1y return+37.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $149 against $137 in the S&P 500.2
Palisades Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPXCSpx Technologies Inc | $31.3M | 8.9% | +3.6% |
| KRYSKrystal Biotech Inc | $17.8M | 5.1% | +5.3% |
| PKEPark Aerospace Corp | $16.6M | 4.7% | +4.3% |
| TVTXTravere Therapeutics Inc | $15.5M | 4.4% | +7.0% |
| WLFCWillis Lease Fin Corp | $14.4M | 4.1% | +182.2% |
| ENVAEnova Intl Inc | $14.4M | 4.1% | +1.3% |
| IESCIes Holdings Inc | $11.0M | 3.1% | +2.6% |
| PAYPaymentus Holdings Inc | $10.4M | 3.0% | |
| UFPTUfp Technologies Inc | $10.3M | 2.9% | +3.0% |
| VCYTVeracyte Inc | $10.3M | 2.9% | +2.6% |
| Ichor HoldingsCUSIP G4740B105 | $10.1M | 2.9% | New |
| LPTHLightpath Technologies Inc | $10.0M | 2.8% | +2.0% |
| LUNRIntuitive Machines Inc | $9.9M | 2.8% | +7.0% |
| STRLSterling Infrastructure Inc | $9.3M | 2.6% | +27.0% |
| Skywater Technology IncCUSIP 83089J108 | $9.1M | 2.6% | |
| ONTOOnto Innovation Inc | $8.6M | 2.4% | +2.0% |
| PAYSPaysign Inc | $8.2M | 2.3% | |
| MPTIM-tron Inds Inc | $8.2M | 2.3% | +1.6% |
| SATLSatellogic Inc | $7.7M | 2.2% | New |
| OSSOne Stop Sys Inc | $7.5M | 2.1% | New |
| ITRIItron Inc | $6.9M | 2.0% | |
| MWAMueller Wtr Prods Inc | $6.8M | 1.9% | +3.0% |
| VOYGVoyager Technologies Inc | $6.5M | 1.9% | New |
| AMSCAmerican Superconductor Corp | $6.5M | 1.9% | +2.7% |
| FISIFinancial Institutions Inc | $5.9M | 1.7% | +3.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| STRLSterling Infrastructure Inc | June 30, 2024 | +609.3% | $9.3M |
| ENVAEnova Intl Inc | June 30, 2024 | +286.7% | $14.4M |
| WLFCWillis Lease Fin Corp | June 30, 2024 | +230.2% | $14.4M |
| LUNRIntuitive Machines Inc | March 31, 2025 | +187.1% | $9.9M |
| MPTIM-tron Inds Inc | June 30, 2024 | +181.6% | $8.2M |
| FCFSFirstcash Holdings Inc | June 30, 2024 | +106.3% | $3.0M |
| KRYSKrystal Biotech Inc | June 30, 2024 | +102.4% | $17.8M |
| FISIFinancial Institutions Inc | June 30, 2024 | +101.7% | $5.9M |
| PKEPark Aerospace Corp | September 30, 2025 | +87.6% | $16.6M |
| IESCIes Holdings Inc | September 30, 2025 | +84.8% | $11.0M |
Sold off last quarter
- IWMIshares Tr was $8.4M
- WGSGenedx Holdings Corp was $5.9M
- ROOTRoot Inc was $4.0M
- IAInnovative Solutions & Suppo was $1.3M
- LMATLemaitre Vascular Inc was $486K
- IWOIshares Tr was $336K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +29.1% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +0.1% | +2.4% |
| September 30, 2025 | +11.0% | +7.8% |
| June 30, 2025 | +21.2% | +10.5% |
| March 31, 2025 | −12.1% | −4.6% |
| December 31, 2024 | −5.0% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Palisades Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1427373&type=13F-HR&dateb=&owner=include&count=40CIK 1427373
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1427373/000142737326000003/Filed August 4, 2026 · accession 0001427373-26-000003