Palogic Value Management, L.P.

CIK

1532943

City

DALLAS

State / Country

TX

Stock

DSM — Bny Mellon Strategic Municipal Bond Fund, Inc.

Top Portfolio Positions

160 positions · $199,325,566 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	45,437	$11,531,456	5.79%
AVGO	Broadcom Inc. Technology	29,560	$9,149,115	4.59%
XOM	Exxon Mobil Corp Energy	46,416	$7,874,938	3.95%
BHP	BHP Group Ltd Basic Materials	86,072	$6,260,877	3.14%
MSFT	Microsoft Corp Technology	15,641	$5,789,828	2.90%
LPRO	Open Lending Corp Financial Services	4,543,612	$5,679,515	2.85%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	377,558	$4,239,976	2.13%
ABBV	AbbVie Inc. Healthcare	18,505	$4,024,652	2.02%
SHEL	Shell plc Energy	41,618	$3,870,474	1.94%
AMZN	Amazon Com Inc Consumer Cyclical	18,021	$3,753,233	1.88%

Portfolio Trend

14 quarters · across all stocks

Holdings in DSM

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$432,912	72,032	+33.3%	Shares	Sole	2026-05-15
2025-12-31	$333,365	54,030	+11.5%	Shares	Sole	2026-02-17
2025-09-30	$286,972	48,475	0.0%	Shares	Sole	2025-11-14
2025-06-30	$271,460	48,475	+23.4%	Shares	Sole	2025-08-05
2024-12-31	$228,181	39,274	0.0%	Shares	Sole	2025-02-12
2024-09-30	$244,677	39,274	0.0%	Shares	Sole	2025-03-12
2024-06-30	$233,287	39,274	0.0%	Shares	Sole	2024-08-13
2024-03-31	$230,145	39,274	+57.1%	Shares	Sole	2024-05-14
2023-09-30	$124,250	25,000	0.0%	Shares	Sole	2025-03-12
2023-06-30	$142,500	25,000	-16.7%	Shares	Sole	2023-08-11
2023-03-31	$180,300	30,000	-11.8%	Shares	Sole	2023-05-12
2022-12-31	$196,520	34,000	—	Shares	Sole	2023-02-14
No 13F history on record for this holder in this stock.