13F

Investor

Palogic Value Management, L.P.

CIK 0001532943 · filed 2026-02-17 · SEC filing

13F book

$239.8M

Positions

150

Largest name

5.2%

Apple Inc. · AAPL

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL45.5K$12.4M5.2%Held
Alphabet Inc33.5K$10.5M4.4%Held
Broadcom Inc.AVGO30.1K$10.4M4.3%Held
Microsoft CorpMSFT15.7K$7.58M3.2%Held
Ssga Active Etf Tr166.7K$6.88M2.9%Held
Open Lending CorpLPRO4.32M$6.7M2.8%Held
Exxon Mobil Corp48.9K$5.88M2.5%Held
Bhp Group Ltd86K$5.19M2.2%Held
Ishares Tr58.8K$4.75M2.0%Held
Pebblebrook Hotel Tr400K$4.53M1.9%Held
AbbVie Inc.ABBV19.2K$4.38M1.8%Held
Nuveen Amt Free Qlty Mun Inc368.8K$4.29M1.8%Held
Amazon Com IncAMZN17.9K$4.13M1.7%Held
Shell Plc55.1K$4.05M1.7%Held
Eventbrite Inc880K$3.92M1.6%Held
Nuveen Amt Free Mun Cr Inc F276.7K$3.5M1.5%Held
Nuveen Quality Muncp Income275.6K$3.31M1.4%Held
Flywire CorpFLYW215K$3.04M1.3%Held
Health Catalyst, Inc.HCAT1.27M$3.04M1.3%Held
Bandwidth Inc.BAND195.2K$3.02M1.3%Held
Molson Coors Beverage Co61.2K$2.86M1.2%Held
Vanguard Scottsdale Fds36.6K$2.78M1.2%Held
Bank America Corp50.1K$2.76M1.1%Held
Amgen IncAMGN7.77K$2.54M1.1%Held
On24 Inc300K$2.39M1.0%Held
Southland Hldgs Inc710.1K$2.31M1.0%Held
Verra Mobility CorpVRRM100K$2.24M0.9%Held
Ares Capital CorpARCC110.6K$2.24M0.9%Held
Jpmorgan Chase & Co.6.62K$2.13M0.9%Held
Expensify, Inc.EXFY1.4M$2.12M0.9%Held
Brunswick Corp28.1K$2.09M0.9%Held
Marqeta, Inc.MQ425K$2.02M0.8%Held
Ncr Voyix Corporation195.1K$1.99M0.8%Held
Blue Owl Capital Corporation144.4K$1.79M0.7%Held
Simon Ppty Group Inc New9.21K$1.71M0.7%Held
Procter And Gamble CoPG11.9K$1.7M0.7%Held
Ladder Cap Corp147.4K$1.62M0.7%Held
Cisco Sys Inc20.8K$1.6M0.7%Held
Liveperson IncLPSN3.9M$1.58M0.7%Held
Ishares Tr50.3K$1.56M0.6%Held
Slb Limited/NvSLB39.2K$1.5M0.6%Held
Sap Se6.12K$1.49M0.6%Held
Aspen Aerogels IncASPN525K$1.49M0.6%Held
Lightspeed Commerce Inc.LSPD120K$1.45M0.6%Held
Cannae Hldgs Inc91.6K$1.44M0.6%Held
Fidus Invt Corp74K$1.43M0.6%Held
Fidelity National Financial, Inc.FNF25.4K$1.39M0.6%Held
Liberty Energy Inc.LBRT75K$1.38M0.6%Held
Fiserv IncFISV20.2K$1.35M0.6%Held
Vertex, Inc.VERX67.5K$1.35M0.6%Held
Ishares Tr27.4K$1.35M0.6%Held
Nuveen Mun High Income Oppor131.3K$1.34M0.6%Held
Columbus Mckinnon Corp N Y75K$1.29M0.5%Held
Apollo Coml Real Est Fin Inc131.8K$1.28M0.5%Held
Braemar Hotels & Resorts Inc85.7K$1.27M0.5%Held
Bank Ozk Little Rock Ark27.5K$1.27M0.5%Held
Spdr S&P 500 Etf Tr1.85K$1.26M0.5%Held
Freeport-Mcmoran IncFCX24.6K$1.25M0.5%Held
Pimco Dynamic Income Oprnts90.2K$1.25M0.5%Held
Vici Pptys Inc43.9K$1.23M0.5%Held
Texas Cap Bancshares Inc13.6K$1.23M0.5%Held
D R Horton Inc8.29K$1.19M0.5%Held
Disney Walt Co10.3K$1.17M0.5%Held
Palo Alto Networks IncPANW6.25K$1.15M0.5%Held
First Solar, Inc.FSLR4.26K$1.11M0.5%Held
Americas Car-Mart Inc42.8K$1.08M0.5%Held
Saratoga Invt Corp46.7K$1.08M0.4%Held
Chipotle Mexican Grill IncCMG28.2K$1.04M0.4%Held
Topgolf Callaway Brands CorpCALY86K$1M0.4%Held
Fedex CorpFDX3.47K$1M0.4%Held
Rapid7, Inc.RPD65K$988K0.4%Held
Honeywell Intl Inc4.94K$964.3K0.4%Held
Euronet Worldwide, Inc.EEFT12.5K$951.4K0.4%Held
BILL Holdings, Inc.BILL17K$927.2K0.4%Held
American Express CoAXP2.51K$927.1K0.4%Held
Huntington Bancshares Inc52.6K$913.5K0.4%Held
Par Technology CorpPAR25K$907K0.4%Held
Eog Res Inc8.59K$901.5K0.4%Held
Domo, Inc.DOMO105K$885.1K0.4%Held
Verizon Communications IncVZ21.5K$875.2K0.4%Held
Oneok Inc /New/OKE11.8K$863.6K0.4%Held
Forestar Group Inc.FOR35K$862K0.4%Held
Texas Instrs Inc4.96K$860K0.4%Held
Visa Inc.V2.42K$847.7K0.4%Held
Union Pac Corp3.62K$837.1K0.3%Held
J P Morgan Exchange Traded F14.4K$836.9K0.3%Held
BXP, Inc.BXP12.4K$835.3K0.3%Held
Starwood Ppty Tr Inc45.7K$822.5K0.3%Held
Alphabet Inc2.63K$821.6K0.3%Held
Nuveen Pfd & Income Opportun100.6K$815.6K0.3%Held
Caterpillar IncCAT1.4K$804.3K0.3%Held
Viper Energy, Inc.VNOM20.7K$799.3K0.3%Held
Avalonbay Cmntys Inc4.39K$795.2K0.3%Held
Calamos Strategic Total Retu38.8K$745K0.3%Held
Duke Energy Corp New5.54K$649K0.3%Held
Kraft Heinz CoKHC26.2K$635.5K0.3%Held
Alight Inc300K$585K0.2%Held
Eaton Vance Tx Adv Glbl Div23.5K$542.9K0.2%Held
Adobe Inc.ADBE1.55K$541.4K0.2%Held
Blackrock Enhanced Equity Di57K$540.4K0.2%Held
Nuveen Municipal Credit Inc41.7K$524.7K0.2%Held
Similarweb Ltd.SMWB67.4K$505K0.2%Held
Spdr Series Trust5.48K$500.9K0.2%Held
Rithm Capital Corp45.1K$491.6K0.2%Held
Eqt CorpEQT8.99K$482K0.2%Held
Arbor Realty Trust Inc60.9K$472.4K0.2%Held
Copart IncCPRT12K$469.8K0.2%Held
Merck & Co., Inc.MRK4.39K$462.6K0.2%Held
Stryker CorpSYK1.29K$455.2K0.2%Held
Bny Mellon Mun Bd Infrastruc40.3K$442.3K0.2%Held
Blackrock Muniholdings Fd In37.6K$441.5K0.2%Held
Docusign, Inc.DOCU6.41K$438.6K0.2%Held
Atlas Energy Solutions Inc.AESI46.3K$436.1K0.2%Held
Kimco Rlty Corp21.5K$435.4K0.2%Held
Broadstone Net Lease, Inc.BNL25K$434.4K0.2%Held
Flaherty & Crumrine Dynamic20.5K$426.2K0.2%Held
Regions Financial Corp New15K$406.5K0.2%Held
Oracle Corp2K$389.8K0.2%Held
Verisk Analytics, Inc.VRSK1.72K$384.5K0.2%Held
Mastercard IncMA653$372.8K0.2%Held
Tyler Technologies IncTYL812$368.6K0.2%Held
Diamondback Energy, Inc.FANG2.4K$360.8K0.1%Held
Blackrock Long-Term Mun Adva38K$352.9K0.1%Held
Dolby Laboratories, Inc.DLB5.45K$349.9K0.1%Held
Spotify Technology S.A.SPOT600$348.4K0.1%Held
Johnson & JohnsonJNJ1.68K$347.5K0.1%Held
Select Sector Spdr Tr2.38K$342.6K0.1%Held
Prologis Inc.2.64K$337.1K0.1%Held
Equifax IncEFX1.55K$335.9K0.1%Held
Bny Mellon Strategic Mun Bd54K$333.4K0.1%Held
Las Vegas Sands CorpLVS5K$325.4K0.1%Held
Zebra Technologies Corporati1.33K$323.9K0.1%Held
Blackrock Cr Allocation Inco29.4K$318K0.1%Held
Nuveen Taxable Municpal Inm20K$316K0.1%Held
Nuveen S&P 500 Buy-Write Inc21.4K$314.2K0.1%Held
Fidelity Natl Information Sv4.66K$310K0.1%Held
Bp Plc8.56K$297.2K0.1%Held
First Tr Exchange-Traded Fd1.28K$294K0.1%Held
Norfolk Southn Corp900$259.8K0.1%Held
Corpay, Inc.CPAY855$257.3K0.1%Held
HCA Healthcare, Inc.HCA500$233.4K0.1%Held
Eagle Matls Inc1.1K$227.3K0.1%Held
Granite Pt Mtg Tr Inc79K$189.6K0.1%Held
Blackrock Tax Municpal Bd Tr10.5K$171.4K0.1%Held
Blackrock Muniholdings Quali16.5K$165.5K0.1%Held
Calamos Conv Opportunities &12K$125.8K0.1%Held
Blackrock Muniyild Qult Fd I10K$113K0.0%Held
Blackrock Mun Income Tr10K$100.3K0.0%Held
Pimco Mun Income Fd Ii11.4K$86K0.0%Held
Calamos Gbl Dyn Income Fund11K$81.5K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.