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Paller Financial Services Inc

13F filer · CIK 0002095931
Reported Jul 7, 2026
Net seller this quarter
13F portfolio value$134MU.S. long equity reported on 13F
Positions153 new · 2 closed
Net flow last quarter-$3.23MBuys minus sells
Top 10 positions weight23.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 7, 202615 positions
QTUMQuantum Group Inc$9.02M6.75%Not reported-7.8%Q4 2025
RVTRoyce Small-Cap Trust, Inc.$5.6M4.19%Not reported-1.8%Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust$4.19M3.13%Not reported-31.4%Q4 2025
QQQInvesco QQQ Trust, Series 1$3.9M2.92%Not reported-32.7%Q4 2025
EODAllspring Global Dividend Opportunity Fund$2.82M2.11%Not reported-8.8%Q4 2025
REMXRemedytemp Inc$2.19M1.64%Not reportedNewQ2 2026
HYTBlackRock Corporate High Yield Fund, Inc.$1.39M1.04%Not reported+9.2%Q4 2025
UDRUDR, Inc.$1.02M0.76%0.01%NewQ2 2026
SPYSPDR S&P 500 ETF Trust$853K0.64%Not reported-0.6%Q4 2025
AAPLApple Inc.$525K0.39%0.00%+2.8%Q4 2025
GOOGAlphabet Inc.$503K0.38%Not reported-2.5%Q4 2025
XOMExxonMobil Holdings Corp$333K0.25%0.00%-71.2%Q4 2025
NVDANvidia Corp$285K0.21%0.00%Not reportedQ4 2025
IRMIron Mountain Inc$267K0.20%0.00%-0.8%Q1 2026
PLDPrologis, Inc.$261K0.20%0.00%Not reportedQ4 2025
Q1 2026Reported Apr 28, 202614 positions
QTUMQuantum Group Inc$6.35M5.25%Not reported-2.4%Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust$5.35M4.42%Not reported-5.6%Q4 2025
RVTRoyce Small-Cap Trust, Inc.$5.13M4.24%Not reported-2.6%Q4 2025
QQQInvesco QQQ Trust, Series 1$4.55M3.76%Not reported-11.3%Q4 2025
EODAllspring Global Dividend Opportunity Fund$2.76M2.28%Not reported-3.2%Q4 2025
XOMExxonMobil Holdings Corp$1.43M1.19%0.00%Not reportedQ4 2025
HYTBlackRock Corporate High Yield Fund, Inc.$1.26M1.05%Not reported-4.6%Q4 2025
SLViShares Silver Trust$920K0.76%0.00%-16.0%Q4 2025
SPYSPDR S&P 500 ETF Trust$747K0.62%Not reportedNot reportedQ4 2025
AAPLApple Inc.$448K0.37%0.00%Not reportedQ4 2025
GOOGAlphabet Inc.$419K0.35%Not reported+0.2%Q4 2025
GLDSPDR Gold Trust$389K0.32%0.00%+2.5%Q4 2025
PLDPrologis, Inc.$255K0.21%0.00%Not reportedQ4 2025
IRMIron Mountain Inc$218K0.18%0.00%NewQ1 2026
Q4 2025Reported Jan 15, 202614 positions
QTUMQuantum Group Inc$6.65M5.33%Not reportedNewQ4 2025
MDYSPDR S&P Midcap 400 ETF Trust$5.54M4.44%Not reportedNewQ4 2025
QQQInvesco QQQ Trust, Series 1$5.45M4.37%Not reportedNewQ4 2025
RVTRoyce Small-Cap Trust, Inc.$5.11M4.09%Not reportedNewQ4 2025
EODAllspring Global Dividend Opportunity Fund$2.85M2.29%Not reportedNewQ4 2025
HYTBlackRock Corporate High Yield Fund, Inc.$1.38M1.11%Not reportedNewQ4 2025
SLViShares Silver Trust$1.04M0.83%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$1.02M0.82%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$784K0.63%Not reportedNewQ4 2025
AAPLApple Inc.$480K0.39%0.00%NewQ4 2025
GOOGAlphabet Inc.$458K0.37%Not reportedNewQ4 2025
GLDSPDR Gold Trust$350K0.28%0.00%NewQ4 2025
PLDPrologis, Inc.$246K0.20%0.00%NewQ4 2025
NVDANvidia Corp$224K0.18%0.00%NewQ4 2025
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