Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWBIshares Russell 1000 Etf | $21.4M | 14.2% | |
| SPYState Street Spdr S&p 500 Etf | $17.2M | 11.4% | +3.0% |
| NVDANvidia Corporation Com | $14.6M | 9.7% | +8.5% |
| IWDIshares Russell 1000 Value Etf | $12.4M | 8.2% | −2.0% |
| VTIVanguard Morningstar Total Com Market Etf | $11.7M | 7.7% | +1.9% |
| CWBState Street Spdr Bloomberg Convertible Securities Etf | $9.5M | 6.3% | −2.2% |
| BNDXVanguard Total International Bond Etf | $7.4M | 4.9% | +2.6% |
| HYGIshares Iboxx $ High Yield Corporate Bond Etf | $6.5M | 4.3% | −1.8% |
| EFAIshares Msci Eafe Etf | $6.3M | 4.2% | +2.2% |
| AGGIshares Core U.s. Aggregate Bond Etf | $4.4M | 2.9% | |
| AAPLApple Inc Com | $3.6M | 2.4% | −18.3% |
| SHVIshares Trust Ishares 0-1 Year Treasury Bond Etf | $3.4M | 2.2% | −2.3% |
| IWRIshares Russell Midcap Etf | $2.4M | 1.6% | |
| IWMIshares Russell 2000 Etf | $2.4M | 1.6% | −1.6% |
| XLEState Street Energy Select Sector Spdr Etf | $2.3M | 1.5% | |
| BSVVanguard Short-term Bond Etf | $2.2M | 1.4% | +7.7% |
| BLKBlackrock Inc Com | $1.9M | 1.3% | +39400.0% |
| EEMIshares Msci Emerging Markets Etf | $1.8M | 1.2% | |
| MUBIshares National Muni Bond Etf | $1.5M | 1.0% | +4.4% |
| MSFTMicrosoft Corp Com | $1.4M | 0.9% | +3.8% |
| GSYInvesco Ultra Short Duration Etf | $1.1M | 0.8% | |
| COSTCostco Wholesale Corporation Com | $1.1M | 0.7% | +2.2% |
| GEF/BGreif Inc Cl B | $1.0M | 0.7% | |
| IEFIshares 7-10 Year Treasury Bond Etf | $967K | 0.6% | −1.5% |
| ABBVAbbvie Inc Com | $967K | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc Com | December 31, 2025 | +85.9% | $220K |
| EEMIshares Msci Emerging Markets Etf | December 31, 2025 | +25.0% | $1.8M |
| PFGPrincipal Financial Group Inc Com | December 31, 2025 | +22.2% | $268K |
| IWMIshares Russell 2000 Etf | December 31, 2025 | +22.1% | $2.4M |
| CWBState Street Spdr Bloomberg Convertible Securities Etf | December 31, 2025 | +20.9% | $9.5M |
| XLEState Street Energy Select Sector Spdr Etf | December 31, 2025 | +18.8% | $2.3M |
| IWSIshares Russell Mid-cap Value Etf | December 31, 2025 | +16.7% | $663K |
| IWDIshares Russell 1000 Value Etf | December 31, 2025 | +15.3% | $12.4M |
| IWRIshares Russell Midcap Etf | December 31, 2025 | +14.6% | $2.4M |
| LLYEli Lilly & Co Com | December 31, 2025 | +11.6% | $369K |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $36K
- OXYOccidental Pete Corp was $32K
- WSBFWaterstone Finl Inc was $27K
- METMetlife Inc was $21K
- HURCHurco Co was $16K
- PRUPrudential Finl Inc was $15K
- SENEASeneca Foods Corp was $15K
- OLEDUniversal Display Corp was $9,166
- DELLDell Technologies Inc was $8,207
- Dupont De Nemours IncCUSIP 26614N102 was $4,580
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Paladin Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2141570&type=13F-HR&dateb=&owner=include&count=40CIK 2141570
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2141570/000214157026000005/Filed August 7, 2026 · accession 0002141570-26-000005