# Royal Palms Capital LLC: Form 13F holdings

An institutional investment manager in WHITEFISH, MT. SEC CIK 2107886.

- Quarter ended: 2026-06-30
- Filed: 2026-08-07
- Reported value: $113.7m
- Positions: 57 (69 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2107886/000210788626000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $7.3m | 6.5% | 28,767 |  | Reduced −8,354 |
| [VIATRIS INC (VTRS)](/companies/vtrs.md) | COM | $6.8m | 6.0% | 430,675 |  | Added +129,193 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $5.0m | 4.4% | 157,020 |  | Added +21,744 |
| GLOBAL SHIP LEASE INC  F | FGO | $4.6m | 4.1% | 123,530 |  | Added +4,190 |
| [ENBRIDGE INC           F (ENB)](/companies/enb.md) | FGC | $4.6m | 4.1% | 85,014 |  | Added +18,894 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $4.5m | 3.9% | 17,806 |  | Added +72 |
| [REGIONS FINL CORP NEW (RF)](/companies/rf.md) | COM | $4.4m | 3.9% | 146,032 |  | Reduced −740 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $4.0m | 3.5% | 13,528 |  | Reduced −1,782 |
| [SMITHFIELD FOODS INC (SFD)](/companies/sfd.md) | COM | $3.8m | 3.4% | 157,648 |  | Added +44,828 |
| [IBM CORP (IBM)](/companies/ibm.md) | COM | $3.8m | 3.3% | 13,459 |  | Reduced −12 |
| EXXON MOBIL CORP | COM | $3.8m | 3.3% | 27,497 |  | Added +1,394 |
| [NEWMONT CORP (NEM)](/companies/nem.md) | COM | $3.7m | 3.3% | 40,112 |  | Reduced −1,467 |
| [AFLAC INC (AFL)](/companies/afl.md) | COM | $3.4m | 3.0% | 29,183 |  | Added +2,146 |
| [ABB LTD                F (ABBNY)](/companies/abbny.md) | ADR | $3.4m | 3.0% | 31,333 |  | Reduced −10,984 |
| [FREEPORT-MCMORAN INC (FCX)](/companies/fcx.md) | COM | $3.3m | 2.9% | 53,090 |  | Added +24,602 |
| [ENTERPRISE PRODS PART LP (EPD)](/companies/epd.md) | MLP | $3.2m | 2.8% | 87,490 |  | Reduced −100 |
| [OLIN CORP (OLN)](/companies/oln.md) | COM | $3.1m | 2.7% | 156,798 |  | New +156,798 |
| [ENERGY TRANSFER L P   LP (ET)](/companies/et.md) | MLP | $3.0m | 2.6% | 156,820 |  | Reduced −575 |
| [VALERO ENERGY CORP NEW (VLO)](/companies/vlo.md) | COM | $3.0m | 2.6% | 11,434 |  | Added +560 |
| [CHARLES SCHWAB CORP (SCHW)](/companies/schw.md) | COM | $2.9m | 2.5% | 31,257 |  | Added +3,223 |
| TEVA PHARMACEUTICAL IN F | ADR | $2.8m | 2.5% | 82,550 |  | Reduced −6,240 |
| [PPL CORP (PPL)](/companies/ppl.md) | COM | $2.7m | 2.4% | 74,997 |  | Added +2,407 |
| [DESWELL INDS INC       F (DSWL)](/companies/dswl.md) | FGO | $2.5m | 2.2% | 641,110 |  | Reduced −907 |
| [LLOYDS BANKING GROUP P F (LYG)](/companies/lyg.md) | ADR | $2.2m | 1.9% | 374,661 |  | Reduced −1,000 |
| [ISHARES SILVER TRUST (SLV)](/companies/slv.md) | UIE | $2.0m | 1.8% | 37,368 |  | Reduced −399 |
| [CHEVRON CORP NEW (CVX)](/companies/cvx.md) | COM | $2.0m | 1.7% | 11,994 |  | Reduced −115 |
| [UNILEVER PLC           F (UL)](/companies/ul.md) | ADR | $2.0m | 1.7% | 32,992 |  | Reduced −6,367 |
| [CITIZENS FINL GROUP INC (CFG)](/companies/cfg.md) | COM | $1.9m | 1.7% | 27,082 |  | Added +1,467 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $1.8m | 1.6% | 13,246 |  | Reduced −108,381 |
| [PAN AMERN SILVER CORP  F (PAAS)](/companies/paas.md) | FGC | $1.6m | 1.4% | 35,835 |  | Unchanged |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $1.1m | 1.0% | 15,181 |  | Reduced −173 |
| [SPDR GOLD SHARES (GLD)](/companies/gld.md) | UIE | $1.1m | 0.9% | 2,892 |  | Added +37 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $795.7k | 0.7% | 5,426 |  | Added +46 |
| [BARRICK MNG CORP       F (B)](/companies/b.md) | FGC | $793.0k | 0.7% | 21,590 |  | New +21,590 |
| [MERCK & CO. INC. (MRK)](/companies/mrk.md) | COM | $662.8k | 0.6% | 5,158 |  | Added +28 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $646.1k | 0.6% | 1,732 |  | Added +14 |
| [PALANTIR TECHNOLOGIES IN (PLTR)](/companies/pltr.md) | COM | $630.0k | 0.6% | 5,400 |  | New +5,400 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $563.6k | 0.5% | 1,340 |  | Unchanged |
| ALPS O'SHARES U.S. | UIE | $514.6k | 0.5% | 10,830 |  | Added +1,550 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM | $424.9k | 0.4% | 1,137 |  | Reduced −104 |
| [COSTCO WHSL CORP NEW (COST)](/companies/cost.md) | COM | $386.5k | 0.3% | 413 |  | Unchanged |
| [RADNET INC (RDNT)](/companies/rdnt.md) | COM | $370.0k | 0.3% | 6,000 |  | Reduced −4,000 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $351.3k | 0.3% | 299 |  | Unchanged |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $291.0k | 0.3% | 825 |  | Unchanged |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $286.8k | 0.3% | 792 |  | Unchanged |
| [US BANCORP DEL (USB)](/companies/usb.md) | COM | $271.8k | 0.2% | 4,500 |  | Added +25 |
| [SIFCO INDS INC (SIF)](/companies/sif.md) | COM | $203.6k | 0.2% | 8,700 |  | New +8,700 |
| [REALLOYS INC (ALOY)](/companies/aloy.md) | COM | $202.3k | 0.2% | 14,000 |  | New +14,000 |
| [UNITED STS ANTIMONY CORP (UAMY)](/companies/uamy.md) | COM | $179.3k | 0.2% | 24,700 |  | Unchanged |
| [LIGHTPATH TECHNOLOGIES I (LPTH)](/companies/lpth.md) | COM | $163.5k | 0.1% | 10,000 |  | New +10,000 |
| [AMERICAS GOLD & SILVER F (USAS)](/companies/usas.md) | FGC | $158.1k | 0.1% | 33,500 |  | Added +600 |
| [GOLD RTY CORP CDA      F (GROY)](/companies/groy.md) | FGC | $114.5k | 0.1% | 41,500 |  | Added +25,500 |
| [INNVENTURE INC (INV)](/companies/inv.md) | COM | $50.7k | <0.1% | 10,000 |  | New +10,000 |
| WILTON RES INC         F | FGC | $45.8k | <0.1% | 137,000 |  | Unchanged |
| [B2GOLD CORP            F (BTG)](/companies/btg.md) | FGC | $37.4k | <0.1% | 10,000 |  | Unchanged |
| [UR-ENERGY INC          F (URG)](/companies/urg.md) | FGC | $27.2k | <0.1% | 20,000 |  | Unchanged |
| BUDWEISER BREWING   ORDF | UFO | $9.4k | <0.1% | 12,091 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0002107886-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.