Paller Financial Services Inc holds a diversified book of 44 stocks worth $133.8M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-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.
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
Other tracked managers holding the same core names as Paller Financial Services Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 48 / 44 | $7.9B |
| MORGAN STANLEY | 47 / 44 | $212.0B |
| UBS Group AG | 46 / 44 | $55.8B |
| LPL Financial LLC | 46 / 44 | $38.7B |
| RAYMOND JAMES FINANCIAL INC | 46 / 44 | $27.2B |
| Farther Finance Advisors, LLC | 46 / 44 | $899.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45 / 44 | $16.5B |
| Cetera Investment Advisers | 45 / 44 | $9.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Paller Financial Services Inc: 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 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 |
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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.
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.