Paladin Partners, LLC, a Wisconsin-based investment firm, has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists 201 distinct positions held by the firm, managed by Managing Partner William Baxter.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies, with Microsoft Corporation holding the largest position. The firm reported owning 3,961,000 shares of Microsoft, valued at approximately $8,100,000,000. Other major holdings include NVIDIA Corporation, where Paladin holds 81,001,000 shares, and Berkshire Hathaway Inc. Class B, with 6,881,000 shares.
Consumer and retail names also feature prominently in the disclosure. Paladin holds significant stakes in Apple Inc. (12,403,000 shares), Costco Wholesale Corporation (1,126,000 shares), and Walmart Inc. (465,000 shares). Additionally, the firm lists substantial positions in Johnson & Johnson (163,000 shares), Procter & Gamble (200,000 shares), and Coca-Cola (310,000 shares).
The filing also details a variety of exchange-traded funds (ETFs) held by the firm, including the Vanguard S&P 500 ETF (23,165,000 shares), the iShares Core S&P 500 ETF (23,165,000 shares), and the iShares Core U.S. Aggregate Bond ETF (44,711,000 shares). Other notable individual stock positions include Visa (124,000 shares), Eli Lilly & Co. (303,000 shares), and AbbVie Inc. (3,841,000 shares).
