Paller Financial Services Inc
SEC Form 13F institutional filer · CIK 0002095931
13F-HR · 17 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
93.2%
Paller Financial Services Inc — $50.4M AUM allocation strategy
Paller Financial Services Inc files SEC Form 13F and reports $50.4M of long US equity value across 17 reported holdings for 2026-03-31.
Its largest sector bet is Financials 60.9%, followed by Energy 2.8% and Real Estate 0.9%.
The top 10 holdings account for 93% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Paller Financial Services Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$50.4M
total across 17 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
93% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IWM +17.8K sh · +$1.73M+$IVV +548 sh · +$688K+$GOOGL +3 sh · −$38.4K
Biggest trims (shares)
−$WFC −15.6K sh · −$91.2K−$BEN −8.27K sh · +$21.2K−$BLK −7.08K sh · −$119K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks44.8%—
- Financial Exchanges & Data10.6%—
- Diversified Banks5.5%—
- Integrated Oil & Gas2.8%—
- Technology Hardware, Storage & Peripherals0.9%—
- Interactive Media & Services0.8%—
- Industrial REITs0.5%—
- Other Specialized REITs0.4%—
- Other holdings33.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 173K | $16.2M | -4.86K | 32.1% |
| $SPGI | S&P Global Inc | 8.67K | $5.35M | -512 | 10.6% |
| $BEN | Franklin Templeton Inc | 309K | $5.13M | -8.27K | 10.2% |
| $WFC | Wells Fargo & Company | 473K | $2.76M | -15.6K | 5.5% |
| $XOM | ExxonMobil Holdings Corporation | 8.46K | $1.43M | +0 | 2.8% |
| $BLK | BlackRock Inc | 148K | $1.26M | -7.08K | 2.5% |
…and 11 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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