Paladin Advisory Group, LLC
Filing Date
Global Rank
#7,095
/ 8,586
▲ 35
Top Industry
Semiconductors
17.4%
3Y Alpha vs SPY
+0.6%
Period ended 3 months ago
Filed Apr 30, 2026 · 48d
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
+80.8%
SPY
+78.1%
Annualised alpha
+0.6%
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 | |
| BRK-B | Berkshire Hathaway Inc | −115 | 475 | $227,620 | |
| ROL | Rollins Inc | −115 | 729 | $38,935 | |
| 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. | ||||
9 positions ·
$932,658 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 302 | $300,921 | 32.26% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Held | 2,484 | $179,990 | 19.30% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 858 | $133,238 | 14.29% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 1,071 | $117,285 | 12.58% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 559 | $80,741 | 8.66% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Held | 496 | $35,597 | 3.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 285 | $35,419 | 3.80% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Held | 223 | $33,450 | 3.59% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Reduced | 250 | $16,017 | 1.72% |