Fund HoldingsPalisades Investment Partners, LLC

Total Portfolio Value
$264.72M
Total Bought
$45.45M
Total Sold
$3.65M
Net Transaction
+$41.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TRAVERE THERAPEUTICS INC(TVTX)0137,768+137,76805,2641.99%+5,264
KRYSTAL BIOTECH INC(KRYS)41,38942,765+1,3767,30610,5433.98%+3,237
ENOVA INTL INC(ENVA)54,61955,856+1,2376,2868,7813.32%+2,494
INTUITIVE MACHINES INC(LUNR)398,571406,999+8,4284,1936,6062.50%+2,413
GENEDX HOLDINGS CORP(WGS)84,74387,164+2,4219,13011,3374.28%+2,207
SPX TECHNOLOGIES INC112,439115,188+2,74921,00123,0458.71%+2,043
INNOVATIVE SOLUTIONS & SUPPO234,323239,276+4,9532,9274,5321.71%+1,605
VERACYTE INC(VCYT)158,143162,043+3,9005,4296,8222.58%+1,393
EURONET WORLDWIDE INC(EEFT)015,815+15,81501,2040.45%+1,204
MEDPACE HLDGS INC(MEDP)15,89216,274+3828,1719,1403.45%+969
PARK AEROSPACE CORP(PKE)290,253321,745+31,4925,9046,8662.59%+962
INTAPP INC(INTA)165,053167,499+2,4466,7517,6752.90%+924
UFP TECHNOLOGIES INC(UFPT)34,66035,111+4516,9187,7962.94%+878
ISHARES TR02,308+2,30807460.28%+746
FINANCIAL INSTNS INC(FISI)137,522140,942+3,4203,7804,4341.67%+654
ONTO INNOVATION INC(ONTO)20,20620,633+4272,6113,2571.23%+646
STIFEL FINL CORP(SF)29,47530,177+7023,3453,7791.43%+434
PAYMENTUS HOLDINGS INC(PAY)195,998200,471+4,4735,9986,3332.39%+335
KINGSTONE COS INC139,824141,706+1,8822,0552,3850.90%+329
ARGAN INC2,8203,199+3797621,0020.38%+241
FINANCE OF AMERICA COMPAN08,311+8,31102010.08%+201
CORMEDIX INC564,106576,759+12,6536,5616,7082.53%+147
M-TRON INDS INC62,35966,751+4,3923,4603,5521.34%+93
CAMTEK LTD(CAMT)6,2996,927+6286627370.28%+75
FIRST FINL BANCORP OH(FFBC)149,854153,296+3,4423,7843,8351.45%+52
FIRSTCASH HOLDINGS INC(FCFS)12,93013,139+2092,0482,0940.79%+46
WILLIS LEASE FIN CORP(WLFC)20,75321,188+4352,8452,8741.09%+29
LEMAITRE VASCULAR INC(LMAT)3,4653,924+4593033180.12%+15
IES HLDGS INC(IESC)13,31413,642+3285,2945,3072.00%+13
OTTER TAIL CORP(OTTR)40,19140,891+7003,2953,3041.25%+10
UFP INDUSTRIES INC(UFPI)22,63723,294+6572,1162,1210.80%+5
ARDELYX INC10,14710,147056590.02%+3
ARTESIAN RES CORP51,71852,868+1,1501,6861,6710.63%-14
FOUR CORNERS PPTY TR INC(FCPT)31,22631,879+6537727470.28%-26
FRP HLDGS INC45,59146,454+8631,1111,0590.40%-52
MOELIS & CO(MC)76,33777,940+1,6035,4445,3582.02%-87
M-TRON INDS INC65,8560-65,8561150-115
DELCATH SYS INC262,942267,138+4,1962,8272,6981.02%-129
BADGER METER INC34,18633,945-2416,1055,9202.24%-185
INNODATA INC(INOD)7,7087,70805943930.15%-201
MUELLER WTR PRODS INC(MWA)236,456242,350+5,8946,0345,7732.18%-262
TSS INC DEL27,92631,195+3,2695062210.08%-285
REMITLY GLOBAL INC(RELY)176,900179,498+2,5982,8842,4770.94%-407
SPS COMM INC(SPSC)49,13750,192+1,0555,1174,4741.69%-644
PAYSIGN INC897,634924,373+26,7395,6464,7611.80%-886
MAKEMYTRIP LIMITED MAURITIUS
SHS
117,464119,375+1,91110,9959,8033.70%-1,192
ROOT INC81,71683,302+1,5867,3146,0172.27%-1,297
CORECARD CORPORATION50,3290-50,3291,3550-1,355
TECOGEN INC NEW376,594390,212+13,6183,3181,9280.73%-1,390
ISHARES TR40,43331,650-8,7839,7837,7912.94%-1,992
ITRON INC(ITRI)73,64775,006+1,3599,1736,9652.63%-2,208
STERLING INFRASTRUCTURE INC(STRL)95,80097,505+1,70532,54129,85911.28%-2,682
AMERICAN SUPERCONDUCTOR CORP141,109144,209+3,1008,3804,1501.57%-4,230
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