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CIK: 0001434323
Total reported value
$1.1B
$1.1B
192 檔
17.6%
During the Q1 2025 filing period, Palisade Asset Management, LLC (CIK: 0001434323) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 192 reported positions.
In Q1 2025, Palisade Asset Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.29% | -0.35% | -3.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.97% | -0.06% | -6.18% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.69% | +0.90% | +2.78% | |
| 4 | ABT | Abbott Laboratories | Stock-Healthcare | 2.95% | -0.40% | -9.38% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.67% | -0.23% | -0.93% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.63% | +0.14% | -0.10% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.60% | -0.01% | -0.68% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 2.35% | -0.17% | +0.38% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.32% | +0.98% | -0.88% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | +0.10% | -1.37% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.05% | -0.09% | -0.67% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | +0.04% | -0.05% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 1.99% | -0.05% | +0.05% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.95% | +0.05% | -0.41% | |
| 15 | DE | Deere & Co | Stock-Industrials | 1.84% | +0.06% | -0.48% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.80% | -0.17% | +0.82% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.67% | -0.29% | +0.05% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.52% | -1.33% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | +0.08% | +0.09% | |
| 20 | TGT | Target CORP | Stock-Consumer Disc | 1.61% | -0.01% | -0.54% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.57% | -0.34% | +3.04% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.56% | +0.24% | -3.78% | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.46% | +0.02% | -0.86% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.45% | -0.16% | -1.02% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.43% | +0.06% | -24.93% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.32% | -0.24% | -0.78% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 1.26% | -0.09% | -0.01% | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 1.23% | -0.08% | +1.12% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 1.21% | +0.52% | +10.31% | |
| 30 | USB | US Bancorp | Stock-Financials | 1.19% | +0.09% | +0.51% | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.17% | +0.06% | +0.02% | |
| 32 | ACN | Accenture plc | Stock-Tech | 1.14% | -0.33% | +1.84% | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.13% | -0.06% | +0.56% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.09% | -0.40% | +6.13% | |
| 35 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.07% | -0.30% | +1.03% | |
| 36 | RY | Royal Bank Of Canada | Stock-Financials | 1.01% | +0.21% | — | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.98% | -0.05% | +2.29% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.94% | -0.12% | -1.92% | |
| 39 | BALL | Ball CORP | Stock-Consumer Disc | 0.92% | -0.05% | -0.44% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.87% | -0.02% | -0.51% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.19% | -0.51% | |
| 42 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.72% | +0.01% | -1.96% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.09% | -1.50% | |
| 44 | XEL | Xcel Energy Inc | Stock-Utilities | 0.64% | -0.05% | — | |
| 45 | DCI | Donaldson Co Inc | Stock-Industrials | 0.60% | -0.03% | -1.02% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.58% | +0.03% | -8.89% | |
| 47 | GIS | General Mills Inc | Stock-Consumer Staples | 0.57% | -0.04% | -3.09% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.55% | -0.20% | +4.31% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.55% | -0.06% | +5.42% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.13% | -3.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 4 | ABT | Abbott Laboratories | — | NEW | New buy |
| 5 | ORCL | Oracle CORP | — | NEW | New buy |
| 6 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 7 | HD | Home Depot Inc | — | NEW | New buy |
| 8 | AMGN | Amgen Inc | — | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | ECL | Ecolab Inc | — | NEW | New buy |
| 14 | ADP | Automatic Data Processing | — | NEW | New buy |
| 15 | DE | Deere & Co | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 18 | CVX | Chevron CORP | — | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 20 | TGT | Target CORP | — | NEW | New buy |
| 21 | PEP | Pepsico Inc | — | NEW | New buy |
| 22 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 23 | MMM | 3m Co | — | NEW | New buy |
| 24 | SYK | Stryker CORP | — | NEW | New buy |
| 25 | ABBV | Abbvie Inc | — | NEW | New buy |
| 26 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 27 | BLK | Blackrock Inc | — | NEW | New buy |
| 28 | GD | General Dynamics CORP | — | NEW | New buy |
| 29 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 30 | USB | US Bancorp | — | NEW | New buy |
| 31 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 32 | ACN | Accenture plc | — | NEW | New buy |
| 33 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 34 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 35 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 36 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 37 | AMT | American Tower CORP | — | NEW | New buy |
| 38 | RTX | Rtx CORP | — | NEW | New buy |
| 39 | BALL | Ball CORP | — | NEW | New buy |
| 40 | AFL | Aflac Inc | — | NEW | New buy |
| 41 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 42 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 43 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 44 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 45 | DCI | Donaldson Co Inc | — | NEW | New buy |
| 46 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 47 | GIS | General Mills Inc | — | NEW | New buy |
| 48 | HSY | Hershey Co/the | — | NEW | New buy |
| 49 | MDT | Medtronic plc | — | NEW | New buy |
| 50 | WMT | Walmart Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Palisade Asset Management, LLC reported a total U.S. public equity portfolio value of $1.1B across 192 disclosed positions in Q1 2025.
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 17.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $51.5M
During Q1 2025, Palisade Asset Management, LLC's top holdings by market value included MSFT (5.3%)、AAPL (5.0%)、UNH (3.7%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q1 2025, Palisade Asset Management, LLC made 50 total portfolio adjustments, initiating 50 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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