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Paller Financial Services Inc - Portfolio Stock Holdings

Paller Financial Services Inc disclosed 49 stock positions in a recent SEC 13F filing. $133,761,144 of stock holdings were filed, with the largest holdings including PTF, QTUM, and MOAT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $147,888,846 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

49

Est. Stock Holding Value:

$133,761,144

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Paller Financial Services Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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