Palisade Asset Management, LLC
•CIK: 1434323•Filing: Q4 2025
**Palisade Asset Management, LLC** manages $1.0B across a diversified portfolio of 193 positions. The firm maintains significant exposure to technology and healthcare leaders, highlighted by top holdings including MSFT at $62.0M and AAPL at $54.4M. Further concentration is evident in ORCL ($34.1M), IBM ($29.6M), and CSCO ($27.5M). This allocation suggests a strategic focus on established, large-cap growth and defensive sectors.
Total AUM
$1.0B
QoQ Performance
-4.6%
Positions
163
Top 10 Concentration
32.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
MSFT6.0%
AAPL5.3%
ORCL3.3%
IBM2.9%
CSCO2.7%
SPY2.6%
UNH2.6%
ABT2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.1%
Technology24.1%
Healthcare14.0%
Financial6.1%
Industrial5.9%
Consumer5.1%
ETF3.2%
Materials2.2%
🚪 Exited Positionssold since Q3 2025
+503 more exited positions
Changes from Q3 2025
↑50 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023