Palisades Investment Partners, LLC
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 264,718
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 51 | 264,718 | 13F-HR | Palisades Investment Partners, LLC |
| Q3 2025 | 10/30/2025 | 49 | 254,690 | 13F-HR | Palisades Investment Partners, LLC |
| Q2 2025 | 7/17/2025 | 39 | 228,745 | 13F-HR | Palisades Investment Partners, LLC |
| Q2 2014 | 7/28/2014 | 80 | 56,167,329 | 13F-HR | Palisades Investment Partners, LLC |
| Q1 2014 | 5/14/2014 | 79 | 92,303 | 13F-HR/A - RESTATEMENT | Palisades Investment Partners, LLC |
| Q1 2014 | 5/12/2014 | 79 | 92,303 | 13F-HR | Palisades Investment Partners, LLC |
| Q4 2013 | 1/16/2014 | 74 | 90,450 | 13F-HR | Palisades Investment Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 256.2 K | 96.8% | 11.39 K | 0 | 11.39 K |
| ETFs | 8.537 K | 3.2% | 0 | 1.246 K | -1.246 K |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
264,718
Holdings
51
QoQ value change ($000)
10,028
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.