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CIK: 0001434323
Total reported value
$1.1B
$1.1B
193 檔
19.4%
At the close of Q4 2024, Palisade Asset Management, LLC disclosed equity holdings valued at approximately $1.1B, spread across 193 reported holdings.
In Q4 2024, Palisade Asset Management, LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.08% | -0.35% | -0.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.90% | -0.06% | -0.77% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.42% | +0.90% | +2.19% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 3.17% | -0.23% | -1.08% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 2.75% | -0.01% | -0.93% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 2.74% | -0.40% | +1.31% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.42% | +0.10% | -0.55% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 2.30% | +0.14% | -0.31% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.21% | +0.98% | -0.36% | |
| 10 | TGT | Target CORP | Stock-Consumer Disc | 2.07% | -0.01% | +1.11% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.01% | -0.09% | -0.26% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | +0.04% | -0.38% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.94% | -0.17% | +1.75% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.85% | +0.05% | -0.59% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 1.81% | -0.05% | -0.67% | |
| 16 | DE | Deere & Co | Stock-Industrials | 1.65% | +0.06% | -0.50% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.60% | +0.06% | -1.35% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.17% | +0.18% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.53% | -0.29% | -0.27% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.52% | -0.34% | +0.63% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | +0.24% | -0.06% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +0.08% | -0.94% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.52% | +1.79% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.40% | -0.16% | -0.28% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.35% | -0.09% | — | |
| 26 | USB | US Bancorp | Stock-Financials | 1.33% | +0.09% | -0.75% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.30% | -0.24% | -0.54% | |
| 28 | MMM | 3m Co | Stock-Industrials | 1.28% | +0.02% | -1.25% | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.25% | -0.33% | -0.29% | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 1.16% | -0.08% | -1.05% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.13% | +0.52% | +2.73% | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.12% | +0.06% | +0.36% | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.09% | -0.06% | +2.07% | |
| 34 | RY | Royal Bank Of Canada | Stock-Financials | 1.07% | +0.21% | -0.40% | |
| 35 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.02% | -0.40% | +0.11% | |
| 36 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.01% | -0.30% | +392.57% | |
| 37 | BALL | Ball CORP | Stock-Consumer Disc | 0.96% | -0.05% | -0.28% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.12% | -0.25% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.80% | -0.02% | -0.83% | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.80% | -0.05% | -0.03% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.76% | +0.09% | -0.27% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.67% | +0.03% | -0.31% | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.66% | +0.01% | +0.98% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.19% | +0.52% | |
| 45 | GIS | General Mills Inc | Stock-Consumer Staples | 0.62% | -0.04% | +0.71% | |
| 46 | XEL | Xcel Energy Inc | Stock-Utilities | 0.60% | -0.05% | +0.39% | |
| 47 | DCI | Donaldson Co Inc | Stock-Industrials | 0.60% | -0.03% | -0.51% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.13% | -0.26% | |
| 49 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.53% | +0.02% | NEW | |
| 50 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.51% | -0.20% | +106.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.4% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.6% | -0.77% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | -0.38% | Trim |
| 4 | CSCO | Cisco Systems Inc | +0.3% | -0.36% | Trim |
| 5 | HSY | Hershey Co/the | +0.2% | +106.61% | Add |
| 6 | V | Visa Inc-class A Shares | +0.2% | -0.94% | Trim |
| 7 | ADP | Automatic Data Processing | +0.2% | -0.59% | Trim |
| 8 | USB | US Bancorp | +0.1% | -0.75% | Trim |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.29% | Trim |
| 10 | WMT | Walmart Inc | +0.1% | -0.26% | Trim |
| 11 | MS | Morgan Stanley | +0.1% | -1.46% | Trim |
| 12 | EMR | Emerson Electric Co | +0.1% | -0.25% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +18.44% | Add |
| 14 | ORCL | Oracle CORP | 0% | -1.08% | Trim |
| 15 | PG | Procter & Gamble Co/the | — | -0.26% | Trim |
| 16 | BDX | Becton Dickinson And Co | 0% | +2.07% | Add |
| 17 | MCD | Mcdonald's CORP | 0% | -0.27% | Trim |
| 18 | XOM | Exxon Mobil CORP | 0% | +0.52% | Add |
| 19 | HRL | Hormel Foods CORP | 0% | -7.86% | Trim |
| 20 | TECH | Bio-techne CORP | 0% | -0.46% | Trim |
| 21 | VZ | Verizon Communications Inc | 0% | -0.14% | Trim |
| 22 | T | At&t Inc | 0% | -15.00% | Trim |
| 23 | HD | Home Depot Inc | 0% | -0.93% | Trim |
| 24 | MMM | 3m Co | 0% | -1.25% | Trim |
| 25 | TXN | Texas Instruments Inc | 0% | +2.73% | Add |
| 26 | AFL | Aflac Inc | 0% | -0.83% | Trim |
| 27 | DCI | Donaldson Co Inc | 0% | -0.51% | Trim |
| 28 | GPC | Genuine Parts Co | 0% | +0.34% | Add |
| 29 | IEFA | Ishares Core Msci Eafe ETF | 0% | -3.48% | Trim |
| 30 | CE | Celanese CORP | 0% | -15.10% | Trim |
| 31 | MDT | Medtronic plc | -0.1% | -0.52% | Trim |
| 32 | GIS | General Mills Inc | -0.1% | +0.71% | Add |
| 33 | TSCO | Tractor Supply Company | -0.1% | +392.57% | Add |
| 34 | DHR | Danaher CORP | -0.1% | +0.32% | Add |
| 35 | LHX | L3harris Technologies Inc | -0.1% | +0.11% | Add |
| 36 | ECL | Ecolab Inc | -0.1% | -0.67% | Trim |
| 37 | PEP | Pepsico Inc | -0.1% | +0.63% | Add |
| 38 | CL | Colgate-palmolive Co | -0.1% | +0.36% | Add |
| 39 | INTC | Intel CORP | -0.1% | -24.84% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.1% | +0.18% | Add |
| 41 | ABBV | Abbvie Inc | -0.1% | -1.35% | Trim |
| 42 | GD | General Dynamics CORP | -0.1% | -1.05% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.2% | -0.06% | Trim |
| 44 | AMT | American Tower CORP | -0.2% | -0.03% | Trim |
| 45 | CHRW | C.h. Robinson Worldwide Inc | -0.2% | -85.28% | Trim |
| 46 | BALL | Ball CORP | -0.2% | -0.28% | Trim |
| 47 | TGT | Target CORP | -0.2% | +1.11% | Add |
| 48 | UNH | Unitedhealth Group Inc | -0.3% | +2.19% | Add |
| 49 | AMGN | Amgen Inc | -0.3% | +1.75% | Add |
| 50 | BLKCHF | Blackrock Inc | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Palisade Asset Management, LLC reported a total U.S. public equity portfolio value of $1.1B across 193 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, UNH) accounted for 19.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $13.3M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $12.7M
During Q4 2024, Palisade Asset Management, LLC's top holdings by market value included MSFT (6.1%)、AAPL (5.9%)、UNH (3.4%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q4 2024, Palisade Asset Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 32 holdings, and fully liquidating 1 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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