StockDriftsStockDriftsTop 50 Palisade Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 4.96% | 185.6K | $53.7M | -5.84%(-11.52K) | $91.41(+234.08%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 4.45% | 129.1K | $48.2M | -0.05%(-59) | $37.88(+1183.14%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.75% | 345.9K | $40.6M | -2.68%(-9.53K) | $30.20(+275.99%) | 2026-06-30 | |
| UNH | UnitedHealth Group Inc | 3.06% | 79.9K | $33.2M | +0.26%(+211) | $358.62(+10.56%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.64% | 38.3K | $28.6M | -1.30%(-505) | $260.87(+197.22%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.57% | 98.8K | $27.8M | -0.85%(-849) | $120.10(+92.06%) | 2026-06-30 | |
| AMGN | Amgen Inc | 2.43% | 72.8K | $26.4M | -1.15%(-846) | $161.38(+157.88%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 2.36% | 100.9K | $25.6M | -2.02%(-2.08K) | $107.65(+141.94%) | 2026-06-30 | |
| ORCL | Oracle Corp | 2.35% | 173.9K | $25.5M | -0.38%(-667) | $39.26(+273.09%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co | 2.27% | 75.2K | $24.6M | -0.42%(-315) | $128.64(+183.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.81% | +28.83% | +5.55% | +31.01% |
| Top 20 Holdings Unweighted | +9.59% | +31.61% | +6.49% | +36.94% |
Palisade Asset Management, LLC reports $1.08B in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), MSFT (4.5%) and CSCO (3.8%). The top 20 holdings account for 48.71% of reported assets. Its disclosed equity book has returned +28.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palisade Asset Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1434323). View Palisade Asset Management, LLC’s 13F filings on SEC