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Portfolio (Quarterly) Guide ↗

Palisades Investment Partners, LLC

· CIK 0001427373
13F Portfolio $352M AUM 53 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 33 Added 8 Reduced 6 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASYS AMTECH SYS INC Technology 102,691.0 $2.4M 0.67% +2K +2.0% $23.08 -34.7%
42 UFPI UFP INDUSTRIES INC Basic Materials 25,242.0 $2.3M 0.65% +461.0 +1.9% $90.74 -5.2%
43 ARTNA ARTESIAN RES CORP Utilities 56,160.0 $1.9M 0.54% +1K +2.3% $33.99 +4.8%
44 TGEN TECOGEN INC NEW Industrials 323,090.0 $1.7M 0.48% -11K -3.2% $5.22 -40.4%
45 CAMT CAMTEK LTD Technology 10,141.0 $1.7M 0.47% +3K +40.8% $163.12 -16.9%
46 EEFT EURONET WORLDWIDE INC Technology 22,427.0 $1.6M 0.47% +5K +32.5% $73.19 -4.4%
47 FRPH FRP HLDGS INC Real Estate 46,978.0 $1.2M 0.33% +876.0 +1.9% $24.99 -11.2%
48 MEDP MEDPACE HLDGS INC Healthcare 2,216.0 $1.2M 0.33% -14K -86.6% $529.59 +13.4%
49 COHU COHU INC Technology 13,771.0 $1.0M 0.29% NEW $73.91 -35.1%
50 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 16,817.0 $896K 0.26% -106K -86.3% $53.29 +10.8%
51 FCPT FOUR CORNERS PPTY TR INC Real Estate 31,065.0 $773K 0.22% +686.0 +2.3% $24.89 +1.4%
52 BMI BADGER METER INC Technology 4,714.0 $699K 0.20% -31K -86.7% $148.38 -8.6%
53 DCTH DELCATH SYS INC Healthcare 23,273.0 $293K 0.08% +10K +69.1% $12.59 +29.8%
Page 3 of 3  ·  53 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 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%