Vault-13

Royal Palms Capital LLC

WHITEFISH, MT · CIK 2107886 · 13F filing filed 2026-02-09

SEC-registered investment adviser since 2025 · limited liability company

$84.3m reported value
35positions
48.6%in top 10
—no comparable previous quarter

This report includes the holdings of 5 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NEWMONT CORP COM NEM NEM 51,737 $5.2m6.13% 6.13% First filing
2 ISHARES SILVER TR ISHARES SLV SLV 79,241 $5.1m6.06% 6.06% First filing
3 REGIONS FINANCIAL CORP NEW COM RF RF 152,657 $4.1m4.91% 4.91% First filing
4 INTERNATIONAL BUSINESS MACHS COM IBM IBM 13,929 $4.1m4.89% 4.89% First filing
5 ABBVIE INC COM ABBV ABBV 17,644 $4.0m4.78% 4.78% First filing
6 KINDER MORGAN INC DEL COM KMI KMI 145,361 $4.0m4.74% 4.74% First filing
7 CORNING INC COM GLW GLW 42,298 $3.7m4.39% 4.39% First filing
8 GLOBAL SHIP LEASE INC NEW COM CL A GSL GSL 104,595 $3.7m4.35% 4.35% First filing
9 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS 113,857 $3.6m4.22% 4.22% First filing
10 ABB LTD SPONSORED ADR ABBNY ABBNY 47,297 $3.5m4.15% 4.15% First filing
11 EXXON MOBIL CORP COM XOM XOM 27,107 $3.3m3.87% 3.87% First filing
12 ENBRIDGE INC COM ENB ENB 66,703 $3.2m3.79% 3.79% First filing
13 AFLAC INC COM AFL AFL 26,867 $3.0m3.51% 3.51% First filing
14 SCHWAB CHARLES CORP COM SCHW SCHW 29,089 $2.9m3.45% 3.45% First filing
15 INTEL CORP COM INTC INTC 73,980 $2.7m3.24% 3.24% First filing
16 TEXAS INSTRS INC COM TXN TXN 15,610 $2.7m3.21% 3.21% First filing
17 UNILEVER PLC SPON ADR NEW UL UL 41,347 $2.7m3.21% 3.21% First filing
18 ENERGY TRANSFER L P COM UT LTD PTN ET ET 161,170 $2.7m3.15% 3.15% First filing
19 PPL CORP COM PPL PPL 73,337 $2.6m3.05% 3.05% First filing
20 PAN AMERN SILVER CORP COM PAAS PAAS 41,880 $2.2m2.57% 2.57% First filing
21 VIATRIS INC COM VTRS VTRS 168,029 $2.1m2.48% 2.48% First filing
22 CHEVRON CORP NEW COM CVX CVX 12,563 $1.9m2.27% 2.27% First filing
23 ENTERPRISE PRODS PARTNERS L COM EPD EPD 57,090 $1.8m2.17% 2.17% First filing
24 DESWELL INDS INC COM DSWL DSWL 460,893 $1.6m1.89% 1.89% First filing
25 FREEPORT-MCMORAN INC CL B FCX FCX 29,911 $1.5m1.80% 1.80% First filing
26 LLOYDS BANKING GROUP PLC SPONSORED ADR LYG LYG 278,661 $1.5m1.75% 1.75% First filing
27 SMITHFIELD FOODS INC COM SFD SFD 57,885 $1.3m1.53% 1.53% First filing
28 CITIZENS FINL GROUP INC COM CFG CFG 17,610 $1.0m1.22% 1.22% First filing
29 ALTRIA GROUP INC COM MO MO 15,370 $886.2k1.05% 1.05% First filing
30 RADNET INC COM RDNT RDNT 10,000 $713.5k0.85% 0.85% First filing
31 KRAFT HEINZ CO COM KHC KHC 19,870 $481.8k0.57% 0.57% First filing
32 ALPS ETF TR OSHARES US SMLCP OUSM OUSM 10,395 $454.7k0.54% 0.54% First filing
33 UNITED STATES ANTIMONY CORP COM UAMY UAMY 24,700 $124.0k0.15% 0.15% First filing
34 AMBEV SA SPONSORED ADR ABEV ABEV 11,726 $29.0k0.03% 0.03% First filing
35 BUDWEISER BREWING COM BDWBF BDWBF 10,946 $10.7k0.01% 0.01% First filing