Palisades Investment Partners, LLC Portfolio Holdings by Sector
Palisades Investment Partners, LLC
- $255 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
STRL IESC AGX 3 stocks |
$38.6 Million
16.53% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SPXC AMSC MWA 3 stocks |
$35.4 Million
15.17% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
KRYS CRMD VCYT ARDX 4 stocks |
$19.4 Million
8.29% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
ITRI BMI 2 stocks |
$15.3 Million
6.55% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PAYS SPSC RELY 3 stocks |
$13.6 Million
5.85% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
MMYT 1 stocks |
$11 Million
4.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IWM 1 stocks |
$9.78 Million
4.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
UFPT DCTH 2 stocks |
$9.74 Million
4.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
PKE ISSC 2 stocks |
$8.83 Million
3.78% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MC SF 2 stocks |
$8.79 Million
3.77% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
ENVA FCFS 2 stocks |
$8.33 Million
3.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$8.17 Million
3.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTA CCRD 2 stocks |
$8.11 Million
3.47% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FFBC FISI 2 stocks |
$7.56 Million
3.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
PAY INOD 2 stocks |
$6.59 Million
2.82% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
MPTI 1 stocks |
$3.46 Million
1.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
TGEN 1 stocks |
$3.32 Million
1.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
OTTR 1 stocks |
$3.29 Million
1.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ONTO CAMT 2 stocks |
$3.27 Million
1.4% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
WLFC 1 stocks |
$2.84 Million
1.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
UFPI 1 stocks |
$2.12 Million
0.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KINS 1 stocks |
$2.06 Million
0.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
ARTNA 1 stocks |
$1.69 Million
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FRPH 1 stocks |
$1.11 Million
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
FCPT 1 stocks |
$772,276
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
LMAT 1 stocks |
$303,228
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|