Paladin Partners, LLC

CIK 0002141570 • 3 13F filings • Jun 25, 2026 – Aug 7, 2026

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Filer information

Filed by: Paladin Partners, LLC, Managing Member
Address: 138 NORTH AVENUE, SUITE 10, HARTLAND, WI, 53029
Phone: 4143674675
AUM: $134.2M

AUM over time

$162.5M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2026

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $134.2M216 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$61K	0.0%	490 SH	New
ABBVIE INC	COM	$878K	0.7%	3,841 SH	New
ACCENTURE PLC	IRELAND SHS CLASS A	$2K	0.0%	9 SH	New
ADVANCE AUTO PARTS INC	COM	$314	0.0%	8 SH	New
AES CORP	COM	$1K	0.0%	100 SH	New
ALPHABET INC	CAP STK CL A	$22K	0.0%	70 SH	New
ALTRIA GROUP INC	COM	$33K	0.0%	570 SH	New
AMAZON COM INC	COM	$76K	0.1%	330 SH	New
AMERICAN ELEC PWR CO INC	COM	$29K	0.0%	252 SH	New
AMERICAN EXPRESS CO	COM	$46K	0.0%	125 SH	New
AMGEN INC	COM	$592K	0.4%	1,810 SH	New
AON PLC	SHS CL A	$5K	0.0%	13 SH	New
APPLE INC	COM	$5.3M	4.0%	19,673 SH	New
APTIV PLC COM	SHS	$913	0.0%	12 SH	New
ARK	SPACE & DEFENSE INNOVATION ETF	$1K	0.0%	50 SH	New
ASSOCIATED BANC-CORP	COM	$12K	0.0%	476 SH	New
AT&T INC	COM	$4K	0.0%	175 SH	New
ATMOS ENERGY CORP	COM	$36K	0.0%	213 SH	New
AUTOMATIC DATA PROCESSING INC	COM	$666K	0.5%	2,590 SH	New
AUTOZONE INC	COM	$3K	0.0%	1 SH	New
AVANOS MED INC	COM	$270	0.0%	24 SH	New
AXCELIS TECHNOLOGIES INC	COM NEW	$8K	0.0%	100 SH	New
BANCO SANTANDER SA	ADR	$6K	0.0%	510 SH	New
BANK OF AMER CORP	COM	$42K	0.0%	763 SH	New
BANK OF NY MELLON CORP	COM	$42K	0.0%	364 SH	New
BARCLAYS PLC	ADR	$490K	0.4%	19,270 SH	New
BERKSHIRE HATHAWAY INC	DEL CL B NEW	$3.5M	2.6%	6,881 SH	New
BLACKROCK INC	COM	$5K	0.0%	5 SH	New
BOOKING HOLDINGS INC	COM	$5K	0.0%	1 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$7K	0.0%	120 SH	New
BROADCOM INC	COM	$307K	0.2%	886 SH	New
BROADRIDGE FINL SOLUTIONS INC	COM	$681K	0.5%	3,050 SH	New
CAPITAL ONE FINL CORP	COM	$24K	0.0%	100 SH	New
CARDINAL HEALTH INC	COM	$4K	0.0%	20 SH	New
CARIBOU BIOSCIENCES INC	COM	$80	0.0%	50 SH	New
CATERPILLAR INC	COM	$119K	0.1%	207 SH	New
CDW CORP	COM	$6K	0.0%	45 SH	New
CF INDUSTRIES HOLD	COM	$3K	0.0%	35 SH	New
CHEVRON CORPORATION	COM	$28K	0.0%	183 SH	New
CHUBB LTD SWITZ	COM	$169K	0.1%	540 SH	New
CHURCHILL DOWNS INC	COM	$82K	0.1%	723 SH	New
CITIGROUP INC	COM NEW	$46K	0.0%	391 SH	New
CLEANSPARK INC	COM NEW	$2K	0.0%	150 SH	New
COCA COLA CO	COM	$22K	0.0%	310 SH	New
COHEN & STEERS	SELECT PFD & IN COM	$120K	0.1%	5,930 SH	New
CORNING INC	COM	$9K	0.0%	100 SH	New
COSTCO WHOLESALE CORPORATION	COM	$969K	0.7%	1,124 SH	New
CROWDSTRIKE HLDGS INC	CL A	$47K	0.0%	100 SH	New
DELL TECHNOLOGIES INC	CL C	$6K	0.0%	50 SH	New
DIREXION	DAILY GOLD MINERS INDEX BULL 2X ETF	$28K	0.0%	150 SH	New
DOW HLDGS INC	COM	$3K	0.0%	146 SH	New
DUPONT DE NEMOURS INC	COM	$4K	0.0%	100 SH	New
EATON CORP PLC	SHS	$5K	0.0%	15 SH	New
EBAY INC.	COM	$7K	0.0%	80 SH	New
ELI LILLY & CO	COM	$331K	0.2%	308 SH	New
EQUINIX INC	COM	$2K	0.0%	3 SH	New
EXXON MOBIL CORP	COM	$25K	0.0%	210 SH	New
F&G ANNUITIES & LIFE INC	COMMON STOCK	$123	0.0%	4 SH	New
FASTENAL CO	COM	$33K	0.0%	810 SH	New
FIDELITY NATL FINL INC	COM SHS	$4K	0.0%	82 SH	New
FIDELITY NATL INFORMATION SVCS	COM	$731	0.0%	11 SH	New
FIRST CTZNS BANCSHARES INC	DEL CL A	$82K	0.1%	38 SH	New
FISERV INC	COM	$101K	0.1%	1,500 SH	New
FLAHERTY & CRUMRINE	PFD INCOME COM	$31K	0.0%	3,271 SH	New
FORD MTR CO	COM	$66K	0.0%	5,000 SH	New
FS SPECIALTY LENDING	FD COM SH BEN INT	$120K	0.1%	8,503 SH	New
GABELLI EQUITY TR INC	COM	$16K	0.0%	2,624 SH	New
GE AEROSPACE	COM NEW	$32K	0.0%	103 SH	New
GE VERNOVA INC	COM	$7K	0.0%	10 SH	New
GENCO SHIPPING & TRADING LTD	SHS	$922	0.0%	50 SH	New
GENERAL DYNAMICS CORP	COM	$28K	0.0%	84 SH	New
GOLDMAN SACHS GROUP INC	COM	$50K	0.0%	57 SH	New
GULF IS FABRICATION INC	COM	$60K	0.0%	5,000 SH	New
HARLEY DAVIDSON INC	COM	$6K	0.0%	300 SH	New
HASBRO INC	COM	$2K	0.0%	30 SH	New
HENRY JACK & ASSOC INC	COM	$3K	0.0%	14 SH	New
HOME DEPOT INC	COM	$23K	0.0%	68 SH	New
HOULIHAN LOKEY INC	CL A	$13K	0.0%	77 SH	New
HOWMET AEROSPACE INC	COM	$43K	0.0%	209 SH	New
HURCO CO	COM	$17K	0.0%	1,100 SH	New
ICAHN ENTERPRISES LP	DEPOSITARY UNIT	$2K	0.0%	297 SH	New
INTUITIVE SURGICAL INC	COM NEW	$797K	0.6%	1,407 SH	New
INVESCO	OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF	$70K	0.1%	5,251 SH	New
INVESCO	ULTRA SHORT DURATION ETF	$1.1M	0.8%	21,457 SH	New
ISHARES	0-3 MONTH TREASURY BOND ETF	$6K	0.0%	56 SH	New
ISHARES	10-20 YEAR TREASURY BOND ETF	$245K	0.2%	2,409 SH	New
ISHARES	20 YEAR TREASURY BOND ETF	$6K	0.0%	70 SH	New
ISHARES	7-10 YEAR TREASURY BOND ETF	$999K	0.7%	10,385 SH	New
ISHARES	BROAD USD HIGH YIELD CORPORATE BOND ETF	$25K	0.0%	658 SH	New
ISHARES	CORE MSCI EAFE ETF	$13K	0.0%	150 SH	New
ISHARES	CORE S&P MID-CAP ETF	$21K	0.0%	325 SH	New
ISHARES	CORE S&P SMALL CAP ETF	$5K	0.0%	43 SH	New
ISHARES	CORE U.S. AGGREGATE BOND ETF	$4.5M	3.3%	44,819 SH	New
ISHARES	IBOXX $ HIGH YIELD CORPORATE BOND ETF	$6.4M	4.8%	79,990 SH	New
ISHARES	IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	$60K	0.0%	545 SH	New
ISHARES	MSCI EAFE ETF	$5.6M	4.2%	58,618 SH	New
ISHARES	MSCI EMERGING MARKETS ETF	$1.4M	1.1%	26,351 SH	New
ISHARES	MSCI GLOBAL MIN VOL FACTOR ETF	$7K	0.0%	60 SH	New
ISHARES	MSCI WORLD ETF	$19K	0.0%	100 SH	New
ISHARES	NATIONAL MUNI BOND ETF	$1.4M	1.0%	13,083 SH	New
ISHARES	RUSSELL 1000 ETF	$18.0M	13.4%	48,225 SH	New
ISHARES	RUSSELL 1000 GROWTH ETF	$341K	0.3%	721 SH	New
ISHARES	RUSSELL 1000 VALUE ETF	$8.9M	6.6%	42,170 SH	New
ISHARES	RUSSELL 2000 ETF	$1.7M	1.2%	6,722 SH	New
ISHARES	RUSSELL MID-CAP GROWTH ETF	$289K	0.2%	2,110 SH	New
ISHARES	RUSSELL MID-CAP VALUE ETF	$474K	0.4%	3,360 SH	New
ISHARES	RUSSELL MIDCAP ETF	$2.0M	1.5%	21,250 SH	New
ISHARES	SHORT-TERM NATIONAL MUNI BOND ETF	$206K	0.2%	1,935 SH	New
ISHARES	TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	$2.7M	2.0%	24,920 SH	New
JANUS HENDERSON	AAA CLO ETF	$494K	0.4%	9,759 SH	New
JOHNSON & JOHNSON	COM	$34K	0.0%	163 SH	New
JOHNSON CTLS INTL PLC	SHS	$14K	0.0%	117 SH	New
JPMORGAN CHASE & CO	COM	$124K	0.1%	385 SH	New
KIMBERLY-CLARK CORP	COM	$20K	0.0%	200 SH	New
KINROSS GOLD CORP	COM	$3K	0.0%	100 SH	New
KLA CORP	COM NEW	$40K	0.0%	33 SH	New
KOHLS CORP	COM	$29K	0.0%	1,400 SH	New
LAM RESEARCH CORP	COM NEW	$10K	0.0%	60 SH	New
LCI INDS	COM	$4K	0.0%	30 SH	New
LINDE PLC	SHS	$2K	0.0%	5 SH	New
LIVERAMP HLDGS INC	COM	$734	0.0%	25 SH	New
LUCID GROUP INC	COM NEW	$53	0.0%	5 SH	New
M & T BK CORP	COM	$1K	0.0%	7 SH	New
MAGNUM ICE CREAM CO	NV ORD SHS	$111	0.0%	7 SH	New
MCKESSON CORP	COM	$60K	0.0%	73 SH	New
MEDIFAST INC	COM	$320	0.0%	30 SH	New
META PLATFORMS INC	CL A	$1.1M	0.8%	1,654 SH	New
METLIFE INC	COM	$28K	0.0%	350 SH	New
MICROSOFT CORP	COM	$1.5M	1.1%	3,160 SH	New
MINK THERAPEUTICS INC	COM NEW	$11K	0.0%	1,000 SH	New
MONSTER BEVERAGE CORP	NEW COM	$4K	0.0%	54 SH	New
MONTE ROSA THERAPEUTICS INC	COM	$16K	0.0%	1,000 SH	New
MORGAN STANLEY	COM NEW	$51K	0.0%	289 SH	New
MOTLEY FOOL	100 INDEX ETF	$22K	0.0%	311 SH	New
NANO DIMENSION LTD	SPONSORD ADS NEW	$385	0.0%	250 SH	New
NERVGEN PHARMA CORP	COM	$56K	0.0%	10,000 SH	New
NETFLIX INC.	COM	$8K	0.0%	80 SH	New
NEWMONT CORP	COM	$7K	0.0%	75 SH	New
NOVARTIS AG	SPONSORED ADR	$4K	0.0%	31 SH	New
NU SKIN ENTERPRISES INC	CL A	$1K	0.0%	150 SH	New
NVIDIA CORPORATION	COM	$12.6M	9.4%	67,311 SH	New
OCCIDENTAL PETE CORP	COM	$21K	0.0%	500 SH	New
ORACLE CORP	COM	$8K	0.0%	40 SH	New
PACCAR INC	COM	$25K	0.0%	225 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$36K	0.0%	200 SH	New
PALO ALTO NETWORKS INC	COM	$8K	0.0%	42 SH	New
PAN AMERN SILVER CORP	COM	$47K	0.0%	900 SH	New
PAYCHEX INC	COM	$23K	0.0%	206 SH	New
PAYCOM SOFTWARE INC	COM	$2K	0.0%	10 SH	New
PEPSICO INC	COM	$19K	0.0%	129 SH	New
PFIZER INC	COM	$2K	0.0%	80 SH	New
PNC FINL SVCS GROUP INC	COM	$32K	0.0%	153 SH	New
PRINCIPAL FINANCIAL GROUP INC	COM	$220K	0.2%	2,490 SH	New
PROCTER & GAMBLE CO	COM	$29K	0.0%	200 SH	New
PRUDENTIAL FINL INC	COM	$17K	0.0%	155 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$4K	0.0%	50 SH	New
REALTY INCOME CORP	COM	$4K	0.0%	70 SH	New
REAVES	UTIL INCOME FD COM SH BEN INT	$35K	0.0%	969 SH	New
RELX PLC	SPONSORED ADR	$5K	0.0%	135 SH	New
RIO TINTO PLC	SPONSORED ADR	$5K	0.0%	60 SH	New
ROBERT HALF INC.	COM	$2K	0.0%	66 SH	New
ROYAL BK CDA	COM	$36K	0.0%	209 SH	New
ROYAL GOLD INC	COM	$2K	0.0%	10 SH	New
RTX CORPORATION	COM	$115K	0.1%	628 SH	New
RYANAIR HOLDINGS PLC	SPONSORED ADR	$3K	0.0%	45 SH	New
S&P GLOBAL INC	COM	$4K	0.0%	7 SH	New
SALESFORCE INC	COM	$33K	0.0%	126 SH	New
SCHWAB US	TIPS ETF	$5K	0.0%	186 SH	New
SEA LTD	SPONSORD ADS	$2K	0.0%	12 SH	New
SENECA FOODS CORP	NEW CL A	$33K	0.0%	300 SH	New
SHERWIN WILLIAMS CO	COM	$2K	0.0%	5 SH	New
SONOCO PRODS CO	COM	$1K	0.0%	25 SH	New
STARBUCKS CORP	COM	$12K	0.0%	140 SH	New
STATE STR CORP	COM	$11K	0.0%	85 SH	New
STATE STREET	ENERGY SELECT SECTOR SPDR ETF	$345K	0.3%	7,710 SH	New
STATE STREET	SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	$7.2M	5.3%	80,206 SH	New
STATE STREET	SPDR PORTFOLIO LONG TERM TREASURY ETF	$8K	0.0%	290 SH	New
STATE STREET	SPDR S&P 500 ETF	$15.2M	11.3%	22,305 SH	New
STRYKER CORPORATION	COM	$2K	0.0%	7 SH	New
SYNCHRONY FINANCIAL	COM	$4K	0.0%	42 SH	New
T-MOBILE US INC	COM	$31K	0.0%	151 SH	New
TELADOC HEALTH INC	COM	$98	0.0%	14 SH	New
TEXAS ROADHOUSE INC	COM	$17K	0.0%	102 SH	New
TORO CORP	COM	$5K	0.0%	1,000 SH	New
TUYA INC	SPONSERED ADS	$21K	0.0%	10,000 SH	New
UBER TECHNOLOGIES INC	COM	$4K	0.0%	48 SH	New
UGI CORP	NEW COM	$5K	0.0%	130 SH	New
ULTA BEAUTY INC	COM	$321K	0.2%	530 SH	New
UNILEVER PLC	SPON ADR NEW	$2K	0.0%	32 SH	New
UNION PAC CORP	COM	$21K	0.0%	90 SH	New
UNITED PARCEL SVCS INC	CL B	$2K	0.0%	21 SH	New
UNIVERSAL DISPLAY CORP	COM	$12K	0.0%	100 SH	New
UPBOUND GROUP INC	COM	$439	0.0%	25 SH	New
V F CORP	COM	$904	0.0%	50 SH	New
VANGUARD	GROWTH ETF	$21K	0.0%	43 SH	New
VANGUARD	INTERMEDIATE-TERM TREASURY ETF	$88K	0.1%	1,470 SH	New
VANGUARD	REAL ESTATE ETF	$132K	0.1%	1,494 SH	New
VANGUARD	SHORT-TERM BOND ETF	$2.0M	1.5%	24,950 SH	New
VANGUARD	SHORT-TERM CORPORATE BOND ETF	$216K	0.2%	2,709 SH	New
VANGUARD	TOTAL INTERNATIONAL BOND ETF	$7.1M	5.3%	146,282 SH	New
VANGUARD	TOTAL STOCK MARKET ETF	$11.0M	8.2%	32,742 SH	New
VERIZON COMMUNICATIONS INC	COM	$4K	0.0%	100 SH	New
VICI PPTYS INC	COM	$6K	0.0%	222 SH	New
VIKING THERAPEUTICS INC	COM	$7K	0.0%	200 SH	New
VIRGIN GALACTIC HOLDINGS INC	COM NEW	$16	0.0%	5 SH	New
VISA INC	COM CL A	$140K	0.1%	399 SH	New
WALMART INC	COM	$52K	0.0%	465 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$2K	0.0%	74 SH	New
WATERSTONE FINL INC	MD COM	$25K	0.0%	1,500 SH	New
WEC ENERGY GROUP INC	COM	$31K	0.0%	291 SH	New
WELLS FARGO & CO	COM	$144K	0.1%	1,540 SH	New
WESTERN DIGITAL CORP	COM	$43K	0.0%	250 SH	New
WHEATON PRECIOUS METALS CORP	COM	$24K	0.0%	201 SH	New
WORKDAY INC	CL A	$2K	0.0%	8 SH	New
WW GRAINGER INC	COM	$5K	0.0%	5 SH	New
ZENTEK LTD	COM	$16K	0.0%	25,000 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES COM — $48K
ABBVIE INC COM — $1.0M
ADVANCE AUTO PARTS INC COM — $311
AES CORP COM — $1K
ALPHABET INC CAP STK CL A — $24K
ALTRIA GROUP INC COM — $40K
AMAZON COM INC COM — $82K
AMERICAN ELEC PWR CO INC COM — $30K
AMERICAN EXPRESS CO COM — $38K
AMGEN INC COM — $784K
APPLE INC COM — $4.1M
APTIV PLC COM SHS — $516
ARK SPACE & DEFENSE INNOVATION ETF — $2K
ASSOCIATED BANC-CORP COM — $14K
AT&T INC COM — $4K
ATMOS ENERGY CORP COM — $33K
AUTOMATIC DATA PROCESSING INC COM — $671K
AUTOZONE INC COM — $3K
AXCELIS TECHNOLOGIES INC COM NEW — $13K
BANCO SANTANDER SA ADR — $7K
… and 181 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jun 25, 2026	Q4 2025	13F-HR	0002141570-26-000003	$134.2M	View
Oct 6, 2026	Q3 2026	13F-HR	0002141570-26-000006	$162.5M	View
Aug 7, 2026	Q2 2026