Palumbo Wealth Management LLC
Palumbo Wealth Management LLC reported 237 holdings worth US$478M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Palumbo Wealth Management LLC reported 237 holdings worth US$478M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Amazon.com, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 237
- Value as reported
- US$478M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 86,926 | US$31.1M | 6.5% |
| Apple Inc | 69,432 | US$20.1M | 4.2% |
| Amazon.com, Inc. | 81,207 | US$19.4M | 4.1% |
| Nvidia Corporation | 65,340 | US$13.1M | 2.7% |
| Microsoft Corp. | 33,335 | US$12.4M | 2.6% |
| Marvell Technology, Inc. | 37,632 | US$11.2M | 2.3% |
| Jp Morgan Chase & Co. | 30,682 | US$10M | 2.1% |
| Advanced Micro Devices Inc | 16,315 | US$9.48M | 2.0% |
| Waste Management, Inc. | 35,926 | US$8.01M | 1.7% |
| Berkshire Hathaway Inc. | 14,819 | US$7.42M | 1.6% |
| Costco Wholesale Corporation | 6,787 | US$6.35M | 1.3% |
| Entergy Corporation | 50,507 | US$5.8M | 1.2% |
| Visa Inc. | 15,980 | US$5.48M | 1.1% |
| Bloom Energy Corporation | 17,649 | US$5.34M | 1.1% |
| Blackstone Inc. | 3,886 | US$5.34M | 1.1% |
| Johnson & Johnson | 20,038 | US$5.09M | 1.1% |
| Quest Diagnostics Incorporated | 23,727 | US$5.03M | 1.1% |
| Butterfly Network, Inc. | 536K | US$4.52M | 0.95% |
| Neuropace, Inc. | 209K | US$3.32M | 0.70% |
| Applied Materials, Inc. | 4,377 | US$3.16M | 0.66% |
| Uber Technologies, Inc. | 43,100 | US$3.11M | 0.65% |
| Crowdstrike Holdings, Inc. | 4,060 | US$3.1M | 0.65% |
| Meta Platforms, Inc. | 5,151 | US$2.9M | 0.61% |
| Caterpillar, Inc. | 2,706 | US$2.88M | 0.60% |
| International Business Machines Corporation | 10,024 | US$2.82M | 0.59% |
| Carlsmed, Inc. | 267K | US$2.77M | 0.58% |
| Bank Of America Corporation | 48,287 | US$2.75M | 0.58% |
| Mcdonald's Corporation | 9,429 | US$2.55M | 0.53% |
| Illinois Tool Works Inc. | 9,284 | US$2.51M | 0.53% |
| Caredx, Inc. | 82,946 | US$2.36M | 0.49% |
| Thermo Fisher Scientific Inc | 4,558 | US$2.29M | 0.48% |
| Advance Auto Parts Inc. | 35,878 | US$2.23M | 0.47% |
| Salesforce, Inc. | 13,718 | US$2.15M | 0.45% |
| Absci Corporation | 183K | US$2.12M | 0.44% |
| Msci Inc. | 3,507 | US$1.96M | 0.41% |
| Babcock & Wilcox Enterprises, Inc. | 134K | US$1.89M | 0.40% |
| Xometry, Inc. | 18,091 | US$1.75M | 0.37% |
| Amphenol Corporation | 9,222 | US$1.63M | 0.34% |
| Quantumscape Corporation | 207K | US$1.56M | 0.33% |
| Eli Lilly And Company | 1,196 | US$1.43M | 0.30% |
| Procter & Gamble Company (the) | 9,503 | US$1.39M | 0.29% |
| Definium Therapeutics, Inc. | 29,287 | US$1.38M | 0.29% |
| Palantir Technologies Inc. | 11,456 | US$1.34M | 0.28% |
| Tractor Supply Company | 41,997 | US$1.33M | 0.28% |
| Broadcom Inc. | 3,391 | US$1.28M | 0.27% |
| Nike, Inc. | 30,194 | US$1.24M | 0.26% |
| Occidental Petroleum Corporation | 23,956 | US$1.16M | 0.24% |
| Cloudflare, Inc. | 4,675 | US$1.15M | 0.24% |
| Tesla, Inc. | 2,676 | US$1.13M | 0.24% |
| Hilton Worldwide Holdings Inc. | 3,182 | US$1.05M | 0.22% |
| Design Therapeutics, Inc. | 71,744 | US$1.04M | 0.22% |
| Si-bone, Inc. | 63,166 | US$1.03M | 0.22% |
| Taysha Gene Therapies, Inc. | 149K | US$1.02M | 0.21% |
| Waste Connections, Inc. | 5,983 | US$997K | 0.21% |
| Boston Scientific Corporation | 23,142 | US$988K | 0.21% |
| S&p Global Inc. | 2,389 | US$973K | 0.20% |
| Servicenow, Inc. | 9,720 | US$965K | 0.20% |
| Valero Energy Corporation | 3,522 | US$917K | 0.19% |
| Novavax, Inc. | 92,947 | US$876K | 0.18% |
| Ideaya Biosciences, Inc. | 23,198 | US$865K | 0.18% |
| Lockheed Martin Corporation | 1,694 | US$863K | 0.18% |
| Joby Aviation, Inc. | 95,714 | US$854K | 0.18% |
| Snowflake Inc. | 3,312 | US$843K | 0.18% |
| Walmart Inc. | 7,407 | US$839K | 0.18% |
| Syndax Pharmaceuticals, Inc. | 37,631 | US$823K | 0.17% |
| Beam Therapeutics Inc. | 22,726 | US$780K | 0.16% |
| Tempus Ai, Inc. | 13,222 | US$766K | 0.16% |
| Exxon Mobil Corporation | 5,588 | US$764K | 0.16% |
| Citigroup, Inc. | 5,402 | US$756K | 0.16% |
| Ge Vernova Inc. | 618 | US$726K | 0.15% |
| Nektar Therapeutics | 10,319 | US$720K | 0.15% |
| Sight Sciences, Inc. | 129K | US$697K | 0.15% |
| Immunome, Inc. | 32,659 | US$692K | 0.14% |
| Home Depot, Inc. (the) | 1,954 | US$689K | 0.14% |
| Ampco-pittsburgh Corporation | 79,185 | US$685K | 0.14% |
| Chevron Corporation | 4,106 | US$681K | 0.14% |
| Datadog, Inc. | 2,598 | US$676K | 0.14% |
| Archer Aviation Inc. | 142K | US$670K | 0.14% |
| Schrodinger, Inc. | 40,763 | US$662K | 0.14% |
| American Express Company | 1,951 | US$660K | 0.14% |
| Bridgebio Oncology Therapeutics, Inc. | 85,624 | US$652K | 0.14% |
| Merck & Company, Inc. | 4,918 | US$632K | 0.13% |
| C4 Therapeutics, Inc. | 132K | US$618K | 0.13% |
| Martin Marietta Materials, Inc. | 1,056 | US$609K | 0.13% |
| Kodiak Sciences Inc | 15,541 | US$605K | 0.13% |
| Xencor, Inc. | 37,540 | US$604K | 0.13% |
| Nextera Energy, Inc. | 6,878 | US$604K | 0.13% |
| Abbott Laboratories | 6,550 | US$594K | 0.12% |
| Ge Aerospace | 1,586 | US$593K | 0.12% |
| Anika Therapeutics Inc. | 40,076 | US$586K | 0.12% |
| Nuvation Bio Inc. | 103K | US$585K | 0.12% |
| Chegg, Inc. | 577K | US$582K | 0.12% |
| Corning Incorporated | 2,265 | US$579K | 0.12% |
| Nutanix, Inc. | 11,105 | US$566K | 0.12% |
| Enterprise Products Partners L.p. | 15,306 | US$563K | 0.12% |
| Twilio Inc. | 2,672 | US$551K | 0.12% |
| Assembly Biosciences, Inc. | 19,865 | US$546K | 0.11% |
| Rtx Corporation | 2,855 | US$542K | 0.11% |
| Lexeo Therapeutics, Inc. | 115K | US$534K | 0.11% |
| Cerebras Systems Inc. | 2,409 | US$532K | 0.11% |
Every holding of Palumbo Wealth Management LLC
Source
View original at SEC
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