Paladin Advisory Group, LLC
Filing Date
Global Rank
#6,746
/ 8,232
▲ 154
Top Industry
Semiconductors
17.4%
3Y Alpha vs SPY
+0.6%
Period ended 2 months ago
Filed Apr 30, 2026 · 44d
18 quarters · since Dec 2021
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
+79.9%
SPY
+76.5%
Annualised alpha
+0.8%
Max drawdown
−18.7%
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
116 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.3%
−0.1 pts
Top 5
42.3%
−0.5 pts
Top 10
64.0%
−1.0 pts
HHI
505
Diversified−7
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 33.7% | $13,478,381 |
| Technology | 29.0% | $11,609,008 |
| Financial Services | 10.1% | $4,054,908 |
| Communication Services | 8.0% | $3,212,461 |
| Consumer Cyclical | 6.6% | $2,641,724 |
| Industrials | 5.2% | $2,080,258 |
| Healthcare | 3.6% | $1,426,064 |
| Consumer Defensive | 2.3% | $932,658 |
| Energy | 0.8% | $305,480 |
| Real Estate | 0.4% | $173,959 |
| Basic Materials | 0.2% | $81,017 |
| Utilities | 0.1% | $56,124 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBM | International Business Machines Corp | +826 | 1,174 | $284,565 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAAU | Goldman Sachs Physical Gold ETF | −1,321 | 60,447 | $2,792,046 | |
| AMZN | Amazon Com Inc | −652 | 7,711 | $1,605,969 | |
| BAC | Bank Of America Corp /De/ | −591 | 7,171 | $349,586 | |
| ORCL | Oracle Corp | −538 | 249 | $36,630 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −516 | 4,734 | $2,919,741 | |
| AMT | American Tower Corp /Ma/ | −326 | 911 | $157,220 | |
| AAPL | Apple Inc. | −294 | 16,324 | $4,142,867 | |
| WK | Workiva Inc | −287 | 1,570 | $93,619 | |
| SPY | Spdr S&P 500 ETF Trust | −272 | 4,713 | $3,065,052 | |
| QQQ | Invesco Qqq Trust, Series 1 | −263 | 6,979 | $4,028,139 | |
| CB | Chubb Ltd | −200 | 998 | $325,278 | |
| WMT | Walmart Inc. | −195 | 285 | $35,419 | |
| MS | Morgan Stanley | −145 | 1,011 | $166,380 | |
| GOOGL | Alphabet Inc. | −120 | 9,392 | $2,700,763 | |
| ROL | Rollins Inc | −115 | 729 | $38,935 | |
| BRK-B | Berkshire Hathaway Inc | −115 | 475 | $227,620 | |
| LOW | Lowes Companies Inc | −107 | 804 | $189,969 | |
| DOV | DOVER Corp | −101 | 171 | $35,644 | |
| DIS | Walt Disney Co | −60 | 80 | $7,710 | |
| TSN | Tyson Foods, Inc. | −50 | 250 | $16,017 | |
| JPM | Jpmorgan Chase & Co | −48 | 2,877 | $846,298 | |
| SBUX | Starbucks Corp | −34 | 963 | $86,275 | |
| AJG | Arthur J. Gallagher & Co. | −33 | 167 | $36,168 | |
| UNH | Unitedhealth Group Inc | −21 | 1,484 | $401,555 | |
| SNOW | Snowflake Inc. | −17 | 15 | $2,262 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KD | Kyndryl Holdings, Inc. | 200 | $2,624 | |
| No positions match the current search. | ||||
116 positions ·
$40,052,042 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 116 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 16,324 | $4,142,867 | 10.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,979 | $4,028,139 | 10.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,713 | $3,065,052 | 7.65% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 4,734 | $2,919,741 | 7.29% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Reduced | 60,447 | $2,792,046 | 6.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,392 | $2,700,763 | 6.74% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 10,451 | $1,822,654 | 4.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,711 | $1,605,969 | 4.01% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 3,719 | $1,376,662 | 3.44% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 3,799 | $1,175,828 | 2.94% | |
| MU |
Micron Technology Inc
Technology
|
Held | 2,978 | $1,006,087 | 2.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,877 | $846,298 | 2.11% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,640 | $819,442 | 2.05% | |
| GLD |
Spdr Gold Trust
|
Held | 1,565 | $673,403 | 1.68% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 1,760 | $594,792 | 1.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 785 | $449,122 | 1.12% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 3,424 | $432,622 | 1.08% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,484 | $401,555 | 1.00% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 7,171 | $349,586 | 0.87% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 815 | $339,643 | 0.85% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 998 | $325,278 | 0.81% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 302 | $300,921 | 0.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 317 | $291,567 | 0.73% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,174 | $284,565 | 0.71% | |
| USB |
US Bancorp De
Financial Services
|
Held | 5,314 | $276,381 | 0.69% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,381 | $266,394 | 0.67% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 663 | $237,135 | 0.59% | |
| V |
Visa Inc.
Financial Services
|
Held | 770 | $232,724 | 0.58% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 882 | $229,575 | 0.57% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 475 | $227,620 | 0.57% | |
| GL |
Globe Life Inc.
Financial Services
|
Held | 1,518 | $211,260 | 0.53% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 616 | $202,596 | 0.51% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 234 | $197,961 | 0.49% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 800 | $197,664 | 0.49% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 804 | $189,969 | 0.47% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 2,385 | $189,869 | 0.47% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 216 | $186,917 | 0.47% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Held | 2,484 | $179,990 | 0.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 1,478 | $177,788 | 0.44% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 500 | $170,895 | 0.43% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 751 | $169,748 | 0.42% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,011 | $166,380 | 0.42% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 911 | $157,220 | 0.39% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 169 | $151,295 | 0.38% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 1,320 | $135,524 | 0.34% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 858 | $133,238 | 0.33% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 354 | $131,599 | 0.33% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 418 | $129,910 | 0.32% | |
| CSX |
Csx Corp
Industrials
|
Held | 3,162 | $129,800 | 0.32% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 533 | $129,561 | 0.32% |