Palisades Investment Partners, Llc Portfolio Stock Holdings
Palisades Investment Partners, Llc disclosed 53 stock positions valued at approximately $351.6 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 June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $351.6M
Holdings by Sector
Palisades Investment Partners, Llc Portfolio Holdings in Q2 2026
47 holdings in the latest reporting period.
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| 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 | G4740B105 | Other | 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 |
| REMITLY GLOBAL INC | RELY | Technology | 1.23% | 192,842 | +2,926 | +1.54% | $4,321,589 |
| OTTER TAIL CORP | OTTR | Utilities | 1.12% | 43,583 | -786 | -1.77% | $3,921,598 |
| POET TECHNOLOGIES INC | POET | Technology | 1.02% | 347,540 | +347,540 | +100.00% | $3,572,711 |
| STIFEL FINL CORP | SF | Financial Services | 1.00% | 50,146 | +1,142 | +2.33% | $3,498,686 |
| CORMEDIX INC | CRMD | Healthcare | 0.95% | 426,543 | -183,605 | -30.09% | $3,348,363 |
| SPS COMM INC | SPSC | Technology | 0.91% | 55,838 | +1,242 | +2.27% | $3,192,170 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 0.86% | 13,954 | -187 | -1.32% | $3,018,588 |
| KINGSTONE COS INC | KINS | Financial Services | 0.81% | 148,764 | -258 | -0.17% | $2,831,963 |
| AMTECH SYS INC | ASYS | Technology | 0.67% | 102,691 | +2,035 | +2.02% | $2,370,140 |
| UFP INDUSTRIES INC | UFPI | Basic Materials | 0.65% | 25,242 | +461 | +1.86% | $2,290,549 |
| ARTESIAN RES CORP | ARTNA | Utilities | 0.54% | 56,160 | +1,278 | +2.33% | $1,908,758 |
| EURONET WORLDWIDE INC | EEFT | Technology | 0.47% | 22,427 | +5,495 | +32.45% | $1,641,446 |
| FRP HLDGS INC | FRPH | Real Estate | 0.33% | 46,978 | +876 | +1.90% | $1,173,980 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 0.33% | 2,216 | -14,297 | -86.58% | $1,173,571 |
| COHU INC | COHU | Technology | 0.29% | 13,771 | +13,771 | +100.00% | $1,017,815 |
| MAKEMYTRIP LIMITED MAURITIUS | MMYT | Other | 0.25% | 16,817 | -105,653 | -86.27% | $896,178 |
| FOUR CORNERS PPTY TR INC | FCPT | Real Estate | 0.22% | 31,065 | +686 | +2.26% | $773,278 |
| BADGER METER INC | BMI | Technology | 0.20% | 4,714 | -30,848 | -86.74% | $699,463 |
| DELCATH SYS INC | DCTH | Healthcare | 0.08% | 23,273 | +9,510 | +69.10% | $293,007 |