Paladin Partners, LLC

Registered adviser

CIK

2141570

Location

HARTLAND, WI

Portfolio Value

Micro $96,804,207

Diversification

Diversified

Filing Date

Global Rank

#7,256 / 8,807 ▲ 880 · as of Jun 2026

Top Industry

Semiconductors 48.8%

Period ended 20 days ago

Filed Oct 6, 2026 · 14d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 132024

Roster of Oct 1, 2026

Regulatory AUM

$198,517,308

Main clients

Individuals and high net worth (100% of AUM)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.8% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 83.3%; sector active share 69.2% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

201 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

19.1%

−23.1 pts

Top 5

66.7%

−10.6 pts

Top 10

81.3%

−7.5 pts

HHI

1,058

Diversified−1,088

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.6%	$53,793,250	45
Technology	29.7%	$28,715,772	27
Financial Services	7.7%	$7,468,513	32
Healthcare	3.0%	$2,932,056	17
Consumer Cyclical	1.8%	$1,735,600	22
Consumer Defensive	1.3%	$1,218,973	12
Industrials	0.5%	$525,067	15
Basic Materials	0.1%	$116,231	12
Communication Services	0.1%	$111,834	7
Utilities	0.1%	$98,671	5
Energy	0.1%	$76,306	4
Real Estate	0.0%	$11,934	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	+10,223	162,385	$7,610,984
NVDA	Nvidia Corp	+7,970	81,002	$18,499,236
IWB	iShares Russell 1000 ETF	+2,687	55,022	$0
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	+2,259	90,673	$9,174,294
MUB	iShares National Muni Bond ETF	+1,912	15,576	$0
IWR	iShares Russell Mid-Cap ETF	+1,897	23,637	$0
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+1,806	29,603	$2,261,669
EFA	iShares MSCI EAFE ETF	+1,682	62,337	$0
VTHR	VANGUARD RUSSELL 3000 INDEX FUND	+1,642	2,060	$691,130
GSY	Invesco Ultra Short Duration ETF	+1,632	24,349	$1,215,745
EEM	iShares MSCI Emerging Markets ETF	+1,624	28,519	$1,904,784
JAAA	Janus Henderson AAA CLO ETF	+574	11,210	$565,768
MSFT	Microsoft Corp	+313	3,961	$2,031,596
CRWD	CrowdStrike Holdings, Inc.	+300	400	$105,900
IWM	iShares Russell 2000 ETF	+292	8,134	$0
BCS	Barclays PLC	+164	19,607	$475,861
SPY	Spdr S&P 500 ETF Trust	+101	23,165	$17,666,323
MNST	Monster Beverage Corp	+54	108	$4,494
IWD	iShares Russell 1000 Value ETF	+11	51,101	$0
MO	Altria Group, Inc.	+9	598	$40,269
AGG	iShares Core U.S. Aggregate Bond ETF	+3	44,712	$0
AAPL	Apple Inc.	+2	12,404	$4,130,780
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−35,400	7,710	$474,165
TUYA	Tuya Inc.	−5,000	5,000	$8,500
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−593	30,959	$11,586,096
VNQ	VANGUARD REAL ESTATE INDEX FUND	−563	918	$82,280
TORO	Toro Corp.	−500	500	$2,755
INKT	MiNK Therapeutics, Inc.	−500	500	$6,275
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−401	5,034	$97,156
AVGO	Broadcom Inc.	−100	786	$276,035
WDC	Western Digital Corp	−90	160	$72,713
PLTR	Palantir Technologies Inc.	−50	100	$18,705
STT	State Street Corp	−25	60	$10,475
COST	Costco Wholesale Corp /New	−25	1,126	$1,025,042
LLY	ELI LILLY & Co	−5	303	$350,595
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	2,090	$2,226,079
LKQ	Lkq Corp	200	$4,566
CNXU	Conexeu Sciences Inc.	1,000	$3,570
MBGL	Mobility Global Inc.	7	$120
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	98	$194,965
TSM	Taiwan Semiconductor Manufacturing Co Ltd	150	$71,635
SOXX	iShares Semiconductor ETF	85	$54,464
IGV	iShares Expanded Tech-Software Sector ETF	383	$34,699
BWXT	BWX Technologies, Inc.	100	$19,465
GLW	Corning Inc /Ny	75	$19,157
INTC	Intel Corp	100	$13,963
FIW	First Trust Water ETF	106	$11,609
TXRH	Texas Roadhouse, Inc.	52	$10,047
CRSP	CRISPR Therapeutics AG	150	$8,181
RHI	Robert Half Inc.	66	$2,026
PAYC	Paycom Software, Inc.	10	$1,256
GNK	Genco Shipping & Trading Ltd	50	$1,239
—		24	$597
MED	Medifast Inc	30	$318
FG	F&G Annuities & Life, Inc.	4	$106
CRBU	Caribou Biosciences, Inc.	50	$88
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

201 tracked positions · $96,804,207 total · filing declares 201 positions · $162,478,311 · as of Sep 30, 2026

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

Showing 1–50 of 201 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	81,002	+7,970	$18,499,236	+26.6%	19.11%
SPY	Spdr S&P 500 ETF Trust	Added	23,165	+101	$17,666,323	+2.6%	18.25%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	30,959	-593	$11,586,096	−0.8%	11.97%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	Added	90,673	+2,259	$9,174,294	−3.8%	9.48%
BNDX	Vanguard Total International Bond ETF	Added	162,385	+10,223	$7,610,984	+3.3%	7.86%
AAPL	Apple Inc. Technology	Added	12,404	+2	$4,130,780	+15.1%	4.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,881	0	$3,426,393	+17592.8%	3.54%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	29,603	+1,806	$2,261,669	+4.4%	2.34%
MU	Micron Technology Inc Technology	NEW	2,090	NEW	$2,226,079	NEW	2.30%
BLK	BlackRock, Inc. Financial Services	Held	1,975	0	$2,090,122	+10.1%	2.16%
MSFT	Microsoft Corp Technology	Added	3,961	+313	$2,031,596	+49.3%	2.10%
EEM	iShares MSCI Emerging Markets ETF	Added	28,519	+1,624	$1,904,784	+3.5%	1.97%
GSY	Invesco Ultra Short Duration ETF	Added	24,349	+1,632	$1,215,745	+6.7%	1.26%
GEF-B	Greif, Inc Consumer Cyclical	Held	11,216	0	$1,154,014	+10.0%	1.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,126	-25	$1,025,042	−4.8%	1.06%
ABBV	AbbVie Inc. Healthcare	Held	3,841	0	$1,004,767	+4.0%	1.04%
AMGN	Amgen Inc Healthcare	Held	1,860	0	$784,008	+16.4%	0.81%
VTHR	VANGUARD RUSSELL 3000 INDEX FUND	Added	2,060	+1,642	$691,130	+398.9%	0.71%
ADP	Automatic Data Processing Inc Technology	Held	2,600	0	$670,956	+15.2%	0.69%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,422	0	$578,227	+2.3%	0.60%
JAAA	Janus Henderson AAA CLO ETF	Added	11,210	+574	$565,768	+5.4%	0.58%
BR	Broadridge Financial Solutions, Inc. Technology	Held	3,080	0	$496,188	+17.6%	0.51%
BCS	Barclays PLC Financial Services	Added	19,607	+164	$475,861	−8.9%	0.49%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	7,710	-35,400	$474,165	−79.3%	0.49%
LLY	ELI LILLY & Co Healthcare	Reduced	303	-5	$350,595	−5.1%	0.36%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Held	530	0	$289,470	+21.1%	0.30%
PFG	Principal Financial Group Inc Financial Services	Held	2,490	0	$278,780	+3.9%	0.29%
AVGO	Broadcom Inc. Technology	Reduced	786	-100	$276,035	−17.5%	0.29%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Held	2,709	0	$209,270	−2.3%	0.22%
CB	Chubb Ltd Financial Services	Held	540	0	$175,635	−4.5%	0.18%
CAT	Caterpillar Inc Industrials	Held	207	0	$167,833	−23.9%	0.17%
JPM	Jpmorgan Chase & Co Financial Services	Held	385	0	$127,369	+1.1%	0.13%
RTX	RTX Corp Industrials	Held	628	0	$116,588	−2.2%	0.12%
PSF	Cohen & Steers Select Preferred & Income Fund, Inc. Financial Services	Held	5,930	0	$107,570	−9.9%	0.11%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	400	+300	$105,900	+38.8%	0.11%
FSSL	FS Specialty Lending Fund Financial Services	Held	8,503	0	$98,889	+4.3%	0.10%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Reduced	5,034	-401	$97,156	+12.6%	0.10%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Held	1,470	0	$83,290	−3.9%	0.09%
MA	Mastercard Inc Financial Services	Held	150	0	$82,720	+7.4%	0.09%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	918	-563	$82,280	−42.4%	0.08%
AMZN	Amazon Com Inc Consumer Cyclical	Held	330	0	$82,219	+4.5%	0.08%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Held	38	0	$78,287	−1.0%	0.08%
WDC	Western Digital Corp Technology	Reduced	160	-90	$72,713	−54.5%	0.08%
FISV	Fiserv Inc	Held	1,500	0	$67,770	−7.9%	0.07%
KLAC	Kla Corp Technology	Held	330	0	$64,326	−35.4%	0.07%
MCK	Mckesson Corp Healthcare	Held	73	0	$62,328	+13.0%	0.06%
F	Ford Motor Co Consumer Cyclical	Held	5,000	0	$60,300	−13.2%	0.06%
CHDN	Churchill Downs Inc Consumer Cyclical	Held	723	0	$54,716	−15.6%	0.06%
MS	Morgan Stanley Financial Services	Held	289	0	$54,355	−10.0%	0.06%
BNY	Bank of New York Mellon Corp Financial Services	Held	364	0	$52,645	+0.0%	0.05%

Showing the top 50 of 201 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.