Paller Financial Services Inc holds a diversified book of 44 stocks worth $133.8M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Ark Autonomous Tech & Robot and trimmed Invesco Dorsey Wright Tech. Their largest long position is Invesco Dorsey Wright Tech at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2095931/holdings"
Use Arkolith to show Paller Financial Services Inc's latest holdings, largest changes, and filing provenance.
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.
2% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T DORSEY WRGT TECH | $9.0M | 66.3K | 6.8% | ▼−11% Reduced · −8K sh | |
| 2 | ETF Ser Solutions DEFIA QUANT ETF | $9.0M | 54.6K | 6.7% | ▼−7.8% Reduced · −5K sh | |
| 3 | Vaneck ETF Trust MRNGSTR WDE MOAT | $6.3M | 61.0K | 4.7% | ▼−14% Reduced · −10K sh | |
| 4 | Ishares TR CORE HIGH DV ETF | $6.3M | 230.8K | 4.7% | ▲+424% Added · +187K sh | |
| 5 | Ishares TR MSCI USA QLT FCT | $5.9M | 27.0K | 4.4% | ▼−7.9% Reduced · −2K sh | |
| 6 | Royce Small Cap Trust Inc COM | $5.6M | 303.4K | 4.2% | ▼−1.8% Reduced · −5K sh | |
| 7 | Invesco Exchange Traded FD T DORSEY WRGT INDS | $4.9M | 18.9K | 3.7% | ▼−1.6% Reduced · −300 sh | |
| 8 | Amplify ETF TR ENER NAT RES ETF | $4.5M | 140.3K | 3.4% | ▼−4.5% Reduced · −7K sh | |
| 9 | Ark ETF TR AUTNMUS TECHNLGY | $4.5M | 33.9K | 3.3% | ▲New New position | |
| 10 | DBX ETF TR XTRACK MSCI EAFE | $4.4M | 136.1K | 3.3% | ▼−8.2% Reduced · −12K sh | |
| 11 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $4.2M | 6.0K | 3.1% | ▼−31% Reduced · −3K sh | |
| 12 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $4.2M | 24.5K | 3.1% | ▲+0.3% Added · +74 sh | |
| 13 | First TR Exchange-Traded FD HLTH CARE ALPH | $4.0M | 33.0K | 3.0% | ▼−11% Reduced · −4K sh | |
| 14 | Invesco QQQ TR UNIT SER 1 | $3.9M | 5.3K | 2.9% | ▼−33% Reduced · −3K sh | |
| 15 | First TR Exchange-Traded Alp SML CP GRW ALP | $3.9M | 30.3K | 2.9% | ▼−4.8% Reduced · −2K sh | |
| 16 | Vaneck ETF Trust URANI NUCLE ETF | $3.8M | 33.2K | 2.9% | ▼−0.7% Reduced · −243 sh | |
| 17 | First TR Exchng Traded FD VI FT ENER INCO ETF | $3.8M | 173.2K | 2.8% | ▼−3.8% Reduced · −7K sh | |
| 18 | Invesco Exchange Traded FD T S&P500 EQL TEC | $3.3M | 51.6K | 2.5% | ▼−6.0% Reduced · −3K sh | |
| 19 | ETF Ser Solutions HOYA CAPT HI DIV | $3.3M | 339.7K | 2.5% | ▲+15% Added · +45K sh | |
| 20 | First TR Exchange Traded FD NASD TECH DIV | $3.2M | 27.9K | 2.4% | ▼−6.7% Reduced · −2K sh | |
| 21 | Global X FDS AGING POPUL ETF | $3.1M | 85.9K | 2.3% | ▲+167% Added · +54K sh | |
| 22 | Ishares TR RUS MID CAP ETF | $3.0M | 27.6K | 2.3% | ▲+20% Added · +5K sh | |
| 23 | Ark ETF TR BLOC FIN INN ETF | $2.8M | 71.5K | 2.1% | ▲+2.0% Added · +1K sh | |
| 24 | Allspring Global Dividend Op COM | $2.8M | 431.6K | 2.1% | ▼−8.8% Reduced · −42K sh | |
| 25 | Select Sector SPDR TR ST STR MATER ETF | $2.7M | 52.9K | 2.0% | ▲+138% Added · +31K sh | |
| 26 | Global X FDS DATA CTR DIG ETF | $2.5M | 83.7K | 1.9% | ▼−6.6% Reduced · −6K sh | |
| 27 | Vaneck ETF Trust RARE EAR STR ETF | $2.2M | 24.8K | 1.6% | ▲New New position | |
| 28 | First TR Exchange-Traded FD FINLS ALPHADEX | $2.1M | 33.0K | 1.5% | ▼−14% Reduced · −5K sh | |
| 29 | Invesco Exchange Traded FD T S&P 500A EQL | $2.0M | 56.8K | 1.5% | ▼−15% Reduced · −10K sh | |
| 30 | Ishares TR PFD AND INCM SEC | $1.7M | 56.7K | 1.3% | ▲New New position | |
| 31 | Vaneck ETF Trust BDC INCOME ETF | $1.7M | 130.7K | 1.2% | ▲New New position | |
| 32 | BlackRock Corpor Hi Yld FD I COM | $1.4M | 162.0K | 1.0% | ▲+9.2% Added · +14K sh | |
| 33 | Vaneck ETF Trust FALLEN ANGEL HG | $1.3M | 43.4K | 0.9% | ▲+4.5% Added · +2K sh | |
| 34 | Udr Inc COM | $1.0M | 25.5K | 0.8% | ▲New New position | |
| 35 | Ishares TR INVT GRAD SY ETF | $1.0M | 22.3K | 0.8% | ▲+3.6% Added · +780 sh | |
| 36 | First TR Exch Traded FD III PFD SECS INC ETF | $1.0M | 56.0K | 0.7% | ▼−5.5% Reduced · −3K sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $853K | 1.1K | 0.6% | ▼−0.6% Reduced · −7 sh | |
| 38 | Apple Inc COM | $525K | 1.8K | 0.4% | ▲+2.8% Added · +49 sh | |
| 39 | Alphabet Inc CAP STK CL C | $503K | 1.4K | 0.4% | ▼−2.5% Reduced · −37 sh | |
| 40 | Exxon Mobil Corp COM | $333K | 2.4K | 0.2% | ▼−71% Reduced · −6K sh | |
| 41 | Nvidia Corporation COM | $285K | 1.4K | 0.2% | ▲New New position | |
| 42 | Iron MTN Inc Del COM | $267K | 2.1K | 0.2% | ▼−0.8% Reduced · −17 sh | |
| 43 | Prologis Inc. COM | $261K | 1.9K | 0.2% | —Held | |
| 44 | Vanguard Index FDS SMALL CP ETF | $244K | 804 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. Price-derived performance is withheld until the price-source policy and freshness gate are green.