Palumbo Wealth Management LLC
Filing Date
Global Rank
#2,941
/ 8,232
▲ 156
Top Industry
Internet Content & Information
9.4%
3Y Alpha vs SPY
-4.1%
Period ended 2 months ago
Filed May 12, 2026 · 33d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.0%
SPY
+76.3%
Annualised alpha
-4.1%
Max drawdown
−15.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
181 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Unclassified | 22.6% | $75,837,131 |
| Technology | 20.1% | $67,394,611 |
| Healthcare | 11.9% | $40,142,653 |
| Financial Services | 10.8% | $36,357,181 |
| Consumer Cyclical | 10.3% | $34,684,605 |
| Industrials | 8.9% | $29,925,028 |
| Communication Services | 7.7% | $25,901,538 |
| Consumer Defensive | 2.9% | $9,842,994 |
| Utilities | 2.5% | $8,309,732 |
| Energy | 1.5% | $5,034,960 |
| Basic Materials | 0.5% | $1,780,110 |
| Real Estate | 0.3% | $844,017 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | |
| 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 | |
| BWAY | Brainsway Ltd. | 16,320 | $155,203 | |
| NOK | Nokia Corp | 18,143 | $117,385 | |
| No positions match the current search. | ||||
181 positions ·
$336,054,560 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IMRX |
Immuneering Corp
Healthcare
|
Reduced | 18,670 | $98,390 | 0.03% | |
| AP |
Ampco Pittsburgh Corp
Industrials
|
NEW | 15,233 | $102,365 | 0.03% | |
| XERS |
Xeris Biopharma Holdings, Inc.
Healthcare
|
Reduced | 17,788 | $103,170 | 0.03% | |
| TRAW |
Traws Pharma, Inc.
Healthcare
|
NEW | 61,175 | $111,950 | 0.03% | |
| SEER |
Seer, Inc.
Healthcare
|
Reduced | 67,187 | $112,874 | 0.03% | |
| ORGO |
Organogenesis Holdings Inc.
Healthcare
|
Added | 57,849 | $137,102 | 0.04% | |
| SANA |
Sana Biotechnology, Inc.
Healthcare
|
Reduced | 58,459 | $168,361 | 0.05% | |
| ABR |
Arbor Realty Trust Inc
Real Estate
|
Added | 22,546 | $173,829 | 0.05% | |
| ACIC |
AMERICAN COASTAL INSURANCE Corp
Financial Services
|
Added | 16,647 | $187,278 | 0.06% | |
| SGHT |
Sight Sciences, Inc.
Healthcare
|
Added | 49,930 | $188,236 | 0.06% | |
| ORIC |
Oric Pharmaceuticals, Inc.
Healthcare
|
Reduced | 15,548 | $196,993 | 0.06% | |
| LNT |
Alliant Energy Corp
Utilities
|
NEW | 2,795 | $200,569 | 0.06% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
NEW | 4,436 | $200,595 | 0.06% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
NEW | 3,486 | $203,826 | 0.06% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 1,183 | $205,191 | 0.06% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 774 | $205,899 | 0.06% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 648 | $206,154 | 0.06% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 661 | $207,646 | 0.06% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 3,535 | $207,787 | 0.06% | |
| BITB |
Bitwise Bitcoin ETF
|
NEW | 5,676 | $208,933 | 0.06% | |
| XNCR |
Xencor Inc
Healthcare
|
Reduced | 17,806 | $214,740 | 0.06% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 1,473 | $215,470 | 0.06% | |
| VST |
Vistra Corp.
Utilities
|
Added | 1,456 | $218,880 | 0.07% | |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
NEW | 6,503 | $220,776 | 0.07% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 669 | $226,088 | 0.07% | |
| NVS |
Novartis AG
Healthcare
|
Added | 1,537 | $234,776 | 0.07% | |
| VYGR |
Voyager Therapeutics, Inc.
Healthcare
|
Added | 62,784 | $242,346 | 0.07% | |
| NAUT |
Nautilus Biotechnology, Inc.
Healthcare
|
Added | 65,231 | $253,096 | 0.08% | |
| PATH |
UiPath, Inc.
Technology
|
Added | 23,032 | $255,655 | 0.08% | |
| OKLO |
Oklo Inc.
Utilities
|
Reduced | 5,168 | $256,281 | 0.08% | |
| NFG |
National Fuel Gas Co
Energy
|
Added | 2,741 | $257,544 | 0.08% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 2,047 | $258,495 | 0.08% | |
| ESTC |
Elastic N.V.
Technology
|
Added | 5,222 | $261,047 | 0.08% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,370 | $265,971 | 0.08% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,227 | $266,860 | 0.08% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 2,741 | $269,659 | 0.08% | |
| GTLB |
Gitlab Inc.
Technology
|
Added | 12,657 | $273,897 | 0.08% | |
| ZS |
Zscaler, Inc.
Technology
|
Added | 1,996 | $280,018 | 0.08% | |
| GFL |
GFL Environmental Inc.
Industrials
|
Held | 6,765 | $282,235 | 0.08% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 2,651 | $286,970 | 0.09% | |
| FDX |
Fedex Corp
Industrials
|
Held | 810 | $288,505 | 0.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,739 | $290,109 | 0.09% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 3,251 | $291,257 | 0.09% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 2,207 | $291,721 | 0.09% | |
| QS |
QuantumScape Corp
Consumer Cyclical
|
Added | 46,428 | $296,210 | 0.09% | |
| CRNX |
Crinetics Pharmaceuticals, Inc.
Healthcare
|
Added | 8,173 | $296,843 | 0.09% | |
| DDOG |
Datadog, Inc.
Technology
|
Added | 2,536 | $299,374 | 0.09% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 355 | $300,326 | 0.09% | |
| MDB |
MongoDB, Inc.
Technology
|
Added | 1,248 | $305,472 | 0.09% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,926 | $307,582 | 0.09% |