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)

#StockSharesValue% PortfolioType
101
OFIXORTHOFIX MED INC
42,910$650.0M0.16%
102
DSGNDESIGN THERAPEUTICS INC
69,377$650.0M0.16%
103
AXPAMERICAN EXPRESS CO
1,706$631.0M0.16%
104
SHYISHARES TR
7,590$628.0M0.15%
105
BEAMBEAM THERAPEUTICS INC
22,657$628.0M0.15%
106
NKTRNEKTAR THERAPEUTICS
14,714$622.0M0.15%
107
WDAYWORKDAY INC
2,900$622.0M0.15%
108
HONHONEYWELL INTL INC
3,188$621.0M0.15%
109
DNTHDIANTHUS THERAPEUTICS INC
14,967$616.0M0.15%
110
BXBLACKSTONE INC
3,832$590.0M0.15%
111
CVXCHEVRON CORP NEW
3,768$574.0M0.14%
112
AGGISHARES TR
5,734$572.0M0.14%
113
VLOVALERO ENERGY CORP
3,477$566.0M0.14%
114
PHVSPHARVARIS N V
20,182$560.0M0.14%
115
PTGXPROTAGONIST THERAPEUTICS INC
6,340$553.0M0.14%
116
MLPXGLOBAL X FDS
9,082$549.0M0.14%
117
ADBEADOBE INC
1,532$536.0M0.13%
118
NTNXNUTANIX INC
10,268$530.0M0.13%
119
XLFISELECT SECTOR SPDR TR
6,789$527.0M0.13%
120
NEENEXTERA ENERGY INC
6,576$527.0M0.13%
121
BRD1EURMIND MEDICINE MINDMED INC
39,002$522.0M0.13%
122
ERASERASCA INC
139,385$518.0M0.13%
123
CITHE CIGNA GROUP
1,861$512.0M0.13%
124
SANASANA BIOTECHNOLOGY INC
120,983$492.0M0.12%
125
EPDENTERPRISE PRODS PARTNERS L
15,306$490.0M0.12%
126
MRKMERCK & CO INC
4,596$483.0M0.12%
127
AMGNAMGEN INC
1,476$482.0M0.12%
128
COWGPACER FDS TR
13,573$477.0M0.12%
129
OKLOOKLO INC
6,607$474.0M0.12%
130
PEGPUBLIC SVC ENTERPRISE GRP IN
5,728$459.0M0.11%
131
RTXRTX CORPORATION
2,483$455.0M0.11%
132
BLKBLACKROCK INC
425$454.0M0.11%
133
XFORX4 PHARMACEUTICALS INC
113,357$453.0M0.11%
134
VIGVANGUARD SPECIALIZED FUNDS
2,060$452.0M0.11%
135
GMGENERAL MTRS CO
5,849$451.0M0.11%
136
NFLXNETFLIX INC
4,790$449.0M0.11%
137
XLESELECT SECTOR SPDR TR
9,987$446.0M0.11%
138
AMTAMERICAN TOWER CORP NEW
2,522$442.0M0.11%
139
MDBMONGODB INC
995$417.0M0.10%
140
IMRXIMMUNEERING CORP
63,273$416.0M0.10%
141
XNCRXENCOR INC
27,090$414.0M0.10%
142
PRUPRUDENTIAL FINL INC
3,656$412.0M0.10%
143
QSQUANTUMSCAPE CORP
39,260$409.0M0.10%
144
MIRMMIRUM PHARMACEUTICALS INC
5,082$401.0M0.10%
145
SOSOUTHERN CO
4,594$400.0M0.10%
146
ORLYOREILLY AUTOMOTIVE INC
4,354$397.0M0.10%
147
LINLINDE PLC
922$393.0M0.10%
148
GEGE AEROSPACE
1,266$389.0M0.10%
149
GTLBGITLAB INC
10,370$389.0M0.10%
150
KOCOCA COLA CO
5,461$381.0M0.09%
151
EEMISHARES TR
6,888$376.0M0.09%
152
PAYXPAYCHEX INC
3,354$376.0M0.09%
153
ZSZSCALER INC
1,666$374.0M0.09%
154
ROKUROKU INC
3,394$368.0M0.09%
155
MUBISHARES TR
3,387$362.0M0.09%
156
PKGPACKAGING CORP AMER
1,714$353.0M0.09%
157
QCOMQUALCOMM INC
1,984$339.0M0.08%
158
SYMSYMBOTIC INC
5,676$337.0M0.08%
159
HRTXHERON THERAPEUTICS INC
259,413$337.0M0.08%
160
TWLOTWILIO INC
2,301$327.0M0.08%
161
ESTCELASTIC N V
4,345$327.0M0.08%
162
PATHUIPATH INC
19,711$323.0M0.08%
163
RXSTRXSIGHT INC
30,789$320.0M0.08%
164
BIBPROSHARES TR
4,000$319.0M0.08%
165
EDCONSOLIDATED EDISON INC
3,199$317.0M0.08%
166
GEVGE VERNOVA INC
482$315.0M0.08%
167
TEAMATLASSIAN CORPORATION
1,941$314.0M0.08%
168
TAT&T INC
12,617$313.0M0.08%
169
BWAYBRAINSWAY LTD
16,320$310.0M0.08%
170
DDOGDATADOG INC
2,245$305.0M0.08%
171
YUMYUM BRANDS INC
1,992$301.0M0.07%
172
UPSUNITED PARCEL SERVICE INC
3,023$299.0M0.07%
173
PRMEPRIME MEDICINE INC
85,539$296.0M0.07%
174
SGHTSIGHT SCIENCES INC
37,089$294.0M0.07%
175
SBUXSTARBUCKS CORP
3,488$293.0M0.07%
176
GFLGFL ENVIRONMENTAL INC
6,765$290.0M0.07%
177
PLDPROLOGIS INC.
2,257$288.0M0.07%
178
CSCOCISCO SYS INC
3,729$287.0M0.07%
179
XLUSELECT SECTOR SPDR TR
6,546$279.0M0.07%
180
TJXTJX COS INC NEW
1,785$274.0M0.07%
181
SMHVANECK ETF TRUST
759$273.0M0.07%
182
TECXTECTONIC THERAPEUTIC INC
13,046$272.0M0.07%
183
CRNXCRINETICS PHARMACEUTICALS IN
5,805$270.0M0.07%
184
BBNXBETA BIONICS INC
8,729$265.0M0.07%
185
XGNEXAGEN INC
43,345$263.0M0.06%
186
ABBVABBVIE INC
1,140$260.0M0.06%
187
NEMNEWMONT CORP
2,612$260.0M0.06%
188
SHOPSHOPIFY INC
1,600$257.0M0.06%
189
GSGOLDMAN SACHS GROUP INC
290$255.0M0.06%
190
SIXGETF SER SOLUTIONS
4,000$255.0M0.06%
191
UBERUBER TECHNOLOGIES INC
2,981$243.0M0.06%
192
FDXFEDEX CORP
810$234.0M0.06%
193
TXNTEXAS INSTRS INC
1,328$230.0M0.06%
194
BACVERIZON COMMUNICATIONS INC
5,667$230.0M0.06%
195
ABNBAIRBNB INC
1,675$227.0M0.06%
196
ORICORIC PHARMACEUTICALS INC
27,322$223.0M0.06%
197
VSTVISTRA CORP
1,359$219.0M0.05%
198
NFGNATIONAL FUEL GAS CO
2,723$217.0M0.05%
199
MRSHMARSH & MCLENNAN COS INC
1,164$216.0M0.05%
200
ABGCENCORA INC
637$215.0M0.05%
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