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Portfolio (Quarterly) Guide ↗

Paller Financial Services Inc

· CIK 0002095931
13F Portfolio $121M AUM 43 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 5 Added 26 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SDOG ALPS ETF TR 43,815 $2.6M 2.12% SOLD
2 IGV ISHARES TR 21,387 $2.3M 1.81% SOLD
3 NVDA NVIDIA CORPORATION Technology 1,200 $224K 0.18% SOLD
Sector Allocation
Financial Services 88.4%
Energy 6.0%
Real Estate 2.0%
Technology 1.9%
Communication Services 1.8%