Palisades Investment Partners, LLC Portfolio Holdings by Sector
Palisades Investment Partners, LLC
- $237 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
ADMA VCYT KRYS SWTX CRMD ARDX ADAP 7 stocks |
$30.2 Million
13.25% of portfolio
|
7
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SPXC MWA AMSC 3 stocks |
$25.2 Million
11.07% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
TMDX UFPT DCTH 3 stocks |
$20.6 Million
9.04% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL 1 stocks |
$19.5 Million
8.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
INOD 1 stocks |
$14.6 Million
6.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
MMYT 1 stocks |
$14.5 Million
6.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$13 Million
5.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTA 1 stocks |
$10.6 Million
4.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FFBC FISI MSBI 3 stocks |
$10.3 Million
4.55% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SPSC 1 stocks |
$9.12 Million
4.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MC SF 2 stocks |
$8.81 Million
3.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
CAMT ONTO 2 stocks |
$8.63 Million
3.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AVAV 1 stocks |
$8.07 Million
3.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$7.2 Million
3.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$5.29 Million
2.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
WLFC 1 stocks |
$4.34 Million
1.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
ENVA FCFS 2 stocks |
$4.21 Million
1.85% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
MPTI 1 stocks |
$3.05 Million
1.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
OTTR 1 stocks |
$2.98 Million
1.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
UFPI 1 stocks |
$2.57 Million
1.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
ARTNA 1 stocks |
$1.64 Million
0.72% of portfolio
|
1
|
1
|
- |
1
|
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FRPH 1 stocks |
$1.4 Million
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KINS 1 stocks |
$913,299
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
FCPT 1 stocks |
$849,563
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|