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Portfolio (Quarterly) Guide ↗

Palisade Asset Management, LLC

· CIK 0001434323
13F Portfolio $995.9B AUM 195 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 29 Added 39 Reduced 6 Exited
Page 10 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHA SCHWAB STRATEGIC TR 9,140.0 $266K 0.03% $29.08 +12.0%
182 PM PHILIP MORRIS INTL INC Consumer Defensive 1,470.0 $243K 0.02% +18.0 +1.2% $165.34 +16.0%
183 ACWI ISHARES TR 1,742.0 $241K 0.02% $138.37 +11.4%
184 D DOMINION ENERGY INC Utilities 3,792.0 $234K 0.02% $61.82 +1.9%
185 BSX BOSTON SCIENTIFIC CORP Healthcare 3,626.0 $228K 0.02% $62.75 -16.0%
186 VTIP VANGUARD MALVERN FDS 4,513.0 $225K 0.02% $49.95 +0.9%
187 IWN ISHARES TR 1,148.0 $218K 0.02% -36.0 -3.0% $189.59 +8.6%
188 HDV ISHARES TR 1,589.0 $216K 0.02% NEW $135.72 -79.9%
189 VT VANGUARD INTL EQUITY INDEX F 1,558.0 $216K 0.02% $138.35 +11.0%
190 IEF ISHARES TR 2,250.0 $215K 0.02% $95.44 -2.0%
191 KNF KNIFE RIVER CORP Basic Materials 2,608.0 $213K 0.02% NEW $81.65 -2.1%
192 FNDX SCHWAB STRATEGIC TR 7,611.0 $212K 0.02% $27.85 +8.8%
193 AMAT APPLIED MATLS INC Technology 602.0 $206K 0.02% NEW $341.79 +27.7%
194 INGERSOLL RAND INC 2,550.0 $204K 0.02% $80.12
195 DTM DT MIDSTREAM INC Energy 1,500.0 $202K 0.02% NEW $134.67 +10.0%
Page 10 of 10  ·  195 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 23.4%
Healthcare 17.6%
Industrials 14.9%
Financial Services 14.7%
Consumer Defensive 10.1%
Consumer Cyclical 9.0%
Energy 3.8%
Basic Materials 2.5%
Utilities 1.9%
Communication Services 1.4%