Palisades Investment Partners as of June 30, 2026
Portfolio Holdings for Palisades Investment Partners
Palisades Investment Partners holds 53 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spx Corp (SPXC) | 8.9 | $31M | 128k | 245.17 | |
| Krystal Biotech (KRYS) | 5.1 | $18M | 48k | 371.67 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 4.7 | $17M | 435k | 38.16 | |
| Travere Therapeutics (TVTX) | 4.4 | $16M | 273k | 56.81 | |
| Willis Lease Finance Corporation (WLFC) | 4.1 | $14M | 63k | 228.80 | |
| Enova Intl (ENVA) | 4.1 | $14M | 60k | 240.73 | |
| Ies Hldgs (IESC) | 3.1 | $11M | 15k | 734.60 | |
| Paymentus Holdings Com Cl A (PAY) | 3.0 | $10M | 431k | 24.16 | |
| UFP Technologies (UFPT) | 2.9 | $10M | 39k | 265.13 | |
| Veracyte (VCYT) | 2.9 | $10M | 175k | 58.73 | |
| Ichor Holdings SHS (ICHR) | 2.9 | $10M | 90k | 112.28 | |
| Lightpath Technologies Com Cl A (LPTH) | 2.8 | $10M | 610k | 16.35 | |
| Intuitive Machines Class A Com (LUNR) | 2.8 | $9.9M | 463k | 21.39 | |
| Sterling Construction Company (STRL) | 2.6 | $9.3M | 11k | 839.36 | |
| Skywater Technology (SKYT) | 2.6 | $9.1M | 260k | 34.82 | |
| Onto Innovation (ONTO) | 2.4 | $8.6M | 23k | 378.45 | |
| Paysign (PAYS) | 2.3 | $8.2M | 1.0M | 8.19 | |
| M-tron Inds (MPTI) | 2.3 | $8.2M | 82k | 99.15 | |
| Satellogic Com Cl A (SATL) | 2.2 | $7.7M | 1.4M | 5.72 | |
| One Stop Systems (OSS) | 2.1 | $7.5M | 414k | 18.18 | |
| Itron (ITRI) | 2.0 | $6.9M | 80k | 86.53 | |
| Mueller Wtr Prods Com Ser A (MWA) | 1.9 | $6.8M | 263k | 25.83 | |
| Voyager Technologies Com Cl A (VOYG) | 1.9 | $6.5M | 203k | 32.25 | |
| American Superconductor Corp Shs New (AMSC) | 1.9 | $6.5M | 157k | 41.51 | |
| Financial Institutions (FISI) | 1.7 | $5.9M | 151k | 39.26 | |
| First Financial Ban (FFBC) | 1.6 | $5.6M | 165k | 33.83 | |
| Moelis & Co Cl A (MC) | 1.6 | $5.5M | 85k | 65.42 | |
| Amprius Technologies Common Stock (AMPX) | 1.5 | $5.1M | 369k | 13.86 | |
| Hyliion Holdings Corp Common Stock (HYLN) | 1.3 | $4.7M | 908k | 5.21 | |
| Intapp (INTA) | 1.3 | $4.5M | 180k | 25.21 | |
| Silicom Ord (SILC) | 1.2 | $4.3M | 90k | 47.94 | |
| Remitly Global (RELY) | 1.2 | $4.3M | 193k | 22.41 | |
| Otter Tail Corporation (OTTR) | 1.1 | $3.9M | 44k | 89.98 | |
| Poet Technologies Com New (POET) | 1.0 | $3.6M | 348k | 10.28 | |
| Stifel Financial (SF) | 1.0 | $3.5M | 50k | 69.77 | |
| Cormedix Inc cormedix (CRMD) | 1.0 | $3.3M | 427k | 7.85 | |
| Unusual Machs Com Shs (UMAC) | 0.9 | $3.3M | 149k | 22.30 | |
| SPS Commerce (SPSC) | 0.9 | $3.2M | 56k | 57.17 | |
| Firstcash Holdings (FCFS) | 0.9 | $3.0M | 14k | 216.32 | |
| Kingstone Companies (KINS) | 0.8 | $2.8M | 149k | 19.04 | |
| Amtech Sys Com Par $0.01n (ASYS) | 0.7 | $2.4M | 103k | 23.08 | |
| Ufp Industries (UFPI) | 0.7 | $2.3M | 25k | 90.74 | |
| Artesian Res Corp Cl A (ARTNA) | 0.5 | $1.9M | 56k | 33.99 | |
| Tecogen Com New (TGEN) | 0.5 | $1.7M | 323k | 5.22 | |
| Camtek Ord (CAMT) | 0.5 | $1.7M | 10k | 163.12 | |
| Euronet Worldwide (EEFT) | 0.5 | $1.6M | 22k | 73.19 | |
| Frp Holdings (FRPH) | 0.3 | $1.2M | 47k | 24.99 | |
| Medpace Hldgs (MEDP) | 0.3 | $1.2M | 2.2k | 529.59 | |
| Cohu (COHU) | 0.3 | $1.0M | 14k | 73.91 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.3 | $896k | 17k | 53.29 | |
| Four Corners Ppty Tr (FCPT) | 0.2 | $773k | 31k | 24.89 | |
| Badger Meter (BMI) | 0.2 | $700k | 4.7k | 148.38 | |
| Delcath Sys Com New (DCTH) | 0.1 | $293k | 23k | 12.59 |
