Palisades Investment Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Palisades Investment Partners, Llc disclosed 49 stock positions valued at approximately $351.60M as of quarter-end June 30, 2026. The largest holdings include SPX TECHNOLOGIES INC, KRYSTAL BIOTECH INC, and PARK AEROSPACE CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $351.60M
Holdings by Sector
Palisades Investment Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPX TECHNOLOGIES INC | SPXC | Industrials | 8.91% | 127,842 | +4,416 | +3.58% | $31,343,023 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 5.05% | 47,801 | +2,396 | +5.28% | $17,766,198 |
| PARK AEROSPACE CORP | PKE | Industrials | 4.72% | 435,116 | +18,115 | +4.34% | $16,604,027 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 4.41% | 273,080 | +17,840 | +6.99% | $15,513,675 |
| WILLIS LEASE FIN CORP | WLFC | Industrials | 4.10% | 63,039 | +40,700 | +182.19% | $14,423,323 |
| ENOVA INTL INC | ENVA | Financial Services | 4.09% | 59,689 | +782 | +1.33% | $14,368,933 |
| IES HOLDINGS INC | IESC | Industrials | 3.13% | 15,003 | +382 | +2.61% | $11,021,214 |
| PAYMENTUS HOLDINGS INC | PAY | Technology | 2.96% | 430,896 | +1,762 | +0.41% | $10,410,447 |
| UFP TECHNOLOGIES INC | UFPT | Healthcare | 2.93% | 38,826 | +1,125 | +2.98% | $10,293,937 |
| VERACYTE INC | VCYT | Healthcare | 2.92% | 175,034 | +4,431 | +2.60% | $10,279,653 |
| ICHOR HOLDINGS | ICHR | Technology | 2.87% | 89,720 | +89,720 | +100.00% | $10,073,762 |
| LIGHTPATH TECHNOLOGIES INC | LPTH | Technology | 2.83% | 609,566 | +12,074 | +2.02% | $9,966,404 |
| INTUITIVE MACHINES INC | LUNR | Industrials | 2.82% | 463,047 | +30,381 | +7.02% | $9,904,220 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 2.64% | 11,045 | +2,351 | +27.04% | $9,270,731 |
| SKYWATER TECHNOLOGY INC | SKYT | Technology | 2.58% | 260,150 | -746 | -0.29% | $9,058,122 |
| ONTO INNOVATION INC | ONTO | Technology | 2.44% | 22,666 | +451 | +2.03% | $8,577,948 |
| PAYSIGN INC | PAYS | Technology | 2.33% | 1,000,758 | +6,862 | +0.69% | $8,195,088 |
| M-TRON INDS INC | MPTI | Technology | 2.32% | 82,296 | +1,269 | +1.57% | $8,159,648 |
| ONE STOP SYS INC | OSS | Technology | 2.14% | 414,392 | +414,392 | +100.00% | $7,533,647 |
| ITRON INC | ITRI | Technology | 1.96% | 79,808 | +574 | +0.72% | $6,905,739 |
| MUELLER WTR PRODS INC | MWA | Industrials | 1.93% | 262,991 | +7,741 | +3.03% | $6,793,058 |
| AMERICAN SUPERCONDUCTOR CORP | AMSC | Industrials | 1.85% | 156,720 | +4,144 | +2.72% | $6,505,611 |
| FINANCIAL INSTITUTIONS INC | FISI | Financial Services | 1.68% | 150,826 | +4,322 | +2.95% | $5,921,388 |
| 1ST FINL BANCORP | FFBC | Financial Services | 1.59% | 165,423 | +4,058 | +2.51% | $5,596,177 |
| MOELIS & CO | MC | Financial Services | 1.57% | 84,500 | +6,873 | +8.85% | $5,527,990 |
| AMPRIUS TECHNOLOGIES INC | AMPX | Industrials | 1.45% | 368,459 | -1,017 | -0.28% | $5,106,842 |
| HYLIION HOLDINGS CORP | HYLN | Consumer Cyclical | 1.35% | 907,933 | +907,933 | +100.00% | $4,730,331 |
| INTAPP INC | INTA | Technology | 1.29% | 180,421 | +3,962 | +2.25% | $4,548,413 |
| SILICOM LTD | SILC | Other | 1.23% | 90,281 | +90,281 | +100.00% | $4,328,071 |
| REMITLY GLOBAL INC | RELY | Technology | 1.23% | 192,842 | +2,926 | +1.54% | $4,321,589 |
Showing 30 of 49 holdings in the latest reporting period.