Stock Taper 
PALOGIC VALUE MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 2.5K | $366.38K |
 AeroVironment, Inc. | AVAV | 2.5K | $412.17K |
 American Express Company | AXP | 2.51K | $847.65K |
 Honeywell International Inc. | HON | 2.52K | $564.23K |
 Alphabet Inc. | GOOGL | 2.63K | $938.1K |
 Prologis, Inc. | PLD | 2.79K | $378.1K |
 Argan, Inc. | AGX | 2.8K | $2.24M |
 Cheniere Energy, Inc. | LNG | 3.45K | $824.59K |
 FedEx Corporation | FDX | 3.48K | $1.09M |
 ServiceNow, Inc. | NOW | 3.54K | $351.95K |
 Union Pacific Corporation | UNP | 3.77K | $1.03M |
 Texas Capital Bancshares, Inc. | TCBI | 4K | $413.45K |
 First Solar, Inc. | FSLR | 4.35K | $1.03M |
 Merck & Co., Inc. | MRK | 4.39K | $564.76K |
| AC AVALONBAY CMNTYS INC | AVB | 4.52K | $852.5K |
 Mueller Industries, Inc. | MLI | 4.6K | $282.46K |
 Walmart Inc. | WMT | 5K | $566K |
 Palantir Technologies Inc. | PLTR | 5K | $583K |
 Texas Instruments Incorporated | TXN | 5.1K | $1.52M |
 Duke Energy Corporation | DUK | 5.54K | $700.87K |