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PIP
Palisades Investment Partners Portfolio holdings
AUM
$255M
1-Year Est. Return
50.52%
This Fund
S&P 500
1 Year Est. Return
+50.52%
AUM
$255M
AUM Growth
-$9.65M
(-3.6%)
Holding
56
Top Buys
| 1 | +$7.67M | |
| 2 | +$6.86M | |
| 3 | +$6.01M | |
| 4 |
Amprius Technologies
AMPX
|
+$4.82M |
| 5 |
Travere Therapeutics
TVTX
|
+$3.51M |
Top Sells
| 1 | +$34.7M | |
| 2 | +$4.06M | |
| 3 | +$2.45M | |
| 4 |
Argan
AGX
|
+$1M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
+$412K |
Sector Composition
| 1 | Industrials | 32.51% |
| 2 | Technology | 26.77% |
| 3 | Healthcare | 19.88% |
| 4 | Financials | 13.35% |
| 5 | Consumer Discretionary | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intapp
INTA
$1.7B
| $4.53M | 1.78% |
176,459
+8,960
|
|
||
27
First Financial Bancorp
FFBC
$3.32B
| $4.5M | 1.76% |
161,365
+8,069
|
|
||
28
Moelis & Co
MC
$5B
| $4.42M | 1.73% |
77,627
-313
|
|
||
29
CorMedix
CRMD
$680M
| $4.14M | 1.62% |
610,148
+33,389
|
|
||
30
Root
ROOT
$823M
| $3.99M | 1.56% |
90,336
+7,034
|
|
||
31
Otter Tail
OTTR
$3.67B
| $3.89M | 1.53% |
44,369
+3,478
|
|
||
32
Willis Lease Finance
WLFC
$1.64B
| $3.8M | 1.49% |
22,339
+1,151
|
|
||
|
SF
33
Stifel
SF
$11.3B
| $3.62M | 1.42% |
49,004
+3,738
|
|
||
34
Sterling Infrastructure
STRL
$26.4B
| $3.54M | 1.39% |
8,694
-88,811
|
|
||
35
SPS Commerce
SPSC
$1.95B
| $3.04M | 1.19% |
54,596
+4,404
|
|
||
36
Remitly
RELY
$4.44B
| $2.98M | 1.17% |
189,916
+10,418
|
|
||
37
FirstCash
FCFS
$9.95B
| $2.66M | 1.04% |
14,141
+1,002
|
|
||
38
UFP Industries
UFPI
$4.89B
| $2.28M | 0.9% |
24,781
+1,487
|
|
||
39
Kingstone Companies
KINS
$235M
| $2.17M | 0.85% |
149,022
+7,316
|
|
||
40
Unusual Machines
UMAC
$1.19B
| $1.93M | 0.76% |
+155,677
|
|
||
41
Artesian Resources
ARTNA
$333M
| $1.75M | 0.69% |
54,882
+2,014
|
|
||
42
Innovative Solutions & Support
ISSC
$308M
| $1.32M | 0.52% |
64,354
-174,922
|
|
||
43
Amtech Systems
ASYS
$385M
| $1.18M | 0.46% |
+100,656
|
|
||
44
Euronet Worldwide
EEFT
$2.51B
| $1.12M | 0.44% |
16,932
+1,117
|
|
||
45
Camtek
CAMT
$8.99B
| $1.09M | 0.43% |
7,205
+278
|
|
||
46
FRP Holdings
FRPH
$455M
| $1.01M | 0.4% |
46,102
-352
|
|
||
|
TGEN
47
Tecogen Inc
TGEN
$180M
| $855K | 0.34% |
333,907
-56,305
|
|
||
48
Four Corners Property Trust
FCPT
$2.69B
| $729K | 0.29% |
30,379
-1,500
|
|
||
49
LeMaitre Vascular
LMAT
$2.15B
| $486K | 0.19% |
4,453
+529
|
|
||
|
50
iShares Russell 2000 Growth ETF
IWO
$15.1B
| $336K | 0.13% |
1,070
-1,238
|
|