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CIK: 0001009006
Total reported value
$2.3B
$2.3B
379 檔
12.8%
At the close of Q4 2025, Palisade Capital Management, LP disclosed equity holdings valued at approximately $2.3B, spread across 379 reported holdings.
In Q4 2025, Palisade Capital Management, LP adopted a defensive or profit-taking posture, trimming 107 positions and completely liquidating 35 holdings to manage risk exposure.
Showing top 200 holdings (of 379 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 2.05% | +1.51% | -6.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.88% | +1.14% | -0.16% | |
| 3 | RJF | Raymond James Financial Inc | Stock-Financials | 1.67% | -0.40% | -7.45% | |
| 4 | MLI | Mueller Industries Inc | Stock-Industrials | 1.58% | -0.88% | -21.52% | |
| 5 | IDA | Idacorp Inc | Stock-Utilities | 1.53% | -0.61% | -10.69% | |
| 6 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 1.52% | -0.29% | -10.43% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.99% | +0.29% | |
| 8 | HEI-A | Heico Corp-class A | Stock-Other | 1.34% | +0.75% | -1.14% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | +0.44% | +1.99% | |
| 10 | SMTC | Semtech CORP | Stock-Tech | 1.28% | -0.40% | +3.78% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.77% | +0.90% | |
| 12 | LFUS | Littelfuse Inc | Stock-Tech | 1.22% | -0.54% | -3.18% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | +0.39% | -1.75% | |
| 14 | RGEN | Repligen CORP | Stock-Healthcare | 1.13% | -0.29% | -11.31% | |
| 15 | HCSG | Healthcare Services Group | Stock-Other | 1.09% | -0.16% | -10.46% | |
| 16 | ACIW | Aci Worldwide Inc | Stock-Tech | 1.08% | -0.24% | -10.75% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.08% | -1.76% | EXIT | |
| 18 | WSFS | Wsfs Financial CORP | Stock-Other | 1.04% | -0.35% | -11.04% | |
| 19 | PB | Prosperity Bancshares Inc | Stock-Financials | 1.04% | -0.37% | +0.39% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.03% | +0.11% | -1.17% | |
| 21 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 1.01% | -0.36% | -10.50% | |
| 22 | WWD | Woodward Inc | Stock-Industrials | 1.00% | -0.74% | -26.00% | |
| 23 | VNT | Vontier CORP | Stock-Tech | 0.94% | -0.46% | -2.85% | |
| 24 | NGVT | Ingevity CORP | Stock-Other | 0.93% | -0.41% | -10.86% | |
| 25 | VRRM | Verra Mobility CORP | Stock-Other | 0.92% | -0.61% | EXIT | |
| 26 | BLKB | Blackbaud Inc | Stock-Other | 0.92% | -0.47% | -13.31% | |
| 27 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.89% | -0.30% | -10.78% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.43% | -0.00% | |
| 29 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.88% | -0.34% | +0.01% | |
| 30 | COLB | Columbia Banking System Inc | Stock-Financials | 0.88% | -0.26% | -10.66% | |
| 31 | ✓ | Stock-Other | 0.87% | -0.24% | -10.60% | ||
| 32 | RNST | Renasant CORP | Stock-Other | 0.86% | -0.30% | -11.28% | |
| 33 | AVNT | Avient CORP | Stock-Materials | 0.83% | -0.38% | -14.95% | |
| 34 | CMC | Commercial Metals Co | Stock-Industrials | 0.83% | -0.28% | -10.63% | |
| 35 | RLI | Rli CORP | Stock-Financials | 0.82% | -0.18% | -10.79% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.52% | -1.05% | |
| 37 | FNV | Franco-nevada CORP | Stock-Materials | 0.80% | -0.26% | -2.06% | |
| 38 | AME | Ametek Inc | Stock-Industrials | 0.78% | +0.45% | -1.84% | |
| 39 | DBRG | Digitalbridge Group Inc | Stock-Financials | 0.77% | — | -13.82% | |
| 40 | BKE | Buckle Inc/the | Stock-Other | 0.76% | -0.36% | -10.73% | |
| 41 | FA | First Advantage CORP | Stock-Other | 0.76% | -0.04% | +4.73% | |
| 42 | SAIA | Saia Inc | Stock-Industrials | 0.76% | -0.14% | +0.03% | |
| 43 | ONTO | Onto Innovation Inc | Stock-Tech | 0.76% | -0.21% | +37.43% | |
| 44 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 0.75% | -0.15% | -10.54% | |
| 45 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 0.75% | -0.18% | +2.74% | |
| 46 | WLY | Wiley (john) & Sons-class A | Stock-Other | 0.75% | -0.21% | -12.73% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.44% | -5.85% | |
| 48 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 0.73% | — | +6.59% | |
| 49 | FULT | Fulton Financial CORP | Stock-Financials | 0.72% | -0.26% | -11.11% | |
| 50 | PFSI | Pennymac Financial Services | Stock-Other | 0.72% | -0.12% | -10.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | +0.4% | +53.84% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +0.90% | Add |
| 3 | ONTO | Onto Innovation Inc | +0.4% | +37.43% | Add |
| 4 | CWAN | Clearwater Analytics Holdings, Inc. | +0.3% | +6.59% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -0.16% | Trim |
| 6 | CSTL | Castle Biosciences Inc | +0.3% | -11.10% | Trim |
| 7 | APH | Amphenol Corp-cl A | +0.2% | -6.50% | Trim |
| 8 | DHR | Danaher CORP | +0.2% | -1.17% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.85% | Trim |
| 10 | RGEN | Repligen CORP | +0.2% | -11.31% | Trim |
| 11 | SMTC | Semtech CORP | +0.2% | +3.78% | Add |
| 12 | AMD | Advanced Micro Devices | +0.2% | +0.15% | Add |
| 13 | ETN | Eaton Corporation plc | +0.2% | +89.66% | Add |
| 14 | DBRG | Digitalbridge Group Inc | +0.2% | -13.82% | Trim |
| 15 | JD 0.25 06-01-29Bond | Jd.com Inc | +0.1% | +213.64% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +105.30% | Add |
| 17 | RVLV | Revolve Group Inc | +0.1% | -10.80% | Trim |
| 18 | DXCM 0.375 05-15-28Bond | Dexcom Inc | +0.1% | +177.92% | Add |
| 19 | CMC | Commercial Metals Co | +0.1% | -10.63% | Trim |
| 20 | PB | Prosperity Bancshares Inc | +0.1% | +0.39% | Add |
| 21 | EBS | Emergent Biosolutions Inc | +0.1% | -11.24% | Trim |
| 22 | SAIA | Saia Inc | +0.1% | +0.03% | Add |
| 23 | AME | Ametek Inc | +0.1% | -1.84% | Trim |
| 24 | AMZN | Amazon.com Inc | +0.1% | +3.06% | Add |
| 25 | QTWO 0.75 06-01-26Bond | Q2 Holdings Inc | +0.1% | +98.68% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +175.00% | Add |
| 27 | FOUR 0.5 08-01-27Bond | Shift4 Payments Inc | +0.1% | +88.43% | Add |
| 28 | TKO | Tko Group Holdings Inc | +0.1% | +33.94% | Add |
| 29 | AVGO | Broadcom Inc | +0.1% | -1.05% | Trim |
| 30 | HEI-A | Heico Corp-class A | +0.1% | -1.14% | Trim |
| 31 | V | Visa Inc-class A Shares | +0.1% | -0.00% | Trim |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +17.40% | Add |
| 33 | SEALTD 0.25 09-15-26Bond | Sea LTD | +0.1% | +31.51% | Add |
| 34 | LITE 0.5 06-15-28Bond | Lumentum Holdings Inc | +0.1% | -30.00% | Trim |
| 35 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +6.93% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.23% | Add |
| 37 | NCNO | Ncino Inc | +0.1% | +18.24% | Add |
| 38 | MSFT | Microsoft CORP | +0.1% | +1.99% | Add |
| 39 | UPST 0.25 08-15-26Bond | Upstart Holdings Inc | +0.1% | +34.91% | Add |
| 40 | TMO | Thermo Fisher Scientific Inc | +0.1% | +8.15% | Add |
| 41 | COLB | Columbia Banking System Inc | +0.1% | -10.66% | Trim |
| 42 | NEE | Nextera Energy Inc | +0.1% | +0.54% | Add |
| 43 | LFUS | Littelfuse Inc | 0% | -3.18% | Trim |
| 44 | NGVT | Ingevity CORP | 0% | -10.86% | Trim |
| 45 | BXMT 5.5 03-15-27Bond | Blackstone Mortgage Tr | 0% | +31.36% | Add |
| 46 | VSTS | Vestis CORP | 0% | -14.72% | Trim |
| 47 | MIDD | Middleby CORP | 0% | +24.77% | Add |
| 48 | EGP | Eastgroup Properties Inc | 0% | -10.50% | Trim |
| 49 | PFSI | Pennymac Financial Services | 0% | -10.45% | Trim |
| 50 | NVST | Envista Holdings CORP | 0% | -10.59% | Trim |
According to official SEC Form 13F filings, Palisade Capital Management, LP reported a total U.S. public equity portfolio value of $2.3B across 379 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 APH, AAPL, RJF) accounted for 12.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWM
市值: $12.7M
Top Position Liquidated / Trimmed
CSG SYSTEMS INTERNATIONAL IN
前期市值: $28.2M
During Q4 2025, Palisade Capital Management, LP's top holdings by market value included APH (2.0%)、AAPL (1.9%)、RJF (1.7%). The largest single position, APH, represented 2.0% of total portfolio value.
In Q4 2025, Palisade Capital Management, LP made 200 total portfolio adjustments, initiating 23 new buys, adding to 35 positions, trimming 107 holdings, and fully liquidating 35 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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