Holders — by stockHoldings — by fund
Palisades Investment Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001427373
$351.6M
disclosed book value
53
positions
8.9%
largest position share
Positions, as of 2026-06-30
top 53 of 53 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPXCSPX TECHNOLOGIES INC | 127,842 | $31.3M | 8.9% |
| 2 | KRYSKRYSTAL BIOTECH INC | 47,801 | $17.8M | 5.1% |
| 3 | PKEPARK AEROSPACE CORP | 435,116 | $16.6M | 4.7% |
| 4 | TVTXTRAVERE THERAPEUTICS INC | 273,080 | $15.5M | 4.4% |
| 5 | WLFCWILLIS LEASE FIN CORP | 63,039 | $14.4M | 4.1% |
| 6 | ENVAENOVA INTL INC | 59,689 | $14.4M | 4.1% |
| 7 | IESCIES HOLDINGS INC | 15,003 | $11.0M | 3.1% |
| 8 | PAYPAYMENTUS HOLDINGS INC | 430,896 | $10.4M | 3% |
| 9 | UFPTUFP TECHNOLOGIES INC | 38,826 | $10.3M | 2.9% |
| 10 | VCYTVERACYTE INC | 175,034 | $10.3M | 2.9% |
| 11 | ICHOR HOLDINGS | 89,720 | $10.1M | 2.9% |
| 12 | LPTHLIGHTPATH TECHNOLOGIES INC | 609,566 | $10.0M | 2.8% |
| 13 | LUNRINTUITIVE MACHINES INC | 463,047 | $9.9M | 2.8% |
| 14 | STRLSTERLING INFRASTRUCTURE INC | 11,045 | $9.3M | 2.6% |
| 15 | SKYWATER TECHNOLOGY INC | 260,150 | $9.1M | 2.6% |
| 16 | ONTOONTO INNOVATION INC | 22,666 | $8.6M | 2.4% |
| 17 | PAYSPAYSIGN INC | 1.0M | $8.2M | 2.3% |
| 18 | MPTIM-TRON INDS INC | 82,296 | $8.2M | 2.3% |
| 19 | SATLSATELLOGIC INC | 1.4M | $7.7M | 2.2% |
| 20 | OSSONE STOP SYS INC | 414,392 | $7.5M | 2.1% |
| 21 | ITRIITRON INC | 79,808 | $6.9M | 2% |
| 22 | MWAMUELLER WTR PRODS INC | 262,991 | $6.8M | 1.9% |
| 23 | VOYGVOYAGER TECHNOLOGIES INC | 202,726 | $6.5M | 1.9% |
| 24 | AMSCAMERICAN SUPERCONDUCTOR CORP | 156,720 | $6.5M | 1.9% |
| 25 | FISIFINANCIAL INSTITUTIONS INC | 150,826 | $5.9M | 1.7% |
| 26 | FFBC1ST FINL BANCORP | 165,423 | $5.6M | 1.6% |
| 27 | MCMOELIS & CO | 84,500 | $5.5M | 1.6% |
| 28 | AMPXAMPRIUS TECHNOLOGIES INC | 368,459 | $5.1M | 1.5% |
| 29 | HYLNHYLIION HOLDINGS CORP | 907,933 | $4.7M | 1.3% |
| 30 | INTAINTAPP INC | 180,421 | $4.5M | 1.3% |
| 31 | SILICOM LTD | 90,281 | $4.3M | 1.2% |
| 32 | RELYREMITLY GLOBAL INC | 192,842 | $4.3M | 1.2% |
| 33 | OTTROTTER TAIL CORP | 43,583 | $3.9M | 1.1% |
| 34 | POETPOET TECHNOLOGIES INC | 347,540 | $3.6M | 1% |
| 35 | SFSTIFEL FINL CORP | 50,146 | $3.5M | 1% |
| 36 | CRMDCORMEDIX INC | 426,543 | $3.3M | 1% |
| 37 | UMACUNUSUAL MACHS INC | 149,122 | $3.3M | 0.9% |
| 38 | SPSCSPS COMM INC | 55,838 | $3.2M | 0.9% |
| 39 | FCFSFIRSTCASH HOLDINGS INC | 13,954 | $3.0M | 0.9% |
| 40 | KINSKINGSTONE COS INC | 148,764 | $2.8M | 0.8% |
| 41 | ASYSAMTECH SYS INC | 102,691 | $2.4M | 0.7% |
| 42 | UFPIUFP INDUSTRIES INC | 25,242 | $2.3M | 0.7% |
| 43 | ARTNAARTESIAN RES CORP | 56,160 | $1.9M | 0.5% |
| 44 | TGENTECOGEN INC NEW | 323,090 | $1.7M | 0.5% |
| 45 | CAMTEK LTD | 10,141 | $1.7M | 0.5% |
| 46 | EEFTEURONET WORLDWIDE INC | 22,427 | $1.6M | 0.5% |
| 47 | FRPHFRP HLDGS INC | 46,978 | $1.2M | 0.3% |
| 48 | MEDPMEDPACE HLDGS INC | 2,216 | $1.2M | 0.3% |
| 49 | COHUCOHU INC | 13,771 | $1.0M | 0.3% |
| 50 | MAKEMYTRIP LIMITED MAURITIUS | 16,817 | $896,178 | 0.3% |
| 51 | FCPTFOUR CORNERS PPTY TR INC | 31,065 | $773,278 | 0.2% |
| 52 | BMIBADGER METER INC | 4,714 | $699,463 | 0.2% |
| 53 | DCTHDELCATH SYS INC | 23,273 | $293,007 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.