Portfolio (Quarterly) Guide ↗

Palisades Investment Partners, LLC

· CIK 0001427373

13F Portfolio $255M AUM 51 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 38 Added 7 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AGX	ARGAN INC	Industrials	3,199	$1.0M	0.38%	SOLD
2	INOD	INNODATA INC	Technology	7,708	$393K	0.15%	SOLD
3	TSSI	TSS INC DEL	Technology	31,195	$221K	0.08%	SOLD
4	FOA	FINANCE OF AMERICA COMPAN	Financial Services	8,311	$201K	0.08%	SOLD
5	ARDX	ARDELYX INC	Healthcare	10,147	$59K	0.02%	SOLD

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%