Grufity logo
Grufity logo

Latest Palumbo Wealth Management LLC Stock Portfolio

$477Million | No. of Holdings #237

Palumbo Wealth Management LLC Performance

2026 Q2+12.63%
YTD+10.38%
2025+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 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Palumbo Wealth Management LLC reported an equity portfolio of $477.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Palumbo Wealth Management LLC are SPY, GOOG, BBAX. The fund has invested 7.5% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 5.6% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off WILLIAMS SONOMA INC (WSM), HONEYWELL INTL INC (HON) and EVOMMUNE INC stocks. They significantly reduced their stock positions in ISHARES TR (IJR), DIANTHUS THERAPEUTICS INC and BABCOCK & WILCOX ENTERPRISES (BW). Palumbo Wealth Management LLC opened new stock positions in CARLSMED INC, ABSCI CORPORATION (ABSI) and CITIGROUP INC (C). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), AMPCO-PITTSBURG CORP (AP) and QUANTUMSCAPE CORP (QS).
Palumbo Wealth Management LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$477Million
  as of Aug 12, 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 12.63% in the last quarter. In trailing 12 months, it's portfolio return was 19.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
carlsmed inc2,774,550
absci corporation2,123,210
citigroup inc756,108
schrodinger inc662,399
bridgebio oncology therapeut652,455
c4 therapeutics inc618,388
chegg inc582,428
lexeo therapeutics inc534,129
New stocks bought by Palumbo Wealth Management LLC

Additions

Ticker% Inc.
palantir technologies inc677
ampco-pittsburg corp419
quantumscape corp345
tempus ai inc198
sight sciences inc157
caredx inc127
xencor inc110
si bone inc77.77
Additions to existing portfolio by Palumbo Wealth Management LLC

Reductions

Ticker% Reduced
ishares tr-80.92
dianthus therapeutics inc-70.05
babcock & wilcox enterprises-63.34
protagonist therapeutics inc-60.71
oreilly automotive inc-50.74
x4 pharmaceuticals inc-48.77
mirum pharmaceuticals inc-46.13
global x fds-46.03
Palumbo Wealth Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
heron therapeutics inc-330,039
traws pharma inc-111,951
organogenesis hldgs inc-137,103
immix biopharma inc-503,164
orthofix med inc-463,079
evommune inc-688,114
oric pharmaceuticals inc-196,994
oculis holding ag-364,576
Palumbo Wealth Management LLC got rid off the above stocks

Sector Distribution

Palumbo Wealth Management LLC has about 37.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Utilities
Sector%
Others37.9
Technology20.1
Healthcare9.6
Communication Services7.5
Consumer Cyclical7
Industrials6.5
Financial Services6.1
Consumer Defensive2
Utilities1.7

Market Cap. Distribution

Palumbo Wealth Management LLC has about 53.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED37.9
MEGA-CAP35
LARGE-CAP18.6
SMALL-CAP4.8
MID-CAP2.8

Stocks belong to which Index?

About 53.4% of the stocks held by Palumbo Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50047
Others46.6
RUSSELL 20006.4
Top 5 Winners (%)%
BX
blackstone inc
888.0 %
MRVL
marvell technology inc
200.7 %
AMD
advanced micro devices inc
184.4 %
XMTR
xometry inc
133.8 %
definium therapeutics inc
131.9 %
Top 5 Winners ($)$
MRVL
marvell technology inc
7.5 M
AMD
advanced micro devices inc
6.1 M
GOOG
alphabet inc
5.2 M
BX
blackstone inc
4.8 M
SPY
state str spdr s&p 500 etf t
4.7 M
Top 5 Losers (%)%
NAUT
nautilus biotechnology inc
-51.6 %
ACN
accenture plc ireland
-37.2 %
BSX
boston scientific corp
-31.8 %
TSCO
tractor supply co
-29.1 %
T
at&t inc
-27.2 %
Top 5 Losers ($)$
GLD
spdr gold tr
-2.6 M
DBC
invesco db commdy indx trck
-1.1 M
PHYS
sprott asset management lp
-1.1 M
ishares bitcoin trust etf
-0.6 M
TSCO
tractor supply co
-0.6 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 237 stocks in it's portfolio. About 39.2% of the portfolio is in top 10 stocks. GLD proved to be the most loss making stock for the portfolio. MRVL was the most profitable stock for Palumbo Wealth Management LLC last quarter.

$477.62MTotal Value
252Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Palumbo Wealth Management LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Palumbo Wealth Management LLC's holding in Ishares Tr over time
0.05%2,023
$217.7K
0.05%
decreased 40.48 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Palumbo Wealth Management LLC's holding in Etf Ser Solutions over time
0.08%4,000
$380.1K
0.08%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Palumbo Wealth Management LLC's holding in Vaneck Etf Trust over time
0.1%759
$497.5K
0.1%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Palumbo Wealth Management LLC's holding in Pacer Fds Tr over time
0.26%21,200
$1.27M
0.26%
decreased 4.01 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Palumbo Wealth Management LLC's holding in Pacer Fds Tr over time
0.1%12,290
$493.4K
0.1%
decreased 9.45 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Palumbo Wealth Management LLC's holding in Global X Fds over time
0.14%9,082
$669.0K
0.14%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Palumbo Wealth Management LLC's holding in Global X Fds over time
0.13%14,321
$625.8K
0.13%
decreased 46.03 percentreduced
ALCC
Oklo Inc

Oklo Inc

ALCC
Palumbo Wealth Management LLC's holding in Oklo Inc over time
0.1%9,037
$472.9K
0.1%
increased 74.86 percentadded