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Portfolio (Quarterly) Guide ↗

Palisade Asset Management, LLC

· CIK 0001434323
13F Portfolio $1.0B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 193 New
Page 8 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EFV ISHARES TR 7,482.0 $534K 0.05% NEW $71.41 +9.5%
142 GHC GRAHAM HLDGS CO Consumer Defensive 478.0 $525K 0.05% NEW $1098.60 -0.5%
143 AGG ISHARES TR 5,220.0 $521K 0.05% NEW $99.88 -1.9%
144 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,616.0 $495K 0.05% NEW $88.21 +14.0%
145 IWD ISHARES TR 2,336.0 $491K 0.05% NEW $210.38 +10.6%
146 AMCOR PLC 58,845.0 $491K 0.05% NEW $8.34
147 MPC MARATHON PETE CORP Energy 3,006.0 $489K 0.05% NEW $162.63 +56.8%
148 GE General Electric Co Industrials 1,586.0 $489K 0.05% NEW $308.03 -8.6%
149 DIA SPDR DOW JONES INDL AVRG ETF Financial Services 1,011.0 $486K 0.05% NEW $480.57 +3.4%
150 CB CHUBB LIMITED Financial Services 1,541.0 $481K 0.05% NEW $312.12 +5.8%
151 SBUX STARBUCKS CORP Consumer Cyclical 5,709.0 $481K 0.05% NEW $84.21 +26.8%
152 IVV ISHARES TR 689.0 $472K 0.05% NEW $685.36 +8.3%
153 TSN TYSON FOODS INC Consumer Defensive 7,965.0 $467K 0.05% NEW $58.62 +12.2%
154 AVDV AMERICAN CENTY ETF TR 4,840.0 $455K 0.04% NEW $93.97 +15.3%
155 CLX CLOROX CO DEL Consumer Defensive 4,330.0 $437K 0.04% NEW $100.83 -7.9%
156 IOO ISHARES TR 3,220.0 $408K 0.04% NEW $126.67 +11.2%
157 ETN EATON CORP PLC Industrials 1,259.0 $401K 0.04% NEW $318.51 +25.4%
158 DTE DTE ENERGY CO Utilities 3,000.0 $387K 0.04% NEW $128.98 +8.4%
159 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,400.0 $386K 0.04% NEW $160.76 +5.6%
160 EW EDWARDS LIFESCIENCES CORP Healthcare 4,317.0 $368K 0.04% NEW $85.25 -4.5%
Page 8 of 10  ·  193 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Healthcare 18.1%
Financial Services 15.3%
Industrials 14.0%
Consumer Defensive 9.2%
Consumer Cyclical 8.7%
Energy 2.7%
Basic Materials 2.3%
Utilities 1.7%
Communication Services 1.3%