Palisades Investment Partners, LLC Top Holdings and 13F Report (2025) About Palisades Investment Partners, LLCInvestment ActivityPalisades Investment Partners, LLC has $228.74 million in total holdings as of June 30, 2025.Palisades Investment Partners, LLC owns shares of 39 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 9.07% of the portfolio was purchased this quarter.About 10.60% of the portfolio was sold this quarter.This quarter, Palisades Investment Partners, LLC has purchased 40 new stocks and bought additional shares in 4 stocks.Palisades Investment Partners, LLC sold shares of 31 stocks and completely divested from 3 stocks this quarter.Largest Holdings Sterling Infrastructure $22,779,511Innodata $18,892,599SPX Technologies $18,613,821MakeMyTrip $11,441,188Itron $9,682,701 Largest New Holdings this Quarter 465741106 - Itron $9,682,701 Holding75960P104 - REMITLY GLOBAL INC $3,312,516 Holding Largest Purchases this Quarter Itron 73,563 shares (about $9.68M)REMITLY GLOBAL INC 176,482 shares (about $3.31M)Enova International 24,066 shares (about $2.68M)CorMedix 203,557 shares (about $2.51M)Delcath Systems 99,226 shares (about $1.35M) Largest Sales this Quarter Camtek 58,591 shares (about $4.95M)Sterling Infrastructure 20,072 shares (about $4.63M)MakeMyTrip 12,269 shares (about $1.20M)Innodata 10,557 shares (about $540.73K)Intapp 4,783 shares (about $246.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalisades Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTRLSterling Infrastructure$22,779,511$4,631,212 ▼-16.9%98,72810.0%ConstructionINODInnodata$18,892,599$540,730 ▼-2.8%368,8528.3%Computer and TechnologySPXCSPX Technologies$18,613,821$191,323 ▼-1.0%111,0088.1%Business ServicesMMYTMakeMyTrip$11,441,188$1,202,607 ▼-9.5%116,7235.0%Computer and TechnologyITRIItron$9,682,701$9,682,701 ▲New Holding73,5634.2%Computer and TechnologyINTAIntapp$8,468,868$246,903 ▼-2.8%164,0593.7%Computer and TechnologyUFPTUFP Technologies$8,424,353$237,571 ▼-2.7%34,5033.7%IndustrialsBMIBadger Meter$8,247,222$229,028 ▼-2.7%33,6693.6%Computer and TechnologyWGSGeneDx$7,659,422$86,587 ▼-1.1%82,9753.3%MedicalADMAADMA Biologics$7,259,119$214,853 ▼-2.9%398,6473.2%MedicalCRMDCorMedix$6,930,118$2,507,745 ▲56.7%562,5273.0%MedicalSPSCSPS Commerce$6,656,570$195,970 ▼-2.9%48,9132.9%Business ServicesPAYPaymentus$6,387,429$85,772 ▼-1.3%195,0362.8%Business ServicesSWTXSpringWorks Therapeutics$6,228,919$184,346 ▼-2.9%132,5552.7%MedicalENVAEnova International$6,075,052$2,683,840 ▲79.1%54,4752.7%FinanceMWAMUELLER WATER PRODUCTS$5,658,968$49,234 ▼-0.9%235,3982.5%IndustrialsKRYSKrystal Biotech$5,526,304$67,768 ▼-1.2%40,2032.4%MedicalAMSCAmerican Superconductor$5,154,953$150,652 ▼-2.8%140,4982.3%Computer and TechnologyMEDPMedpace$4,945,492$130,880 ▼-2.6%15,7572.2%MedicalMCMoelis & Company$4,736,445$45,369 ▼-0.9%76,0022.1%FinanceVCYTVeracyte$4,389,888$127,960 ▼-2.8%162,4081.9%MedicalLUNRIntuitive Machines$4,252,779$114,374 ▼-2.6%391,2401.9%AerospaceDCTHDelcath Systems$3,676,044$1,349,410 ▲58.0%270,3101.6%MedicalFFBCFirst Financial Bancorp.$3,619,626$95,417 ▼-2.6%149,1981.6%FinanceFISIFinancial Institutions$3,516,003$31,612 ▼-0.9%136,9161.5%FinanceREMITLY GLOBAL INC$3,312,516$3,312,516 ▲New Holding176,4821.4%COMOTTROtter Tail$3,098,2980.0%40,1911.4%UtilitiesSFStifel Financial$3,045,009$85,307 ▼-2.7%29,3411.3%FinanceWLFCWillis Lease Finance$2,949,918$80,677 ▼-2.7%20,6591.3%TransportationMPTIM-tron Industries$2,607,696$37,464 ▼-1.4%62,0881.1%ConstructionUFPIUFP Industries$2,240,270$64,286 ▼-2.8%22,5471.0%ConstructionKINSKingstone Companies$2,151,113$1,207,944 ▲128.1%139,5920.9%FinanceARDXArdelyx$2,043,414$8,252 ▼-0.4%521,2400.9%MedicalONTOOnto Innovation$2,030,913$59,851 ▼-2.9%20,1220.9%Computer and TechnologyFCFSFirstCash$1,747,3350.0%12,9300.8%Business ServicesARTNAArtesian Resources$1,727,750$6,510 ▼-0.4%51,4860.8%UtilitiesFRPHFRP$1,220,752$4,356 ▼-0.4%45,3980.5%FinanceFCPTFour Corners Property Trust$837,897$16,819 ▼-2.0%31,1370.4%FinanceCAMTCamtek$508,628$4,954,451 ▼-90.7%6,0150.2%Computer and TechnologyAVAVAeroVironment$0$6,282,759 ▼-100.0%00.0%AerospaceTSS INC DEL$0$2,024,240 ▼-100.0%00.0%COMMSBIMidland States Bancorp$0$1,762,521 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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