13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001434323
Total reported value
$1.1B
$1.1B
193 檔
19.5%
In Q2 2025, Palisade Asset Management, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 193 disclosed stock positions.
In Q2 2025, Palisade Asset Management, LLC adopted a defensive or profit-taking posture, trimming 33 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 | 6.69% | -0.35% | -1.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.42% | -0.06% | -0.74% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 4.01% | -0.23% | -0.65% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.98% | +0.14% | -1.29% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 2.90% | -0.40% | -0.85% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.52% | +0.98% | -0.13% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.49% | -0.01% | -1.29% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.42% | +0.10% | -1.65% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.33% | +0.90% | +9.32% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.29% | +0.04% | -1.98% | |
| 11 | ECL | Ecolab Inc | Stock-Materials | 2.07% | -0.05% | +1.41% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 2.06% | -0.17% | +0.82% | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.92% | +0.06% | -0.35% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.88% | +0.05% | -1.08% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.86% | -0.09% | -0.08% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.17% | -0.07% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | +0.08% | -0.61% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.51% | -0.29% | -0.17% | |
| 19 | TGT | Target CORP | Stock-Consumer Disc | 1.50% | -0.01% | +2.10% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.48% | -0.16% | -0.71% | |
| 21 | MMM | 3m Co | Stock-Industrials | 1.46% | +0.02% | -0.42% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | +0.24% | -0.08% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.42% | +0.52% | +4.64% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | -0.34% | +2.95% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.36% | -0.52% | -0.40% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 1.35% | -0.09% | +0.16% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 1.30% | -0.08% | +1.60% | |
| 28 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.27% | -0.40% | +0.36% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.27% | -0.24% | -2.25% | |
| 30 | USB | US Bancorp | Stock-Financials | 1.24% | +0.09% | -0.38% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.21% | +0.06% | -1.97% | |
| 32 | RY | Royal Bank Of Canada | Stock-Financials | 1.13% | +0.21% | -1.08% | |
| 33 | ACN | Accenture plc | Stock-Tech | 1.13% | -0.33% | +6.50% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.10% | +0.06% | +0.02% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.12% | -0.07% | |
| 36 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.00% | -0.30% | +0.28% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.97% | -0.05% | +1.02% | |
| 38 | BALL | Ball CORP | Stock-Consumer Disc | 0.94% | -0.05% | -1.58% | |
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.85% | -0.06% | +4.22% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.79% | -0.02% | -1.05% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.09% | -0.76% | |
| 42 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.70% | +0.01% | -1.04% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.19% | -0.93% | |
| 44 | DCI | Donaldson Co Inc | Stock-Industrials | 0.59% | -0.03% | -1.22% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.59% | +0.03% | -0.64% | |
| 46 | XEL | Xcel Energy Inc | Stock-Utilities | 0.57% | -0.05% | -3.57% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.13% | -0.57% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.56% | -0.20% | +9.68% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | -0.06% | +4.12% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.08% | +7.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.4% | -1.38% | Trim |
| 2 | ORCL | Oracle CORP | +1.3% | -0.65% | Trim |
| 3 | IBM | Intl Business Machines CORP | +0.4% | -1.29% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | -1.98% | Trim |
| 5 | TXN | Texas Instruments Inc | +0.2% | +4.64% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.2% | -0.13% | Trim |
| 7 | LHX | L3harris Technologies Inc | +0.2% | +0.36% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.65% | Trim |
| 9 | RY | Royal Bank Of Canada | +0.1% | -1.08% | Trim |
| 10 | APH | Amphenol Corp-cl A | +0.1% | -0.45% | Trim |
| 11 | BLK | Blackrock Inc | +0.1% | +0.16% | Add |
| 12 | ECL | Ecolab Inc | +0.1% | +1.41% | Add |
| 13 | DE | Deere & Co | +0.1% | -0.35% | Trim |
| 14 | GD | General Dynamics CORP | +0.1% | +1.60% | Add |
| 15 | RTX | Rtx CORP | +0.1% | -0.07% | Trim |
| 16 | KLAC | Kla CORP | +0.1% | +1.26% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.28% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | -2.96% | Trim |
| 19 | USB | US Bancorp | +0.1% | -0.38% | Trim |
| 20 | MS | Morgan Stanley | +0.1% | +0.66% | Add |
| 21 | EMR | Emerson Electric Co | +0.1% | -3.68% | Trim |
| 22 | WMT | Walmart Inc | 0% | -0.57% | Trim |
| 23 | SYK | Stryker CORP | 0% | -0.71% | Trim |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | -0.76% | Trim |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 26 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.20% | Add |
| 27 | BALL | Ball CORP | 0% | -1.58% | Trim |
| 28 | MMM | 3m Co | — | -0.42% | Trim |
| 29 | ABT | Abbott Laboratories | -0.1% | -0.85% | Trim |
| 30 | KMB | Kimberly-clark CORP | -0.1% | -1.60% | Trim |
| 31 | BMY | Bristol-myers Squibb Co | -0.1% | -12.88% | Trim |
| 32 | TECH | Bio-techne CORP | -0.1% | -1.42% | Trim |
| 33 | NOBL | Proshares S&p 500 Dividend A | -0.1% | EXIT | Sold out |
| 34 | FISV | Fiserv Inc | -0.1% | — | Unchanged |
| 35 | XEL | Xcel Energy Inc | -0.1% | -3.57% | Trim |
| 36 | AFL | Aflac Inc | -0.1% | -1.05% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -0.93% | Trim |
| 38 | GIS | General Mills Inc | -0.1% | -2.86% | Trim |
| 39 | TGT | Target CORP | -0.1% | +2.10% | Add |
| 40 | LLY | Eli Lilly & Co | -0.1% | -0.08% | Trim |
| 41 | MCD | Mcdonald's CORP | -0.2% | -0.17% | Trim |
| 42 | PEP | Pepsico Inc | -0.2% | +2.95% | Add |
| 43 | JNJ | Johnson & Johnson | -0.2% | -0.07% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -0.08% | Trim |
| 45 | ABBV | Abbvie Inc | -0.2% | -1.97% | Trim |
| 46 | BDX | Becton Dickinson And Co | -0.3% | +4.22% | Add |
| 47 | CVX | Chevron CORP | -0.3% | -0.40% | Trim |
| 48 | AMGN | Amgen Inc | -0.3% | +0.82% | Add |
| 49 | AAPL | Apple Inc | -0.6% | -0.74% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -1.4% | +9.32% | Add |
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 Q2 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, ORCL) accounted for 19.5% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
NOBL
前期市值: $725.5K
During Q2 2025, Palisade Asset Management, LLC's top holdings by market value included MSFT (6.7%)、AAPL (4.4%)、ORCL (4.0%). The largest single position, MSFT, represented 6.7% of total portfolio value.
In Q2 2025, Palisade Asset Management, LLC made 48 total portfolio adjustments, initiating 0 new buys, adding to 14 positions, trimming 33 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.