StockDriftsStockDriftsTop 50 Palisade Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.07% | 245.3K | $62.3M | +4.91%(+11.49K) | $34.54(+769.28%) | 2026-03-31 | |
| LFUS | LITTELFUSE INC | 1.92% | 169.5K | $57.5M | +4.52%(+7.33K) | $168.98(+164.00%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 1.87% | 444.9K | $56.2M | -13.23%(-67.85K) | $12.49(+900.82%) | 2026-03-31 | |
| IDA | IDACORP INC | 1.79% | 376.2K | $53.8M | -7.53%(-30.62K) | $77.48(+80.65%) | 2026-03-31 | |
| IGSB | ISHARES TR | 1.76% | 1.01M | $53.0M | +46.85%(+321.50K) | $52.89(-1.21%) | 2026-03-31 | |
| AIT | APPLIED INDL TECHNOLOGIES IN | 1.64% | 185.1K | $49.1M | -7.39%(-14.78K) | $61.23(+401.69%) | 2026-03-31 | |
| MLI | MUELLER INDS INC | 1.62% | 438.3K | $48.6M | -5.53%(-25.68K) | $15.01(+809.26%) | 2026-03-31 | |
| RJF | RAYMOND JAMES FINL INC | 1.57% | 326.4K | $47.3M | -6.72%(-23.51K) | $40.00(+285.30%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.47% | 253.3K | $44.2M | -4.50%(-11.94K) | $62.58(+260.04%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.29% | 134.7K | $38.6M | -1.02%(-1.39K) | $53.91(+629.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.06% | +26.20% |
| Top 20 Holdings Unweighted | +7.84% | +25.43% |
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