Palumbo Wealth Management LLC

Position in CARL — Carlsmed, Inc.

CIK 1846310 GREAT NECK, NY

Position in CARL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,774,553

New position

Shares Held

267,298

first reported quarter

Ownership

0.979%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#7

of 73 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Palumbo Wealth Management LLC holds $4,202,901 across 3 Health Information Services names. CARL ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARL	Carlsmed, Inc. This page	267,298	$2,774,553
2	TEM	Tempus AI, Inc.	13,222	$765,950
3	SDGR	Schrodinger, Inc.	40,763	$662,398

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,774,553	267,298	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.