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CIK: 0001434323
Total reported value
$1.1B
$1.1B
193 檔
19.2%
During the Q4 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 193 reported positions.
In Q4 2025, Palisade Asset Management, LLC adopted a defensive or profit-taking posture, trimming 38 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 | 6.04% | -0.35% | -2.96% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.31% | -0.06% | -4.33% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 3.32% | -0.23% | -2.25% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.89% | +0.14% | -1.55% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.68% | +0.98% | -1.61% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | +0.10% | -0.30% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.58% | +0.90% | -3.35% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 2.49% | -0.40% | -5.02% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | +0.04% | -3.83% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.36% | -0.17% | -1.20% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.29% | -0.01% | +0.16% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.08% | -0.17% | -2.11% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 1.97% | -0.05% | -0.77% | |
| 14 | DE | Deere & Co | Stock-Industrials | 1.68% | +0.06% | -2.27% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.60% | -0.34% | +4.57% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 1.55% | +0.05% | +1.31% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.54% | +0.24% | -22.03% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.54% | -0.24% | -0.19% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.53% | -0.09% | -6.06% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.53% | -0.29% | -1.20% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | +0.08% | -3.13% | |
| 22 | TGT | Target CORP | Stock-Consumer Disc | 1.45% | -0.01% | -2.23% | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.44% | +0.02% | -2.79% | |
| 24 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.43% | -0.40% | -1.48% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.43% | -0.08% | -2.47% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 1.42% | +0.06% | -2.23% | |
| 27 | RY | Royal Bank Of Canada | Stock-Financials | 1.41% | +0.21% | -1.54% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.41% | -0.52% | -0.73% | |
| 29 | USB | US Bancorp | Stock-Financials | 1.37% | +0.09% | -6.58% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 1.30% | -0.09% | -2.66% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 1.29% | -0.16% | -0.01% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 1.21% | -0.12% | -2.28% | |
| 33 | ACN | Accenture plc | Stock-Tech | 1.20% | -0.33% | -4.10% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 1.16% | +0.52% | -4.75% | |
| 35 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.92% | -0.30% | +0.12% | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.91% | +0.06% | -0.87% | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.85% | -0.20% | -13.76% | |
| 38 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.83% | +0.01% | +12.01% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.09% | +0.07% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.78% | -0.06% | -19.91% | |
| 41 | BALL | Ball CORP | Stock-Consumer Disc | 0.76% | -0.05% | -12.78% | |
| 42 | AFL | Aflac Inc | Stock-Financials | 0.75% | -0.02% | -4.31% | |
| 43 | DCI | Donaldson Co Inc | Stock-Industrials | 0.74% | -0.03% | -0.31% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.19% | -1.25% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.63% | -0.05% | -22.05% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.13% | -0.13% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.61% | +0.03% | +0.08% | |
| 48 | XEL | Xcel Energy Inc | Stock-Utilities | 0.59% | -0.05% | -2.22% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.08% | -0.77% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | -0.06% | -7.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +0.4% | -1.20% | Trim |
| 2 | CSCO | Cisco Systems Inc | +0.4% | -1.61% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | -4.33% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.3% | -2.11% | Trim |
| 5 | RY | Royal Bank Of Canada | +0.2% | -1.54% | Trim |
| 6 | IBM | Intl Business Machines CORP | +0.2% | -1.55% | Trim |
| 7 | LLY | Eli Lilly & Co | +0.2% | -22.03% | Trim |
| 8 | PEP | Pepsico Inc | +0.2% | +4.57% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.30% | Trim |
| 10 | TGT | Target CORP | +0.2% | -2.23% | Trim |
| 11 | TJX | Tjx Companies Inc | +0.2% | -0.19% | Trim |
| 12 | TRV | Travelers Cos Inc/the | +0.2% | +12.01% | Add |
| 13 | RTX | Rtx CORP | +0.1% | -2.28% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.75% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -1.04% | Trim |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +3.40% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +2.14% | Add |
| 18 | DCI | Donaldson Co Inc | +0.1% | -0.31% | Trim |
| 19 | FDS | Factset Research Systems Inc | +0.1% | +80.34% | Add |
| 20 | FDX | Fedex CORP | +0.1% | +4.82% | Add |
| 21 | DHR | Danaher CORP | +0.1% | +0.22% | Add |
| 22 | GD | General Dynamics CORP | 0% | -2.47% | Trim |
| 23 | ECL | Ecolab Inc | — | -0.77% | Trim |
| 24 | SYK | Stryker CORP | — | -0.01% | Trim |
| 25 | LHX | L3harris Technologies Inc | 0% | -1.48% | Trim |
| 26 | BALL | Ball CORP | 0% | -12.78% | Trim |
| 27 | XEL | Xcel Energy Inc | 0% | -2.22% | Trim |
| 28 | CNP | Centerpoint Energy Inc | -0.1% | -25.79% | Trim |
| 29 | TXN | Texas Instruments Inc | -0.1% | -4.75% | Trim |
| 30 | FAST | Fastenal Co | -0.1% | -0.09% | Trim |
| 31 | GIS | General Mills Inc | -0.1% | -16.74% | Trim |
| 32 | FISV | Fiserv Inc | -0.1% | -0.06% | Trim |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | -3.35% | Trim |
| 34 | TSCO | Tractor Supply Company | -0.1% | +0.12% | Add |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -22.87% | Trim |
| 36 | BLK | Blackrock Inc | -0.1% | -2.66% | Trim |
| 37 | GPC | Genuine Parts Co | -0.1% | -23.49% | Trim |
| 38 | KMB | Kimberly-clark CORP | -0.1% | -13.78% | Trim |
| 39 | HSY | Hershey Co/the | -0.1% | -13.76% | Trim |
| 40 | ADP | Automatic Data Processing | -0.1% | +1.31% | Add |
| 41 | BDX | Becton Dickinson And Co | -0.1% | -19.91% | Trim |
| 42 | D | Dominion Energy Inc | -0.1% | -85.45% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.1% | -6.06% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.2% | -44.97% | Trim |
| 45 | ABT | Abbott Laboratories | -0.2% | -5.02% | Trim |
| 46 | AMT | American Tower CORP | -0.2% | -22.05% | Trim |
| 47 | HD | Home Depot Inc | -0.3% | +0.16% | Add |
| 48 | MSFT | Microsoft CORP | -0.3% | -2.96% | Trim |
| 49 | ORCL | Oracle CORP | -1.4% | -2.25% | Trim |
| 50 | ASB | Associated Banc-corp | — | 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 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 19.2% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
ASB
前期市值: $2.6M
During Q4 2025, Palisade Asset Management, LLC's top holdings by market value included MSFT (6.0%)、AAPL (5.3%)、ORCL (3.3%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q4 2025, Palisade Asset Management, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 11 positions, trimming 38 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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