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CIK: 0002141570
Total reported value
$151.2M
$151.2M
212 檔
43.8%
At the close of Q1 2026, Paladin Partners, LLC disclosed equity holdings valued at approximately $151.2M, spread across 212 reported holdings.
In Q1 2026, Paladin Partners, LLC displayed an active expansion posture, initiating 2 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 13.58% | +0.59% | +9.54% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.50% | +0.89% | +0.35% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.46% | +1.20% | — | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 8.03% | +0.16% | +23.59% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.16% | +0.56% | -5.40% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.96% | +0.34% | +12.67% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.14% | -0.27% | +1.37% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.72% | -0.45% | +2.85% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.16% | +0.01% | +1.22% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.21% | -0.28% | +0.00% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.41% | -22.85% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.50% | -0.26% | +26.20% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.38% | -2.37% | — | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.90% | -0.39% | +459.14% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.52% | +0.07% | +2.31% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.46% | -0.03% | +3.43% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | +0.13% | +18.60% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.10% | +0.12% | +2.28% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.00% | -0.03% | +0.01% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.04% | +11.27% | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.82% | -0.07% | +5.87% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.10% | +0.18% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.71% | -0.07% | — | |
| 24 | GEF-B | Greif Inc-cl B | Stock-Other | 0.71% | -0.02% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.66% | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.04% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.03% | +159.50% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.47% | -0.10% | +1.07% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.02% | +2.76% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.42% | +0.02% | +19.94% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.38% | — | — | |
| 32 | BR | Broadridge Financial Solutio | Stock-Tech | 0.36% | -0.08% | — | |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.35% | +0.01% | +0.02% | |
| 34 | BCS | Barclays Plc-spons Adr | Stock-Financials | 0.29% | +0.06% | — | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.25% | +0.01% | +28.91% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.04% | — | |
| 37 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.20% | -0.04% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.02% | — | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.17% | -0.03% | — | |
| 40 | PFG | Principal Financial Group | Stock-Financials | 0.16% | +0.02% | — | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.15% | -0.01% | — | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.15% | -0.01% | — | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.13% | -0.01% | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.11% | +0.04% | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | -0.01% | — | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.06% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.09% | -0.01% | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | -0.06% | — | |
| 49 | PSF | Cohen & Steers Select Prefer | Stock-Other | 0.08% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +1.6% | +459.14% | Add |
| 2 | IWD | Ishares Russell 1000 Value E | +1.4% | +23.59% | Add |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | +0.6% | +12.67% | Add |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | +0.5% | +26.20% | Add |
| 5 | IWF | Ishares Russell 1000 Growth | +0.3% | +159.50% | Add |
| 6 | IWM | Ishares Russell 2000 ETF | +0.2% | +18.60% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | +0.2% | +9.54% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +0.18% | Add |
| 9 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +19.94% | Add |
| 10 | EEM | Ishares Msci Emerging Market | 0% | +2.28% | Add |
| 11 | AMGN | Amgen Inc | 0% | +2.76% | Add |
| 12 | IWP | Ishares Russell Mid-cap Grow | 0% | +28.91% | Add |
| 13 | GSY | Invesco Ultra Short Duration | 0% | +5.87% | Add |
| 14 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 15 | WDC | Western Digital CORP | 0% | — | Unchanged |
| 16 | PDBC | Invesco Optimum Yield Divers | 0% | — | Unchanged |
| 17 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 18 | CVX | Chevron CORP | 0% | — | Unchanged |
| 19 | KLAC | Kla CORP | 0% | — | Unchanged |
| 20 | MO | Altria Group Inc | 0% | +1.93% | Add |
| 21 | FAST | Fastenal Co | 0% | — | Unchanged |
| 22 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 23 | PAAS | Pan American Silver CORP | 0% | — | Unchanged |
| 24 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 25 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 26 | IWR | Ishares Russell Mid-cap ETF | — | +2.31% | Add |
| 27 | OXY | Occidental Petroleum CORP | — | — | Unchanged |
| 28 | CRM | Salesforce Inc | — | — | Unchanged |
| 29 | AXP | American Express Co | — | — | Unchanged |
| 30 | TXRH | Texas Roadhouse Inc | — | -49.02% | Trim |
| 31 | CRWD | Crowdstrike Holdings Inc - A | — | — | Unchanged |
| 32 | CB | Chubb Limited | — | — | Unchanged |
| 33 | MET | Metlife Inc | — | -14.29% | Trim |
| 34 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 35 | WMT | Walmart Inc | — | — | Unchanged |
| 36 | RTX | Rtx CORP | — | — | Unchanged |
| 37 | HWM | Howmet Aerospace Inc | — | — | Unchanged |
| 38 | GLW | Corning Inc | — | — | Unchanged |
| 39 | BAC | Bank Of America CORP | — | — | Unchanged |
| 40 | PFG | Principal Financial Group | — | — | Unchanged |
| 41 | AEP | American Electric Power | — | — | Unchanged |
| 42 | ATO | Atmos Energy CORP | — | — | Unchanged |
| 43 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 44 | ZTEK | Zentek LTD | — | — | Unchanged |
| 45 | WPM | Wheaton Precious Metals CORP | — | — | Unchanged |
| 46 | DOW | Dow Inc | — | — | Unchanged |
| 47 | UTG | Reaves Utility Income Fund | — | — | Unchanged |
| 48 | LRCX | Lam Research CORP | — | — | Unchanged |
| 49 | OLED | Universal Display CORP | — | — | Unchanged |
| 50 | GE | General Electric | — | — | Unchanged |
According to official SEC Form 13F filings, Paladin Partners, LLC reported a total U.S. public equity portfolio value of $151.2M across 212 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWB, SPY, NVDA) accounted for 43.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
GEF-B
市值: $981.8K
Top Position Liquidated / Trimmed
GIFI
前期市值: $59.9K
During Q1 2026, Paladin Partners, LLC's top holdings by market value included IWB (13.6%)、SPY (10.5%)、NVDA (8.5%). The largest single position, IWB, represented 13.6% of total portfolio value.
In Q1 2026, Paladin Partners, LLC made 39 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 5 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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