Fund HoldingsPalisades Investment Partners, LLC

Total Portfolio Value
$351.60M
Total Bought
$130.97M
Total Sold
$42.73M
Net Transaction
+$88.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
WILLIS LEASE FIN CORP(WLFC)22,33963,039+40,7003,80314,4234.10%+10,620
ICHOR HOLDINGS
SHS
089,720+89,720010,0742.87%+10,074
TRAVERE THERAPEUTICS INC(TVTX)255,240273,080+17,8407,58315,5144.41%+7,930
SATELLOGIC INC(SATL)01,351,004+1,351,00407,7272.20%+7,727
ONE STOP SYS INC0414,392+414,39207,5342.14%+7,534
SPX TECHNOLOGIES INC123,426127,842+4,41624,67831,3438.91%+6,665
VOYAGER TECHNOLOGIES INC(VOYG)0202,726+202,72606,5381.86%+6,538
ENOVA INTL INC(ENVA)58,90759,689+7828,00114,3694.09%+6,368
KRYSTAL BIOTECH INC(KRYS)45,40547,801+2,39611,72917,7665.05%+6,037
STERLING INFRASTRUCTURE INC(STRL)8,69411,045+2,3513,5419,2712.64%+5,730
PARK AEROSPACE CORP(PKE)417,001435,116+18,11511,41716,6044.72%+5,187
VERACYTE INC(VCYT)170,603175,034+4,4315,49510,2802.92%+4,785
HYLIION HOLDINGS CORP0907,933+907,93304,7301.35%+4,730
SILICOM LTD090,281+90,28104,3281.23%+4,328
IES HOLDINGS INC(IESC)14,62115,003+3826,96611,0213.13%+4,055
ONTO INNOVATION INC(ONTO)22,21522,666+4514,5568,5782.44%+4,022
LIGHTPATH TECHNOLOGIES INC597,492609,566+12,0745,9939,9662.83%+3,974
POET TECHNOLOGIES INC(POET)0347,540+347,54003,5731.02%+3,573
UFP TECHNOLOGIES INC(UFPT)37,70138,826+1,1257,30010,2942.93%+2,994
M-TRON INDS INC81,02782,296+1,2695,4178,1602.32%+2,743
PAYSIGN INC993,8961,000,758+6,8625,8658,1952.33%+2,331
SKYWATER TECHNOLOGY INC(SKYT)260,896260,150-7467,1519,0582.58%+1,907
INTUITIVE MACHINES INC(LUNR)432,666463,047+30,3818,0309,9042.82%+1,874
UNUSUAL MACHS INC(UMAC)155,677149,122-6,5551,9303,3250.95%+1,395
REMITLY GLOBAL INC(RELY)189,916192,842+2,9262,9764,3221.23%+1,346
AMERICAN SUPERCONDUCTOR CORP152,576156,720+4,1445,1656,5061.85%+1,341
FINANCIAL INSTITUTIONS INC(FISI)146,504150,826+4,3224,6885,9211.68%+1,233
AMTECH SYS INC100,656102,691+2,0351,1752,3700.67%+1,195
MOELIS & CO(MC)77,62784,500+6,8734,4255,5281.57%+1,103
1ST FINL BANCORP(FFBC)161,365165,423+4,0584,4995,5961.59%+1,097
COHU INC(COHU)013,771+13,77101,0180.29%+1,018
TECOGEN INC NEW333,907323,090-10,8178551,6870.48%+832
KINGSTONE COS INC149,022148,764-2582,1712,8320.81%+661
CAMTEK LTD(CAMT)7,20510,141+2,9361,0921,6540.47%+562
EURONET WORLDWIDE INC(EEFT)16,93222,427+5,4951,1241,6410.47%+518
FIRSTCASH HOLDINGS INC(FCFS)14,14113,954-1872,6593,0190.86%+360
DELCATH SYS INC13,76323,273+9,5101282930.08%+165
FRP HLDGS INC46,10246,978+8761,0091,1740.33%+165
ARTESIAN RES CORP54,88256,160+1,2781,7481,9090.54%+161
SPS COMM INC(SPSC)54,59655,838+1,2423,0393,1920.91%+153
FOUR CORNERS PPTY TR INC(FCPT)30,37931,065+6867297730.22%+44
OTTER TAIL CORP(OTTR)44,36943,583-7863,8943,9221.12%+27
INTAPP INC(INTA)176,459180,421+3,9624,5334,5481.29%+15
UFP INDUSTRIES INC(UFPI)24,78125,242+4612,2832,2910.65%+8
STIFEL FINL CORP(SF)49,00450,146+1,1423,6223,4991.00%-124
ITRON INC(ITRI)79,23479,808+5747,1026,9061.96%-196
MUELLER WTR PRODS INC(MWA)255,250262,991+7,7417,0176,7931.93%-224
ISHARES TR1,0700-1,0703360-336
LEMAITRE VASCULAR INC(LMAT)4,4530-4,4534860-486
PAYMENTUS HOLDINGS INC(PAY)429,134430,896+1,76210,90010,4102.96%-490
CORMEDIX INC610,148426,543-183,6054,1433,3480.95%-795
AMPRIUS TECHNOLOGIES INC(AMPX)369,476368,459-1,0176,2295,1071.45%-1,123
INNOVATIVE SOLUTIONS & SUPPO64,3540-64,3541,3210-1,321
MAKEMYTRIP LIMITED MAURITIUS
SHS
122,47016,817-105,6534,5678960.25%-3,671
ROOT INC90,3360-90,3363,9900-3,990
BADGER METER INC35,5624,714-30,8485,4186990.20%-4,718
GENEDX HOLDINGS CORP(WGS)91,9960-91,9965,9080-5,908
MEDPACE HLDGS INC(MEDP)16,5132,216-14,2977,9301,1740.33%-6,756
ISHARES TR34,0650-34,0658,4480-8,448
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