Palisades Investment Partners, LLC holds a diversified book of 53 stocks 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 equity book. Cloning the disclosed picks since 2025 would be +15% (+19.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1427373/holdings"
Use Arkolith to show Palisades Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 9.5 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.
98% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Palisades Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 59 / 53 | $20.2B |
| MORGAN STANLEY | 59 / 53 | $10.2B |
| GOLDMAN SACHS GROUP INC | 59 / 53 | $6.8B |
| UBS Group AG | 59 / 53 | $3.1B |
| ROYAL BANK OF CANADA | 59 / 53 | $2.2B |
| BANK OF AMERICA CORP /DE/ | 57 / 53 | $12.8B |
| WELLS FARGO & COMPANY/MN | 57 / 53 | $3.0B |
| Ken Griffin | 57 / 53 | $677.9M |
Ranked by how many of Palisades Investment Partners, LLC's top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.