Palisades Investment Partners, LLC Top Holdings and 13F Report (2025) About Palisades Investment Partners, LLCInvestment ActivityPalisades Investment Partners, LLC has $236.98 million in total holdings as of December 31, 2024.Palisades Investment Partners, LLC owns shares of 41 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 17.89% of the portfolio was purchased this quarter.About 11.52% of the portfolio was sold this quarter.This quarter, Palisades Investment Partners, LLC has purchased 40 new stocks and bought additional shares in 31 stocks.Palisades Investment Partners, LLC sold shares of 4 stocks and completely divested from 5 stocks this quarter.Largest Holdings Sterling Infrastructure $19,532,788SPX Technologies $16,312,355Innodata $14,569,088MakeMyTrip $14,507,137Modine Manufacturing $13,001,202 Largest New Holdings this Quarter Veracyte $6,486,836 HoldingGeneDx $6,425,131 HoldingMueller Water Products $5,362,110 HoldingTSS INC DEL $2,997,295 HoldingCorMedix $2,948,554 Holding Largest Purchases this Quarter Veracyte 163,809 shares (about $6.49M)GeneDx 83,604 shares (about $6.43M)Mueller Water Products 238,316 shares (about $5.36M)TSS INC DEL 252,723 shares (about $3.00M)CorMedix 364,019 shares (about $2.95M) Largest Sales this Quarter AeroVironment 905 shares (about $139.27K)Enova International 715 shares (about $68.55K)Otter Tail 764 shares (about $56.41K)FirstCash 221 shares (about $22.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalisades Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTRLSterling Infrastructure$19,532,788$1,970,865 ▲11.2%115,9568.2%ConstructionSPXCSPX Technologies$16,312,355$1,471,062 ▲9.9%112,0976.9%Business ServicesINODInnodata$14,569,088$833,595 ▲6.1%368,6516.1%Computer and TechnologyMMYTMakeMyTrip$14,507,137$1,284,371 ▲9.7%129,2056.1%Computer and TechnologyMODModine Manufacturing$13,001,202$1,249,146 ▲10.6%112,1475.5%Auto/Tires/TrucksINTAIntapp$10,639,773$969,233 ▲10.0%166,0134.5%Computer and TechnologyTMDXTransMedics Group$9,982,734$705,989 ▲7.6%160,1084.2%MedicalSPSCSPS Commerce$9,116,337$780,854 ▲9.4%49,5483.8%Business ServicesUFPTUFP Technologies$8,540,001$720,082 ▲9.2%34,9273.6%Industrial ProductsAVAVAeroVironment$8,072,454$139,270 ▼-1.7%52,4563.4%AerospaceBMIBadger Meter$7,201,686$608,360 ▲9.2%33,9513.0%Computer and TechnologyADMAADMA Biologics$6,871,370$885,935 ▲14.8%400,6632.9%MedicalVCYTVeracyte$6,486,836$6,486,836 ▲New Holding163,8092.7%MedicalWGSGeneDx$6,425,131$6,425,131 ▲New Holding83,6042.7%MedicalKRYSKrystal Biotech$6,341,440$538,284 ▲9.3%40,4792.7%MedicalMCMoelis & Company$5,653,741$481,033 ▲9.3%76,5262.4%FinanceMWAMueller Water Products$5,362,110$5,362,110 ▲New Holding238,3162.3%Industrial ProductsMEDPMedpace$5,288,769$444,524 ▲9.2%15,9192.2%MedicalCAMTCamtek$5,226,546$467,578 ▲9.8%64,7092.2%Computer and TechnologySWTXSpringWorks Therapeutics$4,857,498$439,124 ▲9.9%134,4452.0%MedicalWLFCWillis Lease Finance$4,343,606$375,250 ▲9.5%20,9281.8%TransportationFFBCFirst Financial Bancorp.$4,050,947$426,730 ▲11.8%150,7111.7%FinanceFISIFinancial Institutions$3,780,402$320,712 ▲9.3%138,5271.6%FinanceAMSCAmerican Superconductor$3,507,438$303,347 ▲9.5%142,4151.5%Computer and TechnologyONTOOnto Innovation$3,402,068$295,173 ▲9.5%20,4121.4%Computer and TechnologySFStifel Financial$3,153,122$266,579 ▲9.2%29,7241.3%FinanceMPTIM-tron Industries$3,049,153$273,145 ▲9.8%62,9601.3%ConstructionTSS INC DEL$2,997,295$2,997,295 ▲New Holding252,7231.3%COMOTTROtter Tail$2,978,263$56,414 ▼-1.9%40,3341.3%UtilitiesCRMDCorMedix$2,948,554$2,948,554 ▲New Holding364,0191.2%MedicalENVAEnova International$2,861,443$68,554 ▼-2.3%29,8441.2%FinanceARDXArdelyx$2,625,150$174,570 ▲7.1%517,7811.1%MedicalUFPIUFP Industries$2,571,462$219,442 ▲9.3%22,8271.1%ConstructionMSBIMidland States Bancorp$2,518,300$220,259 ▲9.6%103,2091.1%FinanceDCTHDelcath Systems$2,038,697$236,839 ▲13.1%169,3270.9%MedicalARTNAArtesian Resources$1,637,189$123,634 ▲8.2%51,7770.7%UtilitiesFRPHFRP$1,399,699$104,479 ▲8.1%45,6970.6%FinanceFCFSFirstCash$1,344,728$22,896 ▼-1.7%12,9800.6%Business ServicesKINSKingstone Companies$913,299$913,299 ▲New Holding60,1250.4%FinanceFCPTFour Corners Property Trust$849,563$65,326 ▲8.3%31,3030.4%FinanceADAPAdaptimmune Therapeutics$25,380$1,971 ▲8.4%47,1140.0%MedicalNSSCNapco Security Technologies$0$8,683,082 ▼-100.0%00.0%Industrial ProductsBLBDBlue Bird$0$8,501,926 ▼-100.0%00.0%Auto/Tires/TrucksMSAMSA Safety$0$4,550,012 ▼-100.0%00.0%Industrial ProductsCWCOConsolidated Water$0$2,938,454 ▼-100.0%00.0%UtilitiesGESGuess?$0$2,330,712 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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