Palisades Investment Partners, LLC Portfolio Holdings

Palisades Investment Partners, LLC

  • $255 Billion
  • Q3 2025

Palisades Investment Partners, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $255 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sterling Construction CO Inc with a value of $32.5B, Spx Corp with a value of $21B, Make My Trip LTD with a value of $11B, Ishares Russell 2000 ETF with a value of $9.78B, and Itron, Inc. with a value of $9.17B.

Examining the 13F form we can see an increase of $25.9B in the current position value, from $229B to 255B.

Palisades Investment Partners, LLC is based out at Santa Monica, CA

Below you can find more details about Palisades Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $255 Billion
Industrials: $89 Billion
Technology: $50.4 Billion
Healthcare: $37.6 Billion
Financial Services: $26.7 Billion
Consumer Cyclical: $11 Billion
ETFs: $9.78 Billion
Utilities: $4.98 Billion
Basic Materials: $2.12 Billion
Other: $1.88 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.5B
$32.5 Billion 12.78% of portfolio
95,800
Q3 2025 Reduced 2.97%
$10.1B
$21 Billion 8.25% of portfolio
112,439
Q3 2025 Added 1.29%
$5.65B
$11 Billion 4.32% of portfolio
117,464
Q3 2025 Added 0.63%
$0
$9.78 Billion 3.84% of portfolio
40,433
Q3 2025 New
$4.53B
$9.17 Billion 3.6% of portfolio
73,647
Q3 2025 Added 0.11%
Genedx Holdings Corp
-
$9.13 Billion 3.58% of portfolio
-
Q3 2025 Added 2.13%
$1.67B
$8.38 Billion 3.29% of portfolio
141,109
Q3 2025 Added 0.43%
$18.2B
$8.17 Billion 3.21% of portfolio
15,892
Q3 2025 Added 0.86%
$4.85B
$7.31 Billion 2.87% of portfolio
41,389
Q3 2025 Added 2.95%
Root Inc
-
$7.31 Billion 2.87% of portfolio
-
Q3 2025 New
$1.4B
$6.92 Billion 2.72% of portfolio
34,660
Q3 2025 Added 0.46%
$2.41B
$6.75 Billion 2.65% of portfolio
165,053
Q3 2025 Added 0.61%
$467M
$6.56 Billion 2.58% of portfolio
564,106
Q3 2025 Added 0.28%
$3.82B
$6.29 Billion 2.47% of portfolio
54,619
Q3 2025 Added 0.26%
$5.28B
$6.1 Billion 2.4% of portfolio
34,186
Q3 2025 Added 1.54%
$4.02B
$6.03 Billion 2.37% of portfolio
236,456
Q3 2025 Added 0.45%
$397M
$5.9 Billion 2.32% of portfolio
290,253
Q3 2025 New
$271M
$5.65 Billion 2.22% of portfolio
897,634
Q3 2025 New
$3.86B
$5.44 Billion 2.14% of portfolio
76,337
Q3 2025 Added 0.44%
$2.53B
$5.43 Billion 2.13% of portfolio
158,143
Q3 2025 Reduced 2.63%
$7.99B
$5.29 Billion 2.08% of portfolio
13,314
Q3 2025 New
$2.96B
$5.12 Billion 2.01% of portfolio
49,137
Q3 2025 Added 0.46%
Intuitive Machines Inc
-
$4.19 Billion 1.65% of portfolio
-
Q3 2025 Added 1.87%
$2.22B
$3.78 Billion 1.49% of portfolio
149,854
Q3 2025 Added 0.44%
$436M
$3.78 Billion 1.48% of portfolio
137,522
Q3 2025 Added 0.44%
$0
$3.46 Billion 1.36% of portfolio
62,359
Q3 2025 Added 0.44%
$12.6B
$3.34 Billion 1.31% of portfolio
29,475
Q3 2025 Added 0.46%
$248M
$3.32 Billion 1.3% of portfolio
376,594
Q3 2025 New
$3.21B
$3.29 Billion 1.29% of portfolio
40,191
Q1 2025 Reduced 0.35%
$162M
$2.93 Billion 1.15% of portfolio
234,323
Q3 2025 New
$2.65B
$2.88 Billion 1.13% of portfolio
176,900
Q3 2025 Added 0.24%
$797M
$2.84 Billion 1.12% of portfolio
20,753
Q3 2025 Added 0.46%
$84.5M
$2.83 Billion 1.11% of portfolio
262,942
Q3 2025 Reduced 2.73%
$6.7B
$2.61 Billion 1.03% of portfolio
20,206
Q3 2025 Added 0.42%
$5.68B
$2.12 Billion 0.83% of portfolio
22,637
Q3 2025 Added 0.4%
$155M
$2.06 Billion 0.81% of portfolio
139,824
Q3 2025 Added 0.17%
$7.42B
$2.05 Billion 0.8% of portfolio
12,930
Q1 2025 Reduced 0.39%
$278M
$1.69 Billion 0.66% of portfolio
51,718
Q3 2025 Added 0.45%
$202M
$1.35 Billion 0.53% of portfolio
50,329
Q3 2025 New
$223M
$1.11 Billion 0.44% of portfolio
45,591
Q3 2025 Added 0.43%
$1.93B
$772 Million 0.3% of portfolio
31,226
Q3 2025 Added 0.29%
$4.14B
$762 Million 0.3% of portfolio
2,820
Q3 2025 New
$3.92B
$662 Million 0.26% of portfolio
6,299
Q3 2025 Added 4.72%
$2.03B
$594 Million 0.23% of portfolio
7,708
Q3 2025 Reduced 97.91%
Tss Inc Del
-
$506 Million 0.2% of portfolio
-
Q3 2025 New
$1.94B
$303 Million 0.12% of portfolio
3,465
Q3 2025 New
M Tron Inds Inc
-
$115 Million 0.05% of portfolio
-
Q3 2025 New
$931M
$55.9 Million 0.02% of portfolio
10,147
Q3 2025 Reduced 98.05%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $255 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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