Holders — by stockHoldings — by fund
Royal Palms Capital 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 0002107886
$113.7M
disclosed book value
57
positions
6.5%
largest position share
Positions, as of 2026-06-30
top 57 of 57 · 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 | GLWCORNING INC | 28,767 | $7.3M | 6.5% |
| 2 | VTRSVIATRIS INC | 430,675 | $6.8M | 6% |
| 3 | KMIKINDER MORGAN INC DEL | 157,020 | $5.0M | 4.4% |
| 4 | GSLGLOBAL SHIP LEASE INC F | 123,530 | $4.6M | 4.1% |
| 5 | ENBENBRIDGE INC F | 85,014 | $4.6M | 4.1% |
| 6 | ABBVABBVIE INC | 17,806 | $4.5M | 3.9% |
| 7 | RFREGIONS FINL CORP NEW | 146,032 | $4.4M | 3.9% |
| 8 | TXNTEXAS INSTRS INC | 13,528 | $4.0M | 3.5% |
| 9 | SFDSMITHFIELD FOODS INC | 157,648 | $3.8M | 3.4% |
| 10 | IBMIBM CORP | 13,459 | $3.8M | 3.3% |
| 11 | XOMEXXON MOBIL CORP | 27,497 | $3.8M | 3.3% |
| 12 | NEMNEWMONT CORP | 40,112 | $3.7M | 3.3% |
| 13 | AFLAFLAC INC | 29,183 | $3.4M | 3% |
| 14 | ABBNYABB LTD F | 31,333 | $3.4M | 3% |
| 15 | FCXFREEPORT-MCMORAN INC | 53,090 | $3.3M | 2.9% |
| 16 | EPDENTERPRISE PRODS PART LP | 87,490 | $3.2M | 2.8% |
| 17 | OLNOLIN CORP | 156,798 | $3.1M | 2.7% |
| 18 | ETENERGY TRANSFER L P LP | 156,820 | $3.0M | 2.6% |
| 19 | VLOVALERO ENERGY CORP NEW | 11,434 | $3.0M | 2.6% |
| 20 | SCHWCHARLES SCHWAB CORP | 31,257 | $2.9M | 2.5% |
| 21 | TEVATEVA PHARMACEUTICAL IN F | 82,550 | $2.8M | 2.5% |
| 22 | PPLPPL CORP | 74,997 | $2.7M | 2.4% |
| 23 | DSWLDESWELL INDS INC F | 641,110 | $2.5M | 2.2% |
| 24 | LYGLLOYDS BANKING GROUP P F | 374,661 | $2.2M | 1.9% |
| 25 | SLVISHARES SILVER TRUST | 37,368 | $2.0M | 1.8% |
| 26 | CVXCHEVRON CORP NEW | 11,994 | $2.0M | 1.7% |
| 27 | ULUNILEVER PLC F | 32,992 | $2.0M | 1.7% |
| 28 | CFGCITIZENS FINL GROUP INC | 27,082 | $1.9M | 1.7% |
| 29 | INTCINTEL CORP | 13,246 | $1.8M | 1.6% |
| 30 | PAASPAN AMERN SILVER CORP F | 35,835 | $1.6M | 1.4% |
| 31 | MOALTRIA GROUP INC | 15,181 | $1.1M | 1% |
| 32 | GLDSPDR GOLD SHARES | 2,892 | $1.1M | 0.9% |
| 33 | PGPROCTER & GAMBLE CO | 5,426 | $795,669 | 0.7% |
| 34 | BBARRICK MNG CORP F | 21,590 | $793,001 | 0.7% |
| 35 | MRKMERCK & CO. INC. | 5,158 | $662,803 | 0.6% |
| 36 | MSFTMICROSOFT CORP | 1,732 | $646,071 | 0.6% |
| 37 | PLTRPALANTIR TECHNOLOGIES IN | 5,400 | $630,018 | 0.6% |
| 38 | TSLATESLA INC | 1,340 | $563,604 | 0.5% |
| 39 | OUSMALPS O'SHARES U.S. | 10,830 | $514,642 | 0.5% |
| 40 | GEGE AEROSPACE | 1,137 | $424,931 | 0.4% |
| 41 | COSTCOSTCO WHSL CORP NEW | 413 | $386,517 | 0.3% |
| 42 | RDNTRADNET INC | 6,000 | $370,020 | 0.3% |
| 43 | GEVGE VERNOVA INC | 299 | $351,283 | 0.3% |
| 44 | HDHOME DEPOT INC | 825 | $290,961 | 0.3% |
| 45 | AMGNAMGEN INC | 792 | $286,799 | 0.3% |
| 46 | USBUS BANCORP DEL | 4,500 | $271,800 | 0.2% |
| 47 | SIFSIFCO INDS INC | 8,700 | $203,580 | 0.2% |
| 48 | ALOYREALLOYS INC | 14,000 | $202,300 | 0.2% |
| 49 | UAMYUNITED STS ANTIMONY CORP | 24,700 | $179,322 | 0.2% |
| 50 | LPTHLIGHTPATH TECHNOLOGIES I | 10,000 | $163,500 | 0.1% |
| 51 | USASAMERICAS GOLD & SILVER F | 33,500 | $158,120 | 0.1% |
| 52 | GROYGOLD RTY CORP CDA F | 41,500 | $114,540 | 0.1% |
| 53 | INVINNVENTURE INC | 10,000 | $50,700 | 0% |
| 54 | WLTNFWILTON RES INC F | 137,000 | $45,840 | 0% |
| 55 | BTGB2GOLD CORP F | 10,000 | $37,400 | 0% |
| 56 | URGUR-ENERGY INC F | 20,000 | $27,200 | 0% |
| 57 | BDWBFBUDWEISER BREWING ORDF | 12,091 | $9,404 | 0% |
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.