13F Insight
DOSSIER · 13F-HR · Q1 2026

Paradiem, LLC

Paradiem's family office based in Greenwich, CT — $454M in tracked AUM across 70 positions as of Q1 2026.

P
Paradiem·Greenwich, CT·Family Office
CIK 0001733356 · last filed Mar 31, 2026
Total AUM
$454M
▼ 3.1%
vs prior
Holdings
70
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Paradiem, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$56M1.8M12.4%
02
VLO
VALERO ENERGY CORP
$17M71K3.8%
03
CAT
CATERPILLAR INC
$17M24K3.8%
04
LMT
LOCKHEED MARTIN CORP
$17M28K3.7%
05
ATO
ATMOS ENERGY CORP
$16M87K3.5%
06
BKH
BLACK HILLS CORP
$16M225K3.4%
07
ADI
ANALOG DEVICES INC
$15M48K3.3%
08
NEE
NEXTERA ENERGY INC
$15M159K3.3%
09
MATX
MATSON INC
$14M88K3.2%
10
DGX
QUEST DIAGNOSTICS INC
$14M71K3.1%

Filing history

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