Royal Palms Capital LLC

Royal Palms Capital LLC reported 69 holdings worth US$114M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Royal Palms Capital LLC reported 69 holdings worth US$114M as of Jun 30, 2026. Largest: Corning Incorporated, Viatris Inc. and Kinder Morgan, Inc. Filed Aug 7, 2026 (Form 13F).

Holdings
69
Value as reported
US$114M

The filing in full

CompanySharesValue as reported% of portfolio
Corning Incorporated28,767US$7.35M6.5%
Viatris Inc.431KUS$6.84M6.0%
Kinder Morgan, Inc.157KUS$5.02M4.4%
Global Ship Lease Inc New124KUS$4.64M4.1%
Enbridge Inc.85,014US$4.61M4.1%
Abbvie Inc.17,806US$4.48M3.9%
Regions Financial Corporation146KUS$4.41M3.9%
Texas Instruments Incorporated13,528US$4.03M3.5%
Smithfield Foods, Inc.158KUS$3.82M3.4%
International Business Machines Corporation13,459US$3.78M3.3%
Exxon Mobil Corporation27,497US$3.76M3.3%
Newmont Corporation40,112US$3.75M3.3%
Aflac Incorporated29,183US$3.42M3.0%
Abb Ltd.31,333US$3.41M3.0%
Freeport-mcmoran, Inc.53,090US$3.34M2.9%
Enterprise Products Partners L.p.87,490US$3.22M2.8%
Olin Corporation157KUS$3.11M2.7%
Energy Transfer Lp157KUS$3M2.6%
Valero Energy Corporation11,434US$2.98M2.6%
Charles Schwab Corporation (the)31,257US$2.88M2.5%
Teva Pharmaceutical Industries Limited82,550US$2.8M2.5%
Ppl Corporation74,997US$2.73M2.4%
Lloyds Banking Group Plc375KUS$2.18M1.9%
Chevron Corporation11,994US$1.99M1.7%
Unilever Plc32,992US$1.98M1.7%
Citizens Financial Group, Inc.27,082US$1.9M1.7%
Intel Corporation13,246US$1.85M1.6%
Pan American Silver Corp.35,835US$1.61M1.4%
Altria Group, Inc.15,181US$1.09M0.96%
Procter & Gamble Company (the)5,426US$796K0.70%
Barrick Mining Corporation21,590US$793K0.70%
Merck & Company, Inc.5,158US$663K0.58%
Microsoft Corp.1,732US$646K0.57%
Palantir Technologies Inc.5,400US$630K0.55%
Tesla, Inc.1,340US$564K0.50%
Ge Aerospace1,137US$425K0.37%
Costco Wholesale Corporation413US$387K0.34%
Radnet, Inc.6,000US$370K0.33%
Ge Vernova Inc.299US$351K0.31%
Home Depot, Inc. (the)825US$291K0.26%
Amgen Inc.792US$287K0.25%
U.s. Bancorp4,500US$272K0.24%
Sifco Industries, Inc.8,700US$204K0.18%
Realloys Inc.14,000US$202K0.18%
United States Antimony Corporation24,700US$179K0.16%
Lightpath Technologies, Inc.10,000US$164K0.14%
Americas Gold And Silver Corporation33,500US$158K0.14%
Gold Royalty Corp.41,500US$115K0.10%
Innventure, Inc.10,000US$50,7000.04%
Wilton Resources Inc.137KUS$45,8400.04%
B2gold Corp.10,000US$37,4000.03%
Ur-energy Inc.20,000US$27,2000.02%
Budweiser Brewing Co. Apac Ltd.12,091US$9,404<0.01%

Source

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