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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PALLADIEM, LLC

Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001629271-26-000001

Total Value
$105.5M
Positions
173
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (173)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRUSTSPY14,209$9.8M9.25%
2ISHARES MSCI USA EQUAL WEIGHTED ETF46428668177,188$8.0M7.63%
3ISHARES CORE U.S. AGGREGATE BOND ETF46428722666,606$6.7M6.32%
4SPDR MSCI EAFE STRATEGICFACTORS ETF78463X43472,810$6.6M6.29%
5STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40956,408$6.1M5.75%
6IDX DYNAMIC FIXED INCOME ETF26923N660256,327$5.9M5.61%
7SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW67,361$5.8M5.48%
8ISHARES MSCI INTL QUALITY FACTOR ETF46434V456118,378$5.4M5.13%
9STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66356,186$5.1M4.87%
10STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A50877,300$4.4M4.19%
11IDX ALTERNATIVE FIAT ETF26923Q127168,190$4.1M3.93%
12ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76443,118$3.1M2.97%
13MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF57712581886,394$3.1M2.94%
14VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080548,782$2.4M2.29%
15ISHARES GLOBAL MATERIALS ETF46428869523,052$2.2M2.13%
16VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40926,376$2.1M2.00%
17ISHARES MSCI USA QUALITY FACTOR ETF46432F3395,584$1.1M1.06%
18ISHARES BITCOIN TRUST ETFIBIT21,092$1.0M0.99%
19ST STERT SPDR BLMBG 1 3 MN T BL ETF78468R6639,835$898,7220.85%
20ISHARES TR IS 1-5 YR IN GR CR BD ETF46428864615,865$838,9410.80%
21VANGUARD SHRT INF PROT SEC INDEX ETF92202080516,000$791,3600.75%
22ISHARES SILVER TRUSTSLV10,975$757,0560.72%
23ISHARES CORE US AGGREGATE BOND ETF4642872267,170$716,1400.68%
24JPMORGAN INCOME ETF46641Q15915,290$707,7740.67%
25SPDR GOLD MINISHARES ETVGLDW8,236$703,1070.67%
26XTRACKERS S&P 500 SCO SCR ETF2330511439,326$582,4090.55%
27MICROSOFT CORP COMMSFT1,129$550,4730.52%
28BROADCOM INC COMAVGO1,506$526,8170.50%
29NVIDIA CORPORATION COMNVDA2,571$482,1750.46%
30TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,577$472,4610.45%
31APPLE INC COMAAPL1,596$435,7760.41%
32ELI LILLY & CO COMLLY363$391,4750.37%
33ING GROEP N.V. SPONSORED ADRINGVF13,559$381,0160.36%
34FABRINET SHSFN800$369,5440.35%
35INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,852$357,7660.34%
36ALPHABET INC CAP STK CL AGOOG1,135$356,2030.34%
37AMAZON COM INC COMAMZN1,445$335,9550.32%
38VISA INC COM CL AV947$334,7320.32%
39RBC BEARINGS INC COMRBC711$322,0050.31%
40VANGUARD DIVIDEND APPRECIATION ETF9219088441,383$306,2930.29%
41NOVARTIS AG SPONSORED ADRNVSEF2,170$301,0540.29%
42SAP SE SPON ADRSAPGF1,181$288,9550.27%
43UNILEVER PLC SPON ADR NEWUNLYF4,330$284,1350.27%
44MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS60682210417,198$273,9580.26%
45ORIX CORP SPONSORED ADRORXCF8,957$263,5010.25%
46ASTRAZENECA PLC SPONSORED ADRAZN2,823$261,1950.25%
47INVSC QQQ TRUST SRS 1 ETFIVZ425$261,0820.25%
48TESLA INC COMTSLA531$241,2320.23%
49AXON ENTERPRISE INC COMAXON419$239,7140.23%
50INTERCONTINENTAL EXCHANGE INC COM45866F1041,463$238,6580.23%
51ISHARES MSCI USA EQUAL WGHTD ETF4642866812,280$235,6840.22%
52BANK AMERICA CORP COM0605051044,154$229,6300.22%
53NETFLIX INC COMNFLX2,310$216,6320.21%
54VANGUARD 0-3 MONTH TREASURY BILL ETF9220408452,690$202,8800.19%
55COCA COLA CO COMKO2,871$201,1910.19%
56CONSTELLATION ENERGY CORP COMCEG550$196,4980.19%
57COSTCO WHSL CORP NEW COM22160K105222$192,4040.18%
58MCDONALDS CORP COMMCD605$186,4070.18%
59ALPHABET INC CAP STK CL CGOOG570$179,3050.17%
60DUKE ENERGY CORP NEW COM NEWDUKB1,514$178,2220.17%
61PALANTIR TECHNOLOGIES INC CL APLTR971$175,5520.17%
62SONY GROUP CORP SPONSORED ADRSNEJF6,825$175,5390.17%
63META PLATFORMS INC CL AMETA255$170,0620.16%
64HOME DEPOT INC COMHD480$166,1790.16%
65BWX TECHNOLOGIES INC COMBWXT946$164,9310.16%
66MASTERCARD INCORPORATED CL AMA281$162,1200.15%
67WALMART INC COMWMT1,429$159,9360.15%
68COMFORT SYS USA INC COM199908104165$156,6000.15%
69WINGSTOP INC COMWING632$151,9860.14%
70SILICON LABORATORIES INC COMSLAB1,108$147,2420.14%
71ANALOG DEVICES INC COMADI499$137,0620.13%
72ASML HOLDING N V N Y REGISTRY SHSASMLF127$136,1620.13%
73KLA CORP COM NEWKLAC99$123,1210.12%
74VANGUARD 0-3 MONTH TREASURY ETF9220408451,615$121,8190.12%
75HALOZYME THERAPEUTICS INC COMHALO1,740$117,7980.11%
76NOVO-NORDISK A S ADRNONOF2,279$116,7370.11%
77HEICO CORP NEW COMHEI-A355$116,5320.11%
78ALKAMI TECHNOLOGY INC COMALKT4,645$107,8100.10%
79STATE STREET BLACKSTONE SENIOR LOAN ETF78467V6082,587$106,7180.10%
80ISHS MSCI INTL QUALITY FACT ETF46434V4562,302$104,6260.10%
81NORDSON CORP COMNDSN428$104,5030.10%
82INTUIT COMINTU155$103,5980.10%
83MEDTRONIC PLC SHSMDT1,064$102,8580.10%
84TETRA TECH INC NEW COMTTEK2,950$100,2120.10%
85MEDPACE HLDGS INC COMMEDP175$99,5490.09%
86MCKESSON CORP COMMCK120$99,4240.09%
87ORACLE CORP COMORCL-PD486$95,7300.09%
88POWELL INDS INC COM739128106275$90,1260.09%
89AMERICAN EXPRESS CO COMAXP240$89,5550.08%
90VERTEX INC CL AVERX4,370$87,5310.08%
91MAXIMUS INC COMMMS975$84,7370.08%
92ARROWHEAD PHARMACEUTICALS INC COMARWR1,210$81,3730.08%
93CHUBB LIMITED COMCB250$78,5350.07%
94QUALCOMM INC COMQCOM450$78,1430.07%
95BOSTON SCIENTIFIC CORP COMBSX793$76,1360.07%
96APPLIED MATLS INC COM038222105293$76,0530.07%
97PALO ALTO NETWORKS INC COMPANW407$76,0290.07%
98UNION PAC CORP COMUNP325$75,6730.07%
99CISCO SYS INC COMCSCO918$71,0860.07%
100PIPER SANDLER COMPANIES COMPIPR200$68,7220.07%
101CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESCRDO450$65,2140.06%
102UNITED RENTALS INC COMURI78$63,7460.06%
103ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886461,190$62,9270.06%
104ALERIAN MLP ETF00162Q4521,281$60,4630.06%
105AMERICAN TOWER CORP NEW COM03027X100339$59,9350.06%
106LINDE PLC SHSLIN126$54,0480.05%
107GENTHERM INC COMTHRM1,400$52,4860.05%
108PROCTER AND GAMBLE CO COM742718109362$52,0930.05%
109TRANE TECHNOLOGIES PLC SHSTT125$48,9640.05%
110AON PLC SHS CL AAON132$47,0570.04%
111RELX PLC SPONSORED ADRRLXXF1,080$44,3990.04%
112SAILPOINT INC COMSAIL2,000$41,6200.04%
113IQVIA HLDGS INC COMIQV174$39,6180.04%
114ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY255$37,5770.04%
115S&P GLOBAL INC COMSPGI69$36,4110.03%
116MERCADOLIBRE INC COMMELI18$36,3760.03%
117ISHARES AAA-A RATED CORPORATE BOND ETF46429B291720$34,6250.03%
118MOTOROLA SOLUTIONS INC COM NEWMSI90$34,5550.03%
119EVERCORE INC CLASS AEVR100$34,3640.03%
120ALCON AG ORD SHSALC407$32,2790.03%
121BLACKSTONE INC COMBX202$31,2240.03%
122NATERA INC COMNTRA135$31,0470.03%
123CARDINAL HEALTH INC COMCAH137$28,3880.03%
124PTC INC COMPTC160$28,0660.03%
125FEDERAL SIGNAL CORP COMFSS244$26,6900.03%
126ARES CAPITAL CORP COMARCC1,301$26,3970.03%
127FASTENAL CO COMFAST610$24,9310.02%
128MAIN STR CAP CORP COM56035L104391$23,5300.02%
129SERVICE CORP INTL COM817565104300$23,4810.02%
130SCHWAB CHARLES CORP COMSCHW-PJ230$23,1270.02%
131COCA-COLA EUROPACIFIC PARTNERS SHSCCEP251$22,9920.02%
132ESSENTIAL UTILS INC COM29670G102590$22,6860.02%
133ROBINHOOD MKTS INC COM CL A770700102180$20,7810.02%
134THOMSON REUTERS CORP COMTMSOF155$20,5870.02%
135SCHWAB US DIVIDEND EQUITY ETF808524797697$19,1190.02%
136EQUIFAX INC COMEFX85$18,7650.02%
137DOORDASH INC CL ADASH80$18,2500.02%
138IRON MTN INC DEL COM46284V101215$17,9220.02%
139TENARIS S A SPONSORED ADS88031M109460$17,8660.02%
140TEXAS INSTRS INC COM882508104100$17,5420.02%
141OMEGA HEALTHCARE INVS INC COM681936100384$17,2110.02%
142MICRON TECHNOLOGY INC COMMU29$8,2770.01%
143BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A9$4,5240.00%
144DIAGEO PLC SPON ADR NEWDGEAF52$4,5030.00%
145JOHNSON & JOHNSON COMJNJ19$3,9320.00%
146GOLDMAN SACHS GROUP INC COMGSCE4$3,5160.00%
147INVESCO QQQ TRUST SERIES IIVZ5$3,0720.00%
148BANK NEW YORK MELLON CORP COM06405810021$2,4380.00%
149GILEAD SCIENCES INC COMGILD19$2,3320.00%
150APPLOVIN CORP COM CL AAPP3$2,0210.00%
151EXXON MOBIL CORP COMXOM15$1,8050.00%
152THERMO FISHER SCIENTIFIC INC COMTMO3$1,7380.00%
153RTX CORPORATION COMRTX9$1,6510.00%
154T-MOBILE US INC COMTMUSZ8$1,6240.00%
155PEPSICO INC COMPEP10$1,4350.00%
156ADOBE INC COMADBE4$1,4000.00%
157AMGEN INC COMAMGN4$1,3090.00%
158JPMORGAN CHASE & CO. COMVYLD4$1,2890.00%
159MORGAN STANLEY COM NEWMS-PQ7$1,2430.00%
160GE AEROSPACE COM NEW3696043014$1,2320.00%
161LAM RESEARCH CORP COM NEWLRCX7$1,1980.00%
162CATERPILLAR INC COMCAT2$1,1460.00%
163INTUITIVE SURGICAL INC COM NEWISRG2$1,1330.00%
164PHILIP MORRIS INTL INC COM7181721097$1,1230.00%
165ADVANCED MICRO DEVICES INC COMAMD5$1,0710.00%
166MERCK & CO INC COMMRK10$1,0530.00%
167VERISIGN INC COMVRSN4$9720.00%
168ABBVIE INC COMABBV4$9140.00%
169STARBUCKS CORP COMSBUX9$7580.00%
170COMCAST CORP NEW CL ACCZ24$7170.00%
171AUTOMATIC DATA PROCESSING INC COMADP2$5140.00%
172WELLS FARGO CO NEW COM9497461015$4660.00%
173ABBOTT LABS COMABLZF1$1250.00%