Royal Palms Capital LLC

CIK

2107886

Location

WHITEFISH, MT

Portfolio Value

Small $100,473,951

Diversification

Diversified

Filing Date

Global Rank

#5,358 / 8,232 ▲ 609

Top Industry

Oil & Gas Midstream 15.0%

3Y Alpha vs SPY

-9.3%

Period ended 2 months ago

Filed May 7, 2026 · 38d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+6.5%

SPY

+9.1%

Annualised alpha

-9.3%

Max drawdown

−10.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.3%

−0.8 pts

Top 5

23.8%

−3.1 pts

Top 10

43.5%

−5.5 pts

HHI

328

Diversified−59

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	24.0%	$24,118,199	8
Technology	19.1%	$19,207,839	6
Financial Services	13.0%	$13,092,996	6
Healthcare	12.0%	$12,058,991	6
Basic Materials	8.6%	$8,623,065	7
Industrials	8.4%	$8,428,847	4
Consumer Defensive	7.6%	$7,599,678	5
Unclassified	3.8%	$3,801,919	2
Utilities	2.8%	$2,772,938	1
Consumer Cyclical	0.8%	$769,479	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
DSWL	Deswell Industries Inc	+181,124	642,017	$1,919,630
VTRS	Viatris Inc	+133,453	301,482	$4,073,021
LYG	Lloyds Banking Group plc	+97,000	375,661	$1,889,574
SFD	Smithfield Foods Inc	+54,935	112,820	$3,155,575
INTC	Intel Corp	+47,647	121,627	$5,367,399
EPD	Enterprise Products Partners L.P.	+30,500	87,590	$3,314,405
GSL	Global Ship Lease, Inc.	+14,745	119,340	$4,443,028
CFG	Citizens Financial Group Inc/Ri	+8,005	25,615	$1,536,130
AFL	Aflac Inc	+170	27,037	$2,966,229
ABBV	AbbVie Inc.	+90	17,734	$3,856,967
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−41,474	37,767	$2,573,442
TEVA	Teva Pharmaceutical Industries Ltd	−25,067	88,790	$2,674,354
NEM	NEWMONT Corp /DE/	−10,158	41,579	$4,500,926
KMI	Kinder Morgan, Inc.	−10,085	135,276	$4,535,804
PAAS	Pan American Silver Corp	−6,045	35,835	$1,957,666
RF	Regions Financial Corp	−5,885	146,772	$3,833,684
GLW	Corning Inc /Ny	−5,177	37,121	$5,047,342
ABBNY	Abb Ltd	−4,980	42,317	$3,372,664
ET	Energy Transfer LP	−3,775	157,395	$3,037,723
UL	Unilever PLC	−1,988	39,359	$2,242,281
FCX	Freeport-Mcmoran Inc	−1,423	28,488	$1,674,524
SCHW	Schwab Charles Corp	−1,055	28,034	$2,634,635
XOM	Exxon Mobil Corp	−1,004	26,103	$4,428,634
PPL	PPL Corp	−747	72,590	$2,772,938
ENB	Enbridge Inc	−583	66,120	$3,579,736
IBM	International Business Machines Corp	−458	13,471	$3,265,235
CVX	Chevron Corp	−454	12,109	$2,505,350
TXN	Texas Instruments Inc	−300	15,310	$2,972,283
MO	Altria Group, Inc.	−16	15,354	$1,013,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp/Tx	10,874	$2,686,747
GLD	Spdr Gold Trust	2,855	$1,228,477
PG	PROCTER & GAMBLE Co	5,380	$777,087
MSFT	Microsoft Corp	1,718	$635,950
MRK	Merck & Co., Inc.	5,130	$617,084
TSLA	Tesla, Inc.	1,340	$498,145
COST	Costco Wholesale Corp /New	413	$411,525
GE	General Electric Co	1,241	$352,158
AMGN	Amgen Inc	792	$278,665
HD	Home Depot, Inc.	825	$271,334
GEV	GE Vernova Inc.	299	$260,997
USB	US Bancorp De	4,475	$232,744
USAS	Americas Gold & Silver Corp	32,900	$171,738
GROY	Gold Royalty Corp.	16,000	$57,280
BTG	B2gold Corp	10,000	$45,300
URG	Ur-Energy Inc	20,000	$29,800
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
KHC	Kraft Heinz Co	19,870	$481,847
ABEV	Ambev S.A.	11,726	$28,963
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $100,473,951 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
INTC	Intel Corp Technology	Added	121,627	+47,647	$5,367,399	+96.6%	5.34%
GLW	Corning Inc /Ny Technology	Reduced	37,121	-5,177	$5,047,342	+36.3%	5.02%
KMI	Kinder Morgan, Inc. Energy	Reduced	135,276	-10,085	$4,535,804	+13.5%	4.51%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	41,579	-10,158	$4,500,926	−12.9%	4.48%
GSL	Global Ship Lease, Inc. Industrials	Added	119,340	+14,745	$4,443,028	+21.2%	4.42%
XOM	Exxon Mobil Corp Energy	Reduced	26,103	-1,004	$4,428,634	+35.8%	4.41%
VTRS	Viatris Inc Healthcare	Added	301,482	+133,453	$4,073,021	+94.7%	4.05%
ABBV	AbbVie Inc. Healthcare	Added	17,734	+90	$3,856,967	−4.3%	3.84%
RF	Regions Financial Corp Financial Services	Reduced	146,772	-5,885	$3,833,684	−7.3%	3.82%
ENB	Enbridge Inc Energy	Reduced	66,120	-583	$3,579,736	+12.2%	3.56%
ABBNY	Abb Ltd Industrials	Reduced	42,317	-4,980	$3,372,664	−6.8%	3.36%
EPD	Enterprise Products Partners L.P. Energy	Added	87,590	+30,500	$3,314,405	+81.1%	3.30%
IBM	International Business Machines Corp Technology	Reduced	13,471	-458	$3,265,235	−20.9%	3.25%
SFD	Smithfield Foods Inc Consumer Defensive	Added	112,820	+54,935	$3,155,575	+144.1%	3.14%
ET	Energy Transfer LP Energy	Reduced	157,395	-3,775	$3,037,723	+14.3%	3.02%
TXN	Texas Instruments Inc Technology	Reduced	15,310	-300	$2,972,283	+9.8%	2.96%
AFL	Aflac Inc Financial Services	Added	27,037	+170	$2,966,229	+0.1%	2.95%
PPL	PPL Corp Utilities	Reduced	72,590	-747	$2,772,938	+8.0%	2.76%
VLO	Valero Energy Corp/Tx Energy	NEW	10,874	NEW	$2,686,747	NEW	2.67%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	88,790	-25,067	$2,674,354	−24.7%	2.66%
SCHW	Schwab Charles Corp Financial Services	Reduced	28,034	-1,055	$2,634,635	−9.3%	2.62%
SLV	iShares Silver Trust	Reduced	37,767	-41,474	$2,573,442	−49.6%	2.56%
CVX	Chevron Corp Energy	Reduced	12,109	-454	$2,505,350	+30.8%	2.49%
UL	Unilever PLC Consumer Defensive	Reduced	39,359	-1,988	$2,242,281	−17.1%	2.23%
PAAS	Pan American Silver Corp Basic Materials	Reduced	35,835	-6,045	$1,957,666	−9.8%	1.95%
DSWL	Deswell Industries Inc Technology	Added	642,017	+181,124	$1,919,630	+20.4%	1.91%
LYG	Lloyds Banking Group plc Financial Services	Added	375,661	+97,000	$1,889,574	+27.9%	1.88%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	28,488	-1,423	$1,674,524	+10.2%	1.67%
CFG	Citizens Financial Group Inc/Ri Financial Services	Added	25,615	+8,005	$1,536,130	+49.3%	1.53%
GLD	Spdr Gold Trust	NEW	2,855	NEW	$1,228,477	NEW	1.22%
MO	Altria Group, Inc. Consumer Defensive	Reduced	15,354	-16	$1,013,210	+14.3%	1.01%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	5,380	NEW	$777,087	NEW	0.77%
MSFT	Microsoft Corp Technology	NEW	1,718	NEW	$635,950	NEW	0.63%
MRK	Merck & Co., Inc. Healthcare	NEW	5,130	NEW	$617,084	NEW	0.61%
RDNT	RadNet, Inc. Healthcare	Held	10,000	0	$558,900	−21.7%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	1,340	NEW	$498,145	NEW	0.50%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	413	NEW	$411,525	NEW	0.41%
GE	General Electric Co Industrials	NEW	1,241	NEW	$352,158	NEW	0.35%
AMGN	Amgen Inc Healthcare	NEW	792	NEW	$278,665	NEW	0.28%
HD	Home Depot, Inc. Consumer Cyclical	NEW	825	NEW	$271,334	NEW	0.27%
GEV	GE Vernova Inc. Industrials	NEW	299	NEW	$260,997	NEW	0.26%
USB	US Bancorp De Financial Services	NEW	4,475	NEW	$232,744	NEW	0.23%
UAMY	United States Antimony Corp Basic Materials	Held	24,700	0	$215,631	+73.9%	0.21%
USAS	Americas Gold & Silver Corp Basic Materials	NEW	32,900	NEW	$171,738	NEW	0.17%
GROY	Gold Royalty Corp. Basic Materials	NEW	16,000	NEW	$57,280	NEW	0.06%
BTG	B2gold Corp Basic Materials	NEW	10,000	NEW	$45,300	NEW	0.05%
URG	Ur-Energy Inc Energy	NEW	20,000	NEW	$29,800	NEW	0.03%