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Palisades Investment Partners, LLC Top Holdings and 13F Report (2026)

About Palisades Investment Partners, LLC

Investment Activity

  • Palisades Investment Partners, LLC has $255.06 million in total holdings as of March 31, 2026.
  • Palisades Investment Partners, LLC owns shares of 51 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 18.46% of the portfolio was purchased this quarter.
  • About 17.48% of the portfolio was sold this quarter.
  • This quarter, Palisades Investment Partners, LLC has purchased 51 new stocks and bought additional shares in 38 stocks.
  • Palisades Investment Partners, LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

SPX Technologies
$24,677,794
Krystal Biotech
$11,729,474
Park Aerospace
$11,417,487
Paymentus
$10,900,004

Largest New Holdings this Quarter

83089J108 - SkyWater Technology
$7,150,888 Holding
03214Q108 - Amprius Technologies
$6,229,365 Holding
532257805 - LightPath Technologies
$5,992,845 Holding
91532F102 - UNUSUAL MACHS INC
$1,930,395 Holding
032332504 - Amtech Systems
$1,175,484 Holding

Largest Purchases this Quarter

SkyWater Technology
260,896 shares (about $7.15M)
Amprius Technologies
369,476 shares (about $6.23M)
LightPath Technologies
597,492 shares (about $5.99M)
Paymentus
228,663 shares (about $5.81M)
Travere Therapeutics
117,472 shares (about $3.49M)

Largest Sales this Quarter

Sterling Infrastructure
88,811 shares (about $36.17M)
Innovative Solutions and Support
174,922 shares (about $3.59M)
Delcath Systems
253,375 shares (about $2.35M)
iShares Russell 2000 Growth ETF
1,238 shares (about $388.50K)
Tecogen
56,305 shares (about $144.14K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalisades Investment Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPX Technologies, Inc. stock logo
SPXC
SPX Technologies
$24,677,794$1,647,106 7.2%123,4269.7%Business Services
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$11,729,474$681,991 6.2%45,4054.6%Medical
Park Aerospace Corp. stock logo
PKE
Park Aerospace
$11,417,487$2,608,109 29.6%417,0014.5%Aerospace
Paymentus Holdings, Inc. stock logo
PAY
Paymentus
$10,900,004$5,808,040 114.1%429,1344.3%Business Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$8,448,120$598,920 7.6%34,0653.3%Finance
Intuitive Machines, Inc. stock logo
LUNR
Intuitive Machines
$8,029,849$476,354 6.3%432,6663.1%Aerospace
Enova International, Inc. stock logo
ENVA
Enova International
$8,001,338$414,417 5.5%58,9073.1%Finance
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$7,929,533$114,768 1.5%16,5133.1%Medical
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$7,583,180$3,490,093 85.3%255,2403.0%Medical
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$7,299,572$501,469 7.4%37,7012.9%Industrials
SkyWater Technology, Inc. stock logo
SKYT
SkyWater Technology
$7,150,888$7,150,888 New Holding260,8962.8%Computer and Technology
Itron, Inc. stock logo
ITRI
Itron
$7,101,743$378,956 5.6%79,2342.8%Computer and Technology
Mueller Water Products stock logo
MWA
Mueller Water Products
$7,016,823$354,621 5.3%255,2502.8%Industrials
IES Holdings, Inc. stock logo
IESC
IES
$6,966,483$466,465 7.2%14,6212.7%Computer and Technology
Amprius Technologies, Inc. stock logo
AMPX
Amprius Technologies
$6,229,365$6,229,365 New Holding369,4762.4%Business Services
LightPath Technologies, Inc. stock logo
LPTH
LightPath Technologies
$5,992,845$5,992,845 New Holding597,4922.3%Computer and Technology
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$5,908,073$310,316 5.5%91,9962.3%Medical
Paysign, Inc. stock logo
PAYS
Paysign
$5,864,515$410,223 7.5%993,8962.3%Business Services
Veracyte, Inc. stock logo
VCYT
Veracyte
$5,495,123$275,718 5.3%170,6032.2%Medical
Badger Meter, Inc. stock logo
BMI
Badger Meter
$5,417,871$246,350 4.8%35,5622.1%Computer and Technology
M-tron Industries, Inc. stock logo
MPTI
M-tron Industries
$5,416,655$954,351 21.4%81,0272.1%Construction
American Superconductor Corporation stock logo
AMSC
American Superconductor
$5,164,544$283,215 5.8%152,5762.0%Computer and Technology
Financial Institutions, Inc. stock logo
FISI
Financial Institutions
$4,688,020$177,980 3.9%146,5041.8%Finance
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$4,566,907$115,413 2.6%122,4701.8%Computer and Technology
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$4,555,630$324,421 7.7%22,2151.8%Computer and Technology
Intapp, Inc. stock logo
INTA
Intapp
$4,533,232$230,182 5.3%176,4591.8%Computer and Technology
First Financial Bancorp. stock logo
FFBC
First Financial Bancorp.
$4,499,017$224,972 5.3%161,3651.8%Finance
Moelis & Company stock logo
MC
Moelis & Company
$4,424,746$17,841 -0.4%77,6271.7%Finance
CorMedix Inc stock logo
CRMD
CorMedix
$4,143,007$226,717 5.8%610,1481.6%Medical
Root, Inc. stock logo
ROOT
Root
$3,990,094$310,688 8.4%90,3361.6%Finance
Otter Tail Corporation stock logo
OTTR
Otter Tail
$3,894,292$305,266 8.5%44,3691.5%Utilities
Willis Lease Finance Corporation stock logo
WLFC
Willis Lease Finance
$3,803,438$195,969 5.4%22,3391.5%Transportation
Stifel Financial Corporation stock logo
SF
Stifel Financial
$3,622,376$1,391,692 62.4%49,0041.4%Finance
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$3,540,805$36,170,052 -91.1%8,6941.4%Construction
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$3,039,387$245,173 8.8%54,5961.2%Business Services
REMITLY GLOBAL INC
$2,975,880$163,244 5.8%189,9161.2%COM
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$2,658,546$188,379 7.6%14,1411.0%Business Services
UFP Industries, Inc. stock logo
UFPI
UFP Industries
$2,282,778$136,980 6.4%24,7810.9%Construction
Kingstone Companies, Inc stock logo
KINS
Kingstone Companies
$2,171,003$106,582 5.2%149,0220.9%Finance
UNUSUAL MACHS INC
$1,930,395$1,930,395 New Holding155,6770.8%COM SHS
Artesian Resources Corporation stock logo
ARTNA
Artesian Resources
$1,747,992$64,146 3.8%54,8820.7%Utilities
Innovative Solutions and Support, Inc. stock logo
ISSC
Innovative Solutions and Support
$1,321,188$3,591,150 -73.1%64,3540.5%Aerospace
Amtech Systems, Inc. stock logo
ASYS
Amtech Systems
$1,175,484$1,175,484 New Holding100,6560.5%Computer and Technology
Euronet Worldwide, Inc. stock logo
EEFT
Euronet Worldwide
$1,123,757$74,134 7.1%16,9320.4%Finance
Camtek Ltd. stock logo
CAMT
Camtek
$1,092,350$42,148 4.0%7,2050.4%Computer and Technology
FRP Holdings, Inc. stock logo
FRPH
FRP
$1,008,829$7,703 -0.8%46,1020.4%Finance
Tecogen Inc. stock logo
TGEN
Tecogen
$854,802$144,141 -14.4%333,9070.3%Construction
Four Corners Property Trust, Inc. stock logo
FCPT
Four Corners Property Trust
$728,876$35,989 -4.7%30,3790.3%Finance
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$486,134$57,751 13.5%4,4530.2%Medical
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$335,777$388,497 -53.6%1,0700.1%ETF
Delcath Systems, Inc. stock logo
DCTH
Delcath Systems
$127,723$2,351,363 -94.8%13,7630.1%Medical
Argan, Inc. stock logo
AGX
Argan
$0$1,002,311 -100.0%00.0%Construction
Innodata Inc. stock logo
INOD
Innodata
$0$392,723 -100.0%00.0%Computer and Technology
TSS INC DEL
$0$220,549 -100.0%00.0%COM
FINANCE OF AMERICA COMPAN
$0$201,209 -100.0%00.0%CL A NEW
Ardelyx, Inc. stock logo
ARDX
Ardelyx
$0$59,157 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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