LATEST PORTFOLIO VALUE
$254.69 M
09/30/2025
TOTAL ASSETS HELD
$49
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
48.63%
CIK: 0001427373
CIK: 0001427373
Palisades Investment Partners, LLC (CIK: 0001427373) is a financial institution headquartered at 406 broadway, suite 200 b, SANTA MONICA, CALIFORNIA 90401. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $254,689,662, comprising 49 distinct securities. Over its filing history, it has submitted 12 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 95,800 | $32,541,344 | 12.78% | ▼ 2,928 | Reduce -3.0% | |
| 112,439 | $21,001,356 | 8.25% | ▲ 1,431 | Add 1.3% | |
| 117,464 | $10,994,630 | 4.32% | ▲ 741 | Add 0.6% | |
| 40,433 | $9,783,169 | 3.84% | ▲ 40,433 | New Buy | |
| 73,647 | $9,173,470 | 3.60% | ▲ 84 | Add 0.1% | |
| 84,743 | $9,129,715 | 3.58% | ▲ 1,768 | Add 2.1% | |
| 141,109 | $8,380,382 | 3.29% | ▲ 611 | Add 0.4% | |
| 15,892 | $8,170,929 | 3.21% | ▲ 135 | Add 0.9% | |
| 81,716 | $7,313,857 | 2.87% | ▲ 81,716 | New Buy | |
| 41,389 | $7,306,400 | 2.87% | ▲ 1,186 | Add 3.0% |