Palisades Investment Partners, Llc Portfolio Stock Holdings
Palisades Investment Partners, Llc disclosed 51 stock positions valued at approximately $255.1 million in its latest SEC 13F filing. The largest holdings include SPX TECHNOLOGIES INC, KRYSTAL BIOTECH INC, and PARK AEROSPACE CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 51
- Portfolio Value
- $255.1M
Holdings by Sector
Palisades Investment Partners, Llc Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPX TECHNOLOGIES INC | SPXC | Industrials | 9.68% | 123,426 | +8,238 | +7.15% | $24,677,794 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 4.60% | 45,405 | +2,640 | +6.17% | $11,729,474 |
| PARK AEROSPACE CORP | PKE | Industrials | 4.48% | 417,001 | +95,256 | +29.61% | $11,417,487 |
| PAYMENTUS HOLDINGS INC | PAY | Technology | 4.27% | 429,134 | +228,663 | +114.06% | $10,900,004 |
| ISHARES TR | IWM | Other | 3.31% | 34,065 | +2,415 | +7.63% | $8,448,120 |
| INTUITIVE MACHINES INC | LUNR | Industrials | 3.15% | 432,666 | +25,667 | +6.31% | $8,029,849 |
| ENOVA INTL INC | ENVA | Financial Services | 3.14% | 58,907 | +3,051 | +5.46% | $8,001,338 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 3.11% | 16,513 | +239 | +1.47% | $7,929,533 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 2.97% | 255,240 | +117,472 | +85.27% | $7,583,180 |
| UFP TECHNOLOGIES INC | UFPT | Healthcare | 2.86% | 37,701 | +2,590 | +7.38% | $7,299,572 |
| SKYWATER TECHNOLOGY INC | SKYT | Technology | 2.80% | 260,896 | +260,896 | +100.00% | $7,150,888 |
| ITRON INC | ITRI | Technology | 2.78% | 79,234 | +4,228 | +5.64% | $7,101,743 |
| MUELLER WTR PRODS INC | MWA | Industrials | 2.75% | 255,250 | +12,900 | +5.32% | $7,016,823 |
| IES HOLDINGS INC | IESC | Industrials | 2.73% | 14,621 | +979 | +7.18% | $6,966,483 |
| AMPRIUS TECHNOLOGIES INC | AMPX | Industrials | 2.44% | 369,476 | +369,476 | +100.00% | $6,229,365 |
| LIGHTPATH TECHNOLOGIES INC | LPTH | Technology | 2.35% | 597,492 | +597,492 | +100.00% | $5,992,845 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 2.32% | 91,996 | +4,832 | +5.54% | $5,908,073 |
| PAYSIGN INC | PAYS | Technology | 2.30% | 993,896 | +69,523 | +7.52% | $5,864,515 |
| VERACYTE INC | VCYT | Healthcare | 2.15% | 170,603 | +8,560 | +5.28% | $5,495,123 |
| BADGER METER INC | BMI | Technology | 2.12% | 35,562 | +1,617 | +4.76% | $5,417,871 |
| M-TRON INDS INC | MPTI | Technology | 2.12% | 81,027 | +14,276 | +21.39% | $5,416,655 |
| AMERICAN SUPERCONDUCTOR CORP | AMSC | Industrials | 2.02% | 152,576 | +8,367 | +5.80% | $5,164,544 |
| FINANCIAL INSTITUTIONS INC | FISI | Financial Services | 1.84% | 146,504 | +5,562 | +3.95% | $4,688,020 |
| MAKEMYTRIP LIMITED MAURITIUS | MMYT | Other | 1.79% | 122,470 | +3,095 | +2.59% | $4,566,907 |
| ONTO INNOVATION INC | ONTO | Technology | 1.79% | 22,215 | +1,582 | +7.67% | $4,555,630 |
| INTAPP INC | INTA | Technology | 1.78% | 176,459 | +8,960 | +5.35% | $4,533,232 |
| 1ST FINL BANCORP | FFBC | Financial Services | 1.76% | 161,365 | +8,069 | +5.26% | $4,499,017 |
| MOELIS & CO | MC | Financial Services | 1.73% | 77,627 | -313 | -0.40% | $4,424,746 |
| CORMEDIX INC | CRMD | Healthcare | 1.62% | 610,148 | +33,389 | +5.79% | $4,143,007 |
| ROOT INC | ROOT | Financial Services | 1.56% | 90,336 | +7,034 | +8.44% | $3,990,094 |
| OTTER TAIL CORP | OTTR | Utilities | 1.53% | 44,369 | +3,478 | +8.51% | $3,894,292 |
| WILLIS LEASE FIN CORP | WLFC | Industrials | 1.49% | 22,339 | +1,151 | +5.43% | $3,803,438 |
| STIFEL FINL CORP | SF | Financial Services | 1.42% | 49,004 | +18,827 | +62.39% | $3,622,376 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 1.39% | 8,694 | -88,811 | -91.08% | $3,540,805 |
| SPS COMM INC | SPSC | Technology | 1.19% | 54,596 | +4,404 | +8.77% | $3,039,387 |
| REMITLY GLOBAL INC | RELY | Technology | 1.17% | 189,916 | +10,418 | +5.80% | $2,975,880 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 1.04% | 14,141 | +1,002 | +7.63% | $2,658,546 |
| UFP INDUSTRIES INC | UFPI | Basic Materials | 0.89% | 24,781 | +1,487 | +6.38% | $2,282,778 |
| KINGSTONE COS INC | KINS | Financial Services | 0.85% | 149,022 | +7,316 | +5.16% | $2,171,003 |
| ARTESIAN RES CORP | ARTNA | Utilities | 0.69% | 54,882 | +2,014 | +3.81% | $1,747,992 |
| INNOVATIVE SOLUTIONS & SUPPO | ISSC | Industrials | 0.52% | 64,354 | -174,922 | -73.10% | $1,321,188 |
| AMTECH SYS INC | ASYS | Technology | 0.46% | 100,656 | +100,656 | +100.00% | $1,175,484 |
| EURONET WORLDWIDE INC | EEFT | Technology | 0.44% | 16,932 | +1,117 | +7.06% | $1,123,757 |
| FRP HLDGS INC | FRPH | Real Estate | 0.40% | 46,102 | -352 | -0.76% | $1,008,829 |
| FOUR CORNERS PPTY TR INC | FCPT | Real Estate | 0.29% | 30,379 | -1,500 | -4.71% | $728,876 |
| LEMAITRE VASCULAR INC | LMAT | Healthcare | 0.19% | 4,453 | +529 | +13.48% | $486,134 |
| ISHARES TR | IWO | Other | 0.13% | 1,070 | -1,238 | -53.64% | $335,777 |
| DELCATH SYS INC | DCTH | Healthcare | 0.05% | 13,763 | -253,375 | -94.85% | $127,723 |