Grufity logo
Grufity logo

Latest Palumbo Wealth Management LLC Stock Portfolio

$409Million– No. of Holdings #221

Palumbo Wealth Management LLC Performance:
2026 Q1: -2%YTD: -2%2025: 13.55%
Performance for 2026 Q1 is -2%, and YTD is -2%, and 2025 is 13.55%.

About Palumbo Wealth Management LLC and 13F Hedge Fund Stock Holdings

Palumbo Wealth Management LLC is a hedge fund based in Great Neck, NY. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Palumbo Wealth Management LLC reported an equity portfolio of $409.8 Millions as of 31 Mar, 2026.

The top stock holdings of Palumbo Wealth Management LLC are SPY, GOOG, GLD. The fund has invested 7.7% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 5.2% of portfolio in ALPHABET INC.

The fund managers got completely rid off GRAYSCALE BITCOIN TRUST ETF, LENNAR CORP (LEN) and CIDARA THERAPEUTICS INC (CDTX) stocks. They significantly reduced their stock positions in IMMUNEERING CORP (IMRX), SANA BIOTECHNOLOGY INC (SANA) and WILLIAMS SONOMA INC (WSM). Palumbo Wealth Management LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), NOVAVAX INC (NVAX) and DEFINIUM THERAPEUTICS INC. The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), ISHARES TR (IJR) and ISHARES BITCOIN TRUST ETF.
Palumbo Wealth Management LLC Equity Portfolio Value
Last Reported on: 12 May, 2026

Palumbo Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Palumbo Wealth Management LLC made a return of -2% in the last quarter. In trailing 12 months, it's portfolio return was 11.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exchange traded fd t1,191,490
novavax inc749,784
definium therapeutics inc717,558
evommune inc688,114
joby aviation inc641,885
kodiak sciences inc583,389
anika therapeutics inc571,677
martin marietta matls inc544,658
New stocks bought by Palumbo Wealth Management LLC

Additions

Ticker% Inc.
uber technologies inc1,098
ishares tr825
ishares bitcoin trust etf149
jpmorgan chase & co141
voyager therapeutics inc63.13
heron therapeutics inc59.01
nautilus biotechnology inc58.59
organogenesis hldgs inc52.03
Additions to existing portfolio by Palumbo Wealth Management LLC

Reductions

Ticker% Reduced
immuneering corp-70.49
sana biotechnology inc-51.68
williams sonoma inc-47.48
assembly biosciences inc-47.34
innovator etfs trust-43.55
oric pharmaceuticals inc-43.09
nuvation bio inc-38.35
xencor inc-34.27
Palumbo Wealth Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
erasca inc-518,513
grayscale bitcoin trust etf-4,597,830
exagen inc-263,538
mind medicine mindmed inc-522,237
rxsight inc-320,822
grayscale ethereum trust etf-684,676
corvus pharmaceuticals inc-202,164
nokia corp-117,386
Palumbo Wealth Management LLC got rid off the above stocks

Sector Distribution

Palumbo Wealth Management LLC has about 40.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others40.8
Technology16.1
Healthcare8.8
Consumer Cyclical8.5
Communication Services7.3
Industrials7.2
Financial Services5.2
Consumer Defensive2.4
Utilities2
Energy1.2

Market Cap. Distribution

Palumbo Wealth Management LLC has about 51.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED40.7
MEGA-CAP33.3
LARGE-CAP18.6
SMALL-CAP4.5
MID-CAP2.1

Stocks belong to which Index?

About 52.8% of the stocks held by Palumbo Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others47.2
S&P 50047.1
RUSSELL 20005.7
Top 5 Winners (%)%
BW
babcock & wilcox enterprises
106.5 %
dianthus therapeutics inc
87.7 %
NAUT
nautilus biotechnology inc
68.2 %
NKTR
nektar therapeutics
59.4 %
OXY
occidental pete corp
56.4 %
Top 5 Winners ($)$
DBC
invesco db commdy indx trck
3.2 M
BW
babcock & wilcox enterprises
2.8 M
GLD
spdr gold tr
1.5 M
BE
bloom energy corp
1.0 M
ETR
entergy corp new
1.0 M
Top 5 Losers (%)%
MNDY
monday com ltd
-50.5 %
ORGO
organogenesis hldgs inc
-49.6 %
SGHT
sight sciences inc
-49.0 %
NUVB
nuvation bio inc
-42.1 %
GTLB
gitlab inc
-40.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.6 M
GOOG
alphabet inc
-1.9 M
AMZN
amazon com inc
-1.8 M
SPY
state str spdr s&p 500 etf t
-1.5 M
AAPL
apple inc
-1.2 M

Palumbo Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Palumbo Wealth Management LLC

Palumbo Wealth Management LLC has 221 stocks in it's portfolio. About 40.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DBC was the most profitable stock for Palumbo Wealth Management LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions