Palisade Capital Management, LP holds a diversified book of 294 stocks worth $2.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Mettler-Toledo International and trimmed Amphenol Corp-CL A. Their largest long position is Amphenol Corp-CL A at 3% of the equity book.
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.
87% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Palisade Capital Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Emerald Advisors, LLC | 16 / 80 | $624.6M |
| Hoey Investments, Inc | 24 / 80 | $585.7M |
| Ketron Financial | 14 / 80 | $242.2M |
| Conway Capital Management, Inc. | 12 / 80 | $167.5M |
| Integrated Financial Solutions, Inc. | 11 / 80 | $136.2M |
| Aljian Capital Management, LLC | 20 / 80 | $382.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Palisade Capital Management, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp CL A | $77.5M | 439.7K | 3.4% | ▼−1.2% Reduced · −5K sh | |
| 2 | Apple Inc COM | $73.6M | 254.4K | 3.2% | ▲+3.7% Added · +9K sh | |
| 3 | Nvidia Corporation COM | $56.4M | 282.0K | 2.5% | ▲+11% Added · +29K sh | |
| 4 | Alphabet Inc CAP STK CL C | $47.3M | 133.9K | 2.1% | ▼−0.6% Reduced · −806 sh | |
| 5 | Heico Corp New CL A | $45.7M | 177.1K | 2.0% | ▲+0.4% Added · +657 sh | |
| 6 | Advanced Micro Devices Inc COM | $44.7M | 77.0K | 1.9% | ▼−10% Reduced · −9K sh | |
| 7 | Microsoft Corp COM | $36.4M | 97.5K | 1.6% | ▲+5.2% Added · +5K sh | |
| 8 | JPMorgan Chase & Co COM | $35.5M | 108.6K | 1.5% | ▼−8.2% Reduced · −10K sh | |
| 9 | Littelfuse Inc COM | $31.6M | 69.4K | 1.4% | ▼−59% Reduced · −100K sh | |
| 10 | Ametek Inc COM | $31.0M | 128.0K | 1.3% | ▲+1.4% Added · +2K sh | |
| 11 | Applied Indl Technologies In COM | $30.9M | 91.4K | 1.3% | ▼−51% Reduced · −94K sh | |
| 12 | Broadcom Inc COM | $30.3M | 80.2K | 1.3% | ▲+2.9% Added · +2K sh | |
| 13 | Visa Inc COM CL A | $29.2M | 85.1K | 1.3% | ▲+2.1% Added · +2K sh | |
| 14 | Idacorp Inc COM | $27.1M | 179.2K | 1.2% | ▼−52% Reduced · −197K sh | |
| 15 | Raymond James Finl Inc COM | $26.8M | 176.4K | 1.2% | ▼−46% Reduced · −150K sh | |
| 16 | Alphabet Inc CAP STK CL A | $26.2M | 73.2K | 1.1% | ▼−0.2% Reduced · −160 sh | |
| 17 | Danaher Corp Del COM | $24.8M | 130.1K | 1.1% | ▼−15% Reduced · −23K sh | |
| 18 | Amazon Com Inc COM | $24.3M | 102.0K | 1.1% | ▲+5.7% Added · +6K sh | |
| 19 | WSFS Finl Corp COM | $21.5M | 279.6K | 0.9% | ▼−52% Reduced · −308K sh | |
| 20 | Onto Innovation Inc COM | $19.9M | 52.5K | 0.9% | ▼−67% Reduced · −105K sh | |
| 21 | Semtech Corp COM | $19.1M | 118.0K | 0.8% | ▼−75% Reduced · −363K sh | |
| 22 | Wiley John & Sons Inc CL A | $18.0M | 370.9K | 0.8% | ▼−53% Reduced · −410K sh | |
| 23 | Healthcare Svcs Group Inc COM | $17.8M | 726.6K | 0.8% | ▼−52% Reduced · −796K sh | |
| 24 | Abbvie Inc COM | $17.8M | 70.9K | 0.8% | ▼−0.4% Reduced · −260 sh | |
| 25 | Franco Nev Corp COM | $17.5M | 84.2K | 0.8% | ▼−32% Reduced · −40K sh | |
| 26 | Teledyne Technologies Inc COM | $17.5M | 26.3K | 0.8% | ▼−31% Reduced · −12K sh | |
| 27 | Ingevity Corp COM | $17.5M | 234.5K | 0.8% | ▼−52% Reduced · −258K sh | |
| 28 | Onespaworld Holdings Limited COM | $17.4M | 615.5K | 0.8% | ▼−53% Reduced · −689K sh | |
| 29 | Eaton Corp PLC SHS | $17.2M | 40.4K | 0.7% | ▲+1.0% Added · +399 sh | |
| 30 | Mueller Inds Inc COM | $17.0M | 138.3K | 0.7% | ▼−68% Reduced · −300K sh | |
| 31 | Aci Worldwide Inc COM | $16.8M | 333.9K | 0.7% | ▼−53% Reduced · −375K sh | |
| 32 | Primo Brands Corporation CLASS A COM SHS | $16.7M | 683.5K | 0.7% | ▼−53% Reduced · −761K sh | |
| 33 | Eastgroup Pptys Inc COM | $16.7M | 82.3K | 0.7% | ▼−54% Reduced · −95K sh | |
| 34 | Ishares TR CORE MSCI EURO | $16.6M | 221.1K | 0.7% | ▲+0.7% Added · +2K sh | |
| 35 | Cullen Frost Bankers Inc COM | $16.1M | 104.1K | 0.7% | ▼−53% Reduced · −115K sh | |
| 36 | Prog Holdings Inc COM NPV | $15.9M | 342.0K | 0.7% | ▼−44% Reduced · −267K sh | |
| 37 | Prosperity Bancshares Inc COM | $15.9M | 217.8K | 0.7% | ▼−54% Reduced · −255K sh | |
| 38 | Quanta Svcs Inc COM | $15.8M | 22.0K | 0.7% | ▼−24% Reduced · −7K sh | |
| 39 | Avient Corporation COM | $15.4M | 417.2K | 0.7% | ▼−52% Reduced · −453K sh | |
| 40 | Ishares TR CORE S&P SCP ETF | $15.0M | 101.0K | 0.7% | ▲+3.5% Added · +3K sh | |
| 41 | Repligen Corp COM | $15.0M | 109.8K | 0.7% | ▼−54% Reduced · −131K sh | |
| 42 | Dominos Pizza Inc COM | $14.7M | 49.8K | 0.6% | ▲+256% Added · +36K sh | |
| 43 | Columbia BKG Sys Inc COM | $14.6M | 457.1K | 0.6% | ▼−54% Reduced · −533K sh | |
| 44 | Meta Platforms Inc CL A | $14.6M | 26.0K | 0.6% | ▼−2.0% Reduced · −544 sh | |
| 45 | First Advantage Corp New COM | $14.5M | 805.1K | 0.6% | ▼−53% Reduced · −904K sh | |
| 46 | Eli Lilly & Co COM | $14.5M | 12.1K | 0.6% | ▲+28% Added · +3K sh | |
| 47 | Renasant Corp COM | $14.5M | 339.9K | 0.6% | ▼−56% Reduced · −434K sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $14.3M | 28.6K | 0.6% | ▼−6.2% Reduced · −2K sh | |
| 49 | Envista Holdings Corporation COM | $14.1M | 534.2K | 0.6% | ▼−46% Reduced · −461K sh | |
| 50 | Performance Food Group Co COM | $13.7M | 122.9K | 0.6% | ▼−53% Reduced · −139K sh |
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/1009006/holdings"
Use Arkolith to show PALISADE CAPITAL MANAGEMENT, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 294 | $2.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 303 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 379 | $3.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 367 | $3.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 367 | $3.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 371 | $3.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 367 | $3.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 371 | $3.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 369 | $3.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 359 | $3.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 369 | $3.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 366 | $3.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 363 | $3.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 382 | $3.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Mar 24, 2023 | 395 | $3.7B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 405 | $3.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 422 | $3.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 9, 2022 | 421 | $4.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Apr 21, 2022 | 426 | $4.9B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 407 | $4.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 404 | $4.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 385 | $4.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.