# Royal Palms Capital LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2107886. Source: https://holderbook.com/funds/2107886-royal-palms-capital-llc/

- Reported value: $113.7M
- Positions: 57
- Weight of the ten largest: 43.1%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $7.3M | 28,767 | 6.5% | 3 |
| VIATRIS INC | [VTRS](https://holderbook.com/stocks/VTRS/) | $6.8M | 430,675 | 6.0% | 3 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $5.0M | 157,020 | 4.4% | 3 |
| GLOBAL SHIP LEASE INC | [GSL](https://holderbook.com/stocks/GSL/) | $4.6M | 123,530 | 4.1% | 3 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $4.6M | 85,014 | 4.1% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.5M | 17,806 | 3.9% | 3 |
| REGIONS FINANCIAL CORP NEW | [RF](https://holderbook.com/stocks/RF/) | $4.4M | 146,032 | 3.9% | 3 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $4.0M | 13,528 | 3.5% | 3 |
| SMITHFIELD FOODS INC | [SFD](https://holderbook.com/stocks/SFD/) | $3.8M | 157,648 | 3.4% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $3.8M | 13,459 | 3.3% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.8M | 27,497 | 3.3% | 3 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $3.7M | 40,112 | 3.3% | 3 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $3.4M | 29,183 | 3.0% | 3 |
| ABB LTD | [ABBNY](https://holderbook.com/stocks/ABBNY/) | $3.4M | 31,333 | 3.0% | 3 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $3.3M | 53,090 | 2.9% | 3 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $3.2M | 87,490 | 2.8% | 3 |
| OLIN CORP | [OLN](https://holderbook.com/stocks/OLN/) | $3.1M | 156,798 | 2.7% | 1 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $3.0M | 156,820 | 2.6% | 3 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $3.0M | 11,434 | 2.6% | 2 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $2.9M | 31,257 | 2.5% | 3 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $2.8M | 82,550 | 2.5% | 3 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $2.7M | 74,997 | 2.4% | 3 |
| DESWELL INDS INC | [DSWL](https://holderbook.com/stocks/DSWL/) | $2.5M | 641,110 | 2.2% | 3 |
| LLOYDS BANKING GROUP PLC | [LYG](https://holderbook.com/stocks/LYG/) | $2.2M | 374,661 | 1.9% | 3 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $2.0M | 37,368 | 1.8% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.0M | 11,994 | 1.7% | 3 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $2.0M | 32,992 | 1.7% | 3 |
| CITIZENS FINL GROUP INC | [CFG](https://holderbook.com/stocks/CFG/) | $1.9M | 27,082 | 1.7% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.8M | 13,246 | 1.6% | 3 |
| PAN AMERN SILVER CORP | [PAAS](https://holderbook.com/stocks/PAAS/) | $1.6M | 35,835 | 1.4% | 3 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $1.1M | 15,181 | 1.0% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.1M | 2,892 | 0.9% | 2 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $795.7K | 5,426 | 0.7% | 2 |
| BARRICK MNG CORP | [B](https://holderbook.com/stocks/B/) | $793.0K | 21,590 | 0.7% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $662.8K | 5,158 | 0.6% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $646.1K | 1,732 | 0.6% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $630.0K | 5,400 | 0.6% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $563.6K | 1,340 | 0.5% | 2 |
| ALPS ETF TR | [OUSM](https://holderbook.com/stocks/OUSM/) | $514.6K | 10,830 | 0.5% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $424.9K | 1,137 | 0.4% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $386.5K | 413 | 0.3% | 2 |
| RADNET INC | [RDNT](https://holderbook.com/stocks/RDNT/) | $370.0K | 6,000 | 0.3% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $351.3K | 299 | 0.3% | 2 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $291.0K | 825 | 0.3% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $286.8K | 792 | 0.3% | 2 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $271.8K | 4,500 | 0.2% | 2 |
| SIFCO INDS INC | [SIF](https://holderbook.com/stocks/SIF/) | $203.6K | 8,700 | 0.2% | 1 |
| REALLOYS INC | [ALOY](https://holderbook.com/stocks/ALOY/) | $202.3K | 14,000 | 0.2% | 1 |
| UNITED STATES ANTIMONY CORP | [UAMY](https://holderbook.com/stocks/UAMY/) | $179.3K | 24,700 | 0.2% | 3 |
| LIGHTPATH TECHNOLOGIES INC | [LPTH](https://holderbook.com/stocks/LPTH/) | $163.5K | 10,000 | 0.1% | 1 |
| AMERICAS GOLD AND SILVER COR | [USAS](https://holderbook.com/stocks/USAS/) | $158.1K | 33,500 | 0.1% | 2 |
| GOLD ROYALTY CORP | [GROY](https://holderbook.com/stocks/GROY/) | $114.5K | 41,500 | 0.1% | 2 |
| INNVENTURE INC | [INV](https://holderbook.com/stocks/INV/) | $50.7K | 10,000 | 0.0% | 1 |
| WILTON RES INC         F | - | $45.8K | 137,000 | 0.0% | 2 |
| B2GOLD CORP | [BTG](https://holderbook.com/stocks/BTG/) | $37.4K | 10,000 | 0.0% | 2 |
| UR-ENERGY INC | [URG](https://holderbook.com/stocks/URG/) | $27.2K | 20,000 | 0.0% | 2 |
| BUDWEISER BREWING   ORDF | - | $9.4K | 12,091 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +19.7% | +14.8% | +4.9% | 100% |
| Q1 2026 | +8.8% | -4.6% | +13.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $113.7M | 57 |
| Q1 2026 | $101.0M | 50 |
| Q4 2025 | $84.3M | 35 |