Palisades Investment Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Palisades Investment Partners, Llc disclosed 54 stock positions valued at approximately $343.93M as of quarter-end September 30, 2026. The largest holdings include SPX TECHNOLOGIES INC, LIGHTPATH TECHNOLOGIES INC, and PAYSIGN INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 54
- Portfolio Value
- $343.93M
Holdings by Sector
Palisades Investment Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPX TECHNOLOGIES INC | SPXC | Industrials | 7.24% | 146,793 | +18,951 | +14.82% | $24,890,221 |
| LIGHTPATH TECHNOLOGIES INC | LPTH | Technology | 4.49% | 1,498,033 | +888,467 | +145.75% | $15,444,720 |
| PAYSIGN INC | PAYS | Technology | 4.31% | 1,130,195 | +129,437 | +12.93% | $14,837,217 |
| PAYMENTUS HOLDINGS INC | PAY | Technology | 4.30% | 482,968 | +52,072 | +12.08% | $14,798,140 |
| PARK AEROSPACE CORP | PKE | Industrials | 4.18% | 484,727 | +49,611 | +11.40% | $14,391,545 |
| UFP TECHNOLOGIES INC | UFPT | Healthcare | 3.88% | 44,959 | +6,133 | +15.80% | $13,344,730 |
| FREQUENCY ELECTRS INC | FEIM | Technology | 3.71% | 150,925 | +150,925 | +100.00% | $12,757,690 |
| ENOVA INTL INC | ENVA | Financial Services | 3.29% | 67,711 | +8,022 | +13.44% | $11,315,185 |
| IES HOLDINGS INC | IESC | Industrials | 3.22% | 34,468 | +19,465 | +129.74% | $11,066,985 |
| SILICOM LTD | SILC | Technology | 2.91% | 191,283 | +101,002 | +111.88% | $10,006,241 |
| SPS COMM INC | SPSC | Technology | 2.89% | 120,752 | +64,914 | +116.25% | $9,954,916 |
| VERACYTE INC | VCYT | Healthcare | 2.71% | 202,348 | +27,314 | +15.60% | $9,315,915 |
| AMPRIUS TECHNOLOGIES INC | AMPX | Industrials | 2.52% | 893,620 | +525,161 | +142.53% | $8,650,242 |
| SATELLOGIC INC | SATL | Industrials | 2.44% | 1,516,149 | +165,145 | +12.22% | $8,384,304 |
| VOYAGER TECHNOLOGIES INC | VOYG | Industrials | 2.33% | 265,154 | +62,428 | +30.79% | $8,020,909 |
| ONTO INNOVATION INC | ONTO | Technology | 2.33% | 26,050 | +3,384 | +14.93% | $8,018,711 |
| MYR GROUP INC | MYRG | Industrials | 2.21% | 26,021 | +26,021 | +100.00% | $7,610,665 |
| ITRON INC | ITRI | Technology | 2.20% | 87,815 | +8,007 | +10.03% | $7,582,181 |
| INTAPP INC | INTA | Technology | 2.19% | 208,132 | +27,711 | +15.36% | $7,536,460 |
| INTUITIVE MACHINES INC | LUNR | Industrials | 2.18% | 525,491 | +62,444 | +13.49% | $7,482,992 |
| ICHOR HOLDINGS | ICHR | Technology | 2.15% | 119,473 | +29,753 | +33.16% | $7,390,970 |
| M-TRON INDS INC | MPTI | Technology | 2.12% | 93,153 | +10,857 | +13.19% | $7,290,154 |
| FINANCIAL INSTITUTIONS INC | FISI | Financial Services | 1.98% | 173,603 | +22,777 | +15.10% | $6,818,442 |
| MUELLER WTR PRODS INC | MWA | Industrials | 1.87% | 303,107 | +40,116 | +15.25% | $6,437,993 |
| IONQ INC | IONQ | Technology | 1.74% | 136,691 | +136,691 | +100.00% | $5,995,267 |
| 1ST FINL BANCORP | FFBC | Financial Services | 1.73% | 189,821 | +24,398 | +14.75% | $5,945,277 |
| ONE STOP SYS INC | OSS | Technology | 1.67% | 657,503 | +243,111 | +58.67% | $5,740,001 |
| MOELIS & CO | MC | Financial Services | 1.61% | 96,142 | +11,642 | +13.78% | $5,530,088 |
| AMERICAN SUPERCONDUCTOR CORP | AMSC | Industrials | 1.52% | 180,123 | +23,403 | +14.93% | $5,243,381 |
| REMITLY GLOBAL INC | RELY | Technology | 1.34% | 216,111 | +23,269 | +12.07% | $4,611,700 |
Showing 30 of 54 holdings in the latest reporting period.