Royal Palms Capital LLC holds a diversified book of 57 stocks worth $113.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Olin Corp and trimmed Corning Inc. Their largest long position is Corning Inc at 6% 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.
99% 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 Royal Palms Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 56 / 57 | $175.8B |
| UBS Group AG | 56 / 57 | $49.1B |
| GOLDMAN SACHS GROUP INC | 54 / 57 | $83.3B |
| ROYAL BANK OF CANADA | 54 / 57 | $54.4B |
| CITIGROUP INC | 54 / 57 | $18.1B |
| OSAIC HOLDINGS, INC. | 54 / 57 | $4.3B |
| BlackRock, Inc. | 53 / 57 | $763.0B |
| JPMORGAN CHASE & CO | 53 / 57 | $160.8B |
Ranked by how many of Royal Palms Capital LLC's top 57 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 | Corning Inc COM | $7.3M | 28.8K | 6.5% | ▼−23% Reduced · −8K sh | |
| 2 | Viatris Inc COM | $6.8M | 430.7K | 6.0% | ▲+43% Added · +129K sh | |
| 3 | Kinder Morgan Inc Del COM | $5.0M | 157.0K | 4.4% | ▲+16% Added · +22K sh | |
| 4 | Global Ship Lease Inc F FGO | $4.6M | 123.5K | 4.1% | ▲+3.5% Added · +4K sh | |
| 5 | Enbridge Inc F FGC | $4.6M | 85.0K | 4.1% | ▲+29% Added · +19K sh | |
| 6 | Abbvie Inc COM | $4.5M | 17.8K | 3.9% | ▲+0.4% Added · +72 sh | |
| 7 | Regions Finl Corp New COM | $4.4M | 146.0K | 3.9% | ▼−0.5% Reduced · −740 sh | |
| 8 | Texas Instrs Inc COM | $4.0M | 13.5K | 3.5% | ▼−12% Reduced · −2K sh | |
| 9 | Smithfield Foods Inc COM | $3.8M | 157.6K | 3.4% | ▲+40% Added · +45K sh | |
| 10 | Ibm Corp COM | $3.8M | 13.5K | 3.3% | ▼−0.1% Reduced · −12 sh | |
| 11 | Exxon Mobil Corp COM | $3.8M | 27.5K | 3.3% | ▲+5.3% Added · +1K sh | |
| 12 | Newmont Corp COM | $3.7M | 40.1K | 3.3% | ▼−3.5% Reduced · −1K sh | |
| 13 | Aflac Inc COM | $3.4M | 29.2K | 3.0% | ▲+7.9% Added · +2K sh | |
| 14 | Abb Ltd F ADR | $3.4M | 31.3K | 3.0% | ▼−26% Reduced · −11K sh | |
| 15 | Freeport-McMoran Inc COM | $3.3M | 53.1K | 2.9% | ▲+86% Added · +25K sh | |
| 16 | Enterprise Prods Part LP MLP | $3.2M | 87.5K | 2.8% | ▼−0.1% Reduced · −100 sh | |
| 17 | Olin Corp COM | $3.1M | 156.8K | 2.7% | ▲New New position | |
| 18 | Energy Transfer L P LP MLP | $3.0M | 156.8K | 2.6% | ▼−0.4% Reduced · −575 sh | |
| 19 | Valero Energy Corp New COM | $3.0M | 11.4K | 2.6% | ▲+5.1% Added · +560 sh | |
| 20 | Charles Schwab Corp COM | $2.9M | 31.3K | 2.5% | ▲+11% Added · +3K sh | |
| 21 | Teva Pharmaceutical In F ADR | $2.8M | 82.5K | 2.5% | ▼−7.0% Reduced · −6K sh | |
| 22 | PPL Corp COM | $2.7M | 75.0K | 2.4% | ▲+3.3% Added · +2K sh | |
| 23 | Deswell Inds Inc F FGO | $2.5M | 641.1K | 2.2% | ▼−0.1% Reduced · −907 sh | |
| 24 | Lloyds Banking Group P F ADR | $2.2M | 374.7K | 1.9% | ▼−0.3% Reduced · −1K sh | |
| 25 | Ishares Silver Trust UIE | $2.0M | 37.4K | 1.8% | ▼−1.1% Reduced · −399 sh | |
| 26 | Chevron Corp New COM | $2.0M | 12.0K | 1.7% | ▼−0.9% Reduced · −115 sh | |
| 27 | Unilever PLC F ADR | $2.0M | 33.0K | 1.7% | ▼−16% Reduced · −6K sh | |
| 28 | Citizens Finl Group Inc COM | $1.9M | 27.1K | 1.7% | ▲+5.7% Added · +1K sh | |
| 29 | Intel Corp COM | $1.8M | 13.2K | 1.6% | ▼−89% Reduced · −108K sh | |
| 30 | Pan Amern Silver Corp F FGC | $1.6M | 35.8K | 1.4% | —Held | |
| 31 | Altria Group Inc COM | $1.1M | 15.2K | 1.0% | ▼−1.1% Reduced · −173 sh | |
| 32 | SPDR Gold Shares UIE | $1.1M | 2.9K | 0.9% | ▲+1.3% Added · +37 sh | |
| 33 | Procter & Gamble Co COM | $796K | 5.4K | 0.7% | ▲+0.8% Added · +46 sh | |
| 34 | Barrick MNG Corp F FGC | $793K | 21.6K | 0.7% | ▲New New position | |
| 35 | Merck & Co. Inc. COM | $663K | 5.2K | 0.6% | ▲+0.5% Added · +28 sh | |
| 36 | Microsoft Corp COM | $646K | 1.7K | 0.6% | ▲+0.8% Added · +14 sh | |
| 37 | Palantir Technologies In COM | $630K | 5.4K | 0.6% | ▲New New position | |
| 38 | Tesla Inc COM | $564K | 1.3K | 0.5% | —Held | |
| 39 | ALPS O'shares U.S. UIE | $515K | 10.8K | 0.5% | ▲+17% Added · +2K sh | |
| 40 | Ge Aerospace COM | $425K | 1.1K | 0.4% | ▼−8.4% Reduced · −104 sh | |
| 41 | Costco WHSL Corp New COM | $387K | 413 | 0.3% | —Held | |
| 42 | Radnet Inc COM | $370K | 6.0K | 0.3% | ▼−40% Reduced · −4K sh | |
| 43 | Ge Vernova Inc COM | $351K | 299 | 0.3% | —Held | |
| 44 | Home Depot Inc COM | $291K | 825 | 0.3% | —Held | |
| 45 | Amgen Inc COM | $287K | 792 | 0.3% | —Held | |
| 46 | US Bancorp Del COM | $272K | 4.5K | 0.2% | ▲+0.6% Added · +25 sh | |
| 47 | Sifco Inds Inc COM | $204K | 8.7K | 0.2% | ▲New New position | |
| 48 | Realloys Inc COM | $202K | 14.0K | 0.2% | ▲New New position | |
| 49 | United STS Antimony Corp COM | $179K | 24.7K | 0.2% | —Held | |
| 50 | Lightpath Technologies I COM | $164K | 10.0K | 0.1% | ▲New New position |
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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/2107886/holdings"
Use Arkolith to show Royal Palms Capital LLC'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.