Palisades Investment Partners
SANTA MONICA, CAfiles as Palisades Investment Partners, LLC
$352m in 53 US stocks at the end of 30 June 2026. The top 10 are 43.2% of the money. It changed about 23.2% of the portfolio this quarter.
Value
$352m
Stocks
53
Top 10 share
43.2%
Turnover
23.2%
What changed this quarter
New
Bought for the first time this quarter.
- Ichor HoldingsICHR2.9% of the fund
- SatellogicSATL2.2% of the fund
- One Stop SystemsOSS2.1% of the fund
- Voyager TechnologiesVOYG1.9% of the fund
- Hyliion HoldingsHYLN1.3% of the fund
- SilicomSILC1.2% of the fund
- Poet TechnologiesPOET1.0% of the fund
- CohuCOHU0.3% of the fund
Added
Bought more of a stock they already held.
- SPX TechnologiesSPXC8.9% of the fund+4%
- Krystal BiotechKRYS5.1% of the fund+5%
- Park AerospacePKE4.7% of the fund+4%
- Travere TherapeuticsTVTX4.4% of the fund+7%
- Willis Lease FinanceWLFC4.1% of the fund+182%
- IES HoldingsIESC3.1% of the fund+3%
- UFP TechnologiesUFPT2.9% of the fund+3%
- VeracyteVCYT2.9% of the fund+3%
- Lightpath TechnologiesLPTH2.8% of the fund+2%
- Intuitive MachinesLUNR2.8% of the fund+7%
- Sterling InfrastructureSTRL2.6% of the fund+27%
- Onto InnovationONTO2.4% of the fund+2%
- Mueller Water ProductsMWA1.9% of the fund+3%
- American SuperconductorAMSC1.9% of the fund+3%
- Financial InstitutionsFISI1.7% of the fund+3%
- First Financial BancorpFFBC1.6% of the fund+3%
- MoelisMC1.6% of the fund+9%
- IntappINTA1.3% of the fund+2%
- Stifel FinancialSF1.0% of the fund+2%
- SPS CommerceSPSC0.9% of the fund+2%
- Amtech SystemsASYS0.7% of the fund+2%
- Artesian ResourcesARTNA0.5% of the fund+2%
- CamtekCAMT0.5% of the fund+41%
- Euronet WorldwideEEFT0.5% of the fund+32%
- Four Corners Property TrustFCPT0.2% of the fund+2%
Cut
Sold some of their stake.
- CorMedixCRMD1.0% of the fund-30%
- Unusual MachinesUMAC0.9% of the fund-4%
- TecogenTGEN0.5% of the fund-3%
- Medpace HoldingsMEDP0.3% of the fund-87%
- MakeMyTripMMYT0.3% of the fund-86%
- Badger MeterBMI0.2% of the fund-87%
Sold out
Sold their entire stake.
- Ishares TRIWM-100%
- GeneDx HoldingsWGS-100%
- RootROOT-100%
- Innovative Solutions & SupportIA-100%
- Lemaitre VascularLMAT-100%
- Ishares TRIWO-100%
Holdings
- SkyWater TechnologySKYT
- Share
- 2.6%
- Value
- $9m
- Shares
- 260,150
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SPX TechnologiesSPXC | 8.9% | $31m | 127,842 | +4% |
| Krystal BiotechKRYS | 5.1% | $18m | 47,801 | +5% |
| Park AerospacePKE | 4.7% | $17m | 435,116 | +4% |
| Travere TherapeuticsTVTX | 4.4% | $16m | 273,080 | +7% |
| Willis Lease FinanceWLFC | 4.1% | $14m | 63,039 | +182% |
| Enova InternationalENVA | 4.1% | $14m | 59,689 | Held |
| IES HoldingsIESC | 3.1% | $11m | 15,003 | +3% |
| Paymentus HoldingsPAY | 3.0% | $10m | 430,896 | Held |
| UFP TechnologiesUFPT | 2.9% | $10m | 38,826 | +3% |
| VeracyteVCYT | 2.9% | $10m | 175,034 | +3% |
| Ichor HoldingsICHR | 2.9% | $10m | 89,720 | New |
| Lightpath TechnologiesLPTH | 2.8% | $10m | 609,566 | +2% |
| Intuitive MachinesLUNR | 2.8% | $10m | 463,047 | +7% |
| Sterling InfrastructureSTRL | 2.6% | $9m | 11,045 | +27% |
| SkyWater TechnologySKYT | 2.6% | $9m | 260,150 | Held |
| Onto InnovationONTO | 2.4% | $9m | 22,666 | +2% |
| PaysignPAYS | 2.3% | $8m | 1,000,758 | Held |
| M-tron IndustriesMPTI | 2.3% | $8m | 82,296 | Held |
| SatellogicSATL | 2.2% | $8m | 1,351,004 | New |
| One Stop SystemsOSS | 2.1% | $8m | 414,392 | New |
| ItronITRI | 2.0% | $7m | 79,808 | Held |
| Mueller Water ProductsMWA | 1.9% | $7m | 262,991 | +3% |
| Voyager TechnologiesVOYG | 1.9% | $7m | 202,726 | New |
| American SuperconductorAMSC | 1.9% | $7m | 156,720 | +3% |
| Financial InstitutionsFISI | 1.7% | $6m | 150,826 | +3% |
| First Financial BancorpFFBC | 1.6% | $6m | 165,423 | +3% |
| MoelisMC | 1.6% | $6m | 84,500 | +9% |
| Amprius TechnologiesAMPX | 1.5% | $5m | 368,459 | Held |
| Hyliion HoldingsHYLN | 1.3% | $5m | 907,933 | New |
| IntappINTA | 1.3% | $5m | 180,421 | +2% |
| SilicomSILC | 1.2% | $4m | 90,281 | New |
| Remitly GlobalRELY | 1.2% | $4m | 192,842 | Held |
| Otter TailOTTR | 1.1% | $4m | 43,583 | Held |
| Poet TechnologiesPOET | 1.0% | $4m | 347,540 | New |
| Stifel FinancialSF | 1.0% | $3m | 50,146 | +2% |
| CorMedixCRMD | 1.0% | $3m | 426,543 | -30% |
| Unusual MachinesUMAC | 0.9% | $3m | 149,122 | -4% |
| SPS CommerceSPSC | 0.9% | $3m | 55,838 | +2% |
| FirstCash HoldingsFCFS | 0.9% | $3m | 13,954 | Held |
| Kingstone CompaniesKINS | 0.8% | $3m | 148,764 | Held |
| Amtech SystemsASYS | 0.7% | $2m | 102,691 | +2% |
| UFP IndustriesUFPI | 0.7% | $2m | 25,242 | Held |
| Artesian ResourcesARTNA | 0.5% | $2m | 56,160 | +2% |
| TecogenTGEN | 0.5% | $2m | 323,090 | -3% |
| CamtekCAMT | 0.5% | $2m | 10,141 | +41% |
| Euronet WorldwideEEFT | 0.5% | $2m | 22,427 | +32% |
| FRP HoldingsFRPH | 0.3% | $1m | 46,978 | Held |
| Medpace HoldingsMEDP | 0.3% | $1m | 2,216 | -87% |
| CohuCOHU | 0.3% | $1m | 13,771 | New |
| MakeMyTripMMYT | 0.3% | $896,178 | 16,817 | -86% |
| Four Corners Property TrustFCPT | 0.2% | $773,278 | 31,065 | +2% |
| Badger MeterBMI | 0.2% | $699,463 | 4,714 | -87% |
| Delcath SystemsDCTH | <0.1% | $293,007 | 23,273 | +69% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 53.7% since 30 June 2025.
Where the money is
Industrials35.1%
Technology32.6%
Health care16.7%
Financial services12.1%
Utilities1.7%
Retail & consumer1.3%
Real estate0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.