Palumbo Wealth Management LLC

CIK

1846310

Location

GREAT NECK, NY

Portfolio Value

Small $336,054,559

Diversification

Diversified

Filing Date

Global Rank

#3,258 / 8,622 ▲ 56 · as of Mar 2026

Top Industry

Internet Content & Information 9.4%

3Y Alpha vs SPY

-3.7%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.9%

SPY

+67.9%

Annualised alpha

-2.9%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

181 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.4%

−0.3 pts

Top 5

31.5%

−0.9 pts

Top 10

46.9%

+0.3 pts

HHI

307

Diversified−2

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	22.6%	$75,837,131	7
Technology	20.1%	$67,394,611	35
Healthcare	11.9%	$40,142,653	54
Financial Services	10.8%	$36,357,180	15
Consumer Cyclical	10.3%	$34,684,605	17
Industrials	8.9%	$29,925,028	20
Communication Services	7.7%	$25,901,538	6
Consumer Defensive	2.9%	$9,842,994	5
Utilities	2.5%	$8,309,732	8
Energy	1.5%	$5,034,960	6
Basic Materials	0.5%	$1,780,110	5
Real Estate	0.3%	$844,017	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HRTX	Heron Therapeutics, Inc. /De/	+153,083	412,496	$329,996
IBIT	iShares Bitcoin Trust ETF	+75,452	126,068	$4,843,532
BW	Babcock & Wilcox Enterprises, Inc.	+67,650	365,331	$5,366,712
UBER	Uber Technologies, Inc	+32,756	35,737	$2,570,562
VYGR	Voyager Therapeutics, Inc.	+24,297	62,784	$242,346
NAUT	Nautilus Biotechnology, Inc.	+24,098	65,231	$253,096
ORGO	Organogenesis Holdings Inc.	+19,798	57,849	$137,102
JPM	Jpmorgan Chase & Co	+18,014	30,726	$9,038,360
XFOR	X4 Pharmaceuticals, Inc	+17,657	131,014	$541,087
PRME	Prime Medicine, Inc.	+16,707	102,246	$355,816
SGHT	Sight Sciences, Inc.	+12,841	49,930	$188,236
NVDA	Nvidia Corp	+8,839	65,618	$11,443,779
QS	QuantumScape Corp	+7,168	46,428	$296,210
AAPL	Apple Inc.	+3,904	69,259	$17,577,241
PATH	UiPath, Inc.	+3,321	23,032	$255,655
CRNX	Crinetics Pharmaceuticals, Inc.	+2,368	8,173	$296,843
GTLB	Gitlab Inc.	+2,287	12,657	$273,897
DSGN	Design Therapeutics, Inc.	+2,031	71,408	$759,781
GOOGL	Alphabet Inc.	+1,902	74,283	$21,360,819
CRM	Salesforce, Inc.	+1,789	14,406	$2,689,168
ETR	Entergy Corp /De/	+1,687	50,990	$5,729,236
XMTR	Xometry, Inc.	+1,683	17,800	$726,952
SYM	Symbotic Inc.	+1,170	6,846	$364,207
META	Meta Platforms, Inc.	+1,092	5,315	$3,040,870
MSFT	Microsoft Corp	+1,088	23,418	$8,668,641
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NUVB	Nuvation Bio Inc.	−62,793	100,963	$433,131
SANA	Sana Biotechnology, Inc.	−62,524	58,459	$168,361
BFLY	Butterfly Network, Inc.	−52,989	360,328	$1,455,725
IMRX	Immuneering Corp	−44,603	18,670	$98,390
EBS	Emergent BioSolutions Inc.	−36,857	80,264	$666,191
TSHA	Taysha Gene Therapies, Inc.	−31,298	146,709	$655,789
ASMB	Assembly Biosciences, Inc.	−17,662	19,643	$545,093
SNDX	Syndax Pharmaceuticals Inc	−14,185	37,183	$868,594
WSM	Williams Sonoma Inc	−12,362	13,676	$2,493,545
ORIC	Oric Pharmaceuticals, Inc.	−11,774	15,548	$196,993
TSCO	Tractor Supply Co /De/	−9,964	45,306	$2,052,361
CDNA	CareDx, Inc.	−9,349	36,410	$632,077
XNCR	Xencor Inc	−9,284	17,806	$214,740
XERS	Xeris Biopharma Holdings, Inc.	−6,561	17,788	$103,170
SIBN	SI-BONE, Inc.	−6,423	35,532	$448,769
ACHR	Archer Aviation Inc.	−6,147	112,080	$579,453
IDYA	IDEAYA Biosciences, Inc.	−5,136	22,888	$762,628
DNTH	Dianthus Therapeutics, Inc. /DE/	−4,607	10,360	$869,411
NKTR	Nektar Therapeutics	−4,541	10,173	$731,947
AAP	Advance Auto Parts Inc	−3,926	36,194	$1,909,233
NPCE	NeuroPace Inc	−3,706	210,469	$2,767,667
NKE	NIKE, Inc.	−3,400	53,655	$2,834,057
OFIX	Orthofix Medical Inc.	−2,537	40,373	$463,078
BSX	Boston Scientific Corp	−1,959	23,362	$1,465,965
BAC	Bank Of America Corp /De/	−1,567	49,707	$2,423,216
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
NVAX	Novavax Inc	92,111	$749,783
DFTX	Definium Therapeutics, Inc.	37,966	$717,557
EVMN	Evommune, Inc.	29,931	$688,113
JOBY	Joby Aviation, Inc.	77,710	$641,884
KOD	Kodiak Sciences Inc.	15,304	$583,388
ANIK	Anika Therapeutics, Inc.	39,426	$571,677
MLM	Martin Marietta Materials Inc	925	$544,529
IMMX	Immix Biopharma, Inc.	55,232	$503,163
ETHA	iShares Ethereum Trust ETF	28,945	$458,199
OCS	Oculis Holding AG	13,711	$364,575
GLW	Corning Inc /Ny	2,265	$307,972
TSM	Taiwan Semiconductor Manufacturing Co Ltd	669	$226,088
FIGR	Figure Technology Solutions, Inc.	6,503	$220,776
PLTR	Palantir Technologies Inc.	1,473	$215,470
BITB	Bitwise Bitcoin ETF	5,676	$208,933
FCX	Freeport-Mcmoran Inc	3,535	$207,787
ADI	Analog Devices Inc	648	$206,154
BTI	British American Tobacco p.l.c.	3,486	$203,826
TEM	Tempus AI, Inc.	4,436	$200,595
LNT	Alliant Energy Corp	2,795	$200,569
TRAW	Traws Pharma, Inc.	61,175	$111,950
AP	Ampco Pittsburgh Corp	15,233	$102,365
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	67,259	$4,597,825
LEN	Lennar Corp /New/	12,861	$1,322,110
ETHE	Grayscale Ethereum Staking ETF	28,095	$684,675
ERAS	Erasca, Inc.	139,385	$518,512
RXST	RxSight, Inc.	30,789	$320,821
TEAM	Atlassian Corp	1,941	$314,713
BWAY	Brainsway Ltd.	16,320	$310,406
TECX	Tectonic Therapeutic, Inc.	13,046	$272,139
BBNX	Beta Bionics, Inc.	8,729	$265,972
XGN	Exagen Inc.	43,345	$263,537
SHOP	Shopify Inc.	1,600	$257,552
SYK	Stryker Corp	604	$212,287
MMM	3M Co	1,270	$203,327
CRVS	Corvus Pharmaceuticals, Inc.	26,255	$202,163
EXE	EXPAND ENERGY Corp	1,820	$200,855
WVE	Wave Life Sciences Ltd.	11,356	$193,052
NOK	Nokia Corp	18,143	$117,385
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 tracked positions · $336,054,559 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	48,380	+569	$31,463,449	−3.5%	9.36%
GOOGL	Alphabet Inc. Communication Services	Added	74,283	+1,902	$21,360,819	−5.7%	6.36%
GLD	Spdr Gold Trust	Reduced	43,064	-513	$18,530,008	+7.3%	5.51%
AAPL	Apple Inc. Technology	Added	69,259	+3,904	$17,577,241	−1.1%	5.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	81,716	+57	$17,018,991	−9.7%	5.06%
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	485,513	-53	$14,055,601	+29.5%	4.18%
NVDA	Nvidia Corp Technology	Added	65,618	+8,839	$11,443,779	+8.1%	3.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	30,726	+18,014	$9,038,360	+120.7%	2.69%
MSFT	Microsoft Corp Technology	Added	23,418	+1,088	$8,668,641	−19.7%	2.58%
WM	Waste Management Inc Industrials	Added	37,289	+75	$8,568,639	+4.8%	2.55%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	203,862	-444	$7,224,869	+7.1%	2.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,758	+916	$7,072,033	+1.6%	2.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,905	+129	$6,880,349	+17.7%	2.05%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,876	-1,011	$6,277,409	−14.0%	1.87%
ETR	Entergy Corp /De/ Utilities	Added	50,990	+1,687	$5,729,236	+25.7%	1.70%
BW	Babcock & Wilcox Enterprises, Inc. Industrials	Added	365,331	+67,650	$5,366,712	+184.4%	1.60%
JNJ	Johnson & Johnson Healthcare	Added	20,295	+959	$4,960,909	+24.0%	1.48%
V	Visa Inc. Financial Services	Reduced	16,240	-1,266	$4,908,377	−20.1%	1.46%
IBIT	iShares Bitcoin Trust ETF	Added	126,068	+75,452	$4,843,532	+92.7%	1.44%
DGX	Quest Diagnostics Inc Healthcare	Reduced	24,302	-1,556	$4,762,705	+6.1%	1.42%
MRVL	Marvell Technology, Inc. Technology	Added	37,662	+106	$3,730,421	+16.9%	1.11%
AMD	Advanced Micro Devices Inc Technology	Added	16,244	+273	$3,304,516	−3.4%	0.98%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	9,805	-1,325	$3,047,295	−10.4%	0.91%
META	Meta Platforms, Inc. Communication Services	Added	5,315	+1,092	$3,040,870	+9.1%	0.90%
BE	Bloom Energy Corp Industrials	Added	21,748	+331	$2,946,636	+58.3%	0.88%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	53,655	-3,400	$2,834,057	−22.0%	0.84%
NPCE	NeuroPace Inc Healthcare	Reduced	210,469	-3,706	$2,767,667	−16.3%	0.82%
CRM	Salesforce, Inc. Technology	Added	14,406	+1,789	$2,689,168	−19.5%	0.80%
UBER	Uber Technologies, Inc Technology	Added	35,737	+32,756	$2,570,562	+955.3%	0.76%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	13,676	-12,362	$2,493,545	−46.4%	0.74%
IBM	International Business Machines Corp Technology	Reduced	10,132	-287	$2,455,895	−20.4%	0.73%
ITW	Illinois Tool Works Inc Industrials	Reduced	9,433	-1,111	$2,455,315	−5.5%	0.73%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	49,707	-1,567	$2,423,216	−14.1%	0.72%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	4,632	-956	$2,276,766	−29.7%	0.68%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	45,306	-9,964	$2,052,361	−25.7%	0.61%
MSCI	MSCI Inc. Financial Services	Reduced	3,607	-833	$1,944,209	−23.7%	0.58%
AAP	Advance Auto Parts Inc Consumer Cyclical	Reduced	36,194	-3,926	$1,909,233	+21.1%	0.57%
CAT	Caterpillar Inc Industrials	Added	2,669	+1	$1,890,879	+23.7%	0.56%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,068	+477	$1,588,187	−5.7%	0.47%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	24,125	-1,520	$1,568,125	+48.7%	0.47%
AMAT	Applied Materials Inc /De Technology	Reduced	4,430	-177	$1,514,129	+27.9%	0.45%
BSX	Boston Scientific Corp Healthcare	Reduced	23,362	-1,959	$1,465,965	−39.3%	0.44%
BFLY	Butterfly Network, Inc. Healthcare	Reduced	360,328	-52,989	$1,455,725	−7.3%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,474	-887	$1,368,424	−7.8%	0.41%
ACN	Accenture plc Technology	Reduced	6,670	-1,485	$1,322,594	−39.6%	0.39%
ETN	Eaton Corp plc Industrials	Added	3,267	+62	$1,168,507	+14.5%	0.35%
APH	Amphenol Corp /De/ Technology	Added	9,197	+29	$1,162,040	−6.2%	0.35%
NOW	ServiceNow, Inc. Technology	Added	10,075	+363	$1,053,341	−29.2%	0.31%
SPGI	S&P Global Inc. Financial Services	Reduced	2,456	-26	$1,044,634	−19.5%	0.31%
LMT	Lockheed Martin Corp Industrials	Added	1,700	+54	$1,027,463	+29.1%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.