Filer Snapshot

Palo Capital, Inc.

CIK 0001615963. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

20

Latest Filing

30 Jan 2019

Industry

n/a

Follow future filing-backed changes

Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next click

Start with the summary below, then verify the strongest source-backed page for this filer.

  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 30 Jan 2019 for CIK 0001615963.

View Source Filing
Business address
888 San Clemente Dr. Suite 150, Newport Beach, CA, 92660
Top 13F securities
VZ ELV TOTL NEE BAH UPS JNJ XLV AAPL BRKB WMT GM +8 more
State of incorporation
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Palo Capital, Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $235.6M across 137 reported holdings for Q4 2018.
  • Largest parsed 13F holding: VZ at $5.98M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 137 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2018 - 30 Jan 2019

Top 5 concentration

12%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$27.58M

Compared with $235.6M total 13F value.

Top 5 net change

-$934.9K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: CVX ยท Largest trim: XBI

VZ ELV TOTL NEE BAH Other holdings

VZ

2.5%

Verizon Communications Inc

$5.98M

ELV

2.4%

Anthem Inc

$5.77M

TOTL

2.3%

Ssga Active Etf Tr

$5.32M

NEE

2.2%

Nextera Energy Inc

$5.29M

BAH

2.2%

Booz Allen Hamilton Hldg Cor

$5.22M

Latest update

What changed recently for Palo Capital, Inc.

New filing available

Latest 13F period: Q4 2018. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Jan 2019

Page type

Filer profile

Latest period

Q4 2018

Institutional portfolio context was refreshed from a 13F filing filed on 30 Jan 2019.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Palo Capital, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2018. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0001615963 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
20
First seen
03 Feb 2015
Latest filing
30 Jan 2019
Entity
Company

Observed form types

13F-HR 13F-HR/A

Primary evidence

Open SEC filing index Palo Capital, Inc. SEC filings Palo Capital, Inc. 13F portfolio

Latest Filings

Recent SEC filings for Palo Capital, Inc. with direct links to document and filing folders.

13F-HR File 028-16388

13F-HR filing

Filing date
30 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-16388

13F-HR/A filing

Filing date
20 Dec 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
25 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
13 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-16388

13F-HR/A filing

Filing date
13 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
11 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
22 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
06 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
17 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
26 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
18 Jan 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
20 Oct 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
20 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
18 Apr 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
25 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-16388

13F-HR/A filing

Filing date
11 Dec 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
12 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
10 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
15 May 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
03 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .