2.5k		45.00	55.00	View chart
Kinross Gold Corp Stock (KGC)	0.0	$2.4k		100.00	24.08	View chart
Linde Stock (LIN)	0.0	$2.4k		5.00	474.60	View chart
Royal Gold Stock (RGLD)	0.0	$2.4k		10.00	236.00	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$2.3k		74.00	30.95	View chart
Pfizer Stock (PFE)	0.0	$2.3k		80.00	28.52	View chart
Icahn Enterprises Lp Depositary Unit Stock (IEP)	0.0	$2.0k		297.00	6.75	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$2.0k		21.00	93.43	View chart
Unilever Adr (UL)	0.0	$1.9k		32.00	60.72	View chart
Cleanspark Stock (CLSK)	0.0	$1.9k		150.00	12.88	View chart
Stryker Corporation Stock (SYK)	0.0	$1.9k		7.00	275.43	View chart
Sherwin Williams Stock (SHW)	0.0	$1.6k		5.00	323.20	View chart
Ark Space & Defense Innovation Etf Etf (ARKX)	0.0	$1.6k		50.00	31.90	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$1.5k		8.00	190.50	View chart
M & T Bk Corp Stock (MTB)	0.0	$1.5k		7.00	217.57	View chart
Aes Corp Stock (AES)	0.0	$1.5k		100.00	14.90	View chart
Sonoco Prods Stock (SON)	0.0	$1.2k		25.00	48.84	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$1.2k		12.00	97.33	View chart
Liveramp Hldgs Stock (RAMP)	0.0	$938.000000		25.00	37.52	View chart
V F Corp Stock (VFC)	0.0	$703.000000		50.00	14.06	View chart
Nu Skin Enterprises Inc Cl A Stock (NUS)	0.0	$679.995000		150.00	4.53	View chart
Aptiv Stock (APTV)	0.0	$516.000000		12.00	43.00	View chart
Upbound Group Stock (UPBD)	0.0	$393.000000		25.00	15.72	View chart
Nano Dimension Ltd Sponsord Ads Adr (NNDM)	0.0	$393.000000		250.00	1.57	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$362.000100		11.00	32.91	View chart
Advance Auto Parts Stock (AAP)	0.0	$311.000000		8.00	38.88	View chart
Versigent Plc Ordinary Shares Stock (VGNT)	0.0	$180.000000		4.00	45.00	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$124.000100		7.00	17.71	View chart
Mobility Global Stock	0.0	$120.000300	NEW	7.00	17.14	View chart
Teladoc Health Stock (TDOC)	0.0	$80.999800		14.00	5.79	View chart
Lucid Group Stock (LCID)	0.0	$20.000000		5.00	4.00	View chart
Virgin Galactic Holdings Stock (SPCE)	0.0	$15.000000		5.00	3.00	View chart

Past Filings by Paladin Partners

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

Paladin Partners 2026 Q3 filed Oct. 6, 2026
Paladin Partners 2026 Q2 filed Aug. 7, 2026
Paladin Partners 2025 Q4 filed June 25, 2026
Paladin Partners 2026 Q1 filed June 25, 2026

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