Paller Financial Services Inc
Long book
$120.9M
Q1 2026
Positions
43
Top-10 weight
47%
concentration
Last quarter
+12.1%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsPaller Financial Services Inc is a wealth-management firm allocating client money, running a $120.9M US long book across 43 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANECK MORNINGSTAR WIDE MOAT, INVESCO DORSEY WRIGHT TECH, DEFIANCE QUANTUM ETF, ISHARES CORE HIGH DIVIDEND E, ISHARES MSCI USA QUALITY FAC.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+2.3%
Q1 2026
+12.1%
Sector allocation
Energy 62%
Technology 38%