account_balance
Investment manager · 13F filer · SEC CIK 2107886
Royal Palms Capital LLC
Reported value$114Mas of Jun 30, 2026
Positions57 7 new, 0 sold out
Top 10 weight43.1%GLW alone is 6%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GLWCorning Inc
6.5%Trimmed −23%
VTRSViatris Inc
6.0%Added +43%
KMIKinder Morgan Inc
4.4%Added +16%
GSLGlobal Ship Lease Inc F
4.1%Added +4%
ENBEnbridge Inc F
4.1%Added +29%
ABBVAbbvie Inc
3.9%
RFRegions Finl Corp New
3.9%
TXNTexas Instrs Inc
3.5%Trimmed −12%
SFDSmithfield Foods Inc
3.4%Added +40%
IBMIbm Corp
3.3%
XOMExxon Mobil Corp
3.3%Added +5%
NEMNewmont Corp
3.3%Trimmed −4%
GLWCorning Inc
6.5%Trimmed −23%
VTRSViatris Inc
6.0%Added +43%
KMI4.4%GSL4.1%ENB4.1%ABBV3.9%RF3.9%TXN3.5%SFD3.4%IBM3.3%XOM3.3%NEM3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GLW Corning Inc 6.5% Trimmed −23%VTRS Viatris Inc 6.0% Added +43%KMI Kinder Morgan Inc 4.4% Added +16%GSL Global Ship Lease Inc F 4.1% Added +4%ENB Enbridge Inc F 4.1% Added +29%ABBV Abbvie Inc 3.9% HeldRF Regions Finl Corp New 3.9% HeldTXN Texas Instrs Inc 3.5% Trimmed −12%SFD Smithfield Foods Inc 3.4% Added +40%IBM Ibm Corp 3.3% HeldXOM Exxon Mobil Corp 3.3% Added +5%NEM Newmont Corp 3.3% Trimmed −4%
What changed