Paller Financial Services Inc
•CIK: 2095931•Filing: Q4 2025
**Paller Financial Services Inc.** manages $125M across a concentrated portfolio of 45 positions. The fund exhibits notable conviction in defensive and cyclical sectors, with top holdings including MOAT at $7.5M and QTUM at $6.6M. Significant allocations are also maintained in QUAL ($6.0M), PTF ($5.9M), and MDY ($5.5M). This structure suggests a tactical approach targeting value and sector rotation opportunities.
Total AUM
$124.7M
QoQ Performance
N/A
Positions
30
Top 10 Concentration
45.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MOAT
QTUM
MOAT6.0%
QTUM5.3%
QUAL4.8%
PTF4.8%
MDY4.4%
NDQ4.4%
HDV4.2%
RVT4.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other97.4%
Technology0.9%
Energy0.8%
ETF0.6%
Real Estate0.2%