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Palogic Value Management, L.P.

Q2 2026 13F filing

Updated 2 days ago

198 disclosed positions worth $306.1M

Portfolio value
$306.1M
Total holdings
198
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-09-09

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$26.9M
Shares
92.9K
% Port
8.78%
G

ALPHABET INC

Value
$11.7M
Shares
33.1K
% Port
3.81%
S

SPDR SERIES TRUST

Value
$11.4M
Shares
124.5K
% Port
3.73%
A

BROADCOM INC

Value
$10.6M
Shares
27.9K
% Port
3.45%
H

HEALTH CATALYST INC

Value
$9.8M
Shares
4.92M
% Port
3.20%
M

MICROSOFT CORP

Value
$7.9M
Shares
21.1K
% Port
2.57%
Q
7.QQQ

INVESCO QQQ TR

Value
$7.4M
Shares
10.0K
% Port
2.41%
S

SSGA ACTIVE ETF TR

Value
$6.6M
Shares
163.2K
% Port
2.15%
B

BHP BILLITON LIMITED

Value
$6.5M
Shares
77.8K
% Port
2.12%
X
10.XOM

EXXON MOBIL CORP

Value
$6.3M
Shares
46.4K
% Port
2.07%
E
11.ETHA

ISHARES TR

Value
$6M
Shares
20.0K
% Port
1.96%
A
12.ABBV

ABBVIE INC

Value
$4.7M
Shares
18.5K
% Port
1.52%
E
13.ETHA

ISHARES TR

Value
$4.6M
Shares
57.1K
% Port
1.49%
N
14.NEA

NUVEEN AMT FREE QLTY MUN INC

Value
$4.5M
Shares
380.9K
% Port
1.46%
A
15.AMZN

AMAZON COM INC

Value
$4.3M
Shares
18.0K
% Port
1.40%
N
16.NAD

NUVEEN QUALITY MUNCP INCOME

Value
$4.3M
Shares
350.7K
% Port
1.39%
R

SHELL PLC

Value
$4.2M
Shares
54.7K
% Port
1.39%
N
18.NEA

NUVEEN AMT FREE MUN CR INC F

Value
$3.7M
Shares
291.0K
% Port
1.22%
F
19.FLYW

FLYWIRE CORPORATION

Value
$3.5M
Shares
200.3K
% Port
1.15%
E
20.EXFY

EXPENSIFY INC

Value
$3.2M
Shares
1.77M
% Port
1.03%
L
21.LPSN

LIVEPERSON INC

Value
$3M
Shares
3.90M
% Port
0.99%
B

BANK OF AMER CORP

Value
$2.9M
Shares
50.3K
% Port
0.94%
A
23.AMGN

AMGEN INC

Value
$2.8M
Shares
7.8K
% Port
0.92%
G
24.GPN

GLOBAL PMTS INC

Value
$2.7M
Shares
37.0K
% Port
0.88%
V
25.VGES

VANGUARD SCOTTSDALE FDS

Value
$2.6M
Shares
33.9K
% Port
0.83%
T
26.TRIP

TRIPADVISOR INC

Value
$2.5M
Shares
180.2K
% Port
0.81%
N

NCR VOYIX CORPORATION

Value
$2.2M
Shares
275.4K
% Port
0.73%
A
28.AGX

ARGAN INC

Value
$2.2M
Shares
2.8K
% Port
0.73%
P
29.PANW

PALO ALTO NETWORKS INC

Value
$2.2M
Shares
6.5K
% Port
0.73%
C
30.CSCO

CISCO SYS INC

Value
$2.2M
Shares
18.9K
% Port
0.73%
J

JPMORGAN CHASE & CO

Value
$2.1M
Shares
6.5K
% Port
0.69%
A
32.ARCC

ARES CAPITAL CORP

Value
$2.1M
Shares
110.9K
% Port
0.67%
B

BRUNSWICK CORP

Value
$2M
Shares
24.3K
% Port
0.67%
L
34.LSPD

LIGHTSPEED COMMERCE INC

Value
$1.9M
Shares
180.2K
% Port
0.62%
O
35.OBDC

BLUE OWL CAPITAL CORPORATION

Value
$1.9M
Shares
172.2K
% Port
0.61%
E
36.ETSY

EURONET WORLDWIDE INC

Value
$1.8M
Shares
25.0K
% Port
0.60%
P
37.PG

PROCTER & GAMBLE CO

Value
$1.7M
Shares
11.9K
% Port
0.57%
R
38.RPRX

SLB LIMITED

Value
$1.7M
Shares
35.9K
% Port
0.55%
R
39.RKLB

ROCKET LAB CORP

Value
$1.6M
Shares
15.5K
% Port
0.51%
F
40.FCX

FREEPORT MCMORAN INC

Value
$1.6M
Shares
25.0K
% Port
0.51%
E
41.ETHA

ISHARES TR

Value
$1.5M
Shares
50.0K
% Port
0.50%
T
42.TXN

TEXAS INSTRS INC

Value
$1.5M
Shares
5.1K
% Port
0.50%
E
43.ETHA

ISHARES TR

Value
$1.5M
Shares
17.3K
% Port
0.49%
A

ARBOR REALTY TRUST INC

Value
$1.5M
Shares
274.1K
% Port
0.49%
J

J P MORGAN EXCHANGE TRADED F

Value
$1.5M
Shares
24.0K
% Port
0.48%
N
46.NVDA

NVIDIA CORPORATION

Value
$1.5M
Shares
7.3K
% Port
0.48%
B
47.BLDR

BUILDERS FIRSTSOURCE INC

Value
$1.5M
Shares
16.3K
% Port
0.48%
L
48.LADR

LADDER CAP CORP

Value
$1.5M
Shares
146.1K
% Port
0.47%
N
49.NEA

NUVEEN MUN HIGH INCOME OPPOR

Value
$1.4M
Shares
135.8K
% Port
0.47%
O

BANK OZK LITTLE ROCK ARK

Value
$1.4M
Shares
27.5K
% Port
0.47%