Sign In
test

Jennifer McElderry

Paller Financial Services Inc

Assets Managed
$133.761M
Holdings
44
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
10.65%(2Q avg: 3.79%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Paller Financial Services Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Paller Financial Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 133.761M in assets, with a quarterly growth rate of 10.65% and a 2-quarter average growth rate of 3.79%. The portfolio is managed by Jennifer McElderry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PTF
Invesco Dorsey Wright Tech
Recent Activity
Decreased -11.12%
6.76%
$9.033M
66,271 shares@ $136.31 avg price
QTUM
Defiance Quantum Etf
Recent Activity
Decreased -7.84%
6.75%
$9.023M
54,561 shares@ $165.39 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -14%
4.75%
$6.342M
61,000 shares@ $103.96 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 424.25%
4.73%
$6.325M
230,773 shares@ $27.42 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -7.86%
4.43%
$5.923M
26,994 shares@ $219.43 avg price
RVT
Royce Small-cap Trust Inc
Recent Activity
Decreased -1.76%
4.19%
$5.604M
303,412 shares@ $18.48 avg price
PRN
Invesco Dorsey Wright Indus
Recent Activity
Decreased -1.55%
3.7%
$4.939M
18,943 shares@ $260.71 avg price
NDIV
Amplify Natur Resources Dvd
Recent Activity
Decreased -4.54%
3.36%
$4.486M
140,265 shares@ $31.99 avg price
ARKQ
Ark Autonomous Tech & Robot
Recent Activity
New Position
3.35%
$4.479M
33,877 shares@ $132.23 avg price
HDEF
Xtrackers Msci Eafe High Div
Recent Activity
Decreased -8.18%
3.28%
$4.375M
136,113 shares@ $32.15 avg price

1-10 of 44