Palm Valley Capital Fund

Palm Valley Capital Fund is a registered fund series of Series Portfolios Trust (series S000065375). Net assets $221.5M as of 2026-03-31.

Profile

Advisers

Top holdings (52 reported)

Showing 15 of 52 holdings by value.

HoldingTickerValue% of fund
TREASURY BILL$51.2M2311.44%
TREASURY BILL$51.2M2311.44%
TREASURY BILL$50.1M2259.95%
TREASURY BILL$50.1M2259.95%
TREASURY BILL$30.7M1387.24%
TREASURY BILL$30.7M1387.24%
TREASURY BILL$19.9M896.98%
TREASURY BILL$19.9M896.98%
First American Treasury ObligaFXFXX$19.1M860.73%
First American Treasury Obliga$19.1M860.73%
Amdocs LtdDOX$6.6M295.73%
Amdocs Ltd$6.6M295.73%
Rayonier IncRYN$6.2M277.80%
Rayonier Inc$6.2M277.80%
LKQ Corp$4.2M188.67%

Net asset history

Report dateNet assets
2026-03-31$221.5M
2025-12-31$222.5M
2025-09-30$230.7M
2025-06-30$231.6M
2025-03-31$249.4M
2024-12-31$253.8M
2024-09-30$291.7M
2024-06-30$270.3M

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