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CIK: 0001434323
Total reported value
$1.1B
$1.1B
407 檔
18.0%
According to the latest 13F quarterly dataset, Palisade Asset Management, LLC managed an equity portfolio of $1.1B at the end of Q1 2024, spanning 407 distinct U.S. exchange-listed positions.
During Q1 2024, Palisade Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 407 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.33% | -0.35% | -0.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.04% | -0.06% | +6.41% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.07% | +0.90% | +21.47% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 2.83% | -0.01% | +0.24% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 2.75% | -0.40% | +18.58% | |
| 6 | TGT | Target CORP | Stock-Consumer Disc | 2.70% | -0.01% | +13.30% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.49% | -0.23% | -1.57% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.43% | +0.10% | -0.43% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.11% | -0.17% | -0.27% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.01% | -0.09% | +0.56% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.00% | +0.14% | +1.05% | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 1.86% | -0.05% | -0.25% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.85% | +0.98% | -0.75% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.73% | +0.06% | +65.61% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | +0.24% | -0.88% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.66% | -0.34% | +3.95% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.65% | -0.17% | +6.77% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.63% | +0.05% | -0.87% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | +0.04% | -0.90% | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.56% | +0.06% | +0.41% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.47% | -0.16% | +7.28% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.42% | -0.52% | +0.30% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.40% | -0.29% | +2.23% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | +0.08% | -1.85% | |
| 25 | USB | US Bancorp | Stock-Financials | 1.24% | +0.09% | +11.26% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 1.23% | -0.08% | -0.36% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.18% | -0.24% | -0.44% | |
| 28 | BALL | Ball CORP | Stock-Consumer Disc | 1.15% | -0.05% | -0.33% | |
| 29 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.13% | -0.06% | +1.50% | |
| 30 | MMM | 3m Co | Stock-Industrials | 1.13% | +0.02% | +0.84% | |
| 31 | ACN | Accenture plc | Stock-Tech | 1.10% | -0.33% | +0.12% | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.09% | +0.06% | +0.74% | |
| 33 | BLKCHF | Blackrock Inc | Stock-Other | 1.08% | — | -0.16% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.00% | -0.40% | +0.46% | |
| 35 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.98% | -0.30% | +4.33% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.97% | +0.52% | +6.02% | |
| 37 | RY | Royal Bank Of Canada | Stock-Financials | 0.96% | +0.21% | -0.18% | |
| 38 | PNR | Pentair plc | Stock-Industrials | 0.94% | -0.03% | +763.77% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.86% | -0.05% | +6.53% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.09% | -0.02% | |
| 41 | NVT | nVent Electric plc | Stock-Industrials | 0.78% | +0.03% | +1657.00% | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.75% | +0.75% | -0.75% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.72% | -0.12% | -0.26% | |
| 44 | DCI | Donaldson Co Inc | Stock-Industrials | 0.72% | -0.03% | -1.79% | |
| 45 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.70% | +0.02% | NEW | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.68% | +0.03% | -15.38% | |
| 47 | GIS | General Mills Inc | Stock-Consumer Staples | 0.68% | -0.04% | +20.70% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.19% | +2.44% | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.66% | -0.02% | — | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.66% | +0.01% | +4.62% |
According to official SEC Form 13F filings, Palisade Asset Management, LLC reported a total U.S. public equity portfolio value of $1.1B across 407 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, UNH) accounted for 18.0% of total reported equity market value during Q1 2024.
During Q1 2024, Palisade Asset Management, LLC's top holdings by market value included MSFT (6.3%)、AAPL (4.0%)、UNH (3.1%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q1 2024, Palisade Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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