Paller Financial Services Inc reported 6 positions worth $2.33M for the quarter ended Sep 30, 2026, down 27.1% on the prior quarter. It opened 0 new positions, added to 0, trimmed 5 and exited 1. Its largest holding is Apple Inc. at 23.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UDR UDR, Inc. | -13.0K | -51.1% | $436.35K | 17.97% |
| IRM Iron Mountain Inc | -2,115 | -100.0% | $267.15K | Exited |
| AAPL Apple Inc. | -182 | -10.0% | $60.61K | 23.37% |
| XOM ExxonMobil Holdings Corp | -345 | -14.2% | $56.15K | 14.62% |
| NVDA Nvidia Corp | -139 | -9.8% | $31.74K | 12.61% |
| GOOG Alphabet Inc. | -11 | -0.8% | $3.75K | 20.68% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IRM Iron Mountain Inc | -2,115 | $267.15K | 8.37% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 1,634 | $544.16K | 23.37% | -182 | -10.0% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 1,413 | $481.47K | 20.68% | -11 | -0.8% | Reduced | 0% |
| 3 | UDR UDR, Inc. | Real Estate | 12.5K | $418.37K | 17.97% | -13.0K | -51.1% | Reduced | 0% |
| 4 | XOM ExxonMobil Holdings Corp | Energy | 2,091 | $340.31K | 14.62% | -345 | -14.2% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 1,286 | $293.70K | 12.61% | -139 | -9.8% | Reduced | 0% |
| 6 | PLD Prologis, Inc. | Real Estate | 1,929 | $250.46K | 10.76% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Paller Financial Services.
As of its Q3 2026 13F filing, Paller Financial Services Inc’s five largest positions were Apple Inc. (AAPL) at 23.4%, Alphabet Inc. (GOOG) at 20.7%, UDR, Inc. (UDR) at 18.0%, ExxonMobil Holdings Corp (XOM) at 14.6%, Nvidia Corp (NVDA) at 12.6% of the reported portfolio.
Paller Financial Services Inc reported a 13F portfolio worth $2.33M across 6 positions for Q3 2026. That is down 27.1% from the previous quarter.
Its largest sales by value were UDR, Inc. ($436.35K), Iron Mountain Inc ($267.15K), Apple Inc. ($60.61K). It exited 1 positions entirely.
From the Form 13F-HR reports Paller Financial Services Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.