Paller Financial Services Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$120.9M
Q ending 2026-03-31
Prior quarter
$124.7M
Q ending 2025-12-31
Change
-3.1% QoQ
Positions
43
reported holdings

Largest positions

All 43 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vaneck Etf TrustMOATShares$6.9M71K
Invesco Exchange Traded Fd TPTFShares$6.4M75K
Etf Ser SolutionsQTUMShares$6.4M59K
Ishares TrHDVShares$6.0M44K
Ishares TrQUALShares$5.6M29K
State Str Spdr S&P Midcap 40MDYShares$5.3M9K
Amplify Etf TrNDIVShares$5.3M147K
Royce Small Cap Trust IncRVTShares$5.1M309K
Dbx Etf TrHDEFShares$4.8M148K
Invesco Qqq TrQQQShares$4.5M8K
Vaneck Etf TrustNLRShares$4.5M33K
First Tr Exchange-Traded FdFXHShares$4.1M37K
First Tr Exchng Traded Fd ViEIPIShares$4.0M180K
Invesco Exchange Traded Fd TPRNShares$3.7M19K
Invesco Exchange Traded Fd TXMMOShares$3.5M24K
Ishares TrIFRAShares$3.4M60K
First Tr Exchange-Traded AlpFYCShares$3.1M32K
First Tr Exchange Traded FdTDIVShares$2.8M30K
Allspring Global Dividend OpEODShares$2.8M473K
Ark Etf TrARKFShares$2.7M70K
Etf Ser SolutionsRIETShares$2.6M295K
Invesco Exchange Traded Fd TRSPCShares$2.5M67K
Invesco Exchange Traded Fd TRSPTShares$2.5M55K
Ishares TrIWRShares$2.2M23K
First Tr Exchange-Traded FdFXOShares$2.2M38K
Global X FdsDTCRShares$2.1M90K
First Tr Exchange-Traded FdFDNShares$2.1M9K
Proshares TrPAWZShares$1.9M37K
Exxon Mobil CorpXOMShares$1.4M8K
Blackrock Corpor Hi Yld Fd IHYTShares$1.3M148K
Vaneck Etf TrustANGLShares$1.2M42K
Global X FdsAGNGShares$1.1M32K
Select Sector Spdr TrXLBShares$1.1M22K
First Tr Exch Traded Fd IiiFPEShares$1.1M59K
Ishares TrIGEBShares$968K21K
Ishares Silver TrSLVShares$920K14K
State Str Spdr S&P 500 Etf TSPYShares$747K1K
Apple IncAAPLShares$448K2K
Alphabet IncGOOGShares$419K1K
Spdr Gold TrGLDShares$389K905
Prologis Inc.PLDShares$255K2K
Iron Mtn Inc DelIRMShares$218K2K
Vanguard Index FdsVBShares$211K804

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.