Q2 2026 13F · SEC CIK 1427373

Palisades Investment Partners, LLC

Institutional asset managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $351.6M
Reported positions: 53
Holdings vs S&P 500, 3 yrs: —
Assets under management: $271.0M

Palisades Investment Partners, LLC is an institutional asset manager that reported 53 positions worth $351.6M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Spx Technologies Inc (SPXC, 8.9%), Krystal Biotech Inc (KRYS, 5.1%), Park Aerospace Corp (PKE, 4.7%).

Palisades Investment Partners, LLC holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Palisades Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPXCSpx Technologies Inc	8.9%	9.7%	127,842	+3.6%	$31.3M
KRYSKrystal Biotech Inc	5.1%	4.6%	47,801	+5.3%	$17.8M
PKEPark Aerospace Corp	4.7%	4.5%	435,116	+4.3%	$16.6M
TVTXTravere Therapeutics Inc	4.4%	3.0%	273,080	+7.0%	$15.5M
WLFCWillis Lease Finance Corp	4.1%	1.5%	63,039	+182.2%	$14.4M
ENVAEnova Intl Inc	4.1%	3.1%	59,689	+1.3%	$14.4M
IESCIes Holdings Inc	3.1%	2.7%	15,003	+2.6%	$11.0M
PAYPaymentus Holdings Inc	3.0%	4.3%	430,896	+0.4%	$10.4M
UFPTUFP Technologies Inc	2.9%	2.9%	38,826	+3.0%	$10.3M
VCYTVeracyte Inc	2.9%	2.2%	175,034	+2.6%	$10.3M
ICHRIchor Holdings	2.9%	—	89,720	—	$10.1M
LPTHLightpath Technologies Inc	2.8%	2.4%	609,566	+2.0%	$10.0M
LUNRIntuitive Machines Inc	2.8%	3.1%	463,047	+7.0%	$9.9M
STRLSterling Infrastructure Inc	2.6%	1.4%	11,045	+27.0%	$9.3M
SKYTSkywater Technology Inc	2.6%	2.8%	260,150	-0.3%	$9.1M
ONTOOnto Innovation Inc	2.4%	1.8%	22,666	+2.0%	$8.6M
PAYSPaysign Inc	2.3%	2.3%	1,000,758	+0.7%	$8.2M
MPTIM-Tron Inds Inc Com	2.3%	2.1%	82,296	+1.6%	$8.2M
SATLSatellogic Inc Com Cl A	2.2%	—	1,351,004	—	$7.7M
OSSOne Stop Sys Inc	2.1%	—	414,392	—	$7.5M
ITRIItron Inc	2.0%	2.8%	79,808	+0.7%	$6.9M
MWAMueller Wtr Prods Inc	1.9%	2.8%	262,991	+3.0%	$6.8M
VOYGVoyager Technologies Inc Com Cl A	1.9%	—	202,726	—	$6.5M
AMSCAmerican Superconductor Corp	1.9%	2.0%	156,720	+2.7%	$6.5M
FISIFinancial Institutions, Inc	1.7%	1.8%	150,826	+3.0%	$5.9M
FFBCFirst Financial Bancorp Ohio	1.6%	1.8%	165,423	+2.5%	$5.6M
MCMoelis & Co	1.6%	1.7%	84,500	+8.9%	$5.5M
AMPXAmprius Technologies Inc	1.5%	2.4%	368,459	-0.3%	$5.1M
HYLNHyliion Holdings Corp Common Stock	1.3%	—	907,933	—	$4.7M
INTAIntapp Inc	1.3%	1.8%	180,421	+2.2%	$4.5M
SILCSilicom Ltd	1.2%	—	90,281	—	$4.3M
RELYRemitly Global Inc Com	1.2%	1.2%	192,842	+1.5%	$4.3M
OTTROtter Tail Corp	1.1%	1.5%	43,583	-1.8%	$3.9M
POETPoet Technologies Inc	1.0%	—	347,540	—	$3.6M
SFStifel Finl Corp	1.0%	1.4%	50,146	+2.3%	$3.5M
CRMDCormedix Inc	1.0%	1.6%	426,543	-30.1%	$3.3M
UMACUnusual Machs Inc	0.9%	0.8%	149,122	-4.2%	$3.3M
SPSCSps Comm Inc	0.9%	1.2%	55,838	+2.3%	$3.2M
FCFSFirstcash Holdings Inc	0.9%	1.0%	13,954	-1.3%	$3.0M
KINSKingstone Cos Inc	0.8%	0.9%	148,764	-0.2%	$2.8M
ASYSAmtech Sys Inc	0.7%	0.5%	102,691	+2.0%	$2.4M
UFPIUfp Industries Inc	0.7%	0.9%	25,242	+1.9%	$2.3M
ARTNAArtesian Res Corp	0.5%	0.7%	56,160	+2.3%	$1.9M
TGENTecogen Inc New	0.5%	0.3%	323,090	-3.2%	$1.7M
CAMTCamtek Ltd	0.5%	0.4%	10,141	+40.7%	$1.7M
EEFTEuronet Worldwide Inc	0.5%	0.4%	22,427	+32.5%	$1.6M
FRPHFrp Hldgs Inc	0.3%	0.4%	46,978	+1.9%	$1.2M
MEDPMedpace Hldgs Inc	0.3%	3.1%	2,216	-86.6%	$1.2M
COHUCohu Inc	0.3%	—	13,771	—	$1.0M
MMYTMakemytrip Limited Mauritius	0.3%	1.8%	16,817	-86.3%	$896K

What Palisades Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +44.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$351.6M	53
Q1 2026	$255.1M	51
Q4 2025	$264.7M	51
Q3 2025	$254.7M	49
Q2 2025	$228.7M	39
Q1 2025	$199.3M	40
Q4 2024	$237.0M	41
Q3 2024	$229.7M	40
Q2 2014	$56.17T	80
Q1 2014	$92.3B	79
Q4 2013	$90.5M	74
Q3 2013	$106.3M	74

Questions about Palisades Investment Partners, LLC's portfolio

What stocks does Palisades Investment Partners, LLC own?

Palisades Investment Partners, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 53 positions worth $351.6M. The largest are Spx Technologies Inc (SPXC) at 8.9%, Krystal Biotech Inc (KRYS) at 5.1%, Park Aerospace Corp (PKE) at 4.7%, Travere Therapeutics Inc (TVTX) at 4.4% and Willis Lease Finance Corp (WLFC) at 4.1%.

What did Palisades Investment Partners, LLC buy last quarter?

In Q2 2026, Palisades Investment Partners, LLC added Willis Lease Finance Corp (WLFC) (+182.2% shares), Camtek Ltd (CAMT) (+40.7% shares) and Euronet Worldwide Inc (EEFT) (+32.5% shares), compared with its Q1 2026 filing.

What did Palisades Investment Partners, LLC sell last quarter?

In Q2 2026, Palisades Investment Partners, LLC cut from its top 50 Ishares Tr (IWM), cut from its top 50 Genedx Holdings Corp (WGS), cut from its top 50 Badger Meter Inc (BMI), cut from its top 50 Root Inc (ROOT), cut from its top 50 Innovative Solutions & Suppo (ISSC), Medpace Hldgs Inc (MEDP) (-86.6% shares), Makemytrip Limited Mauritius (MMYT) (-86.3% shares) and Cormedix Inc (CRMD) (-30.1% shares), compared with its Q1 2026 filing.

When is Palisades Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Palisades Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Palisades Investment Partners, LLC manage?

Palisades Investment Partners, LLC reported $271.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $351.6M.