Paller Financial Services Inc
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 46.5% | $9,808,728 |
| Unclassified | 42.4% | $8,940,537 |
| Real Estate | 7.3% | $1,545,467 |
| Technology | 3.8% | $810,605 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EOD | Allspring Global Dividend Opportunity Fund | −41,731 | 431,553 | $2,818,041 | |
| RVT | Royce Small-Cap Trust, Inc. | −5,465 | 303,412 | $5,604,019 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −2,719 | 5,952 | $4,186,279 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2,579 | 5,298 | $3,901,447 | |
| IRM | Iron Mountain Inc | −17 | 2,115 | $267,145 | |
| SPY | Spdr S&P 500 ETF Trust | −7 | 1,142 | $852,811 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 8,458 | $1,434,984 | |
| AGNG | Global X Funds Global X Aging Population ETF | 32,196 | $1,146,177 | |
| XLB | State Street Materials Select Sector SPDR ETF | 22,188 | $1,108,734 | |
| SLV | iShares Silver Trust | 13,502 | $920,026 | |
| GOOGL | Alphabet Inc. | 1,461 | $419,102 | |
| GLD | Spdr Gold Trust | 905 | $389,412 | |
| VB | Vanguard Morningstar Small-Cap ETF | 804 | $210,583 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
Reduced | 303,412 | $5,604,019 | 26.55% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 5,952 | $4,186,279 | 19.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,298 | $3,901,447 | 18.49% | |
| EOD |
Allspring Global Dividend Opportunity Fund
Financial Services
|
Reduced | 431,553 | $2,818,041 | 13.35% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
Added | 161,994 | $1,386,668 | 6.57% | |
| UDR |
UDR, Inc.
Real Estate
|
NEW | 25,476 | $1,017,001 | 4.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,142 | $852,811 | 4.04% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,816 | $525,477 | 2.49% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,425 | $285,128 | 1.35% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 2,115 | $267,145 | 1.27% | |
| PLD |
Prologis, Inc.
Real Estate
|
Held | 1,929 | $261,321 | 1.24% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.