Paller Financial Services Inc
Filing Date
Global Rank
#7,743
/ 8,794
▼ 102
· as of Jun 2026
Top Industry
Asset Management
75.4%
3Y Alpha vs SPY
-13.3%
Period ended 3 months ago
Filed Jul 7, 2026 · 3mo
3 quarters · since Dec 2025
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
16.1%
+0.4 pts
Top 5
52.9%
+2.5 pts
Top 10
74.9%
+1.5 pts
HHI
761
Diversified+31
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.3% | $120,760,156 |
| Financial Services | 7.3% | $9,808,728 |
| Real Estate | 1.2% | $1,545,467 |
| Technology | 0.6% | $810,605 |
| Communication Services | 0.4% | $503,141 |
| Energy | 0.2% | $333,049 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +186,753 | 230,773 | $6,325,487 | ||
| AFK | VanEck Africa Index ETF | +147,138 | 293,062 | $15,307,116 | |
| AGNG | Global X Funds Global X Aging Population ETF | +47,815 | 169,647 | $5,637,209 | |
| — | +40,350 | 394,258 | $12,335,343 | ||
| — | +35,254 | 105,363 | $7,300,053 | ||
| — | +30,670 | 52,858 | $2,686,772 | ||
| HYT | Blackrock Corporate High Yield Fund, Inc. | +13,595 | 161,994 | $1,386,668 | |
| AAPL | Apple Inc. | +49 | 1,816 | $525,477 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EOD | Allspring Global Dividend Opportunity Fund | −41,731 | 431,553 | $2,818,041 | |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | −12,131 | 136,113 | $4,374,671 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −11,786 | 161,317 | $21,473,606 | |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | −11,136 | 96,245 | $9,952,529 | |
| CVY | Invesco Zacks Multi-Asset Income ETF | −9,862 | 56,762 | $2,003,698 | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | −6,760 | 173,202 | $3,782,731 | |
| AIEQ | Amplify AI Powered Equity ETF | −6,682 | 140,265 | $4,485,674 | |
| XOM | ExxonMobil Holdings Corp | −6,022 | 2,436 | $333,049 | |
| RVT | Royce Small-Cap Trust, Inc. | −5,465 | 303,412 | $5,604,019 | |
| FCAL | First Trust California Municipal High income ETF | −3,265 | 55,970 | $1,000,743 | |
| 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 | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | −1,991 | 27,923 | $3,207,794 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −171 | 133,564 | $11,702,485 | |
| GOOGL | Alphabet Inc. | −37 | 1,424 | $503,141 | |
| 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. | |||||
29 tracked positions ·
$133,761,146 total
· filing declares
44 positions · $133,761,367
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 161,317 | $21,473,606 | 16.05% | |
| AFK |
VanEck Africa Index ETF
|
Added | 293,062 | $15,307,116 | 11.44% | |
|
|
Added | 394,258 | $12,335,343 | 9.22% | ||
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 133,564 | $11,702,485 | 8.75% | |
| FAB |
First Trust Multi Cap Value AlphaDEX Fund
|
Reduced | 96,245 | $9,952,529 | 7.44% | |
|
|
Added | 105,363 | $7,300,053 | 5.46% | ||
|
|
Added | 230,773 | $6,325,487 | 4.73% | ||
| AGNG |
Global X Funds Global X Aging Population ETF
|
Added | 169,647 | $5,637,209 | 4.21% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
Reduced | 303,412 | $5,604,019 | 4.19% | |
| AIEQ |
Amplify AI Powered Equity ETF
|
Reduced | 140,265 | $4,485,674 | 3.35% | |
| ASHR |
Xtrackers Harvest CSI 300 China A-Shares ETF
|
Reduced | 136,113 | $4,374,671 | 3.27% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 5,952 | $4,186,279 | 3.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,298 | $3,901,447 | 2.92% | |
| AFGR |
First Trust Active Factor Large Cap Growth ETF
|
Reduced | 173,202 | $3,782,731 | 2.83% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
Reduced | 27,923 | $3,207,794 | 2.40% | |
| EOD |
Allspring Global Dividend Opportunity Fund
Financial Services
|
Reduced | 431,553 | $2,818,041 | 2.11% | |
|
|
Added | 52,858 | $2,686,772 | 2.01% | ||
| CVY |
Invesco Zacks Multi-Asset Income ETF
|
Reduced | 56,762 | $2,003,698 | 1.50% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
Added | 161,994 | $1,386,668 | 1.04% | |
| UDR |
UDR, Inc.
Real Estate
|
NEW | 25,476 | $1,017,001 | 0.76% | |
| FCAL |
First Trust California Municipal High income ETF
|
Reduced | 55,970 | $1,000,743 | 0.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,142 | $852,811 | 0.64% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,816 | $525,477 | 0.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,424 | $503,141 | 0.38% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,436 | $333,049 | 0.25% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,425 | $285,128 | 0.21% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 2,115 | $267,145 | 0.20% | |
| PLD |
Prologis, Inc.
Real Estate
|
Held | 1,929 | $261,321 | 0.20% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Held | 804 | $243,708 | 0.18% |
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.