Paladin-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AZEK",
  "ABT",
  "AVDE",
  "AVGO",
  "LOW",
  "AVEM",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  "LRCX",
  null,
  null,
  null,
  null,
  "PWR",
  null,
  "MDT",
  "MSFT",
  "MS",
  "EQIX",
  null,
  "PANW",
  "PYPL",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  null,
  null,
  null,
  "NOW",
  "SLB",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  null,
  "SBUX",
  "SNPS",
  "TGT",
  null,
  null,
  null,
  "GPN",
  null,
  "APH",
  "WCN",
  "BKR",
  "AMZN",
  "LUV",
  null,
  "V",
  "WMT",
  "ZBH",
  "EXR",
  "BAC",
  "BRK-B",
  null,
  "CVX",
  "KO",
  "COP",
  "COST",
  "DXCM",
  "RSP",
  "NEE",
  null,
  "ETN",
  "GOOG",
  "JNJ",
  "NFLX",
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 95
Total Value: 111321850
Accession Number: 0002040377-25-000002
Form Type: 13F-HR
CIK: paladin-wealth
Manager Name: Paladin-Wealth

Data Enrichment

64% identified

61 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $111.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Waste Connections, Inc.

WCN|94106B101

Shares:3.1K

Value:$603.1K

% of Portfolio:0.5% ($603.1K/$111.3M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:2.3K

Value:$575.2K

% of Portfolio:0.5% ($575.2K/$111.3M)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:16.4K

Value:$549.6K

% of Portfolio:0.5% ($549.6K/$111.3M)

45783Y541

Shares:19.6K

Value:$549.3K

% of Portfolio:0.5% ($549.3K/$111.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:7.5K

Value:$544.5K

% of Portfolio:0.5% ($544.5K/$111.3M)

EQUINIX INC

EQIX|29444U700

Shares:661

Value:$538.9K

% of Portfolio:0.5% ($538.9K/$111.3M)

Baker Hughes Co

BKR|05722G100

Shares:11.9K

Value:$522.5K

% of Portfolio:0.5% ($522.5K/$111.3M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:5.2K

Value:$506.5K

% of Portfolio:0.5% ($506.5K/$111.3M)

SYNOPSYS INC

SNPS|871607107

Shares:1.0K

Value:$431.0K

% of Portfolio:0.4% ($431.0K/$111.3M)

00888H737

Shares:14.2K

Value:$420.9K

% of Portfolio:0.4% ($420.9K/$111.3M)

464287200

IVV|464287200

Shares:703

Value:$395.0K

% of Portfolio:0.4% ($395.0K/$111.3M)

78468R663

Shares:4.1K

Value:$371.8K

% of Portfolio:0.3% ($371.8K/$111.3M)

74347B508

Shares:6.8K

Value:$359.2K

% of Portfolio:0.3% ($359.2K/$111.3M)

464288414

MUB|464288414

Shares:3.1K

Value:$331.4K

% of Portfolio:0.3% ($331.4K/$111.3M)

45783Y848

Shares:10.5K

Value:$314.1K

% of Portfolio:0.3% ($314.1K/$111.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Waste Connections, Inc.(WCNcusip94106B101)	3.1K	QoQ +7.85% (+225) YoY-	All Managers (Combined)	$603.1K	0.5% ($603.1K/$111.3M)	QoQ +22.69% (+$111.6K) YoY-
QUANTA SERVICES, INC.(PWRcusip74762E102)	2.3K	QoQ +17.31% (-334) YoY-	All Managers (Combined)	$575.2K	0.5% ($575.2K/$111.3M)	QoQ -5.65% (-$34.5K) YoY-
SOUTHWEST AIRLINES CO(LUVcusip844741108)	16.4K	QoQ +5.78% (+895) YoY-	All Managers (Combined)	$549.6K	0.5% ($549.6K/$111.3M)	QoQ +5.65% (+$29.4K) YoY-
(cusip45783Y541)✕	19.6K	QoQ -53.74% (-22.7K) YoY-	All Managers (Combined)	$549.3K	0.5% ($549.3K/$111.3M)	QoQ -53.26% (-$626.0K) YoY-
LAM RESEARCH CORP(LRCXcusip512807306)	7.5K	QoQ +4.01% (+289) YoY-	All Managers (Combined)	$544.5K	0.5% ($544.5K/$111.3M)	QoQ +4.69% (+$24.4K) YoY-
EQUINIX INC(EQIXcusip29444U700)	661	QoQ +12.22% (-72) YoY-	All Managers (Combined)	$538.9K	0.5% ($538.9K/$111.3M)	QoQ -2.95% (-$16.4K) YoY-
Baker Hughes Co(BKRcusip05722G100)	11.9K	QoQ +6.86% (+764) YoY-	All Managers (Combined)	$522.5K	0.5% ($522.5K/$111.3M)	QoQ +14.50% (+$66.2K) YoY-
GLOBAL PAYMENTS INC(GPNcusip37940X102)	5.2K	QoQ +12.92% (-592) YoY-	All Managers (Combined)	$506.5K	0.5% ($506.5K/$111.3M)	QoQ -1.32% (-$6.8K) YoY-
SYNOPSYS INC(SNPScusip871607107)	1.0K	QoQ +16.45% (+142) YoY-	All Managers (Combined)	$431.0K	0.4% ($431.0K/$111.3M)	QoQ +2.89% (+$12.1K) YoY-
(cusip00888H737)✕	14.2K	QoQ -40.67% (-9.7K) YoY-	All Managers (Combined)	$420.9K	0.4% ($420.9K/$111.3M)	QoQ -41.25% (-$295.7K) YoY-
(IVVcusip464287200)	703	QoQ NEW(+703) YoY-	All Managers (Combined)	$395.0K	0.4% ($395.0K/$111.3M)	QoQ NEW(+$395.0K) YoY-
(cusip78468R663)✕	4.1K	QoQ +8.89% (+331) YoY-	All Managers (Combined)	$371.8K	0.3% ($371.8K/$111.3M)	QoQ +9.25% (+$31.5K) YoY-
(cusip74347B508)✕	6.8K	QoQ NEW(+6.8K) YoY-	All Managers (Combined)	$359.2K	0.3% ($359.2K/$111.3M)	QoQ NEW(+$359.2K) YoY-
(MUBcusip464288414)	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$331.4K	0.3% ($331.4K/$111.3M)	QoQ NEW(+$331.4K) YoY-
(cusip45783Y848)✕	10.5K	QoQ -40.65% (-7.2K) YoY-	All Managers (Combined)	$314.1K	0.3% ($314.1K/$111.3M)	QoQ -41.45% (-$222.4K) YoY-