Palisade Asset Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $969 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $60M, Apple Inc. with a value of $58.2M, Unitedhealth Group Inc with a value of $33.7M, Oracle Corp with a value of $31.2M, and Home Depot, Inc. with a value of $27.1M.

Examining the 13F form we can see an decrease of $47.9M in the current position value, from $1.02B to 969M.

Below you can find more details about Palisade Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $969 Million
Technology: $232 Million
Healthcare: $174 Million
Industrials: $119 Million
Consumer Defensive: $106 Million
Financial Services: $91.2 Million
Consumer Cyclical: $86.8 Million
ETFs: $82.6 Million
Energy: $24.7 Million
Other: $53.8 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $969 Million
  • Prior Value $1.02 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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