Sponsored

The Analysis of Palisades Investment Partners, LLC's Holdings & P&L

Currently, Palisades Investment Partners, LLC holds 51 types of securities in its portfolio with a total value $255.1M. In the most recent quarter, they have increased their positions in SKYT (+260.9K shares, valued at $7.2M), AMPX (+369.5K shares, valued at $6.2M), LPTH (+597.5K shares, valued at $6.0M); decreased their positions in STRL (-88.8K shares, valued at $36.2M), ISSC (-174.9K shares, valued at $3.6M), DCTH (-253.4K shares, valued at $2.4M); initiated new positions in SKYT (+260.9K shares, valued at $7.2M), AMPX (+369.5K shares, valued at $6.2M), LPTH (+597.5K shares, valued at $6.0M).

1M P&L

+10.3M+3.66%

3M P&L

+29.1M+11.03%

HY P&L

+39.6M+15.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Building Products & Equipment24.7M

9.8%

2Biotechnology23.5M

9.3%

3Software - Infrastructure20.9M

8.3%

Top Industries by Stock Count

1Software - Infrastructure4 stocks

8.0%

2Semiconductor Equipment & Materials3 stocks

6.0%

3Biotechnology3 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPXC SPX TECHNOLOGIES INC123.4K shares7.15%2026-03-312026-04-30

KRYS KRYSTAL BIOTECH INC45.4K shares6.17%2026-03-312026-04-30

PKE PARK AEROSPACE CORP417.0K shares29.61%2026-03-312026-04-30

PAY PAYMENTUS HOLDINGS INC429.1K shares114.06%2026-03-312026-04-30

IWM ISHARES TR34.1K shares7.63%2026-03-312026-04-30

LUNR INTUITIVE MACHINES INC432.7K shares6.31%2026-03-312026-04-30

ENVA ENOVA INTL INC58.9K shares5.46%2026-03-312026-04-30

MEDP MEDPACE HLDGS INC16.5K shares1.47%2026-03-312026-04-30

Sponsored

TVTX TRAVERE THERAPEUTICS INC255.2K shares85.27%2026-03-312026-04-30

UFPT UFP TECHNOLOGIES INC37.7K shares7.38%2026-03-312026-04-30

SKYT SKYWATER TECHNOLOGY INC260.9K sharesnew addition2026-03-312026-04-30

ITRI ITRON INC79.2K shares5.64%2026-03-312026-04-30

MWA MUELLER WTR PRODS INC255.3K shares5.32%2026-03-312026-04-30

IESC IES HOLDINGS INC14.6K shares7.18%2026-03-312026-04-30

AMPX AMPRIUS TECHNOLOGIES INC369.5K sharesnew addition2026-03-312026-04-30

LPTH LIGHTPATH TECHNOLOGIES INC597.5K sharesnew addition2026-03-312026-04-30

Sponsored

WGS GENEDX HOLDINGS CORP92.0K shares5.54%2026-03-312026-04-30

PAYS PAYSIGN INC993.9K shares7.52%2026-03-312026-04-30

VCYT VERACYTE INC170.6K shares5.28%2026-03-312026-04-30

BMI BADGER METER INC35.6K shares4.76%2026-03-312026-04-30

MPTI M-TRON INDS INC81.0K shares21.39%2026-03-312026-04-30

AMSC AMERICAN SUPERCONDUCTOR CORP152.6K shares5.80%2026-03-312026-04-30

FISI FINANCIAL INSTITUTIONS INC146.5K shares3.95%2026-03-312026-04-30

MMYT MAKEMYTRIP LIMITED MAURITIUS122.5K shares2.59%2026-03-312026-04-30

Sponsored

ONTO ONTO INNOVATION INC22.2K shares7.67%2026-03-312026-04-30

INTA INTAPP INC176.5K shares5.35%2026-03-312026-04-30

FFBC 1ST FINL BANCORP161.4K shares5.26%2026-03-312026-04-30

MC MOELIS & CO77.6K shares-0.40%2026-03-312026-04-30

CRMD CORMEDIX INC610.1K shares5.79%2026-03-312026-04-30

ROOT INC ROOT INC90.3K shares8.44%2026-03-312026-04-30

OTTR OTTER TAIL CORP44.4K shares8.51%2026-03-312026-04-30

WLFC WILLIS LEASE FIN CORP22.3K shares5.43%2026-03-312026-04-30

Sponsored

SF STIFEL FINL CORP49.0K shares62.39%2026-03-312026-04-30

STRL STERLING INFRASTRUCTURE INC8.7K shares-91.08%2026-03-312026-04-30

SPSC SPS COMM INC54.6K shares8.77%2026-03-312026-04-30

RELY REMITLY GLOBAL INC189.9K shares5.80%2026-03-312026-04-30

FCFS FIRSTCASH HOLDINGS INC14.1K shares7.63%2026-03-312026-04-30

UFPI UFP INDUSTRIES INC24.8K shares6.38%2026-03-312026-04-30

KINS KINGSTONE COS INC149.0K shares5.16%2026-03-312026-04-30

UMAC UNUSUAL MACHS INC155.7K sharesnew addition2026-03-312026-04-30

Sponsored

ARTNA ARTESIAN RES CORP54.9K shares3.81%2026-03-312026-04-30

ISSC INNOVATIVE SOLUTIONS & SUPPO64.4K shares-73.10%2026-03-312026-04-30

ASYS AMTECH SYS INC100.7K sharesnew addition2026-03-312026-04-30

EEFT EURONET WORLDWIDE INC16.9K shares7.06%2026-03-312026-04-30

CAMT CAMTEK LTD7.2K shares4.01%2026-03-312026-04-30

FRPH FRP HLDGS INC46.1K shares-0.76%2026-03-312026-04-30

TGEN TECOGEN INC NEW333.9K shares-14.43%2026-03-312026-04-30

FCPT FOUR CORNERS PPTY TR INC30.4K shares-4.71%2026-03-312026-04-30

Sponsored

LMAT LEMAITRE VASCULAR INC4.5K shares13.48%2026-03-312026-04-30

IWO ISHARES TR1.1K shares-53.64%2026-03-312026-04-30

DCTH DELCATH SYS INC13.8K shares-94.85%2026-03-312026-04-30

SPXC

SPX TECHNOLOGIES INC

7.15%

Shares123.4K

Event2026-03-31

Filed2026-04-30

KRYS

KRYSTAL BIOTECH INC

6.17%

Shares45.4K

Event2026-03-31

Filed2026-04-30

PKE

PARK AEROSPACE CORP

29.61%

Shares417.0K

Event2026-03-31

Filed2026-04-30

PAY

PAYMENTUS HOLDINGS INC

114.06%

Shares429.1K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

7.63%

Shares34.1K

Event2026-03-31

Filed2026-04-30

LUNR

INTUITIVE MACHINES INC

6.31%

Shares432.7K

Event2026-03-31

Filed2026-04-30

ENVA

ENOVA INTL INC

5.46%

Shares58.9K

Event2026-03-31

Filed2026-04-30

MEDP

MEDPACE HLDGS INC

1.47%

Shares16.5K

Event2026-03-31

Filed2026-04-30

TVTX

TRAVERE THERAPEUTICS INC

85.27%

Shares255.2K

Event2026-03-31

Filed2026-04-30

UFPT

UFP TECHNOLOGIES INC

7.38%

Shares37.7K

Event2026-03-31

Filed2026-04-30

SKYT

SKYWATER TECHNOLOGY INC

New

Shares260.9K

Event2026-03-31

Filed2026-04-30

ITRI

ITRON INC

5.64%

Shares79.2K

Event2026-03-31

Filed2026-04-30

MWA

MUELLER WTR PRODS INC

5.32%

Shares255.3K

Event2026-03-31

Filed2026-04-30

IESC

IES HOLDINGS INC

7.18%

Shares14.6K

Event2026-03-31

Filed2026-04-30

AMPX

AMPRIUS TECHNOLOGIES INC

New

Shares369.5K

Event2026-03-31

Filed2026-04-30

LPTH

LIGHTPATH TECHNOLOGIES INC

New

Shares597.5K

Event2026-03-31

Filed2026-04-30

WGS

GENEDX HOLDINGS CORP

5.54%

Shares92.0K

Event2026-03-31

Filed2026-04-30

PAYS

PAYSIGN INC

7.52%

Shares993.9K

Event2026-03-31

Filed2026-04-30

VCYT

VERACYTE INC

5.28%

Shares170.6K

Event2026-03-31

Filed2026-04-30

BMI

BADGER METER INC

4.76%

Shares35.6K

Event2026-03-31

Filed2026-04-30

MPTI

M-TRON INDS INC

21.39%

Shares81.0K

Event2026-03-31

Filed2026-04-30

AMSC

AMERICAN SUPERCONDUCTOR CORP

5.80%

Shares152.6K

Event2026-03-31

Filed2026-04-30

FISI

FINANCIAL INSTITUTIONS INC

3.95%

Shares146.5K

Event2026-03-31

Filed2026-04-30

MMYT

MAKEMYTRIP LIMITED MAURITIUS

2.59%

Shares122.5K

Event2026-03-31

Filed2026-04-30

ONTO

ONTO INNOVATION INC

7.67%

Shares22.2K

Event2026-03-31

Filed2026-04-30

INTA

INTAPP INC

5.35%

Shares176.5K

Event2026-03-31

Filed2026-04-30

FFBC

1ST FINL BANCORP

5.26%

Shares161.4K

Event2026-03-31

Filed2026-04-30

MOELIS & CO

-0.40%

Shares77.6K

Event2026-03-31

Filed2026-04-30

CRMD

CORMEDIX INC

5.79%

Shares610.1K

Event2026-03-31

Filed2026-04-30

ROOT INC

8.44%

Shares90.3K

Event2026-03-31

Filed2026-04-30

OTTR

OTTER TAIL CORP

8.51%

Shares44.4K

Event2026-03-31

Filed2026-04-30

WLFC

WILLIS LEASE FIN CORP

5.43%

Shares22.3K

Event2026-03-31

Filed2026-04-30

STIFEL FINL CORP

62.39%

Shares49.0K

Event2026-03-31

Filed2026-04-30

STRL

STERLING INFRASTRUCTURE INC

-91.08%

Shares8.7K

Event2026-03-31

Filed2026-04-30

SPSC

SPS COMM INC

8.77%

Shares54.6K

Event2026-03-31

Filed2026-04-30

RELY

REMITLY GLOBAL INC

5.80%

Shares189.9K

Event2026-03-31

Filed2026-04-30

FCFS

FIRSTCASH HOLDINGS INC

7.63%

Shares14.1K

Event2026-03-31

Filed2026-04-30

UFPI

UFP INDUSTRIES INC

6.38%

Shares24.8K

Event2026-03-31

Filed2026-04-30

KINS

KINGSTONE COS INC

5.16%

Shares149.0K

Event2026-03-31

Filed2026-04-30

UMAC

UNUSUAL MACHS INC

New

Shares155.7K

Event2026-03-31

Filed2026-04-30

ARTNA

ARTESIAN RES CORP

3.81%

Shares54.9K

Event2026-03-31

Filed2026-04-30

ISSC

INNOVATIVE SOLUTIONS & SUPPO

-73.10%

Shares64.4K

Event2026-03-31

Filed2026-04-30

ASYS

AMTECH SYS INC

New

Shares100.7K

Event2026-03-31

Filed2026-04-30

EEFT

EURONET WORLDWIDE INC

7.06%

Shares16.9K

Event2026-03-31

Filed2026-04-30

CAMT

CAMTEK LTD

4.01%

Shares7.2K

Event2026-03-31

Filed2026-04-30

FRPH

FRP HLDGS INC

-0.76%

Shares46.1K

Event2026-03-31

Filed2026-04-30

TGEN

TECOGEN INC NEW

-14.43%

Shares333.9K

Event2026-03-31

Filed2026-04-30

FCPT

FOUR CORNERS PPTY TR INC

-4.71%

Shares30.4K

Event2026-03-31

Filed2026-04-30

LMAT

LEMAITRE VASCULAR INC

13.48%

Shares4.5K

Event2026-03-31

Filed2026-04-30

IWO

ISHARES TR

-53.64%

Shares1.1K

Event2026-03-31

Filed2026-04-30

DCTH

DELCATH SYS INC

-94.85%

Shares13.8K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available