Palisades Investment Partners, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
STERLING INFRASTRUCTURE, INC.	—	$29.86M	97,505	11.3%
SPX Technologies, Inc.	—	$23.04M	115,188	8.7%
GeneDx Holdings Corp.	—	$11.34M	87,164	4.3%
Krystal Biotech, Inc.	—	$10.54M	42,765	4.0%
MAKEMYTRIP LIMITED MAURITIUS	—	$9.80M	119,375	3.7%
Medpace Holdings, Inc.	—	$9.14M	16,274	3.5%
Enova International, Inc.	—	$8.78M	55,856	3.3%
UFP TECHNOLOGIES INC	—	$7.80M	35,111	2.9%
ISHARES TR	—	$7.79M	31,650	2.9%
Intapp, Inc.	—	$7.67M	167,499	2.9%
ITRON, INC.	—	$6.97M	75,006	2.6%
PARK AEROSPACE CORP	—	$6.87M	321,745	2.6%
VERACYTE INC	—	$6.82M	162,043	2.6%
CorMedix Inc.	—	$6.71M	576,759	2.5%
Intuitive Machines, Inc.	—	$6.61M	406,999	2.5%
Paymentus Holdings, Inc.	—	$6.33M	200,471	2.4%
Root, Inc.	—	$6.02M	83,302	2.3%
BADGER METER INC	—	$5.92M	33,945	2.2%
Mueller Water Products Inc	—	$5.77M	242,350	2.2%
Moelis & Co	—	$5.36M	77,940	2.0%
IES Holdings, Inc.	—	$5.31M	13,642	2.0%
Travere Therapeutics, Inc.	—	$5.26M	137,768	2.0%
Paysign, Inc.PAYS	Common Stock	$4.76M	924,373	1.8%
INNOVATIVE SOLUTIONS & SUPPORT INCISSC	Common Stock	$4.53M	239,276	1.7%
SPS Commerce Inc	—	$4.47M	50,192	1.7%
FINANCIAL INSTITUTIONS INC	—	$4.43M	140,942	1.7%
AMERICAN SUPERCONDUCTOR CORP /DE	—	$4.15M	144,209	1.6%
FIRST FINANCIAL BANCORP /OH	—	$3.84M	153,296	1.4%
STIFEL FINANCIAL CORP	—	$3.78M	30,177	1.4%
M-tron Industries, Inc.MPTI	Common Stock	$3.55M	66,751	1.3%
Otter Tail Corp	—	$3.30M	40,891	1.2%
ONTO INNOVATION INC.	—	$3.26M	20,633	1.2%
WILLIS LEASE FINANCE CORPWLFC	Common Stock	$2.87M	21,188	1.1%
DELCATH SYSTEMS, INC.	—	$2.70M	267,138	1.0%
Remitly Global, Inc.	—	$2.48M	179,498	0.9%
KINGSTONE COMPANIES, INC.KINS	Common Stock	$2.38M	141,706	0.9%
UFP INDUSTRIES INC	—	$2.12M	23,294	0.8%
FirstCash Holdings, Inc.	—	$2.09M	13,139	0.8%
Tecogen Inc.	—	$1.93M	390,212	0.7%
ARTESIAN RESOURCES CORP	—	$1.67M	52,868	0.6%
Euronet Worldwide Inc	—	$1.20M	15,815	0.5%
FRP HOLDINGS, INC.FRPH	Common Stock	$1.06M	46,454	0.4%
Argan, Inc.	—	$1.00M	3,199	0.4%
Four Corners Property Trust, Inc.	—	$746.6K	31,879	0.3%
ISHARES TR	—	$745.5K	2,308	0.3%
CAMTEK LTD.	—	$736.7K	6,927	0.3%
INNODATA INC	—	$392.7K	7,708	0.1%
LeMaitre Vascular, Inc.	—	$318.2K	3,924	0.1%
TSS, Inc.	—	$220.5K	31,195	0.1%
Finance of America Companies Inc.FOA	Common Stock	$201.2K	8,311	0.1%