Institutions / Paradiem, LLC

Paradiem, LLC

CIK 1733356 · Institution · as of Dec 31, 2025
Portfolio value
$417.97M
Positions
57
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 57 →
CompanyClassValueShares% of portfolio
iShares Tr$51.98M977,95612.4%
Lam Research Corp$19.94M116,4904.8%
Caterpillar Inc$17.77M31,0204.3%
Black Hills Corp$16.29M234,6873.9%
Valero Energy Corp$15.92M97,7773.8%
Lockheed Martin Corp$15.38M31,7973.7%
Steel Dynamics Inc$15.18M89,5853.6%
TE Connectivity PLC$14.86M65,3283.6%
Old Republic International Corp$14.62M320,3023.5%
Analog Devices Inc$14.60M53,8213.5%
Atmos Energy Corp$14.36M85,6643.4%
Qualcomm INC/DE$14.29M83,5433.4%
Quest Diagnostics Inc$13.65M78,6703.3%
Nextera Energy Inc$13.14M163,6213.1%
General Dynamics Corp$12.81M38,0603.1%
SS&C Technologies Holdings, Inc.$12.60M144,0803.0%
Paccar Inc$12.51M114,2083.0%
Matson, Inc.$12.32M99,7142.9%
Fastenal Co$11.35M282,8992.7%
JPMorgan Chase & Co$11.33M35,1742.7%
Stryker Corp$10.79M30,7122.6%
Apple Inc.$9.51M34,9762.3%
Church & Dwight Co Inc /De$8.66M103,3062.1%
Cabot Corp$7.88M118,8511.9%
Abbott Laboratories$6.84M54,6291.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.