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Royal Palms Capital Portfolio holdings

AUM $114M
This Fund
S&P 500
This Quarter Est. Return
+12.75%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
+$12.8M
Cap. Flow
-$1.07M
Cap. Flow %
-0.94%
Top 10 Hldgs %
43.08%
Holding
57
New
7
Increased
21
Reduced
18
Closed
–

Top Buys

Rank Stock Value
1
OLN icon
Olin
OLN
+$4.1M
2
VTRS icon
Viatris
VTRS
+$2M
3
FCX icon
Freeport-McMoran
FCX
+$1.58M
4
SFD
Smithfield Foods
SFD
+$1.2M
5
ENB icon
Enbridge
ENB
+$1.04M

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$11M
2
GLW icon
Corning
GLW
+$1.52M
3
ABB
ABB Ltd
ABB
+$1.19M
4
TXN icon
Texas Instruments
TXN
+$494K
5
UL icon
Unilever
UL
+$368K

Sector Composition

Rank Sector Weight
1 Energy 21.6%
2 Technology 21.42%
3 Healthcare 13.57%
4 Financials 13.3%
5 Materials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLW icon
1
Corning
GLW
$127B
$7.35M 6.46%
28,767
-8,354
-23% -$1.52M
VTRS icon
2
Viatris
VTRS
$19.2B
$6.84M 6.01%
430,675
+129,193
+43% +$2M
KMI icon
3
Kinder Morgan
KMI
$68.9B
$5.02M 4.41%
157,020
+21,744
+16% +$701K
GSL icon
4
Global Ship Lease
GSL
$1.63B
$4.64M 4.08%
123,530
+4,190
+4% +$163K
ENB icon
5
Enbridge
ENB
$109B
$4.61M 4.05%
85,014
+18,894
+29% +$1.04M
ABBV icon
6
AbbVie
ABBV
$470B
$4.48M 3.94%
17,806
+72
+0.4% +$15.5K
RF icon
7
Regions Financial
RF
$26.1B
$4.41M 3.88%
146,032
-740
-0.5% -$20.8K
TXN icon
8
Texas Instruments
TXN
$237B
$4.03M 3.55%
13,528
-1,782
-12% -$494K
SFD
9
Smithfield Foods
SFD
$8.76B
$3.82M 3.36%
157,648
+44,828
+40% +$1.2M
IBM icon
10
IBM
IBM
$221B
$3.78M 3.33%
13,459
-12
-0.1% -$3.02K
XOM icon
11
ExxonMobil
XOM
$661B
$3.76M 3.31%
27,497
+1,394
+5% +$209K
NEM icon
12
Newmont
NEM
$142B
$3.75M 3.29%
40,112
-1,467
-4% -$160K
AFL icon
13
Aflac
AFL
$58.2B
$3.42M 3.01%
29,183
+2,146
+8% +$247K
ABB
14
DELISTED
ABB Ltd
ABB
$3.41M 3%
31,333
-10,984
-26% -$1.19M
FCX icon
15
Freeport-McMoran
FCX
$115B
$3.34M 2.94%
53,090
+24,602
+86% +$1.58M
EPD icon
16
Enterprise Products Partners
EPD
$82.6B
$3.22M 2.83%
87,490
-100
-0.1% -$3.77K
OLN icon
17
Olin
OLN
$1.98B
$3.11M 2.73%
+156,798
New +$4.1M
ET icon
18
Energy Transfer Partners
ET
$72.4B
$3M 2.64%
156,820
-575
-0.4% -$11.1K
VLO icon
19
Valero Energy
VLO
$98B
$2.98M 2.62%
11,434
+560
+5% +$138K
SCHW
20
Charles Schwab
SCHW
$194B
$2.88M 2.54%
31,257
+3,223
+11% +$294K
TEVA icon
21
Teva Pharmaceuticals
TEVA
$44.4B
$2.8M 2.46%
82,550
-6,240
-7% -$208K
PPL
22
PPL Corp
PPL
$26.3B
$2.73M 2.4%
74,997
+2,407
+3% +$88.9K
DSWL icon
23
Deswell Industries
DSWL
$49.6M
$2.5M 2.2%
641,110
-907
-0.1% -$3.06K
LYG icon
24
Lloyds Banking Group
LYG
$88.1B
$2.18M 1.92%
374,661
-1,000
-0.3% -$5.42K
SLV icon
25
iShares Silver Trust
SLV
$33.5B
$2M 1.76%
37,368
-399
-1% -$26.5K
1
2 3

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Royal Palms Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Royal Palms Capital held 57 positions worth $114M, up 13% from $101M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Royal Palms Capital's Q2 2026 filing shows 7 new, 21 increased and 18 reduced positions. Its largest new stake was Olin: 156,798 shares worth $3.11M. The largest sale was Intel, an estimated $11M.

By sector, the portfolio is most concentrated in Energy at 22% of assets, down from 24% a quarter earlier, followed by Technology and Healthcare.

  • Royal Palms Capital's largest Q2 2026 buy was Olin: 156,798 shares worth $3.11M.
  • Royal Palms Capital added most to Viatris in Q2 2026, an estimated $2M increase.
  • Royal Palms Capital's biggest Q2 2026 reduction was Intel, cutting an estimated $11M.
  • Royal Palms Capital's ten largest holdings make up 43% of its $114M portfolio in Q2 2026.
  • Royal Palms Capital opened 7 new positions and closed 0 in Q2 2026.
  • Royal Palms Capital's portfolio value rose 13% quarter-over-quarter to $114M.

Based on Royal Palms Capital's 13F filing for Q2 2026, filed 7 Aug 2026.