Paller Financial Services Inc
CIK: 0002095931SEC EDGAR →
Portfolio Value
$124.7M
Holdings
45
As of
Q4 2025
New Positions
45
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 72,275 | $7.5M | 6.00% |
| 2 | ETF SER SOLUTIONS | 60,638 | $6.6M | 5.33% |
| 3 | ISHARES TR | 30,287 | $6.0M | 4.82% |
| 4 | INVESCO EXCHANGE TRADED FD T | 77,771 | $5.9M | 4.77% |
| 5 | SPDR S&P MIDCAP 400 ETF TR | 9,183 | $5.5M | 4.44% |
| 6 | INVESCO QQQ TR | 8,878 | $5.5M | 4.37% |
| 7 | ISHARES TR | 43,472 | $5.3M | 4.24% |
| 8 | ROYCE SMALL CAP TRUST INC | 317,150 | $5.1M | 4.09% |
| 9 | DBX ETF TR | 150,902 | $4.7M | 3.75% |
| 10 | FIRST TR EXCHANGE TRADED FD | 38,256 | $4.4M | 3.49% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $105.0M | 84.2% |
| Technology | 6 | $11.1M | 8.9% |
| Unknown | 3 | $6.9M | 5.5% |
| Energy | 1 | $1.0M | 0.8% |
| Communication Services | 1 | $457K | 0.4% |
| Real Estate | 1 | $246K | 0.2% |