Palisades Investment Partners, LLC Top Holdings and 13F Report (2026) About Palisades Investment Partners, LLCInvestment ActivityPalisades Investment Partners, LLC has $351.60 million in total holdings as of June 30, 2026.Palisades Investment Partners, LLC owns shares of 53 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 18.61% of the portfolio was purchased this quarter.About 11.40% of the portfolio was sold this quarter.This quarter, Palisades Investment Partners, LLC has purchased 51 new stocks and bought additional shares in 34 stocks.Palisades Investment Partners, LLC sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPX Technologies $31,343,023Krystal Biotech $17,766,198Park Aerospace $16,604,027Travere Therapeutics $15,513,675Willis Lease Finance $14,423,323 Largest New Holdings this Quarter G4740B105 - Ichor $10,073,762 Holding80401C100 - SATELLOGIC INC $7,726,977 Holding68247W109 - One Stop Systems $7,533,647 Holding92892B103 - VOYAGER TECHNOLOGIES INC $6,537,914 Holding449109107 - HYLIION HOLDINGS CORP $4,730,331 Holding Largest Purchases this Quarter Ichor 89,720 shares (about $10.07M)Willis Lease Finance 40,700 shares (about $9.31M)SATELLOGIC INC 1,351,004 shares (about $7.73M)One Stop Systems 414,392 shares (about $7.53M)VOYAGER TECHNOLOGIES INC 202,726 shares (about $6.54M) Largest Sales this Quarter Medpace 14,297 shares (about $7.57M)MakeMyTrip 105,653 shares (about $5.63M)Badger Meter 30,848 shares (about $4.58M)CorMedix 183,605 shares (about $1.44M)UNUSUAL MACHS INC 6,555 shares (about $146.18K) 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$31,343,023$1,082,671 â–²3.6%127,8428.9%IndustrialsKRYSKrystal Biotech$17,766,198$890,521 â–²5.3%47,8015.1%HealthcarePKEPark Aerospace$16,604,027$691,268 â–²4.3%435,1164.7%IndustrialsTVTXTravere Therapeutics$15,513,675$1,013,490 â–²7.0%273,0804.4%HealthcareWLFCWillis Lease Finance$14,423,323$9,312,160 â–²182.2%63,0394.1%IndustrialsENVAEnova International$14,368,933$188,251 â–²1.3%59,6894.1%FinanceIESCIES$11,021,214$280,617 â–²2.6%15,0033.1%IndustrialsPAYPaymentus$10,410,447$42,570 â–²0.4%430,8963.0%FinanceUFPTUFP Technologies$10,293,937$298,271 â–²3.0%38,8262.9%HealthcareVCYTVeracyte$10,279,653$260,230 â–²2.6%175,0342.9%HealthcareICHRIchor$10,073,762$10,073,762 â–²New Holding89,7202.9%TechnologyLPTHLightPath Technologies$9,966,404$197,410 â–²2.0%609,5662.8%TechnologyLUNRIntuitive Machines$9,904,220$649,826 â–²7.0%463,0472.8%IndustrialsSTRLSterling Infrastructure$9,270,731$1,973,335 â–²27.0%11,0452.6%IndustrialsSKYTSkyWater Technology$9,058,122$25,975 â–¼-0.3%260,1502.6%TechnologyONTOOnto Innovation$8,577,948$170,681 â–²2.0%22,6662.4%TechnologyPAYSPaysign$8,195,088$56,192 â–²0.7%1,000,7582.3%FinanceMPTIM-tron Industries$8,159,648$125,821 â–²1.6%82,2962.3%TechnologySATELLOGIC INC$7,726,977$7,726,977 â–²New Holding1,351,0042.2%COM CL AOSSOne Stop Systems$7,533,647$7,533,647 â–²New Holding414,3922.1%TechnologyITRIItron$6,905,739$49,668 â–²0.7%79,8082.0%TechnologyMWAMueller Water Products$6,793,058$199,950 â–²3.0%262,9911.9%IndustrialsVOYAGER TECHNOLOGIES INC$6,537,914$6,537,914 â–²New Holding202,7261.9%COM CL AAMSCAmerican Superconductor$6,505,611$172,022 â–²2.7%156,7201.9%IndustrialsFISIFinancial Institutions$5,921,388$169,681 â–²3.0%150,8261.7%FinanceFFBCFirst Financial Bancorp.$5,596,177$137,280 â–²2.5%165,4231.6%FinanceMCMoelis & Company$5,527,990$449,632 â–²8.9%84,5001.6%FinanceAMPXAmprius Technologies$5,106,842$14,096 â–¼-0.3%368,4591.5%IndustrialsHYLIION HOLDINGS CORP$4,730,331$4,730,331 â–²New Holding907,9331.3%COMMON STOCKINTAIntapp$4,548,413$99,882 â–²2.2%180,4211.3%TechnologySILCSilicom$4,328,071$4,328,071 â–²New Holding90,2811.2%TechnologyREMITLY GLOBAL INC$4,321,589$65,572 â–²1.5%192,8421.2%COMOTTROtter Tail$3,921,598$70,724 â–¼-1.8%43,5831.1%UtilitiesPOETPOET Technologies$3,572,711$3,572,711 â–²New Holding347,5401.0%TechnologySFStifel Financial$3,498,686$79,677 â–²2.3%50,1461.0%FinanceCRMDCorMedix$3,348,363$1,441,299 â–¼-30.1%426,5431.0%HealthcareUNUSUAL MACHS INC$3,325,421$146,177 â–¼-4.2%149,1220.9%COM SHSSPSCSPS Commerce$3,192,170$71,003 â–²2.3%55,8380.9%TechnologyFCFSFirstCash$3,018,588$40,453 â–¼-1.3%13,9540.9%FinanceKINSKingstone Companies$2,831,963$4,911 â–¼-0.2%148,7640.8%FinanceASYSAmtech Systems$2,370,140$46,968 â–²2.0%102,6910.7%TechnologyUFPIUFP Industries$2,290,549$41,833 â–²1.9%25,2420.7%IndustrialsARTNAArtesian Resources$1,908,758$43,436 â–²2.3%56,1600.5%UtilitiesTGENTecogen$1,686,530$56,465 â–¼-3.2%323,0900.5%IndustrialsCAMTCamtek$1,654,200$478,920 â–²40.7%10,1410.5%TechnologyEEFTEuronet Worldwide$1,641,446$402,182 â–²32.5%22,4270.5%FinanceFRPHFRP$1,173,980$21,891 â–²1.9%46,9780.3%Real EstateMEDPMedpace$1,173,571$7,571,545 â–¼-86.6%2,2160.3%HealthcareCOHUCohu$1,017,815$1,017,815 â–²New Holding13,7710.3%TechnologyMMYTMakeMyTrip$896,178$5,630,249 â–¼-86.3%16,8170.3%Consumer DiscretionaryFCPTFour Corners Property Trust$773,278$17,076 â–²2.3%31,0650.2%Real EstateBMIBadger Meter$699,463$4,577,224 â–¼-86.7%4,7140.2%TechnologyDCTHDelcath Systems$293,007$119,731 â–²69.1%23,2730.1%HealthcareIWMiShares Russell 2000 ETF$0$8,448,120 â–¼-100.0%00.0%ETFWGSGeneDx$0$5,908,073 â–¼-100.0%00.0%HealthcareROOTRoot$0$3,990,094 â–¼-100.0%00.0%FinanceISSCInnovative Solutions and Support$0$1,321,188 â–¼-100.0%00.0%IndustrialsLMATLeMaitre Vascular$0$486,134 â–¼-100.0%00.0%HealthcareIWOiShares Russell 2000 Growth ETF$0$335,777 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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