Palisade Asset Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Travelers Companies
TRV
|
+$884K |
| 2 |
PepsiCo
PEP
|
+$735K |
| 3 |
Factset
FDS
|
+$734K |
| 4 |
NextEra Energy
NEE
|
+$350K |
| 5 |
Philip Morris
PM
|
+$223K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$3.98M |
| 2 |
Associated Banc-Corp
ASB
|
+$2.62M |
| 3 |
Apple
AAPL
|
+$2.43M |
| 4 |
Microsoft
MSFT
|
+$1.96M |
| 5 |
Becton Dickinson
BDX
|
+$1.95M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.28% |
| 2 | Healthcare | 16.99% |
| 3 | Industrials | 11.49% |
| 4 | Financials | 11.34% |
| 5 | Consumer Staples | 8.57% |
Similar funds
Palisade Asset Management's Q4 2025 Portfolio in Review
As of Q4 2025, Palisade Asset Management held 701 positions worth $1.03B, down 4.6% from $1.08B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Palisade Asset Management withdrew a net $48.2M in Q4 2025, closing 508 positions and reducing 101 holdings. Its most notable exit was Associated Banc-Corp, an estimated $2.62M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, Palisade Asset Management added an estimated $884K to Travelers Companies.
- Palisade Asset Management added most to Travelers Companies in Q4 2025, an estimated $884K increase.
- Palisade Asset Management's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $3.98M.
- Palisade Asset Management fully exited Associated Banc-Corp in Q4 2025, selling an estimated $2.62M.
- Palisade Asset Management's ten largest holdings make up 33% of its $1.03B portfolio in Q4 2025.
- Palisade Asset Management opened 0 new positions and closed 508 in Q4 2025.
- Palisade Asset Management's portfolio value fell 4.6% quarter-over-quarter to $1.03B.
Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.