Palisade Asset Management, LLC holds a diversified book of 204 stocks worth $1.1B as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +16% (+8.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1434323/holdings"
Use Arkolith to show Palisade Asset Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.3 points over this window.
Growth of $10,000 cloning Palisade Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $53.7M | 185.6K | 5.0% | ▼−5.8% Reduced · −12K sh | |
| 2 | Microsoft Corp COM | $48.2M | 129.1K | 4.4% | ▼~0% Reduced · −59 sh | |
| 3 | Cisco Sys Inc COM | $40.6M | 345.9K | 3.8% | ▼−2.7% Reduced · −10K sh | |
| 4 | UnitedHealth Group Inc COM | $33.2M | 79.9K | 3.1% | ▲+0.3% Added · +211 sh | |
| 5 | SPDR S&P 500 ETF TR TR UNIT | $28.6M | 38.3K | 2.6% | ▼−1.3% Reduced · −505 sh | |
| 6 | International Business Machs COM | $27.8M | 98.8K | 2.6% | ▼−0.8% Reduced · −849 sh | |
| 7 | Amgen Inc COM | $26.4M | 72.8K | 2.4% | ▼−1.1% Reduced · −846 sh | |
| 8 | Johnson & Johnson COM | $25.6M | 100.9K | 2.4% | ▼−2.0% Reduced · −2K sh | |
| 9 | Oracle Corp COM | $25.5M | 173.9K | 2.4% | ▼−0.4% Reduced · −667 sh | |
| 10 | JPMorgan Chase & Co COM | $24.6M | 75.2K | 2.3% | ▼−0.4% Reduced · −315 sh | |
| 11 | Home Depot Inc COM | $24.2M | 68.7K | 2.2% | ▲+0.8% Added · +557 sh | |
| 12 | Deere & Co COM | $23.2M | 36.6K | 2.1% | ▼−0.6% Reduced · −210 sh | |
| 13 | Ecolab Inc COM | $21.6M | 77.7K | 2.0% | ▲+1.4% Added · +1K sh | |
| 14 | Target Corp COM | $19.8M | 151.7K | 1.8% | ▲+0.5% Added · +764 sh | |
| 15 | Texas Instrs Inc COM | $19.7M | 66.1K | 1.8% | ▼−0.5% Reduced · −316 sh | |
| 16 | Abbott Laboratories COM | $18.7M | 205.7K | 1.7% | ▼−0.1% Reduced · −181 sh | |
| 17 | Royal BK Cda COM | $17.1M | 82.6K | 1.6% | ▼−1.8% Reduced · −2K sh | |
| 18 | Eli Lilly & Co COM | $17.0M | 14.2K | 1.6% | ▼−1.6% Reduced · −225 sh | |
| 19 | Procter & Gamble Co COM | $16.3M | 111.2K | 1.5% | ▲+0.9% Added · +1K sh | |
| 20 | AbbVie Inc COM | $15.7M | 62.3K | 1.4% | ▼−2.1% Reduced · −1K sh | |
| 21 | Chevron Corporation COM | $15.6M | 93.9K | 1.4% | ▼−0.5% Reduced · −510 sh | |
| 22 | PepsiCo Inc COM | $15.5M | 114.3K | 1.4% | ▲+0.4% Added · +491 sh | |
| 23 | General Dynamics Corp COM | $15.3M | 43.1K | 1.4% | ▼−0.3% Reduced · −114 sh | |
| 24 | TJX Cos Inc New COM | $15.3M | 100.8K | 1.4% | ▼−1.8% Reduced · −2K sh | |
| 25 | Visa Inc COM CL A | $15.1M | 44.1K | 1.4% | ▲+1.4% Added · +597 sh | |
| 26 | US Bancorp COM NEW | $15.0M | 248.6K | 1.4% | ▼−0.4% Reduced · −902 sh | |
| 27 | Automatic Data Processing In COM | $14.5M | 64.8K | 1.3% | ▲+2.5% Added · +2K sh | |
| 28 | L3harris Technologies Inc COM | $14.3M | 49.2K | 1.3% | ▼−0.8% Reduced · −376 sh | |
| 29 | McDonalds Corp COM | $14.2M | 52.4K | 1.3% | ▲+1.9% Added · +969 sh | |
| 30 | 3M Co COM | $14.1M | 87.2K | 1.3% | ▼−0.5% Reduced · −432 sh | |
| 31 | Intel Corp COM | $12.9M | 92.2K | 1.2% | ▼−8.0% Reduced · −8K sh | |
| 32 | RTX Corporation COM | $12.8M | 67.3K | 1.2% | ▼−0.1% Reduced · −74 sh | |
| 33 | BlackRock Inc COM | $11.9M | 12.4K | 1.1% | ▲+0.2% Added · +30 sh | |
| 34 | Stryker Corporation COM | $11.7M | 37.3K | 1.1% | ▼−0.5% Reduced · −190 sh | |
| 35 | Colgate Palmolive Co COM | $10.9M | 119.3K | 1.0% | ▲+7.8% Added · +9K sh | |
| 36 | Kla Corp COM NEW | $10.6M | 35.0K | 1.0% | ▲+895% Added · +31K sh | |
| 37 | Ishares TR RUSSELL 2000 ETF | $9.9M | 33.0K | 0.9% | ▼−0.1% Reduced · −20 sh | |
| 38 | Travelers Companies Inc COM | $9.5M | 28.6K | 0.9% | ▼−2.1% Reduced · −603 sh | |
| 39 | Caterpillar Inc COM | $9.0M | 8.5K | 0.8% | ▼−1.1% Reduced · −93 sh | |
| 40 | Ball Corp COM | $8.8M | 140.6K | 0.8% | ▼−3.3% Reduced · −5K sh | |
| 41 | Exxon Mobil Corp COM | $8.6M | 63.2K | 0.8% | ▲+8.7% Added · +5K sh | |
| 42 | Hershey Co COM | $8.5M | 48.7K | 0.8% | ▲+2.1% Added · +999 sh | |
| 43 | Aflac Inc COM | $8.0M | 68.3K | 0.7% | ▼−1.0% Reduced · −673 sh | |
| 44 | Donaldson Inc COM | $7.6M | 84.6K | 0.7% | ▼−0.6% Reduced · −515 sh | |
| 45 | SPDR S&P Midcap 400 ETF TR UTSER1 S&PDCRP | $7.3M | 10.4K | 0.7% | ▼−0.4% Reduced · −45 sh | |
| 46 | Vanguard Index FDS S&P 500 ETF SHS | $7.3M | 10.6K | 0.7% | ▲+7.4% Added · +728 sh | |
| 47 | Amphenol Corp CL A | $6.8M | 38.4K | 0.6% | ▼−0.2% Reduced · −90 sh | |
| 48 | Xcel Energy Inc COM | $6.6M | 82.4K | 0.6% | ▲+0.1% Added · +55 sh | |
| 49 | American Tower Corp COM | $6.5M | 39.8K | 0.6% | ▲+5.7% Added · +2K sh | |
| 50 | Accenture PLC Ireland SHS CLASS A | $6.4M | 51.8K | 0.6% | ▲+12% Added · +6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 204 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 195 | $995.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 193 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 701 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 193 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 192 | $973.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 193 | $985.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 197 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.