Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palogic Value Management, L.P. (CIK 1532943) reported $236.8M across 160 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($11.5M, 4.87%), GOOG ($9.5M, 4.03%), AVGO ($9.1M, 3.86%), XOM ($7.9M, 3.33%), SRLN ($6.7M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $11.5M | 4.87% | 45,437 | Trimmed |
| 2 | GOOG | ALPHABET INC | $9.5M | 4.03% | 33,229 | Trimmed |
| 3 | AVGO | BROADCOM INC | $9.1M | 3.86% | 29,560 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP | $7.9M | 3.33% | 46,416 | Trimmed |
| 5 | SRLN | SSGA ACTIVE ETF TR | $6.7M | 2.82% | 166,381 | Trimmed |
| 6 | BHP | BHP BILLITON LIMITED | $6.3M | 2.64% | 86,072 | Added |
| 7 | MSFT | MICROSOFT CORP | $5.8M | 2.45% | 15,641 | Trimmed |
| 8 | LPRO | OPEN LENDING CORP | $5.7M | 2.40% | 4.5M | Added |
| 9 | BIL | SPDR SERIES TRUST | $5.2M | 2.18% | 56,379 | Added |
| 10 | HYG | ISHARES TR | $4.6M | 1.94% | 57,680 | Trimmed |
| 11 | NEA | NUVEEN AMT FREE QLTY MUN INC | $4.2M | 1.79% | 377,558 | Added |
| 12 | ABBV | ABBVIE INC | $4.0M | 1.70% | 18,505 | Trimmed |
| 13 | SHEL | SHELL PLC | $3.9M | 1.63% | 41,618 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $3.8M | 1.59% | 18,021 | Added |
| 15 | HCAT | HEALTH CATALYST INC | $3.7M | 1.55% | 2.9M | Added |
| 16 | NVG | NUVEEN AMT FREE MUN CR INC F | $3.5M | 1.48% | 283,732 | Added |
| 17 | PEB | PEBBLEBROOK HOTEL TR | $3.5M | 1.47% | 275,100 | Trimmed |
| 18 | NAD | NUVEEN QUALITY MUNCP INCOME | $3.5M | 1.46% | 300,411 | Added |
| 19 | BAND | BANDWIDTH INC | $3.3M | 1.39% | 185,002 | Trimmed |
| 20 | FLYW | FLYWIRE CORPORATION | $2.9M | 1.23% | 250,000 | Added |
| 21 | AMGN | AMGEN INC | $2.7M | 1.16% | 7,773 | Added |
| 22 | VCLT | VANGUARD SCOTTSDALE FDS | $2.7M | 1.12% | 35,691 | Trimmed |
| 23 | LPSN | LIVEPERSON INC | $2.6M | 1.11% | 3.9M | Hold |
| 24 | GPN | GLOBAL PMTS INC | $2.5M | 1.05% | 37,000 | Added |
| 25 | BAC | BANK AMERICA CORP | $2.4M | 1.03% | 50,182 | Added |
Source: SEC Form 13F filings · as of 2026-03-31