Paller Financial Services Inc
CIK
2095931
City
CENTENNIAL
State / Country
CO
Top Portfolio Positions
12 positions ·
$23,458,178 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
8,671 | $5,347,925 | 22.80% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
308,877 | $5,127,358 | 21.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,877 | $4,546,446 | 19.38% | |
| EOD |
Allspring Global Dividend Opportunity Fund
Financial Services
|
473,284 | $2,759,245 | 11.76% | |
| XOM |
Exxon Mobil Corp
Energy
|
8,458 | $1,434,984 | 6.12% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
148,399 | $1,264,359 | 5.39% | |
| SLV |
iShares Silver Trust
|
13,502 | $920,026 | 3.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,149 | $747,240 | 3.19% | |
| AAPL |
Apple Inc.
Technology
|
1,767 | $448,446 | 1.91% | |
| GLD |
Spdr Gold Trust
|
905 | $389,412 | 1.66% |
Portfolio Trend
2 quarters · across all stocks
Holdings in HYT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,264,359 | 148,399 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,383,807 | 155,484 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||