Portfolio (Quarterly)
Guide ↗
Palisades Investment Partners, LLC
· CIK 0001427373| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | — | 34,065 | $8.4M | 3.31% | SOLD |
| 2 | WGS | GENEDX HOLDINGS CORP | Healthcare | 91,996 | $5.9M | 2.32% | SOLD |
| 3 | — | ROOT INC | — | 90,336 | $4.0M | 1.56% | SOLD |
| 4 | ISSC | INNOVATIVE SOLUTIONS & SUPPO | Industrials | 64,354 | $1.3M | 0.52% | SOLD |
| 5 | LMAT | LEMAITRE VASCULAR INC | Healthcare | 4,453 | $486K | 0.19% | SOLD |
| 6 | IWO | ISHARES TR | — | 1,070 | $336K | 0.13% | SOLD |
Sector Allocation
Industrials
33.9%
Technology
32.4%
Healthcare
16.7%
Financial Services
12.5%
Utilities
1.7%
Consumer Cyclical
1.6%
Basic Materials
0.7%
Real Estate
0.6%