Royal Palms Capital LLC

13F filer · CIK 0002107886

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$114MU.S. long equity reported on 13F

Positions547 new · 0 closed

Net flow last quarter-$7.2MBuys minus sells

Top 10 positions weight43.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202654 positions
GLWCorning Inc	$7.35M	6.46%	0.00%	-22.5%	Q4 2025
VTRSViatris Inc	$6.84M	6.01%	0.04%	+42.9%	Q4 2025
KMIKinder Morgan, Inc.	$5.02M	4.41%	0.01%	+16.1%	Q4 2025
GSLGlobal Ship Lease, Inc.	$4.64M	4.08%	0.34%	+3.5%	Q4 2025
ENBEnbridge Inc	$4.61M	4.05%	0.00%	+28.6%	Q4 2025
ABBVAbbVie Inc.	$4.48M	3.94%	0.00%	+0.4%	Q4 2025
RFRegions Financial Corp	$4.41M	3.88%	0.02%	-0.5%	Q4 2025
TXNTexas Instruments Inc	$4.03M	3.55%	0.00%	-11.6%	Q4 2025
SFDSmithfield Foods Inc	$3.82M	3.36%	0.04%	+39.7%	Q4 2025
IBMInternational Business Machines Corp	$3.78M	3.33%	0.00%	-0.1%	Q4 2025
XOMExxonMobil Holdings Corp	$3.76M	3.31%	0.00%	+5.3%	Q4 2025
NEMNEWMONT Corp	$3.75M	3.29%	0.00%	-3.5%	Q4 2025
AFLAflac Inc	$3.42M	3.01%	0.01%	+7.9%	Q4 2025
ABBNYAbb Ltd	$3.41M	3.00%	Not reported	-26.0%	Q4 2025
FCXFreeport-Mcmoran Inc	$3.34M	2.94%	0.00%	+86.4%	Q4 2025
EPDEnterprise Products Partners L.P.	$3.22M	2.83%	0.00%	-0.1%	Q4 2025
OLNOLIN Corp	$3.11M	2.73%	0.14%	New	Q2 2026
ETEnergy Transfer LP	$3M	2.64%	0.00%	-0.4%	Q4 2025
VLOValero Energy Corp	$2.98M	2.62%	0.00%	+5.2%	Q1 2026
SCHWSchwab Charles Corp	$2.88M	2.54%	0.00%	+11.5%	Q4 2025
TEVATeva Pharmaceutical Industries Ltd	$2.8M	2.46%	0.01%	-7.0%	Q4 2025
PPLPPL Corp	$2.73M	2.40%	0.01%	+3.3%	Q4 2025
DSWLDeswell Industries Inc	$2.5M	2.20%	4.04%	-0.1%	Q4 2025
LYGLloyds Banking Group plc	$2.18M	1.92%	0.00%	-0.3%	Q4 2025
SLViShares Silver Trust	$2M	1.76%	0.01%	-1.1%	Q4 2025
CVXChevron Corp	$1.99M	1.75%	0.00%	-1.0%	Q4 2025
ULUnilever PLC	$1.98M	1.74%	0.00%	-16.2%	Q4 2025
CFGCitizens Financial Group Inc	$1.9M	1.67%	0.01%	+5.7%	Q4 2025
INTCIntel Corp	$1.85M	1.63%	0.00%	-89.1%	Q4 2025
PAASPan American Silver Corp	$1.61M	1.41%	0.01%	Not reported	Q4 2025
MOAltria Group, Inc.	$1.09M	0.96%	0.00%	-1.1%	Q4 2025
GLDSPDR Gold Trust	$1.07M	0.94%	0.00%	+1.3%	Q1 2026
PGPROCTER & GAMBLE Co	$796K	0.70%	0.00%	+0.9%	Q1 2026
BBarrick Mining Corp	$793K	0.70%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$663K	0.58%	0.00%	+0.6%	Q1 2026
MSFTMicrosoft Corp	$646K	0.57%	0.00%	+0.8%	Q1 2026
PLTRPalantir Technologies Inc.	$630K	0.55%	0.00%	New	Q2 2026
TSLATesla, Inc.	$564K	0.50%	0.00%	Not reported	Q1 2026
GEGeneral Electric Co	$425K	0.37%	0.00%	-8.4%	Q1 2026
COSTCostco Wholesale Corp	$387K	0.34%	0.00%	Not reported	Q1 2026
RDNTRadNet, Inc.	$370K	0.33%	0.01%	-40.0%	Q4 2025
GEVGE Vernova Inc.	$351K	0.31%	0.00%	Not reported	Q1 2026
HDHome Depot, Inc.	$291K	0.26%	0.00%	Not reported	Q1 2026
AMGNAmgen Inc	$287K	0.25%	0.00%	Not reported	Q1 2026
USBUS Bancorp \de\	$272K	0.24%	0.00%	+0.6%	Q1 2026
SIFSifco Industries Inc	$204K	0.18%	0.14%	New	Q2 2026
ALOYRealloys Inc.	$202K	0.18%	0.02%	New	Q2 2026
UAMYUnited States Antimony Corp	$179K	0.16%	0.02%	Not reported	Q4 2025
LPTHLightpath Technologies Inc	$164K	0.14%	0.02%	New	Q2 2026
USASAmericas Gold & Silver Corp	$158K	0.14%	0.01%	+1.8%	Q1 2026

Q1 2026Reported May 7, 202647 positions
INTCIntel Corp	$5.37M	5.32%	0.00%	+64.4%	Q4 2025
GLWCorning Inc	$5.05M	5.00%	0.00%	-12.2%	Q4 2025
KMIKinder Morgan, Inc.	$4.54M	4.49%	0.01%	-6.9%	Q4 2025
NEMNEWMONT Corp	$4.5M	4.46%	0.00%	-19.6%	Q4 2025
GSLGlobal Ship Lease, Inc.	$4.44M	4.40%	0.33%	+14.1%	Q4 2025
XOMExxonMobil Holdings Corp	$4.43M	4.39%	0.00%	-3.7%	Q4 2025
VTRSViatris Inc	$4.07M	4.03%	0.03%	+79.4%	Q4 2025
ABBVAbbVie Inc.	$3.86M	3.82%	0.00%	+0.5%	Q4 2025
RFRegions Financial Corp	$3.83M	3.80%	0.02%	-3.9%	Q4 2025
ENBEnbridge Inc	$3.58M	3.55%	0.00%	-0.9%	Q4 2025
ABBNYAbb Ltd	$3.41M	3.37%	Not reported	-10.5%	Q4 2025
EPDEnterprise Products Partners L.P.	$3.31M	3.28%	0.00%	+53.4%	Q4 2025
IBMInternational Business Machines Corp	$3.27M	3.23%	0.00%	-3.3%	Q4 2025
SFDSmithfield Foods Inc	$3.16M	3.13%	0.03%	+94.9%	Q4 2025
ETEnergy Transfer LP	$3.04M	3.01%	0.00%	-2.3%	Q4 2025
TXNTexas Instruments Inc	$2.97M	2.94%	0.00%	-1.9%	Q4 2025
AFLAflac Inc	$2.97M	2.94%	0.01%	+0.6%	Q4 2025
PPLPPL Corp	$2.77M	2.75%	0.01%	-1.0%	Q4 2025
VLOValero Energy Corp	$2.69M	2.66%	0.00%	New	Q1 2026
TEVATeva Pharmaceutical Industries Ltd	$2.67M	2.65%	0.01%	-22.0%	Q4 2025
SCHWSchwab Charles Corp	$2.63M	2.61%	0.00%	-3.6%	Q4 2025
SLViShares Silver Trust	$2.57M	2.55%	0.01%	-52.3%	Q4 2025
CVXChevron Corp	$2.51M	2.48%	0.00%	-3.6%	Q4 2025
ULUnilever PLC	$2.24M	2.22%	0.00%	-4.8%	Q4 2025
PAASPan American Silver Corp	$1.96M	1.94%	0.01%	-14.4%	Q4 2025
DSWLDeswell Industries Inc	$1.92M	1.90%	4.04%	+39.3%	Q4 2025
LYGLloyds Banking Group plc	$1.89M	1.87%	0.00%	+34.8%	Q4 2025
FCXFreeport-Mcmoran Inc	$1.67M	1.66%	0.00%	-4.8%	Q4 2025
CFGCitizens Financial Group Inc	$1.54M	1.52%	0.01%	+45.5%	Q4 2025
GLDSPDR Gold Trust	$1.23M	1.22%	0.00%	New	Q1 2026
MOAltria Group, Inc.	$1.01M	1.00%	0.00%	-0.1%	Q4 2025
PGPROCTER & GAMBLE Co	$777K	0.77%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$636K	0.63%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$617K	0.61%	0.00%	New	Q1 2026
RDNTRadNet, Inc.	$559K	0.55%	0.01%	Not reported	Q4 2025
TSLATesla, Inc.	$498K	0.49%	0.00%	New	Q1 2026
COSTCostco Wholesale Corp	$412K	0.41%	0.00%	New	Q1 2026
GEGeneral Electric Co	$352K	0.35%	0.00%	New	Q1 2026
AMGNAmgen Inc	$279K	0.28%	0.00%	New	Q1 2026
HDHome Depot, Inc.	$271K	0.27%	0.00%	New	Q1 2026
GEVGE Vernova Inc.	$261K	0.26%	0.00%	New	Q1 2026
USBUS Bancorp \de\	$233K	0.23%	0.00%	New	Q1 2026
UAMYUnited States Antimony Corp	$216K	0.21%	0.02%	Not reported	Q4 2025
USASAmericas Gold & Silver Corp	$172K	0.17%	0.01%	New	Q1 2026
GROYGold Royalty Corp.	$57.3K	0.06%	0.01%	New	Q1 2026
BTGB2gold Corp	$45.3K	0.04%	0.00%	New	Q1 2026
URGUr-Energy Inc	$29.8K	0.03%	0.01%	New	Q1 2026
Q4 2025Reported Feb 9, 202633 positions
NEMNEWMONT Corp	$5.17M	6.13%	0.00%	New	Q4 2025
SLViShares Silver Trust	$5.1M	6.06%	0.01%	New	Q4 2025
RFRegions Financial Corp	$4.14M	4.91%	0.02%	New	Q4 2025
IBMInternational Business Machines Corp	$4.13M	4.89%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$4.03M	4.78%	0.00%	New	Q4 2025
KMIKinder Morgan, Inc.	$4M	4.74%	0.01%	New	Q4 2025
GLWCorning Inc	$3.7M	4.39%	0.00%	New	Q4 2025
GSLGlobal Ship Lease, Inc.	$3.67M	4.35%	0.29%	New	Q4 2025
TEVATeva Pharmaceutical Industries Ltd	$3.55M	4.22%	0.01%	New	Q4 2025
ABBNYAbb Ltd	$3.5M	4.15%	Not reported	New	Q4 2025
XOMExxonMobil Holdings Corp	$3.26M	3.87%	0.00%	New	Q4 2025
ENBEnbridge Inc	$3.19M	3.79%	0.00%	New	Q4 2025
AFLAflac Inc	$2.96M	3.51%	0.01%	New	Q4 2025
SCHWSchwab Charles Corp	$2.91M	3.45%	0.00%	New	Q4 2025
INTCIntel Corp	$2.73M	3.24%	0.00%	New	Q4 2025
TXNTexas Instruments Inc	$2.71M	3.21%	0.00%	New	Q4 2025
ULUnilever PLC	$2.7M	3.21%	0.00%	New	Q4 2025
ETEnergy Transfer LP	$2.66M	3.15%	0.00%	New	Q4 2025
PPLPPL Corp	$2.57M	3.05%	0.01%	New	Q4 2025
PAASPan American Silver Corp	$2.17M	2.57%	0.01%	New	Q4 2025
VTRSViatris Inc	$2.09M	2.48%	0.01%	New	Q4 2025
CVXChevron Corp	$1.91M	2.27%	0.00%	New	Q4 2025
EPDEnterprise Products Partners L.P.	$1.83M	2.17%	0.00%	New	Q4 2025
DSWLDeswell Industries Inc	$1.59M	1.89%	2.89%	New	Q4 2025
FCXFreeport-Mcmoran Inc	$1.52M	1.80%	0.00%	New	Q4 2025
LYGLloyds Banking Group plc	$1.48M	1.75%	0.00%	New	Q4 2025
SFDSmithfield Foods Inc	$1.29M	1.53%	0.01%	New	Q4 2025
CFGCitizens Financial Group Inc	$1.03M	1.22%	0.00%	New	Q4 2025
MOAltria Group, Inc.	$886K	1.05%	0.00%	New	Q4 2025
RDNTRadNet, Inc.	$714K	0.85%	0.01%	New	Q4 2025
KHCKraft Heinz Co	$482K	0.57%	0.00%	New	Q4 2025
UAMYUnited States Antimony Corp	$124K	0.15%	0.02%	New	Q4 2025
ABEVAmbev S.A.	$29K	0.03%	0.00%	New	Q4 2025

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