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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
INTC icon
1
Intel
INTC
$513B
$5.37M 5.32%
121,627
+47,647
+64% +$2.18M
GLW icon
2
Corning
GLW
$143B
$5.05M 5%
37,121
-5,177
-12% -$624K
KMI icon
3
Kinder Morgan
KMI
$68.7B
$4.54M 4.49%
135,276
-10,085
-7% -$315K
NEM icon
4
Newmont
NEM
$119B
$4.5M 4.46%
41,579
-10,158
-20% -$1.17M
GSL icon
5
Global Ship Lease
GSL
$1.53B
$4.44M 4.4%
119,340
+14,745
+14% +$555K
XOM icon
6
ExxonMobil
XOM
$634B
$4.43M 4.39%
26,103
-1,004
-4% -$147K
VTRS icon
7
Viatris
VTRS
$18.9B
$4.07M 4.03%
301,482
+133,453
+79% +$1.87M
ABBV icon
8
AbbVie
ABBV
$435B
$3.86M 3.82%
17,734
+90
+0.5% +$20K
RF icon
9
Regions Financial
RF
$26.8B
$3.83M 3.8%
146,772
-5,885
-4% -$164K
ENB icon
10
Enbridge
ENB
$112B
$3.58M 3.55%
66,120
-583
-0.9% -$29.7K
ABB
11
DELISTED
ABB Ltd
ABB
$3.41M 3.37%
42,317
-4,980
-11% -$401K
EPD icon
12
Enterprise Products Partners
EPD
$81.7B
$3.31M 3.28%
87,590
+30,500
+53% +$1.08M
IBM icon
13
IBM
IBM
$224B
$3.27M 3.23%
13,471
-458
-3% -$124K
SFD
14
Smithfield Foods
SFD
$9.99B
$3.16M 3.13%
112,820
+54,935
+95% +$1.32M
ET icon
15
Energy Transfer Partners
ET
$69.3B
$3.04M 3.01%
157,395
-3,775
-2% -$69.1K
TXN icon
16
Texas Instruments
TXN
$261B
$2.97M 2.94%
15,310
-300
-2% -$60.7K
AFL icon
17
Aflac
AFL
$62.6B
$2.97M 2.94%
27,037
+170
+0.6% +$18.8K
PPL
18
PPL Corp
PPL
$26.7B
$2.77M 2.75%
72,590
-747
-1% -$27.6K
VLO icon
19
Valero Energy
VLO
$85.9B
$2.69M 2.66%
+10,874
New +$2.24M
TEVA icon
20
Teva Pharmaceuticals
TEVA
$41.2B
$2.67M 2.65%
88,790
-25,067
-22% -$806K
SCHW
21
Charles Schwab
SCHW
$187B
$2.63M 2.61%
28,034
-1,055
-4% -$103K
SLV icon
22
iShares Silver Trust
SLV
$30.7B
$2.57M 2.55%
37,767
-41,474
-52% -$3.15M
CVX icon
23
Chevron
CVX
$366B
$2.51M 2.48%
12,109
-454
-4% -$82.8K
UL icon
24
Unilever
UL
$136B
$2.24M 2.22%
39,359
-1,988
-5% -$133K
PAAS icon
25
Pan American Silver
PAAS
$21.6B
$1.96M 1.94%
35,835
-6,045
-14% -$349K
1
2

Similar funds

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QGA
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SFP
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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.