Palisades Investment Partners, LLC holds a diversified book of 53 reported positions worth $351.6M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ichor Holdings Ltd and trimmed Skywater Technology Inc. Their largest long position is SPX Technologies Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +3% (+3.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.1 points over this window.
Growth of $10,000 cloning Palisades Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Palisades Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Brown Capital Management LLC | 9 / 53 | $73.2M |
| Wasatch Advisors LP | 10 / 53 | $1.5B |
| Bridge City Capital, LLC | 7 / 53 | $36.0M |
| Essex Investment Management Co LLC | 14 / 53 | $62.4M |
| Lisanti Capital Growth, LLC | 8 / 53 | $34.2M |
| Yorktown Management & Research Co Inc | 13 / 53 | $11.7M |
| Informed Momentum Co LLC | 19 / 53 | $79.3M |
| Emerald Advisers, LLC | 7 / 53 | $272.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Palisades Investment Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPX Technologies Inc COM | $31.3M | 127.8K | 8.9% | ▲+3.6% Added · +4K sh | |
| 2 | Krystal Biotech Inc COM | $17.8M | 47.8K | 5.1% | ▲+5.3% Added · +2K sh | |
| 3 | Park Aerospace Corp COM | $16.6M | 435.1K | 4.7% | ▲+4.3% Added · +18K sh | |
| 4 | Travere Therapeutics Inc COM | $15.5M | 273.1K | 4.4% | ▲+7.0% Added · +18K sh | |
| 5 | Willis Lease Fin Corp COM | $14.4M | 63.0K | 4.1% | ▲+182% Added · +41K sh | |
| 6 | Enova Intl Inc COM | $14.4M | 59.7K | 4.1% | ▲+1.3% Added · +782 sh | |
| 7 | Ies Holdings Inc COM | $11.0M | 15.0K | 3.1% | ▲+2.6% Added · +382 sh | |
| 8 | Paymentus Holdings Inc COM CL A | $10.4M | 430.9K | 3.0% | ▲+0.4% Added · +2K sh | |
| 9 | Ufp Technologies Inc COM | $10.3M | 38.8K | 2.9% | ▲+3.0% Added · +1K sh | |
| 10 | Veracyte Inc COM | $10.3M | 175.0K | 2.9% | ▲+2.6% Added · +4K sh | |
| 11 | Ichor Holdings SHS | $10.1M | 89.7K | 2.9% | ▲New New position | |
| 12 | Lightpath Technologies Inc COM CL A | $10.0M | 609.6K | 2.8% | ▲+2.0% Added · +12K sh | |
| 13 | Intuitive Machines Inc CLASS A COM | $9.9M | 463.0K | 2.8% | ▲+7.0% Added · +30K sh | |
| 14 | Sterling Infrastructure Inc COM | $9.3M | 11.0K | 2.6% | ▲+27% Added · +2K sh | |
| 15 | Skywater Technology Inc COM | $9.1M | 260.1K | 2.6% | ▼−0.3% Reduced · −746 sh | |
| 16 | Onto Innovation Inc COM | $8.6M | 22.7K | 2.4% | ▲+2.0% Added · +451 sh | |
| 17 | Paysign Inc COM | $8.2M | 1.00M | 2.3% | ▲+0.7% Added · +7K sh | |
| 18 | M-Tron Inds Inc COM | $8.2M | 82.3K | 2.3% | ▲+1.6% Added · +1K sh | |
| 19 | Satellogic Inc COM CL A | $7.7M | 1.35M | 2.2% | ▲New New position | |
| 20 | One Stop Sys Inc COM | $7.5M | 414.4K | 2.1% | ▲New New position | |
| 21 | Itron Inc COM | $6.9M | 79.8K | 2.0% | ▲+0.7% Added · +574 sh | |
| 22 | Mueller WTR Prods Inc COM SER A | $6.8M | 263.0K | 1.9% | ▲+3.0% Added · +8K sh | |
| 23 | Voyager Technologies Inc COM CL A | $6.5M | 202.7K | 1.9% | ▲New New position | |
| 24 | American Superconductor Corp SHS NEW | $6.5M | 156.7K | 1.9% | ▲+2.7% Added · +4K sh | |
| 25 | Financial Institutions Inc COM | $5.9M | 150.8K | 1.7% | ▲+3.0% Added · +4K sh | |
| 26 | 1ST Finl Bancorp COM | $5.6M | 165.4K | 1.6% | ▲+2.5% Added · +4K sh | |
| 27 | Moelis & Co CL A | $5.5M | 84.5K | 1.6% | ▲+8.8% Added · +7K sh | |
| 28 | Amprius Technologies Inc COMMON STOCK | $5.1M | 368.5K | 1.5% | ▼−0.3% Reduced · −1K sh | |
| 29 | Hyliion Holdings Corp COMMON STOCK | $4.7M | 907.9K | 1.3% | ▲New New position | |
| 30 | Intapp Inc COM | $4.5M | 180.4K | 1.3% | ▲+2.2% Added · +4K sh | |
| 31 | Silicom Ltd ORD | $4.3M | 90.3K | 1.2% | ▲New New position | |
| 32 | Remitly Global Inc COM | $4.3M | 192.8K | 1.2% | ▲+1.5% Added · +3K sh | |
| 33 | Otter Tail Corp COM | $3.9M | 43.6K | 1.1% | ▼−1.8% Reduced · −786 sh | |
| 34 | Poet Technologies Inc COM NEW | $3.6M | 347.5K | 1.0% | ▲New New position | |
| 35 | Stifel Finl Corp COM | $3.5M | 50.1K | 1.0% | ▲+2.3% Added · +1K sh | |
| 36 | Cormedix Inc COM | $3.3M | 426.5K | 1.0% | ▼−30% Reduced · −184K sh | |
| 37 | Unusual Machs Inc COM SHS | $3.3M | 149.1K | 0.9% | ▼−4.2% Reduced · −7K sh | |
| 38 | SPS Comm Inc COM | $3.2M | 55.8K | 0.9% | ▲+2.3% Added · +1K sh | |
| 39 | Firstcash Holdings Inc COM | $3.0M | 14.0K | 0.9% | ▼−1.3% Reduced · −187 sh | |
| 40 | Kingstone Cos Inc COM | $2.8M | 148.8K | 0.8% | ▼−0.2% Reduced · −258 sh | |
| 41 | Amtech Sys Inc COM PAR $0.01N | $2.4M | 102.7K | 0.7% | ▲+2.0% Added · +2K sh | |
| 42 | Ufp Industries Inc COM | $2.3M | 25.2K | 0.7% | ▲+1.9% Added · +461 sh | |
| 43 | Artesian Res Corp CL A | $1.9M | 56.2K | 0.5% | ▲+2.3% Added · +1K sh | |
| 44 | Tecogen Inc New COM NEW | $1.7M | 323.1K | 0.5% | ▼−3.2% Reduced · −11K sh | |
| 45 | Camtek Ltd ORD | $1.7M | 10.1K | 0.5% | ▲+41% Added · +3K sh | |
| 46 | Euronet Worldwide Inc COM | $1.6M | 22.4K | 0.5% | ▲+32% Added · +5K sh | |
| 47 | FRP Hldgs Inc COM | $1.2M | 47.0K | 0.3% | ▲+1.9% Added · +876 sh | |
| 48 | Medpace Hldgs Inc COM | $1.2M | 2.2K | 0.3% | ▼−87% Reduced · −14K sh | |
| 49 | Cohu Inc COM | $1.0M | 13.8K | 0.3% | ▲New New position | |
| 50 | Makemytrip Limited Mauritius SHS | $896K | 16.8K | 0.3% | ▼−86% Reduced · −106K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.