Palisades Investment Partners, LLC 13F Holdings · Q2 2026
Palisades Investment Partners, LLC reported 53 securities worth $351.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPXC (8.91%), KRYS (5.05%), PKE (4.72%). Among its top 25 positions this quarter: 4 new, 20 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPXC | SPX TECHNOLOGIES INC | $31.3M | 8.91% | 127,842 | Added |
| 2 | KRYS | KRYSTAL BIOTECH INC | $17.8M | 5.05% | 47,801 | Added |
| 3 | PKE | PARK AEROSPACE CORP | $16.6M | 4.72% | 435,116 | Added |
| 4 | TVTX | TRAVERE THERAPEUTICS INC | $15.5M | 4.41% | 273,080 | Added |
| 5 | WLFC | WILLIS LEASE FIN CORP | $14.4M | 4.10% | 63,039 | Added |
| 6 | ENVA | ENOVA INTL INC | $14.4M | 4.09% | 59,689 | Added |
| 7 | IESC | IES HOLDINGS INC | $11.0M | 3.13% | 15,003 | Added |
| 8 | PAY | PAYMENTUS HOLDINGS INC | $10.4M | 2.96% | 430,896 | Added |
| 9 | UFPT | UFP TECHNOLOGIES INC | $10.3M | 2.93% | 38,826 | Added |
| 10 | VCYT | VERACYTE INC | $10.3M | 2.92% | 175,034 | Added |
| 11 | ICHR | ICHOR HOLDINGS | $10.1M | 2.87% | 89,720 | New |
| 12 | LPTH | LIGHTPATH TECHNOLOGIES INC | $10.0M | 2.83% | 609,566 | Added |
| 13 | LUNR | INTUITIVE MACHINES INC | $9.9M | 2.82% | 463,047 | Added |
| 14 | STRL | STERLING INFRASTRUCTURE INC | $9.3M | 2.64% | 11,045 | Added |
| 15 | SKYT | SKYWATER TECHNOLOGY INC | $9.1M | 2.58% | 260,150 | Trimmed |
| 16 | ONTO | ONTO INNOVATION INC | $8.6M | 2.44% | 22,666 | Added |
| 17 | PAYS | PAYSIGN INC | $8.2M | 2.33% | 1.0M | Added |
| 18 | MPTI | M-TRON INDS INC | $8.2M | 2.32% | 82,296 | Added |
| 19 | SATL | SATELLOGIC INC | $7.7M | 2.20% | 1.4M | New |
| 20 | OSS | ONE STOP SYS INC | $7.5M | 2.14% | 414,392 | New |
| 21 | ITRI | ITRON INC | $6.9M | 1.96% | 79,808 | Added |
| 22 | MWA | MUELLER WTR PRODS INC | $6.8M | 1.93% | 262,991 | Added |
| 23 | VOYG | VOYAGER TECHNOLOGIES INC | $6.5M | 1.86% | 202,726 | New |
| 24 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $6.5M | 1.85% | 156,720 | Added |
| 25 | FISI | FINANCIAL INSTITUTIONS INC | $5.9M | 1.68% | 150,826 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR