Palisade Asset Management, LLC

data from 30/09/2025

Capitalization

$ 1.076 B 7.03 %

Average holding period

10 ans

Performance

$ 838.993 M 57 624.13 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Palisade Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 6.36% 68.423 M $ 132104 2013/06/30 2.778 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.95% 53.294 M $ 209300 2013/06/30 10.697 M $ 24.11 %
2025/09/30 ORCL ORACLE CORP 4.68% 50.299 M $ 178848 2013/06/30 11.554 M $ 28.64 %
2025/09/30 ABT ABBOTT LABS 2.67% 28.765 M $ 214759 2011/12/31 -443.731 K $ -1.52 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 2.67% 28.682 M $ 101653 2013/06/30 -1.284 M $ -4.28 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 2.66% 28.599 M $ 82824 2013/06/30 2.497 M $ 10.68 %
2025/09/30 HD HOME DEPOT INC 2.56% 27.577 M $ 68059 2013/06/30 2.632 M $ 10.51 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.42% 25.994 M $ 39019 2017/12/31 1.906 M $ 7.82 %
2025/09/30 CSCO CISCO SYS INC 2.31% 24.825 M $ 362837 2013/06/30 -350.201 K $ -1.38 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.30% 24.742 M $ 78439 2013/06/30 2.023 M $ 8.80 %
2025/09/30 ECL ECOLAB INC 1.97% 21.210 M $ 77447 2013/06/30 341.970 K $ 1.64 %
2025/09/30 AMGN AMGEN INC 1.96% 21.120 M $ 74841 2013/06/30 221.532 K $ 1.07 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.82% 19.551 M $ 105441 2013/06/30 3.456 M $ 21.39 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 1.67% 17.958 M $ 61186 2016/06/30 -914.100 K $ -4.83 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.67% 17.956 M $ 116865 2011/12/31 -664.331 K $ -3.56 %
2025/09/30 DE DEERE & CO 1.61% 17.351 M $ 37945 2013/06/30 -1.948 M $ -10.07 %
2025/09/30 MCD MCDONALDS CORP 1.47% 15.827 M $ 52081 2011/12/31 608.877 K $ 4.01 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 1.44% 15.481 M $ 50689 2019/09/30 2.780 M $ 21.75 %
2025/09/30 PEP PEPSICO INC 1.43% 15.377 M $ 109491 2011/12/31 880.000 K $ 6.36 %
2025/09/30 V VISA INC 1.43% 15.361 M $ 44996 2020/06/30 -615.095 K $ -3.85 %
2025/09/30 GD GENERAL DYNAMICS CORP 1.41% 15.190 M $ 44546 2013/06/30 2.204 M $ 16.92 %
2025/09/30 ABBV ABBVIE INC 1.40% 15.071 M $ 65092 2013/06/30 2.999 M $ 24.74 %
2025/09/30 BLK BLACKROCK INC 1.39% 14.966 M $ 12837 2024/12/31 1.511 M $ 11.11 %
2025/09/30 TJX TJX COS INC NEW 1.38% 14.847 M $ 102717 2013/06/30 2.173 M $ 17.05 %
2025/09/30 CVX CHEVRON CORP NEW 1.38% 14.827 M $ 95479 2013/06/30 1.155 M $ 8.45 %
2025/09/30 MMM 3M CO 1.37% 14.772 M $ 95193 2013/06/30 282.672 K $ 1.93 %
2025/09/30 LLY ELI LILLY & CO 1.34% 14.412 M $ 18889 2013/06/30 -302.879 K $ -2.12 %
2025/09/30 TGT TARGET CORP 1.29% 13.928 M $ 155271 2013/06/30 -1.372 M $ -9.07 %
2025/09/30 SYK STRYKER CORPORATION 1.29% 13.875 M $ 37534 2011/12/31 -974.694 K $ -6.56 %
2025/09/30 USB US BANCORP DEL 1.26% 13.581 M $ 281006 2013/06/30 845.259 K $ 6.81 %
2025/09/30 TXN TEXAS INSTRS INC 1.23% 13.283 M $ 72294 2022/12/31 -1.643 M $ -11.51 %
2025/09/30 RY ROYAL BK CDA 1.18% 12.681 M $ 86079 2013/06/30 1.367 M $ 11.99 %
2025/09/30 ACN ACCENTURE PLC IRELAND 1.10% 11.781 M $ 47774 2020/06/30 -1.985 M $ -17.49 %
2025/09/30 RTX RTX CORPORATION 1.07% 11.551 M $ 69034 2020/06/30 1.475 M $ 14.59 %
2025/09/30 TSCO TRACTOR SUPPLY CO 1.00% 10.774 M $ 189454 2013/06/30 777.790 K $ 7.77 %
2025/09/30 HSY HERSHEY CO 0.96% 10.346 M $ 55309 2024/03/31 719.488 K $ 12.71 %
2025/09/30 BDX BECTON DICKINSON & CO 0.90% 9.653 M $ 51576 2013/06/30 743.612 K $ 8.66 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.88% 9.515 M $ 119031 2013/06/30 -1.332 M $ -12.06 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.85% 9.144 M $ 47548 2022/03/31 -1.267 M $ -12.99 %
2025/09/30 BALL BALL CORP 0.79% 8.481 M $ 168210 2013/06/30 -957.158 K $ -10.11 %
2025/09/30 AFL AFLAC INC 0.76% 8.131 M $ 72792 2011/12/31 469.535 K $ 5.92 %
2025/09/30 IWM ISHARES TR 0.74% 7.983 M $ 32991 2017/12/31 872.062 K $ 12.13 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.68% 7.302 M $ 26151 2013/06/30 305.817 K $ 4.37 %
2025/09/30 DCI DONALDSON INC 0.65% 7.008 M $ 85619 2013/06/30 1.071 M $ 18.02 %
2025/09/30 XEL XCEL ENERGY INC 0.63% 6.812 M $ 84468 2013/06/30 1.060 M $ 18.43 %
2025/09/30 XOM EXXON MOBIL CORP 0.62% 6.672 M $ 59179 2013/03/31 292.307 K $ 4.59 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.58% 6.224 M $ 10443 2017/12/31 308.590 K $ 5.22 %
2025/09/30 WMT WALMART INC 0.56% 5.978 M $ 58006 2013/06/30 309.735 K $ 5.40 %
2025/09/30 VOO VANGUARD INDEX FDS 0.55% 5.915 M $ 9658 2020/03/31 389.614 K $ 7.81 %
2025/09/30 MDT MEDTRONIC PLC 0.54% 5.855 M $ 61473 2015/03/31 496.426 K $ 9.26 %
2025/09/30 FAST FASTENAL CO 0.50% 5.342 M $ 108936 2013/06/30 786.945 K $ 16.76 %
2025/09/30 IJH ISHARES TR 0.46% 4.926 M $ 75484 2020/03/31 233.101 K $ 5.22 %
2025/09/30 APH AMPHENOL CORP NEW 0.44% 4.740 M $ 38307 2019/03/31 957.475 K $ 25.32 %
2025/09/30 VTI VANGUARD INDEX FDS 0.44% 4.719 M $ 14380 2024/03/31 361.782 K $ 7.98 %
2025/09/30 GGG GRACO INC 0.43% 4.648 M $ 54708 2013/06/30 -55.406 K $ -1.17 %
2025/09/30 IJR ISHARES TR 0.42% 4.538 M $ 38188 2020/12/31 349.001 K $ 8.73 %
2025/09/30 IEFA ISHARES TR 0.40% 4.316 M $ 49430 2017/12/31 160.442 K $ 4.59 %
2025/09/30 EMR EMERSON ELEC CO 0.40% 4.261 M $ 32481 2013/06/30 -70.016 K $ -1.61 %
2025/09/30 SO SOUTHERN CO 0.39% 4.154 M $ 43828 2013/12/31 128.821 K $ 3.20 %
2025/09/30 CAT CATERPILLAR INC 0.38% 4.138 M $ 8673 2013/06/30 801.082 K $ 22.91 %
2025/09/30 MS MORGAN STANLEY 0.38% 4.112 M $ 25867 2017/09/30 468.029 K $ 12.85 %
2025/09/30 DHR DANAHER CORPORATION 0.38% 4.054 M $ 20450 2013/06/30 14.674 K $ 0.36 %
2025/09/30 GIS GENERAL MLS INC 0.37% 3.959 M $ 78525 2013/06/30 -124.537 K $ -2.68 %
2025/09/30 KLAC KLA CORP 0.35% 3.814 M $ 3536 2021/09/30 660.124 K $ 20.41 %
2025/09/30 INTC INTEL CORP 0.33% 3.524 M $ 105029 2013/06/30 1.186 M $ 49.78 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.33% 3.503 M $ 79714 2013/06/30 54.440 K $ 1.57 %
2025/09/30 EFA ISHARES TR 0.32% 3.434 M $ 36781 2017/12/31 146.611 K $ 4.45 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.32% 3.432 M $ 27599 2013/06/30 -127.988 K $ -3.55 %
2025/09/30 HON HONEYWELL INTL INC 0.32% 3.430 M $ 16296 2013/06/30 -374.126 K $ -9.61 %
2025/09/30 GPC GENUINE PARTS CO 0.31% 3.371 M $ 24319 2013/06/30 420.475 K $ 14.25 %
2025/09/30 GOOGL ALPHABET INC 0.30% 3.189 M $ 13118 2020/09/30 859.948 K $ 37.94 %
2025/09/30 TECH BIO-TECHNE CORP 0.29% 3.090 M $ 55549 2017/12/31 232.194 K $ 8.12 %
2025/09/30 ROST ROSS STORES INC 0.28% 2.988 M $ 19607 2013/06/30 486.300 K $ 19.45 %
2025/09/30 MRK MERCK & CO INC 0.27% 2.864 M $ 34123 2017/12/31 163.067 K $ 6.03 %
2025/09/30 NEE NEXTERA ENERGY INC 0.26% 2.817 M $ 37316 2013/06/30 187.617 K $ 8.74 %
2025/09/30 NVDA NVIDIA CORPORATION 0.26% 2.779 M $ 14893 2021/06/30 417.471 K $ 18.10 %
2025/09/30 KO COCA COLA CO 0.26% 2.753 M $ 41505 2013/06/30 -183.703 K $ -6.26 %
2025/09/30 IWF ISHARES TR 0.25% 2.670 M $ 5700 2017/12/31 257.939 K $ 10.32 %
2025/09/30 CNP CENTERPOINT ENERGY INC 0.24% 2.632 M $ 67837 2013/06/30 139.744 K $ 5.61 %
2025/09/30 ASB ASSOCIATED BANC CORP 0.24% 2.624 M $ 102070 2022/12/31 134.732 K $ 5.41 %
2025/09/30 MKC MCCORMICK & CO INC 0.24% 2.553 M $ 38149 2013/06/30 -331.888 K $ -11.75 %
2025/09/30 GOOG ALPHABET INC 0.23% 2.470 M $ 10142 2019/12/31 668.943 K $ 37.30 %
2025/09/30 FDX FEDEX CORP 0.23% 2.470 M $ 10473 2015/12/31 84.447 K $ 3.74 %
2025/09/30 NKE NIKE INC 0.21% 2.236 M $ 32071 2013/06/30 -41.280 K $ -1.84 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.20% 2.202 M $ 6628 2013/06/30 91.139 K $ 4.13 %
2025/09/30 NVS NOVARTIS AG 0.20% 2.111 M $ 16459 2013/06/30 118.926 K $ 5.97 %
2025/09/30 T AT&T INC 0.19% 2.046 M $ 72448 2013/03/31 -93.088 K $ -2.42 %
2025/09/30 PAYX PAYCHEX INC 0.16% 1.721 M $ 13578 2019/03/31 -254.637 K $ -12.86 %
2025/09/30 SYY SYSCO CORP 0.16% 1.690 M $ 20522 2012/12/31 149.866 K $ 8.71 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.16% 1.685 M $ 3352 2017/12/31 57.036 K $ 3.49 %
2025/09/30 LOW LOWES COS INC 0.16% 1.684 M $ 6702 2013/06/30 197.130 K $ 13.27 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.16% 1.667 M $ 15160 2016/09/30 65.616 K $ 4.10 %
2025/09/30 GL GLOBE LIFE INC 0.15% 1.608 M $ 11244 2019/09/30 210.037 K $ 15.03 %
2025/09/30 D DOMINION ENERGY INC 0.15% 1.600 M $ 26158 2013/06/30 121.574 K $ 8.23 %
2025/09/30 FHI FEDERATED HERMES INC 0.15% 1.599 M $ 30790 2017/06/30 234.311 K $ 17.17 %
2025/09/30 MTD METTLER TOLEDO INTERNATIONAL 0.15% 1.596 M $ 1300 2019/03/31 68.756 K $ 4.50 %
2025/09/30 FI FISERV INC 0.15% 1.594 M $ 12361 2019/03/31 -537.108 K $ -25.22 %
2025/09/30 LIN LINDE PLC 0.14% 1.550 M $ 3263 2023/03/31 18.967 K $ 1.24 %
2025/09/30 AMP AMERIPRISE FINL INC 0.14% 1.490 M $ 3034 2013/12/31 -128.884 K $ -7.96 %
2025/09/30 ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.14% 1.488 M $ 5008 2019/03/31 -56.223 K $ -3.63 %