RP
Royal Palms Capital LLC — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Royal Palms Capital LLCCIK: 0002107886
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$113.7M
Reporting period: 2026-06-30 · Number of holdings: 69
Royal Palms Capital LLC disclosed 69 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $113.7M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 12.88
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 50.19
- Diversification
- 100
- Sizing Uniformity
- 90.78
Royal Palms Capital LLC's disclosed holdings carry a Herfindahl concentration index of 0.032 — mathematically equivalent to about 31 equally-sized positions, well below its 69 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.92), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim INTC
-89.1% -$3.5M
New buy OLN
Add VTRS
+42.9% $2.8M
Add GLW
-22.5% $2.3M
Add FCX
+86.4% $1.7M
Trim NEM
-3.5% -$754.5K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 57 holdings (of 69 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | Stock-Tech | 6.46% | +1.46% | -22.50% | |
| 2 | VTRS | Viatris Inc | Stock-Healthcare | 6.01% | +1.98% | +42.85% | |
| 3 | KMI | Kinder Morgan, Inc. | Stock-Energy | 4.41% | -0.08% | +16.07% | |
| 4 | GSL | Global Ship Lease, Inc. | Stock-Other | 4.08% | -0.32% | +3.51% | |
| 5 | ENB | Enbridge Inc | Stock-Energy | 4.05% | +0.50% | +28.58% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.94% | +0.12% | +0.41% | |
| 7 | RF | Regions Financial CORP | Stock-Financials | 3.88% | +0.08% | -0.50% | |
| 8 | TXN | Texas Instruments Inc | Stock-Tech | 3.55% | +0.61% | -11.64% | |
| 9 | SFD | Smithfield Foods Inc | Stock-Other | 3.36% | +0.23% | +39.73% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 3.33% | +0.10% | -0.09% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 3.31% | -1.08% | +5.34% | |
| 12 | NEM | Newmont CORP | Stock-Materials | 3.29% | -1.17% | -3.53% | |
| 13 | AFL | Aflac Inc | Stock-Financials | 3.01% | +0.07% | +7.94% | |
| 14 | ABBNY | Abb Ltd-spon Adr | Stock-Industrials | 3.00% | -0.37% | -25.96% | |
| 15 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.94% | +1.28% | +86.36% | |
| 16 | EPD | Enterprise Products Partners | Stock-Energy | 2.83% | -0.45% | -0.11% | |
| 17 | OLN | Olin CORP | Stock-Materials | 2.73% | +2.73% | NEW | |
| 18 | ET | Energy Transfer LP | Stock-Energy | 2.64% | -0.37% | -0.37% | |
| 19 | VLO | Valero Energy CORP | Stock-Energy | 2.62% | -0.04% | +5.15% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.54% | -0.07% | +11.50% | |
| 21 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 2.46% | -0.19% | -7.03% | |
| 22 | PPL | Ppl CORP | Stock-Utilities | 2.40% | -0.35% | +3.32% | |
| 23 | DSWL | Deswell Industries Inc | Stock-Other | 2.20% | +0.30% | -0.14% | |
| 24 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 1.92% | +0.05% | -0.27% | |
| 25 | SLV | Ishares Silver Trust | ETF-Commodities | 1.76% | -0.79% | -1.06% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.75% | -0.73% | -0.95% | |
| 27 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.74% | -0.48% | -16.18% | |
| 28 | CFG | Citizens Financial Group | Stock-Financials | 1.67% | +0.15% | +5.73% | |
| 29 | INTC | Intel CORP | Stock-Tech | 1.63% | -3.69% | -89.11% | |
| 30 | PAAS | Pan American Silver CORP | Stock-Materials | 1.41% | -0.53% | — | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.96% | -0.04% | -1.13% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.94% | -0.28% | +1.30% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.07% | +0.85% | |
| 34 | B | Barrick Mining CORP | Stock-Materials | 0.70% | +0.70% | NEW | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.03% | +0.55% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.06% | +0.81% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | +0.55% | NEW | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.01% | — | |
| 39 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.45% | +0.05% | +16.70% | |
| 40 | GE | General Electric | Stock-Industrials | 0.37% | +0.02% | -8.38% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | — | |
| 42 | RDNT | Radnet Inc | Stock-Healthcare | 0.33% | -0.22% | -40.00% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | +0.05% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.01% | — | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.25% | -0.03% | — | |
| 46 | USB | US Bancorp | Stock-Financials | 0.24% | +0.01% | +0.56% | |
| 47 | SIF | Sifco Industries | Stock-Other | 0.18% | +0.18% | NEW | |
| 48 | ALOY | Realloys Inc | Stock-Other | 0.18% | +0.18% | NEW | |
| 49 | UAMY | United States Antimony CORP | Stock-Other | 0.16% | -0.05% | — | |
| 50 | LPTH | Lightpath Technologies Inc-a | Stock-Other | 0.14% | +0.14% | NEW |
1–50 of 57
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
+0.5%
Performance Last 4 Quarters
+5.7%
- Stdev
- +22.6%
- Beta
- +0.96
- Alpha
- -10.5%
- Max Drawdown
- -6.6%
- Annualized Perf
- +11.8%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +0.99
- Stutzer
- +0.19
- Treynor
- +0.14
- Sterling
- —
- Calmar
- +1.78
- Information Ratio
- -0.83
- Tracking Error
- +13.7%
- Stdev Down
- +13.4%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.17
- Sharpe
- +0.59
- Stdev Sectors
- +7.9%
- Skewness
- -0.23
- Kurtosis
- -1.32
- Upside Potential
- +2.99
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Royal Palms Capital LLC's most significant position changes for 2026-06-30: New buy: Olin CORP (OLN); New buy: Barrick Mining CORP (B); New buy: Palantir Technologies Inc-a (PLTR); New buy: Sifco Industries (SIF); New buy: Realloys Inc (ALOY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OLN | Olin CORP | +2.7% | NEW | New buy |
| 2 | VTRS | Viatris Inc | +2% | +42.85% | Add |
| 3 | GLW | Corning Inc | +1.5% | -22.50% | Trim |
| 4 | FCX | Freeport-mcmoran Inc | +1.3% | +86.36% | Add |
| 5 | B | Barrick Mining CORP | +0.7% | NEW | New buy |
| 6 | TXN | Texas Instruments Inc | +0.6% | -11.64% | Trim |
| 7 | PLTR | Palantir Technologies Inc-a | +0.6% | NEW | New buy |
| 8 | ENB | Enbridge Inc | +0.5% | +28.58% | Add |
| 9 | DSWL | Deswell Industries Inc | +0.3% | -0.14% | Trim |
| 10 | SFD | Smithfield Foods Inc | +0.2% | +39.73% | Add |
| 11 | SIF | Sifco Industries | +0.2% | NEW | New buy |
| 12 | ALOY | Realloys Inc | +0.2% | NEW | New buy |
| 13 | CFG | Citizens Financial Group | +0.2% | +5.73% | Add |
| 14 | LPTH | Lightpath Technologies Inc-a | +0.1% | NEW | New buy |
| 15 | ABBV | Abbvie Inc | +0.1% | +0.41% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | -0.09% | Trim |
| 17 | RF | Regions Financial CORP | +0.1% | -0.50% | Trim |
| 18 | AFL | Aflac Inc | +0.1% | +7.94% | Add |
| 19 | LYG | Lloyds Banking Group Plc-adr | +0.1% | -0.27% | Trim |
| 20 | OUSM | Alps Oshares US Small-cap Qu | +0.1% | +16.70% | Add |
| 21 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 22 | GROY | Gold Royalty CORP | 0% | +159.38% | Add |
| 23 | INV | Innventure Inc | 0% | NEW | New buy |
| 24 | GE | General Electric | 0% | -8.38% | Trim |
| 25 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 26 | USB | US Bancorp | 0% | +0.56% | Add |
| 27 | WLTNF | Wilton Resources Inc | 0% | — | Unchanged |
| 28 | ✓ | Budweiser Brewing Ordf | — | — | Unchanged |
| 29 | HD | Home Depot Inc | 0% | — | Unchanged |
| 30 | BTG | B2gold CORP | 0% | — | Unchanged |
| 31 | URG | Ur-energy Inc | 0% | — | Unchanged |
| 32 | MRK | Merck & Co. Inc. | 0% | +0.55% | Add |
| 33 | USAS | Americas Gold And Silver Cor | 0% | +1.82% | Add |
| 34 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 35 | VLO | Valero Energy CORP | 0% | +5.15% | Add |
| 36 | MO | Altria Group Inc | 0% | -1.13% | Trim |
| 37 | UAMY | United States Antimony CORP | -0.1% | — | Unchanged |
| 38 | MSFT | Microsoft CORP | -0.1% | +0.81% | Add |
| 39 | SCHW | Schwab (charles) CORP | -0.1% | +11.50% | Add |
| 40 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +0.85% | Add |
| 42 | KMI | Kinder Morgan, Inc. | -0.1% | +16.07% | Add |
| 43 | TEVA | Teva Pharmaceutical-sp Adr | -0.2% | -7.03% | Trim |
| 44 | RDNT | Radnet Inc | -0.2% | -40.00% | Trim |
| 45 | GLD | Spdr Gold Shares | -0.3% | +1.30% | Add |
| 46 | GSL | Global Ship Lease, Inc. | -0.3% | +3.51% | Add |
| 47 | PPL | Ppl CORP | -0.4% | +3.32% | Add |
| 48 | ET | Energy Transfer LP | -0.4% | -0.37% | Trim |
| 49 | ABBNY | Abb Ltd-spon Adr | -0.4% | -25.96% | Trim |
| 50 | EPD | Enterprise Products Partners | -0.5% | -0.11% | Trim |
1–50 of 57
Filing History
FAQ
What is Royal Palms Capital LLC and what type of investor is it?
Royal Palms Capital LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $113.7M, spread across 69 disclosed positions.
What are Royal Palms Capital LLC's largest equity positions?
Based on the latest 13F filing, Royal Palms Capital LLC's top holdings by market value are:
1. Corning Inc (GLW) — $7.3M (6.5%)
2. Viatris Inc (VTRS) — $6.8M (6.0%)
3. Kinder Morgan, Inc. (KMI) — $5.0M (4.4%)
4. Global Ship Lease, Inc. (GSL) — $4.6M (4.1%)
5. Enbridge Inc (ENB) — $4.6M (4.0%)
What changes did Royal Palms Capital LLC make in its most recent portfolio filing?
In the latest reported quarter, Royal Palms Capital LLC made 46 notable position adjustments: 7 new positions were initiated, 21 existing holdings were added to, 18 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Olin CORP (OLN); New buy: Barrick Mining CORP (B); New buy: Palantir Technologies Inc-a (PLTR); New buy: Sifco Industries (SIF); New buy: Realloys Inc (ALOY)
What sectors does Royal Palms Capital LLC focus on?
Royal Palms Capital LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 25.1%
• Information Technology: 18.7%
• Health Care: 15.8%
• Financials: 15.4%
• Materials: 12.8%
• Consumer Staples: 4.3%
Investment Profile
Royal Palms Capital LLC returned an annualized 11.8% over the trailing 6 months — underperforming the S&P 500 by 10.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.96 (roughly in line with the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its VTRS position over the past two quarters (+$4.7M, now $6.8M), while trimming SLV over the same stretch (-$2.9M, still holding $2.0M).
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Developer Access
Access Royal Palms Capital LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/royal-palms-capital-llcCLI
npx alphasmo institutions get royal-palms-capital-llc