Portfolio (Quarterly)
Guide ↗
Palisades Investment Partners, LLC
· CIK 0001427373| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 122,470.0 | $4.6M | 1.79% | +3K | +2.6% | $37.29 | +39.8% |
| 22 | ONTO | ONTO INNOVATION INC | Technology | 22,215.0 | $4.6M | 1.79% | +2K | +7.7% | $205.07 | +67.9% |
| 23 | INTA | INTAPP INC | Technology | 176,459.0 | $4.5M | 1.78% | +9K | +5.3% | $25.69 | -14.3% |
| 24 | FFBC | 1ST FINL BANCORP | Financial Services | 161,365.0 | $4.5M | 1.76% | +8K | +5.3% | $27.88 | +20.1% |
| 25 | CRMD | CORMEDIX INC | Healthcare | 610,148.0 | $4.1M | 1.62% | +33K | +5.8% | $6.79 | +13.7% |
| 26 | — | ROOT INC | — | 90,336.0 | $4.0M | 1.56% | +7K | +8.4% | $44.17 | — |
| 27 | OTTR | OTTER TAIL CORP | Utilities | 44,369.0 | $3.9M | 1.53% | +3K | +8.5% | $87.77 | +2.6% |
| 28 | WLFC | WILLIS LEASE FIN CORP | Industrials | 22,339.0 | $3.8M | 1.49% | +1K | +5.4% | $170.26 | +30.7% |
| 29 | SF | STIFEL FINL CORP | Financial Services | 49,004.0 | $3.6M | 1.42% | +19K | +62.4% | $73.92 | -3.3% |
| 30 | SPSC | SPS COMM INC | Technology | 54,596.0 | $3.0M | 1.19% | +4K | +8.8% | $55.67 | +0.1% |
| 31 | RELY | REMITLY GLOBAL INC | Technology | 189,916.0 | $3.0M | 1.17% | +10K | +5.8% | $15.67 | +38.7% |
| 32 | FCFS | FIRSTCASH HOLDINGS INC | Financial Services | 14,141.0 | $2.7M | 1.04% | +1K | +7.6% | $188.00 | +15.5% |
| 33 | UFPI | UFP INDUSTRIES INC | Basic Materials | 24,781.0 | $2.3M | 0.90% | +1K | +6.4% | $92.12 | -0.1% |
| 34 | KINS | KINGSTONE COS INC | Financial Services | 149,022.0 | $2.2M | 0.85% | +7K | +5.2% | $14.57 | +17.0% |
| 35 | ARTNA | ARTESIAN RES CORP | Utilities | 54,882.0 | $1.7M | 0.69% | +2K | +3.8% | $31.85 | +4.2% |
| 36 | EEFT | EURONET WORLDWIDE INC | Technology | 16,932.0 | $1.1M | 0.44% | +1K | +7.1% | $66.37 | +1.0% |
| 37 | CAMT | CAMTEK LTD | Technology | 7,205.0 | $1.1M | 0.43% | +278.0 | +4.0% | $151.61 | +10.9% |
| 38 | LMAT | LEMAITRE VASCULAR INC | Healthcare | 4,453.0 | $486K | 0.19% | +529.0 | +13.5% | $109.17 | -14.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
32.6%
Technology
27.4%
Healthcare
20.9%
Financial Services
13.2%
Utilities
2.3%
Consumer Cyclical
1.9%
Basic Materials
0.9%
Real Estate
0.7%