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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
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARTNA ARTESIAN RES CORP Utilities 54,882.0 $1.7M 0.69% +2K +3.8% $31.85 +4.2%
42 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 64,354.0 $1.3M 0.52% -175K -73.1% $20.53 -17.2%
43 ASYS AMTECH SYS INC Technology 100,656.0 $1.2M 0.46% NEW $11.68 +77.0%
44 EEFT EURONET WORLDWIDE INC Technology 16,932.0 $1.1M 0.44% +1K +7.1% $66.37 +1.0%
45 CAMT CAMTEK LTD Technology 7,205.0 $1.1M 0.43% +278.0 +4.0% $151.61 +10.9%
46 FRPH FRP HLDGS INC Real Estate 46,102.0 $1.0M 0.40% -352.0 -0.8% $21.88 +11.8%
47 TGEN TECOGEN INC NEW Industrials 333,907.0 $855K 0.34% -56K -14.4% $2.56 +103.1%
48 FCPT FOUR CORNERS PPTY TR INC Real Estate 30,379.0 $729K 0.29% -2K -4.7% $23.99 +4.3%
49 LMAT LEMAITRE VASCULAR INC Healthcare 4,453.0 $486K 0.19% +529.0 +13.5% $109.17 -14.0%
50 IWO ISHARES TR 1,070.0 $336K 0.13% -1K -53.6% $313.81 +24.9%
51 DCTH DELCATH SYS INC Healthcare 13,763.0 $128K 0.05% -253K -94.8% $9.28 +32.8%
Page 3 of 3  ·  51 positions

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%