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Royal Palms Capital Portfolio holdings

AUM $114M
This Fund
S&P 500
This Quarter Est. Return
+11.83%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
+$16.7M
Cap. Flow
+$8.76M
Cap. Flow %
8.68%
Top 10 Hldgs %
43.25%
Holding
52
New
17
Increased
11
Reduced
20
Closed
2

Top Buys

Rank Stock Value
1
VLO icon
Valero Energy
VLO
+$2.24M
2
INTC icon
Intel
INTC
+$2.18M
3
VTRS icon
Viatris
VTRS
+$1.87M
4
SFD
Smithfield Foods
SFD
+$1.32M
5
GLD icon
SPDR Gold Trust
GLD
+$1.28M

Top Sells

Rank Stock Value
1
SLV icon
iShares Silver Trust
SLV
+$3.15M
2
NEM icon
Newmont
NEM
+$1.17M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$806K
4
GLW icon
Corning
GLW
+$624K
5
KHC icon
Kraft Heinz
KHC
+$482K

Sector Composition

Rank Sector Weight
1 Energy 23.86%
2 Technology 22.4%
3 Financials 12.97%
4 Healthcare 11.94%
5 Materials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSWL icon
26
Deswell Industries
DSWL
$52.1M
$1.92M 1.9%
642,017
+181,124
+39% +$617K
LYG icon
27
Lloyds Banking Group
LYG
$91.3B
$1.89M 1.87%
375,661
+97,000
+35% +$532K
FCX icon
28
Freeport-McMoran
FCX
$97.5B
$1.67M 1.66%
28,488
-1,423
-5% -$86K
CFG icon
29
Citizens Financial Group
CFG
$30.6B
$1.54M 1.52%
25,615
+8,005
+45% +$492K
GLD icon
30
SPDR Gold Trust
GLD
$141B
$1.23M 1.22%
+2,855
New +$1.28M
MO icon
31
Altria Group
MO
$114B
$1.01M 1%
15,354
-16
-0.1% -$1.03K
PG icon
32
Procter & Gamble
PG
$339B
$777K 0.77%
+5,380
New +$816K
MSFT icon
33
Microsoft
MSFT
$3.71T
$636K 0.63%
+1,718
New +$719K
MRK icon
34
Merck
MRK
$318B
$617K 0.61%
+5,130
New +$592K
RDNT icon
35
RadNet
RDNT
$5.69B
$559K 0.55%
10,000
– –
TSLA icon
36
Tesla
TSLA
$1.3T
$498K 0.49%
+1,340
New +$552K
COST icon
37
Costco
COST
$420B
$412K 0.41%
+413
New +$402K
OUSM icon
38
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$907M
$406K 0.4%
9,280
-1,115
-11% -$50.6K
GE icon
39
GE Aerospace
GE
$384B
$352K 0.35%
+1,241
New +$390K
AMGN icon
40
Amgen
AMGN
$222B
$279K 0.28%
+792
New +$282K
HD icon
41
Home Depot
HD
$355B
$271K 0.27%
+825
New +$301K
GEV icon
42
GE Vernova
GEV
$264B
$261K 0.26%
+299
New +$233K
USB icon
43
US Bancorp
USB
$99.6B
$233K 0.23%
+4,475
New +$246K
UAMY icon
44
United States Antimony
UAMY
$1.02B
$216K 0.21%
24,700
– –
USAS
45
Americas Gold and Silver
USAS
$1.69B
$172K 0.17%
+32,900
New +$240K
GROY icon
46
Gold Royalty Corp
GROY
$699M
$57.3K 0.06%
+16,000
New +$68.3K
BTG icon
47
B2Gold
BTG
$6.64B
$45.3K 0.04%
+10,000
New +$50.2K
URG
48
Ur-Energy
URG
$556M
$29.8K 0.03%
+20,000
New +$32.6K
ABEV icon
49
Ambev
ABEV
$46.4B
– –
-11,726
Closed -$29K
KHC icon
50
Kraft Heinz
KHC
$30B
– –
-19,870
Closed -$482K
1
2

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QGA
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SCC
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SFP
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KA
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KF
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Royal Palms Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Royal Palms Capital held 52 positions worth $101M, up 20% from $84.3M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Royal Palms Capital deployed $8.76M of net new capital in Q1 2026, opening 17 new positions and adding to 11 existing holdings. Its largest new stake was Valero Energy: 10,874 shares worth $2.69M.

By sector, the portfolio is most concentrated in Energy at 24% of assets, up from 20% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares Silver Trust, an estimated $3.15M trimmed.

  • Royal Palms Capital's largest Q1 2026 buy was Valero Energy: 10,874 shares worth $2.69M.
  • Royal Palms Capital added most to Intel in Q1 2026, an estimated $2.18M increase.
  • Royal Palms Capital's biggest Q1 2026 reduction was iShares Silver Trust, cutting an estimated $3.15M.
  • Royal Palms Capital fully exited Kraft Heinz in Q1 2026, selling an estimated $482K.
  • Royal Palms Capital's ten largest holdings make up 43% of its $101M portfolio in Q1 2026.
  • Royal Palms Capital opened 17 new positions and closed 2 in Q1 2026.
  • Royal Palms Capital's portfolio value rose 20% quarter-over-quarter to $101M.

Based on Royal Palms Capital's 13F filing for Q1 2026, filed 7 May 2026.