EdgeMarket › What Palisade Asset Management, Llc reported owning
What Palisade Asset Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
995.9MPositions
195Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 50.0M | 5.0% | 197.1K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 47.8M | 4.8% | 129.2K | 483.24 | -4.4% |
| CSCO CISCO SYSTEMS, INC. | 27.6M | 2.8% | 355.4K | 111.04 | +65.5% |
| AMGN AMGEN INC | 25.9M | 2.6% | 73.6K | 439.33 | +48.2% |
| ORCL ORACLE CORP | 25.7M | 2.6% | 174.6K | 146.47 | -37.7% |
| SPY SPDR S&P 500 ETF TRUST | 25.3M | 2.5% | 38.8K | 765.72 | +20.0% |
| JNJ JOHNSON & JOHNSON | 25.2M | 2.5% | 102.9K | 270.24 | +51.1% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 24.2M | 2.4% | 99.7K | 235.68 | -2.8% |
| HD HOME DEPOT, INC. | 22.4M | 2.3% | 68.2K | 335.61 | -16.5% |
| JPM JPMORGAN CHASE & CO | 22.2M | 2.2% | 75.5K | 351.58 | +20.3% |
| UNH UNITEDHEALTH GROUP INC | 21.6M | 2.2% | 79.6K | 390.11 | +30.1% |
| ABT ABBOTT LABORATORIES | 21.1M | 2.1% | 205.9K | 116.64 | -11.9% |
| DE DEERE & CO | 20.8M | 2.1% | 36.8K | 647.47 | +31.4% |
| ECL ECOLAB INC. | 20.4M | 2.0% | 76.6K | 281.63 | -1.3% |
| CVX CHEVRON CORP | 19.5M | 2.0% | 94.4K | 205.27 | +34.0% |
| TGT TARGET CORP | 18.3M | 1.8% | 151.0K | 165.44 | +67.6% |
| PEP PEPSICO INC | 17.7M | 1.8% | 113.8K | 143.48 | -4.8% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 17.1M | 1.7% | 49.5K | 266.73 | -3.4% |
| TJX TJX COMPANIES INC /DE/ | 16.4M | 1.6% | 102.6K | 140.53 | +1.6% |
| MCD MCDONALDS CORP | 16.0M | 1.6% | 51.4K | 270.95 | -13.5% |
| PG PROCTER & GAMBLE Co | 15.9M | 1.6% | 110.2K | 144.68 | -9.3% |
| GD GENERAL DYNAMICS CORP | 14.8M | 1.5% | 43.2K | 384.29 | +21.0% |
| ABBV AbbVie Inc. | 13.8M | 1.4% | 63.6K | 264.96 | +26.7% |
| RY ROYAL BANK OF CANADA | 13.6M | 1.4% | 84.2K | 205.23 | +50.4% |
| LLY ELI LILLY & Co | 13.3M | 1.3% | 14.4K | 1,255.40 | +78.0% |
| V VISA INC. | 13.1M | 1.3% | 43.5K | 371.04 | +7.9% |
| RTX RTX Corp | 13.0M | 1.3% | 67.4K | 209.91 | +34.1% |
| USB US BANCORP \DE\ | 13.0M | 1.3% | 249.5K | 62.05 | +33.7% |
| TXN TEXAS INSTRUMENTS INC | 12.9M | 1.3% | 66.4K | 264.36 | +31.7% |
| ADP AUTOMATIC DATA PROCESSING INC | 12.8M | 1.3% | 63.2K | 280.81 | -9.1% |
| MMM 3M CO | 12.7M | 1.3% | 87.7K | 178.96 | +15.6% |
| SYK STRYKER CORP | 12.3M | 1.2% | 37.5K | 329.45 | -15.9% |
| BLK BlackRock, Inc. | 11.9M | 1.2% | 12.3K | 1,156.55 | +2.5% |
| HSY HERSHEY CO | 9.9M | 1.0% | 47.7K | 186.46 | +2.7% |
| XOM ExxonMobil Holdings Corp | 9.9M | 1.0% | 58.2K | 165.11 | +52.1% |
| CL COLGATE PALMOLIVE CO | 9.4M | 0.9% | 110.7K | 91.08 | +5.8% |
| ACN Accenture plc | 9.1M | 0.9% | 46.0K | 185.28 | -27.4% |
| TSCO TRACTOR SUPPLY CO /DE/ | 8.6M | 0.9% | 190.1K | 34.98 | -42.7% |
| BALL BALL Corp | 8.6M | 0.9% | 145.5K | 63.59 | +19.7% |
| TRV TRAVELERS COMPANIES, INC. | 8.5M | 0.9% | 29.2K | 363.58 | +32.5% |
| IWM iShares Russell 2000 ETF | 8.2M | 0.8% | 33.0K | 299.96 | +33.1% |
| AFL AFLAC INC | 7.6M | 0.8% | 69.0K | 116.07 | +7.6% |
| DCI DONALDSON Co INC | 7.2M | 0.7% | 85.1K | 93.25 | +25.5% |
| WMT Walmart Inc. | 7.1M | 0.7% | 57.3K | 103.70 | +1.1% |
| XEL XCEL ENERGY INC | 6.5M | 0.7% | 82.4K | 76.30 | +4.3% |
| BDX BECTON DICKINSON & CO | 6.5M | 0.7% | 41.4K | 192.00 | -3.6% |
| AMT AMERICAN TOWER CORP /MA/ | 6.5M | 0.7% | 37.6K | 175.80 | -16.1% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 6.4M | 0.6% | 10.5K | 699.60 | +20.6% |
| CAT CATERPILLAR INC | 6.1M | 0.6% | 8.6K | 827.90 | +96.8% |
| VOO Vanguard S&P 500 ETF | 5.9M | 0.6% | 9.9K | 703.71 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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