Palumbo Wealth Management LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$405.3B
Holdings
218
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (218 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | OFIXORTHOFIX MED INC | 42,910 | $650.0M | 0.16% | |
| 102 | DSGNDESIGN THERAPEUTICS INC | 69,377 | $650.0M | 0.16% | |
| 103 | AXPAMERICAN EXPRESS CO | 1,706 | $631.0M | 0.16% | |
| 104 | SHYISHARES TR | 7,590 | $628.0M | 0.15% | |
| 105 | BEAMBEAM THERAPEUTICS INC | 22,657 | $628.0M | 0.15% | |
| 106 | NKTRNEKTAR THERAPEUTICS | 14,714 | $622.0M | 0.15% | |
| 107 | WDAYWORKDAY INC | 2,900 | $622.0M | 0.15% | |
| 108 | HONHONEYWELL INTL INC | 3,188 | $621.0M | 0.15% | |
| 109 | DNTHDIANTHUS THERAPEUTICS INC | 14,967 | $616.0M | 0.15% | |
| 110 | BXBLACKSTONE INC | 3,832 | $590.0M | 0.15% | |
| 111 | CVXCHEVRON CORP NEW | 3,768 | $574.0M | 0.14% | |
| 112 | AGGISHARES TR | 5,734 | $572.0M | 0.14% | |
| 113 | VLOVALERO ENERGY CORP | 3,477 | $566.0M | 0.14% | |
| 114 | PHVSPHARVARIS N V | 20,182 | $560.0M | 0.14% | |
| 115 | PTGXPROTAGONIST THERAPEUTICS INC | 6,340 | $553.0M | 0.14% | |
| 116 | MLPXGLOBAL X FDS | 9,082 | $549.0M | 0.14% | |
| 117 | ADBEADOBE INC | 1,532 | $536.0M | 0.13% | |
| 118 | NTNXNUTANIX INC | 10,268 | $530.0M | 0.13% | |
| 119 | XLFISELECT SECTOR SPDR TR | 6,789 | $527.0M | 0.13% | |
| 120 | NEENEXTERA ENERGY INC | 6,576 | $527.0M | 0.13% | |
| 121 | BRD1EURMIND MEDICINE MINDMED INC | 39,002 | $522.0M | 0.13% | |
| 122 | ERASERASCA INC | 139,385 | $518.0M | 0.13% | |
| 123 | CITHE CIGNA GROUP | 1,861 | $512.0M | 0.13% | |
| 124 | SANASANA BIOTECHNOLOGY INC | 120,983 | $492.0M | 0.12% | |
| 125 | EPDENTERPRISE PRODS PARTNERS L | 15,306 | $490.0M | 0.12% | |
| 126 | MRKMERCK & CO INC | 4,596 | $483.0M | 0.12% | |
| 127 | AMGNAMGEN INC | 1,476 | $482.0M | 0.12% | |
| 128 | COWGPACER FDS TR | 13,573 | $477.0M | 0.12% | |
| 129 | OKLOOKLO INC | 6,607 | $474.0M | 0.12% | |
| 130 | PEGPUBLIC SVC ENTERPRISE GRP IN | 5,728 | $459.0M | 0.11% | |
| 131 | RTXRTX CORPORATION | 2,483 | $455.0M | 0.11% | |
| 132 | BLKBLACKROCK INC | 425 | $454.0M | 0.11% | |
| 133 | XFORX4 PHARMACEUTICALS INC | 113,357 | $453.0M | 0.11% | |
| 134 | VIGVANGUARD SPECIALIZED FUNDS | 2,060 | $452.0M | 0.11% | |
| 135 | GMGENERAL MTRS CO | 5,849 | $451.0M | 0.11% | |
| 136 | NFLXNETFLIX INC | 4,790 | $449.0M | 0.11% | |
| 137 | XLESELECT SECTOR SPDR TR | 9,987 | $446.0M | 0.11% | |
| 138 | AMTAMERICAN TOWER CORP NEW | 2,522 | $442.0M | 0.11% | |
| 139 | MDBMONGODB INC | 995 | $417.0M | 0.10% | |
| 140 | IMRXIMMUNEERING CORP | 63,273 | $416.0M | 0.10% | |
| 141 | XNCRXENCOR INC | 27,090 | $414.0M | 0.10% | |
| 142 | PRUPRUDENTIAL FINL INC | 3,656 | $412.0M | 0.10% | |
| 143 | QSQUANTUMSCAPE CORP | 39,260 | $409.0M | 0.10% | |
| 144 | MIRMMIRUM PHARMACEUTICALS INC | 5,082 | $401.0M | 0.10% | |
| 145 | SOSOUTHERN CO | 4,594 | $400.0M | 0.10% | |
| 146 | ORLYOREILLY AUTOMOTIVE INC | 4,354 | $397.0M | 0.10% | |
| 147 | LINLINDE PLC | 922 | $393.0M | 0.10% | |
| 148 | GEGE AEROSPACE | 1,266 | $389.0M | 0.10% | |
| 149 | GTLBGITLAB INC | 10,370 | $389.0M | 0.10% | |
| 150 | KOCOCA COLA CO | 5,461 | $381.0M | 0.09% | |
| 151 | EEMISHARES TR | 6,888 | $376.0M | 0.09% | |
| 152 | PAYXPAYCHEX INC | 3,354 | $376.0M | 0.09% | |
| 153 | ZSZSCALER INC | 1,666 | $374.0M | 0.09% | |
| 154 | ROKUROKU INC | 3,394 | $368.0M | 0.09% | |
| 155 | MUBISHARES TR | 3,387 | $362.0M | 0.09% | |
| 156 | PKGPACKAGING CORP AMER | 1,714 | $353.0M | 0.09% | |
| 157 | QCOMQUALCOMM INC | 1,984 | $339.0M | 0.08% | |
| 158 | SYMSYMBOTIC INC | 5,676 | $337.0M | 0.08% | |
| 159 | HRTXHERON THERAPEUTICS INC | 259,413 | $337.0M | 0.08% | |
| 160 | TWLOTWILIO INC | 2,301 | $327.0M | 0.08% | |
| 161 | ESTCELASTIC N V | 4,345 | $327.0M | 0.08% | |
| 162 | PATHUIPATH INC | 19,711 | $323.0M | 0.08% | |
| 163 | RXSTRXSIGHT INC | 30,789 | $320.0M | 0.08% | |
| 164 | BIBPROSHARES TR | 4,000 | $319.0M | 0.08% | |
| 165 | EDCONSOLIDATED EDISON INC | 3,199 | $317.0M | 0.08% | |
| 166 | GEVGE VERNOVA INC | 482 | $315.0M | 0.08% | |
| 167 | TEAMATLASSIAN CORPORATION | 1,941 | $314.0M | 0.08% | |
| 168 | TAT&T INC | 12,617 | $313.0M | 0.08% | |
| 169 | BWAYBRAINSWAY LTD | 16,320 | $310.0M | 0.08% | |
| 170 | DDOGDATADOG INC | 2,245 | $305.0M | 0.08% | |
| 171 | YUMYUM BRANDS INC | 1,992 | $301.0M | 0.07% | |
| 172 | UPSUNITED PARCEL SERVICE INC | 3,023 | $299.0M | 0.07% | |
| 173 | PRMEPRIME MEDICINE INC | 85,539 | $296.0M | 0.07% | |
| 174 | SGHTSIGHT SCIENCES INC | 37,089 | $294.0M | 0.07% | |
| 175 | SBUXSTARBUCKS CORP | 3,488 | $293.0M | 0.07% | |
| 176 | GFLGFL ENVIRONMENTAL INC | 6,765 | $290.0M | 0.07% | |
| 177 | PLDPROLOGIS INC. | 2,257 | $288.0M | 0.07% | |
| 178 | CSCOCISCO SYS INC | 3,729 | $287.0M | 0.07% | |
| 179 | XLUSELECT SECTOR SPDR TR | 6,546 | $279.0M | 0.07% | |
| 180 | TJXTJX COS INC NEW | 1,785 | $274.0M | 0.07% | |
| 181 | SMHVANECK ETF TRUST | 759 | $273.0M | 0.07% | |
| 182 | TECXTECTONIC THERAPEUTIC INC | 13,046 | $272.0M | 0.07% | |
| 183 | CRNXCRINETICS PHARMACEUTICALS IN | 5,805 | $270.0M | 0.07% | |
| 184 | BBNXBETA BIONICS INC | 8,729 | $265.0M | 0.07% | |
| 185 | XGNEXAGEN INC | 43,345 | $263.0M | 0.06% | |
| 186 | ABBVABBVIE INC | 1,140 | $260.0M | 0.06% | |
| 187 | NEMNEWMONT CORP | 2,612 | $260.0M | 0.06% | |
| 188 | SHOPSHOPIFY INC | 1,600 | $257.0M | 0.06% | |
| 189 | GSGOLDMAN SACHS GROUP INC | 290 | $255.0M | 0.06% | |
| 190 | SIXGETF SER SOLUTIONS | 4,000 | $255.0M | 0.06% | |
| 191 | UBERUBER TECHNOLOGIES INC | 2,981 | $243.0M | 0.06% | |
| 192 | FDXFEDEX CORP | 810 | $234.0M | 0.06% | |
| 193 | TXNTEXAS INSTRS INC | 1,328 | $230.0M | 0.06% | |
| 194 | BACVERIZON COMMUNICATIONS INC | 5,667 | $230.0M | 0.06% | |
| 195 | ABNBAIRBNB INC | 1,675 | $227.0M | 0.06% | |
| 196 | ORICORIC PHARMACEUTICALS INC | 27,322 | $223.0M | 0.06% | |
| 197 | VSTVISTRA CORP | 1,359 | $219.0M | 0.05% | |
| 198 | NFGNATIONAL FUEL GAS CO | 2,723 | $217.0M | 0.05% | |
| 199 | MRSHMARSH & MCLENNAN COS INC | 1,164 | $216.0M | 0.05% | |
| 200 | ABGCENCORA INC | 637 | $215.0M | 0.05% |