Royal Palms Capital Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Royal Palms Capital Llc disclosed 56 stock positions valued at approximately $113.72M as of quarter-end June 30, 2026. The largest holdings include CORNING INC, VIATRIS INC, and KINDER MORGAN INC DEL.
- Report Period
- June 30, 2026
- No. of Stocks
- 56
- Portfolio Value
- $113.72M
Holdings by Sector
Royal Palms Capital Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CORNING INC | GLW | Technology | 6.46% | 28,767 | -8,354 | -22.50% | $7,347,955 |
| VIATRIS INC | VTRS | Healthcare | 6.01% | 430,675 | +129,193 | +42.85% | $6,839,119 |
| KINDER MORGAN INC DEL | KMI | Energy | 4.41% | 157,020 | +21,744 | +16.07% | $5,019,929 |
| GLOBAL SHIP LEASE INC F | GSL | Industrials | 4.08% | 123,530 | +4,190 | +3.51% | $4,644,728 |
| ENBRIDGE INC F | ENB | Energy | 4.05% | 85,014 | +18,894 | +28.58% | $4,608,609 |
| ABBVIE INC | ABBV | Healthcare | 3.94% | 17,806 | +72 | +0.41% | $4,480,702 |
| REGIONS FINL CORP NEW | RF | Financial Services | 3.88% | 146,032 | -740 | -0.50% | $4,410,166 |
| TEXAS INSTRS INC | TXN | Technology | 3.55% | 13,528 | -1,782 | -11.64% | $4,032,291 |
| SMITHFIELD FOODS INC | SFD | Other | 3.36% | 157,648 | +44,828 | +39.73% | $3,824,540 |
| IBM CORP | IBM | Technology | 3.33% | 13,459 | -12 | -0.09% | $3,784,926 |
| EXXON MOBIL CORP | XOM | Energy | 3.31% | 27,497 | +1,394 | +5.34% | $3,759,390 |
| NEWMONT CORP | NEM | Basic Materials | 3.29% | 40,112 | -1,467 | -3.53% | $3,746,461 |
| AFLAC INC | AFL | Financial Services | 3.01% | 29,183 | +2,146 | +7.94% | $3,421,707 |
| ABB LTD F | ABBNY | Industrials | 3.00% | 31,333 | -10,984 | -25.96% | $3,405,897 |
| FREEPORT-MCMORAN INC | FCX | Basic Materials | 2.94% | 53,090 | +24,602 | +86.36% | $3,338,830 |
| ENTERPRISE PRODS PART LP | EPD | Energy | 2.83% | 87,490 | -100 | -0.11% | $3,216,132 |
| OLIN CORP | OLN | Basic Materials | 2.73% | 156,798 | +156,798 | +100.00% | $3,107,736 |
| ENERGY TRANSFER L P LP | ET | Energy | 2.64% | 156,820 | -575 | -0.37% | $2,998,398 |
| VALERO ENERGY CORP NEW | VLO | Energy | 2.62% | 11,434 | +560 | +5.15% | $2,977,871 |
| CHARLES SCHWAB CORP | SCHW | Financial Services | 2.54% | 31,257 | +3,223 | +11.50% | $2,884,083 |
| TEVA PHARMACEUTICAL IN F | TEVA | Healthcare | 2.46% | 82,550 | -6,240 | -7.03% | $2,796,794 |
| PPL CORP | PPL | Utilities | 2.40% | 74,997 | +2,407 | +3.32% | $2,726,141 |
| DESWELL INDS INC F | DSWL | Other | 2.20% | 641,110 | -907 | -0.14% | $2,500,329 |
| LLOYDS BANKING GROUP P F | LYG | Financial Services | 1.92% | 374,661 | -1,000 | -0.27% | $2,184,274 |
| ISHARES SILVER TRUST | SLV | Other | 1.76% | 37,368 | -399 | -1.06% | $1,998,067 |
| CHEVRON CORP NEW | CVX | Energy | 1.75% | 11,994 | -115 | -0.95% | $1,988,125 |
| UNILEVER PLC F | UL | Other | 1.74% | 32,992 | -6,367 | -16.18% | $1,983,479 |
| CITIZENS FINL GROUP INC | CFG | Financial Services | 1.67% | 27,082 | +1,467 | +5.73% | $1,897,636 |
| INTEL CORP | INTC | Technology | 1.63% | 13,246 | -108,381 | -89.11% | $1,849,539 |
| PAN AMERN SILVER CORP F | PAAS | Basic Materials | 1.41% | 35,835 | - | - | $1,605,050 |
Showing 30 of 56 holdings in the latest reporting period.