Palisades Investment Partners, LLC Portfolio Holdings

Palisades Investment Partners, LLC

  • $229 Billion
  • Q2 2025

Palisades Investment Partners, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sterling Construction CO Inc with a value of $22.8B, Innodata Inc with a value of $18.9B, Spx Corp with a value of $18.6B, Make My Trip LTD with a value of $11.4B, and Itron, Inc. with a value of $9.68B.

Examining the 13F form we can see an increase of $29.5B in the current position value, from $199B to 229B.

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 $229 Billion
Technology: $66.8 Billion
Industrials: $55.2 Billion
Healthcare: $49.4 Billion
Financial Services: $24.9 Billion
Consumer Cyclical: $11.4 Billion
Utilities: $4.83 Billion
Basic Materials: $2.24 Billion
Real Estate: $2.06 Billion
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.5M
$3.68 Billion 1.61% of portfolio
270,310
Q2 2025 Added 58.0%
$168M
$2.15 Billion 0.94% of portfolio
139,592
Q2 2025 Added 128.07%
$293M
$1.73 Billion 0.76% of portfolio
51,486
Q2 2025 Reduced 0.38%
$252M
$1.22 Billion 0.53% of portfolio
45,398
Q2 2025 Reduced 0.36%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $229 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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