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CIK: 0001009006
Total reported value
$2.3B
$2.3B
303 檔
12.3%
During the Q1 2026 filing period, Palisade Capital Management, LP (CIK: 0001009006) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 303 reported positions.
In Q1 2026, Palisade Capital Management, LP adopted a defensive or profit-taking posture, trimming 88 positions and completely liquidating 64 holdings to manage risk exposure.
Showing top 200 holdings (of 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.07% | +1.14% | +4.91% | |
| 2 | LFUS | Littelfuse Inc | Stock-Tech | 1.92% | -0.54% | +4.52% | |
| 3 | APH | Amphenol Corp-cl A | Stock-Tech | 1.87% | +1.51% | -13.23% | |
| 4 | IDA | Idacorp Inc | Stock-Utilities | 1.79% | -0.61% | -7.53% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.76% | -1.76% | EXIT | |
| 6 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 1.64% | -0.29% | -7.39% | |
| 7 | MLI | Mueller Industries Inc | Stock-Industrials | 1.62% | -0.88% | -5.53% | |
| 8 | RJF | Raymond James Financial Inc | Stock-Financials | 1.57% | -0.40% | -6.72% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.99% | -4.50% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.77% | -1.02% | |
| 11 | WSFS | Wsfs Financial CORP | Stock-Other | 1.28% | -0.35% | -7.37% | |
| 12 | HEI-A | Heico Corp-class A | Stock-Other | 1.24% | +0.75% | -1.47% | |
| 13 | WWD | Woodward Inc | Stock-Industrials | 1.24% | -0.74% | -7.15% | |
| 14 | SMTC | Semtech CORP | Stock-Tech | 1.23% | -0.40% | -18.16% | |
| 15 | NGVT | Ingevity CORP | Stock-Other | 1.17% | -0.41% | -6.99% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | +0.39% | -1.62% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | +0.44% | +0.50% | |
| 18 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 1.09% | -0.36% | -7.59% | |
| 19 | ONTO | Onto Innovation Inc | Stock-Tech | 1.08% | -0.21% | -2.27% | |
| 20 | PB | Prosperity Bancshares Inc | Stock-Financials | 1.06% | -0.37% | -6.43% | |
| 21 | AVNT | Avient CORP | Stock-Materials | 1.05% | -0.38% | -3.25% | |
| 22 | FNV | Franco-nevada CORP | Stock-Materials | 1.02% | -0.26% | -4.17% | |
| 23 | SM | Sm Energy Co | Stock-Energy | 1.01% | -0.53% | -1.66% | |
| 24 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.00% | -0.30% | -7.09% | |
| 25 | ✓ | Stock-Other | 1.00% | -0.24% | -7.37% | ||
| 26 | WLY | Wiley (john) & Sons-class A | Stock-Other | 0.99% | -0.21% | -5.03% | |
| 27 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.97% | -0.24% | -6.83% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.97% | +0.11% | +0.88% | |
| 29 | RGEN | Repligen CORP | Stock-Healthcare | 0.94% | -0.29% | +3.63% | |
| 30 | HCSG | Healthcare Services Group | Stock-Other | 0.94% | -0.16% | -21.01% | |
| 31 | VNT | Vontier CORP | Stock-Tech | 0.94% | -0.46% | -7.30% | |
| 32 | RNST | Renasant CORP | Stock-Other | 0.93% | -0.30% | -5.92% | |
| 33 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 0.91% | -0.18% | -6.51% | |
| 34 | COLB | Columbia Banking System Inc | Stock-Financials | 0.90% | -0.26% | -6.81% | |
| 35 | AME | Ametek Inc | Stock-Industrials | 0.90% | +0.45% | -2.05% | |
| 36 | AHCO | Adapthealth CORP | Stock-Other | 0.86% | -0.40% | -5.64% | |
| 37 | NVST | Envista Holdings CORP | Stock-Healthcare | 0.84% | -0.23% | -7.04% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.43% | -1.87% | |
| 39 | FULT | Fulton Financial CORP | Stock-Financials | 0.81% | -0.26% | -5.72% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.52% | -0.03% | |
| 41 | RLI | Rli CORP | Stock-Financials | 0.77% | -0.18% | -6.32% | |
| 42 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.77% | -0.01% | -7.23% | |
| 43 | CMC | Commercial Metals Co | Stock-Industrials | 0.77% | -0.28% | -7.53% | |
| 44 | NOG | Northern Oil And Gas Inc | Stock-Energy | 0.76% | -0.49% | -1.71% | |
| 45 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 0.75% | -0.15% | -7.06% | |
| 46 | BKE | Buckle Inc/the | Stock-Other | 0.75% | -0.36% | -7.51% | |
| 47 | BLKB | Blackbaud Inc | Stock-Other | 0.74% | -0.47% | +18.31% | |
| 48 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.73% | -0.34% | -1.96% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.44% | -8.41% | |
| 50 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.70% | -0.33% | +34.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LFUS | Littelfuse Inc | +0.7% | +4.52% | Add |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.7% | +46.85% | Add |
| 3 | SM | Sm Energy Co | +0.5% | -1.66% | Trim |
| 4 | PLXS | Plexus CORP | +0.5% | +453.81% | Add |
| 5 | ONTO | Onto Innovation Inc | +0.3% | -2.27% | Trim |
| 6 | NOG | Northern Oil And Gas Inc | +0.3% | -1.71% | Trim |
| 7 | IDA | Idacorp Inc | +0.3% | -7.53% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.3% | +673.47% | Add |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.3% | +129.87% | Add |
| 10 | WLY | Wiley (john) & Sons-class A | +0.2% | -5.03% | Trim |
| 11 | NGVT | Ingevity CORP | +0.2% | -6.99% | Trim |
| 12 | WSFS | Wsfs Financial CORP | +0.2% | -7.37% | Trim |
| 13 | WWD | Woodward Inc | +0.2% | -7.15% | Trim |
| 14 | HNGE | Hinge Health Inc-a | +0.2% | +220.83% | Add |
| 15 | ACHC | Acadia Healthcare Co Inc | +0.2% | -1.86% | Trim |
| 16 | FNV | Franco-nevada CORP | +0.2% | -4.17% | Trim |
| 17 | AVNT | Avient CORP | +0.2% | -3.25% | Trim |
| 18 | RDNT | Radnet Inc | +0.2% | +80.81% | Add |
| 19 | AAPL | Apple Inc | +0.2% | +4.91% | Add |
| 20 | AHCO | Adapthealth CORP | +0.2% | -5.64% | Trim |
| 21 | PWR | Quanta Services Inc | +0.2% | -4.01% | Trim |
| 22 | PRMB | Primo Brands CORP | +0.2% | -6.51% | Trim |
| 23 | TDY | Teledyne Technologies Inc | +0.2% | -7.23% | Trim |
| 24 | NVST | Envista Holdings CORP | +0.2% | -7.04% | Trim |
| 25 | COST | Costco Wholesale CORP | +0.1% | +3.63% | Add |
| 26 | CHD | Church & Dwight Co Inc | +0.1% | +119.80% | Add |
| 27 | VAC 3.25 12-15-27Bond | Marriott Vacation Worldw | +0.1% | +72.69% | Add |
| 28 | ETN | Eaton Corporation plc | +0.1% | +6.53% | Add |
| 29 | BFAM | Bright Horizons Family Solut | +0.1% | +34.49% | Add |
| 30 | ZD 1.75 11-01-26Bond | Ziff Davis Inc | +0.1% | +64.20% | Add |
| 31 | XOM | Exxon Mobil CORP | +0.1% | +11.76% | Add |
| 32 | MYRG | Myr Group Inc/delaware | +0.1% | -5.46% | Trim |
| 33 | AIT | Applied Industrial Tech Inc | +0.1% | -7.39% | Trim |
| 34 | ITGR | Integer Holdings CORP | +0.1% | -1.89% | Trim |
| 35 | LYFT 0.625 03-01-29Bond | Lyft Inc | +0.1% | +601.03% | Add |
| 36 | ELF | Elf Beauty Inc | +0.1% | +308.45% | Add |
| 37 | NEE | Nextera Energy Inc | +0.1% | -2.11% | Trim |
| 38 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +12.01% | Add |
| 39 | BSY 0.375 07-01-27Bond | Bentley Systems | +0.1% | +90.04% | Add |
| 40 | LRN | Stride Inc | +0.1% | -4.86% | Trim |
| 41 | EGP | Eastgroup Properties Inc | +0.1% | -7.59% | Trim |
| 42 | PSN 2.625 03-01-29Bond | Parsons CORP | +0.1% | +112.00% | Add |
| 43 | CWK | Cushman & Wakefield Limited | +0.1% | +83.48% | Add |
| 44 | AMAT | Applied Materials Inc | +0.1% | +2.17% | Add |
| 45 | PD 1.5 10-15-28 *Bond | Pagerduty Inc. | +0.1% | +112.44% | Add |
| 46 | RDFN 0.5 04-01-27Bond | Redfin CORP | +0.1% | +39.86% | Add |
| 47 | PR | Permian Resources Corp-cl A | +0.1% | -17.02% | Trim |
| 48 | NOC | Northrop Grumman CORP | +0.1% | -1.92% | Trim |
| 49 | ARRY 1 12-01-28Bond | Array Technologies Inc | +0.1% | +160.12% | Add |
| 50 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +55.86% | Add |
According to official SEC Form 13F filings, Palisade Capital Management, LP reported a total U.S. public equity portfolio value of $2.3B across 303 disclosed positions in Q1 2026.
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 AAPL, LFUS, APH) accounted for 12.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AIR
市值: $9.7M
Top Position Liquidated / Trimmed
DBRG
前期市值: $26.0M
During Q1 2026, Palisade Capital Management, LP's top holdings by market value included AAPL (2.1%)、LFUS (1.9%)、APH (1.9%). The largest single position, AAPL, represented 2.1% of total portfolio value.
In Q1 2026, Palisade Capital Management, LP made 199 total portfolio adjustments, initiating 14 new buys, adding to 33 positions, trimming 88 holdings, and fully liquidating 64 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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