Filed: 11/17/2025ACC: 0001434323-25-000005
📋 What this filing means
PALISADE ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 701 equity positions with a total reported market value of $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
701
Positions
$1.08B
Total AUM (reported)
7.01M
Total Shares
Allocation by class
COM$888.69M82.6%
TR UNIT$25.99M2.4%
COM NEW$23.66M2.2%
COM CL A$15.44M1.4%
SHS CLASS A$11.78M1.1%
SHS$11.75M1.1%
RUSSELL 2000 ETF$7.98M0.7%
Portfolio Concentration
Top 3$172.02M16.0%
4–10$189.18M17.6%
11–25$252.09M23.4%
Rest$462.38M43.0%
Top 3 weight
16.0%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 7.01M
Sole
Full voting authority
5.72M
shares
% of voting shares81.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.29M
shares
% of voting shares18.4%
Investment Discretion (by position count)
Sole701
Shared0
Other0
Dominant voting typeSole · 81.6% of voting shares
Institutional Holdings701
Rows:
MICROSOFT CORP
SOLEShares132.10K
TypeSH
Market value$68.42M
6.36%
Sole
110.55K
Shared
0.00
None
21.55K
APPLE INC
SOLEShares209.30K
TypeSH
Market value$53.29M
4.95%
Sole
168.44K
Shared
0.00
None
40.86K
ORACLE CORP
SOLEShares178.85K
TypeSH
Market value$50.30M
4.68%
Sole
140.69K
Shared
0.00
None
38.16K
ABBOTT LABS
SOLEShares214.76K
TypeSH
Market value$28.76M
2.67%
Sole
167.41K
Shared
0.00
None
47.35K
INTERNATIONAL BUSINESS MACHS
SOLEShares101.65K
TypeSH
Market value$28.68M
2.67%
Sole
80.49K
Shared
0.00
None
21.16K
UNITEDHEALTH GROUP INC
SOLEShares82.82K
TypeSH
Market value$28.60M
2.66%
Sole
67.79K
Shared
0.00
None
15.04K
HOME DEPOT INC
SOLEShares68.06K
TypeSH
Market value$27.58M
2.56%
Sole
57.45K
Shared
0.00
None
10.61K
SPDR S&P 500 ETF TR
SOLEShares39.02K
TypeSH
Market value$25.99M
2.42%
Sole
38.02K
Shared
0.00
None
995.00
CISCO SYS INC
SOLEShares362.84K
TypeSH
Market value$24.83M
2.31%
Sole
298.50K
Shared
0.00
None
64.34K
JPMORGAN CHASE & CO.
SOLEShares78.44K
TypeSH
Market value$24.74M
2.30%
Sole
60.26K
Shared
0.00
None
18.18K
ECOLAB INC
SOLEShares77.45K
TypeSH
Market value$21.21M
1.97%
Sole
62.79K
Shared
0.00
None
14.66K
AMGEN INC
SOLEShares74.84K
TypeSH
Market value$21.12M
1.96%
Sole
59.81K
Shared
0.00
None
15.03K
JOHNSON & JOHNSON
SOLEShares105.44K
TypeSH
Market value$19.55M
1.82%
Sole
82.35K
Shared
0.00
None
23.09K
AUTOMATIC DATA PROCESSING IN
SOLEShares61.19K
TypeSH
Market value$17.96M
1.67%
Sole
49.71K
Shared
0.00
None
11.48K
PROCTER AND GAMBLE CO
SOLEShares116.86K
TypeSH
Market value$17.96M
1.67%
Sole
94.74K
Shared
0.00
None
22.12K
DEERE & CO
SOLEShares37.95K
TypeSH
Market value$17.35M
1.61%
Sole
27.91K
Shared
0.00
None
10.04K
MCDONALDS CORP
SOLEShares52.08K
TypeSH
Market value$15.83M
1.47%
Sole
40.28K
Shared
0.00
None
11.80K
L3HARRIS TECHNOLOGIES INC
SOLEShares50.69K
TypeSH
Market value$15.48M
1.44%
Sole
37.54K
Shared
0.00
None
13.14K
PEPSICO INC
SOLEShares109.49K
TypeSH
Market value$15.38M
1.43%
Sole
85.47K
Shared
0.00
None
24.02K
VISA INC
SOLEShares45K
TypeSH
Market value$15.36M
1.43%
Sole
36.15K
Shared
0.00
None
8.85K
GENERAL DYNAMICS CORP
SOLEShares44.55K
TypeSH
Market value$15.19M
1.41%
Sole
33.44K
Shared
0.00
None
11.11K
ABBVIE INC
SOLEShares65.09K
TypeSH
Market value$15.07M
1.40%
Sole
47.28K
Shared
0.00
None
17.82K
BLACKROCK INC
SOLEShares12.84K
TypeSH
Market value$14.97M
1.39%
Sole
10.11K
Shared
0.00
None
2.73K
TJX COS INC NEW
SOLEShares102.72K
TypeSH
Market value$14.85M
1.38%
Sole
89.09K
Shared
0.00
None
13.63K
CHEVRON CORP NEW
SOLEShares95.48K
TypeSH
Market value$14.83M
1.38%
Sole
73.42K
Shared
0.00
None
22.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 132.10K | SH | $68.42M 6.36% | 110.55K | 0.00 | 21.55K |
APPLE INCSOLE | COM | 209.30K | SH | $53.29M 4.95% | 168.44K | 0.00 | 40.86K |
ORACLE CORPSOLE | COM | 178.85K | SH | $50.30M 4.68% | 140.69K | 0.00 | 38.16K |
ABBOTT LABSSOLE | COM | 214.76K | SH | $28.76M 2.67% | 167.41K | 0.00 | 47.35K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 101.65K | SH | $28.68M 2.67% | 80.49K | 0.00 | 21.16K |
UNITEDHEALTH GROUP INCSOLE | COM | 82.82K | SH | $28.60M 2.66% | 67.79K | 0.00 | 15.04K |
HOME DEPOT INCSOLE | COM | 68.06K | SH | $27.58M 2.56% | 57.45K | 0.00 | 10.61K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 39.02K | SH | $25.99M 2.42% | 38.02K | 0.00 | 995.00 |
CISCO SYS INCSOLE | COM | 362.84K | SH | $24.83M 2.31% | 298.50K | 0.00 | 64.34K |
JPMORGAN CHASE & CO.SOLE | COM | 78.44K | SH | $24.74M 2.30% | 60.26K | 0.00 | 18.18K |
ECOLAB INCSOLE | COM | 77.45K | SH | $21.21M 1.97% | 62.79K | 0.00 | 14.66K |
AMGEN INCSOLE | COM | 74.84K | SH | $21.12M 1.96% | 59.81K | 0.00 | 15.03K |
JOHNSON & JOHNSONSOLE | COM | 105.44K | SH | $19.55M 1.82% | 82.35K | 0.00 | 23.09K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 61.19K | SH | $17.96M 1.67% | 49.71K | 0.00 | 11.48K |
PROCTER AND GAMBLE COSOLE | COM | 116.86K | SH | $17.96M 1.67% | 94.74K | 0.00 | 22.12K |
DEERE & COSOLE | COM | 37.95K | SH | $17.35M 1.61% | 27.91K | 0.00 | 10.04K |
MCDONALDS CORPSOLE | COM | 52.08K | SH | $15.83M 1.47% | 40.28K | 0.00 | 11.80K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 50.69K | SH | $15.48M 1.44% | 37.54K | 0.00 | 13.14K |
PEPSICO INCSOLE | COM | 109.49K | SH | $15.38M 1.43% | 85.47K | 0.00 | 24.02K |
VISA INCSOLE | COM CL A | 45K | SH | $15.36M 1.43% | 36.15K | 0.00 | 8.85K |
GENERAL DYNAMICS CORPSOLE | COM | 44.55K | SH | $15.19M 1.41% | 33.44K | 0.00 | 11.11K |
ABBVIE INCSOLE | COM | 65.09K | SH | $15.07M 1.40% | 47.28K | 0.00 | 17.82K |
BLACKROCK INCSOLE | COM | 12.84K | SH | $14.97M 1.39% | 10.11K | 0.00 | 2.73K |
TJX COS INC NEWSOLE | COM | 102.72K | SH | $14.85M 1.38% | 89.09K | 0.00 | 13.63K |
CHEVRON CORP NEWSOLE | COM | 95.48K | SH | $14.83M 1.38% | 73.42K | 0.00 | 22.06K |
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