Palisades Investment Partners, LLC Top Holdings and 13F Report (2026) About Palisades Investment Partners, LLCInvestment ActivityPalisades Investment Partners, LLC has $343.93 million in total holdings as of September 30, 2026.Palisades Investment Partners, LLC owns shares of 54 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 27.48% of the portfolio was purchased this quarter.About 12.22% of the portfolio was sold this quarter.This quarter, Palisades Investment Partners, LLC has purchased 53 new stocks and bought additional shares in 46 stocks.Palisades Investment Partners, LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPX Technologies $24,890,221LightPath Technologies $15,444,720Paysign $14,837,217Paymentus $14,798,140Park Aerospace $14,391,545 Largest New Holdings this Quarter 358010106 - Frequency Electronics $12,757,690 Holding55405W104 - MYR Group $7,610,665 Holding46222L108 - IonQ $5,995,267 Holding464287655 - iShares Russell 2000 ETF $1,389,450 Holding Largest Purchases this Quarter Frequency Electronics 150,925 shares (about $12.76M)LightPath Technologies 888,467 shares (about $9.16M)MYR Group 26,021 shares (about $7.61M)IES 19,465 shares (about $6.25M)IonQ 136,691 shares (about $6.00M) Largest Sales this Quarter Krystal Biotech 36,908 shares (about $12.27M)CorMedix 304,355 shares (about $2.34M)Sterling Infrastructure 3,658 shares (about $1.80M)TECOGEN INC NEW 53,846 shares (about $152.92K) 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 PortfolioSectorSPXCSPX Technologies$24,890,221$3,213,332 ▲14.8%146,7937.2%IndustrialsLPTHLightPath Technologies$15,444,720$9,160,095 ▲145.8%1,498,0334.5%TechnologyPAYSPaysign$14,837,217$1,699,251 ▲12.9%1,130,1954.3%FinancePAYPaymentus$14,798,140$1,595,486 ▲12.1%482,9684.3%FinancePKEPark Aerospace$14,391,545$1,472,951 ▲11.4%484,7274.2%IndustrialsUFPTUFP Technologies$13,344,730$1,820,397 ▲15.8%44,9593.9%HealthcareFEIMFrequency Electronics$12,757,690$12,757,690 ▲New Holding150,9253.7%TechnologyENVAEnova International$11,315,185$1,340,556 ▲13.4%67,7113.3%FinanceIESCIES$11,066,985$6,249,822 ▲129.7%34,4683.2%IndustrialsSILCSilicom$10,006,241$5,283,535 ▲111.9%191,2832.9%TechnologySPSCSPS Commerce$9,954,916$5,351,575 ▲116.3%120,7522.9%TechnologyVCYTVeracyte$9,315,915$1,257,511 ▲15.6%202,3482.7%HealthcareAMPXAmprius Technologies$8,650,242$5,083,559 ▲142.5%893,6202.5%IndustrialsSATELLOGIC INC$8,384,304$913,252 ▲12.2%1,516,1492.4%COM CL AVOYAGER TECHNOLOGIES INC$8,020,909$1,888,447 ▲30.8%265,1542.3%COM CL AONTOOnto Innovation$8,018,711$1,041,663 ▲14.9%26,0502.3%TechnologyMYRGMYR Group$7,610,665$7,610,665 ▲New Holding26,0212.2%IndustrialsITRIItron$7,582,181$691,346 ▲10.0%87,8152.2%TechnologyINTAIntapp$7,536,460$1,003,415 ▲15.4%208,1322.2%TechnologyLUNRIntuitive Machines$7,482,992$889,203 ▲13.5%525,4912.2%IndustrialsICHRIchor$7,390,970$1,840,613 ▲33.2%119,4732.1%TechnologyMPTIM-tron Industries$7,290,154$849,669 ▲13.2%93,1532.1%TechnologyFISIFinancial Institutions$6,818,442$894,591 ▲15.1%173,6032.0%FinanceMWAMueller Water Products$6,437,993$852,064 ▲15.3%303,1071.9%IndustrialsIONQIonQ$5,995,267$5,995,267 ▲New Holding136,6911.7%TechnologyFFBCFirst Financial Bancorp.$5,945,277$764,156 ▲14.7%189,8211.7%FinanceOSSOne Stop Systems$5,740,001$2,122,359 ▲58.7%657,5031.7%TechnologyMCMoelis & Company$5,530,088$669,648 ▲13.8%96,1421.6%FinanceAMSCAmerican Superconductor$5,243,381$681,261 ▲14.9%180,1231.5%IndustrialsREMITLY GLOBAL INC$4,611,700$496,549 ▲12.1%216,1111.3%COMHYLIION HOLDINGS CORP$4,435,099$649,019 ▲17.1%1,063,5731.3%COMMON STOCKOTTROtter Tail$4,159,336$322,312 ▲8.4%47,2441.2%UtilitiesSFStifel Financial$4,027,790$515,564 ▲14.7%57,5071.2%FinanceWLFCWillis Lease Finance$3,954,020$807,863 ▲25.7%79,2261.1%IndustrialsUNUSUAL MACHS INC$3,936,825$286,318 ▲7.8%160,8181.1%COM SHSSTRLSterling Infrastructure$3,632,779$1,798,931 ▼-33.1%7,3871.1%IndustrialsKRYSKrystal Biotech$3,622,487$12,273,823 ▼-77.2%10,8931.1%HealthcareFCFSFirstCash$3,208,513$260,880 ▲8.9%15,1890.9%FinancePOETPOET Technologies$2,985,273$397,942 ▲15.4%400,9930.9%TechnologyKINSKingstone Companies$2,900,699$285,667 ▲10.9%165,0150.8%FinanceASYSAmtech Systems$2,510,499$787,130 ▲45.7%149,5940.7%TechnologyCAMTCamtek$2,241,810$667,420 ▲42.4%14,4400.7%TechnologyUFPIUFP Industries$2,211,787$262,622 ▲13.5%28,6430.6%IndustrialsMEDPMedpace$2,207,100$823,917 ▲59.6%3,5360.6%HealthcareARTNAArtesian Resources$2,181,072$316,675 ▲17.0%65,6990.6%UtilitiesEEFTEuronet Worldwide$1,779,284$369,298 ▲26.2%28,3010.5%FinanceIWMiShares Russell 2000 ETF$1,389,450$1,389,450 ▲New Holding5,0000.4%ETFFRPHFRP$1,117,081$139,414 ▲14.3%53,6770.3%Real EstateCOHUCohu$1,002,555$64,189 ▲6.8%14,7130.3%TechnologyCRMDCorMedix$940,848$2,343,534 ▼-71.4%122,1880.3%HealthcareBMIBadger Meter$935,568$353,201 ▲60.6%7,5730.3%TechnologyFCPTFour Corners Property Trust$766,425$86,886 ▲12.8%35,0370.2%Real EstateTECOGEN INC NEW$764,653$152,923 ▼-16.7%269,2440.2%COM NEWDCTHDelcath Systems$603,947$232,281 ▲62.5%37,8180.2%HealthcareTVTXTravere Therapeutics$0$15,513,675 ▼-100.0%00.0%HealthcareSKYTSkyWater Technology$0$9,058,122 ▼-100.0%00.0%TechnologyMMYTMakeMyTrip$0$896,178 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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