Institutions / Paladin Partners, LLC

Paladin Partners, LLC

CIK 2141570 · Institution · as of Jun 30, 2026

Portfolio value

$151.24M

Positions

214

As of

Jun 30, 2026

Top holdings

Jun 30, 2026View all 214 →

Company	Class	Value	Shares	% of portfolio
iShares Russell 1000 ETF	—	$21.43M	52,335	14.2%
State Street SPDR S&P 500 ETF	—	$17.22M	23,064	11.4%
NVIDIA Corp	—	$14.61M	73,032	9.7%
iShares Russell 1000 Value ETF	—	$12.39M	51,090	8.2%
Vanguard Morningstar Total Com Market ETF	—	$11.68M	31,552	7.7%
State Street SPDR Bloomberg Convertible Securities ETF	—	$9.53M	88,414	6.3%
Vanguard Total International Bond ETF	—	$7.37M	152,162	4.9%
iShares Iboxx $ High Yield Corporate Bond ETF	—	$6.46M	80,810	4.3%
iShares MSCI Eafe ETF	—	$6.30M	60,655	4.2%
iShares Core U.S. Aggregate Bond ETF	—	$4.43M	44,709	2.9%
Apple Inc.	—	$3.59M	12,402	2.4%
iShares Trust iShares 0-1 Year Treasury Bond ETF	—	$3.39M	30,740	2.2%
iShares Russell Midcap ETF	—	$2.40M	21,740	1.6%
iShares Russell 2000 ETF	—	$2.36M	7,842	1.6%
State Street Energy Select Sector SPDR ETF	—	$2.29M	43,110	1.5%
Vanguard Short-Term Bond ETF	—	$2.17M	27,797	1.4%
BlackRock, Inc.	—	$1.90M	1,975	1.3%
iShares MSCI Emerging Markets ETF	—	$1.84M	26,895	1.2%
iShares National Muni Bond ETF	—	$1.47M	13,664	1.0%
Microsoft Corp	—	$1.36M	3,648	0.9%
Invesco Ultra Short Duration ETF	—	$1.14M	22,717	0.8%
Costco Wholesale Corp /New	—	$1.08M	1,151	0.7%
Greif Inc Cl B	—	$1.05M	11,216	0.7%
iShares 7-10 Year Treasury Bond ETF	—	$967.1K	10,226	0.6%
AbbVie Inc.	—	$966.5K	3,841	0.6%

Activity

Jun 30, 2026

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.