StockDriftsStockDriftsTop 44 Paller Financial Services Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PTF | INVESCO EXCHANGE TRADED FD T | 6.75% | 66.3K | $9.0M | -11.13%(-8.30K) | $75.65(+40.35%) | 2026-06-30 | |
| QTUM | ETF SER SOLUTIONS | 6.75% | 54.6K | $9.0M | -7.84%(-4.64K) | $107.29(+42.16%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 4.74% | 61.0K | $6.3M | -14.00%(-9.93K) | $101.33(+11.34%) | 2026-06-30 | |
| HDV | ISHARES TR | 4.73% | 230.8K | $6.3M | +4.85%(+10.67K) | $24.55(+18.56%) | 2026-06-30 | |
| QUAL | ISHARES TR | 4.43% | 27.0K | $5.9M | -7.87%(-2.31K) | $196.56(+15.11%) | 2026-06-30 | |
| RVT | ROYCE SMALL CAP TRUST INC | 4.19% | 303.4K | $5.6M | -1.77%(-5.46K) | $16.11(+16.54%) | 2026-06-30 | |
| PRN | INVESCO EXCHANGE TRADED FD T | 3.69% | 18.9K | $4.9M | -1.56%(-300) | $173.68(+27.64%) | 2026-06-30 | |
| NDIV | AMPLIFY ETF TR | 3.35% | 140.3K | $4.5M | -4.55%(-6.68K) | $27.78(+23.00%) | 2026-06-30 | |
| ARKQ | ARK ETF TR | 3.35% | 33.9K | $4.5M | new | $119.34(+7.78%) | 2026-06-30 | |
| HDEF | DBX ETF TR | 3.27% | 136.1K | $4.4M | -8.18%(-12.13K) | $30.20(+12.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.09% |
Paller Financial Services Inc reports $133.76M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are PTF (6.8%), QTUM (6.8%) and MOAT (4.7%). The top 20 holdings account for 73.4% of reported assets. Its disclosed equity book has returned +19.52% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Paller Financial Services Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095931). View Paller Financial Services Inc’s 13F filings on SEC