Palisade Capital Management, LP holds a diversified book of 303 stocks worth $3.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Aar Corp and trimmed Amphenol Corp-CL A. Their largest long position is Apple Inc at 2% of the equity book.
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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.
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 | $62.3M | 245.3K | 2.1% | ▲+4.9% Added · +11K sh | |
| 2 | Littelfuse Inc COM | $57.5M | 169.5K | 1.9% | ▲+4.5% Added · +7K sh | |
| 3 | Amphenol Corp CL A | $56.2M | 444.9K | 1.9% | ▼−13% Reduced · −68K sh | |
| 4 | Idacorp Inc COM | $53.8M | 376.2K | 1.8% | ▼−7.5% Reduced · −31K sh | |
| 5 | Ishares TR ISHS 1-5YR INVS | $53.0M | 1.01M | 1.8% | ▲+47% Added · +322K sh | |
| 6 | Applied Indl Technologies In COM | $49.1M | 185.1K | 1.6% | ▼−7.4% Reduced · −15K sh | |
| 7 | Mueller Inds Inc COM | $48.6M | 438.3K | 1.6% | ▼−5.5% Reduced · −26K sh | |
| 8 | Raymond James Finl Inc COM | $47.3M | 326.4K | 1.6% | ▼−6.7% Reduced · −24K sh | |
| 9 | Nvidia Corporation COM | $44.2M | 253.3K | 1.5% | ▼−4.5% Reduced · −12K sh | |
| 10 | Alphabet Inc CAP STK CL C | $38.6M | 134.7K | 1.3% | ▼−1.0% Reduced · −1K sh | |
| 11 | WSFS Finl Corp COM | $38.4M | 587.3K | 1.3% | ▼−7.4% Reduced · −47K sh | |
| 12 | Heico Corp New CL A | $37.2M | 176.5K | 1.2% | ▼−1.5% Reduced · −3K sh | |
| 13 | Woodward Inc COM | $37.2M | 104.1K | 1.2% | ▼−7.1% Reduced · −8K sh | |
| 14 | Semtech Corp COM | $37.0M | 481.0K | 1.2% | ▼−18% Reduced · −107K sh | |
| 15 | Ingevity Corp COM | $35.1M | 492.6K | 1.2% | ▼−7.0% Reduced · −37K sh | |
| 16 | JPMorgan Chase & Co COM | $34.8M | 118.3K | 1.2% | ▼−1.6% Reduced · −2K sh | |
| 17 | Microsoft Corp COM | $34.3M | 92.7K | 1.1% | ▲+0.5% Added · +464 sh | |
| 18 | Eastgroup Pptys Inc COM | $32.8M | 177.0K | 1.1% | ▼−7.6% Reduced · −15K sh | |
| 19 | Onto Innovation Inc COM | $32.4M | 157.8K | 1.1% | ▼−2.3% Reduced · −4K sh | |
| 20 | Prosperity Bancshares Inc COM | $31.8M | 473.1K | 1.1% | ▼−6.4% Reduced · −33K sh | |
| 21 | Avient Corporation COM | $31.6M | 870.5K | 1.1% | ▼−3.2% Reduced · −29K sh | |
| 22 | Franco Nev Corp COM | $30.7M | 124.3K | 1.0% | ▼−4.2% Reduced · −5K sh | |
| 23 | SM Energy Company COM | $30.3M | 972.3K | 1.0% | ▼−1.6% Reduced · −16K sh | |
| 24 | Cullen Frost Bankers Inc COM | $30.1M | 219.4K | 1.0% | ▼−7.1% Reduced · −17K sh | |
| 25 | Onespaworld Holdings Limited COM | $29.9M | 1.30M | 1.0% | ▼−7.4% Reduced · −104K sh | |
| 26 | Wiley John & Sons Inc CL A | $29.8M | 780.8K | 1.0% | ▼−5.0% Reduced · −41K sh | |
| 27 | Aci Worldwide Inc COM | $29.1M | 708.4K | 1.0% | ▼−6.8% Reduced · −52K sh | |
| 28 | Danaher Corp Del COM | $29.0M | 153.0K | 1.0% | ▲+0.9% Added · +1K sh | |
| 29 | Repligen Corp COM | $28.3M | 240.6K | 0.9% | ▲+3.6% Added · +8K sh | |
| 30 | Healthcare Svcs Group Inc COM | $28.2M | 1.52M | 0.9% | ▼−21% Reduced · −405K sh | |
| 31 | Vontier Corporation COM | $28.2M | 794.1K | 0.9% | ▼−7.3% Reduced · −63K sh | |
| 32 | Renasant Corp COM | $28.0M | 773.8K | 0.9% | ▼−5.9% Reduced · −49K sh | |
| 33 | Primo Brands Corporation CLASS A COM SHS | $27.2M | 1.44M | 0.9% | ▼−6.5% Reduced · −101K sh | |
| 34 | Columbia BKG Sys Inc COM | $27.1M | 989.7K | 0.9% | ▼−6.8% Reduced · −72K sh | |
| 35 | Ametek Inc COM | $27.1M | 126.3K | 0.9% | ▼−2.0% Reduced · −3K sh | |
| 36 | Adapthealth Corp COMMON STOCK | $25.7M | 2.16M | 0.9% | ▼−5.6% Reduced · −129K sh | |
| 37 | Envista Holdings Corporation COM | $25.2M | 995.1K | 0.8% | ▼−7.0% Reduced · −75K sh | |
| 38 | Visa Inc COM CL A | $25.2M | 83.3K | 0.8% | ▼−1.9% Reduced · −2K sh | |
| 39 | Fulton Finl Corp Pa COM | $24.2M | 1.19M | 0.8% | ▼−5.7% Reduced · −72K sh | |
| 40 | Broadcom Inc COM | $24.1M | 77.9K | 0.8% | ▼~0% Reduced · −21 sh | |
| 41 | Rli Corp COM | $23.2M | 406.8K | 0.8% | ▼−6.3% Reduced · −27K sh | |
| 42 | Teledyne Technologies Inc COM | $23.1M | 38.1K | 0.8% | ▼−7.2% Reduced · −3K sh | |
| 43 | Commercial Metals Co COM | $23.0M | 374.4K | 0.8% | ▼−7.5% Reduced · −30K sh | |
| 44 | Northern Oil & Gas Inc COM | $22.7M | 778.1K | 0.8% | ▼−1.7% Reduced · −14K sh | |
| 45 | Performance Food Group Co COM | $22.5M | 262.3K | 0.7% | ▼−7.0% Reduced · −20K sh | |
| 46 | Buckle Inc COM | $22.5M | 446.2K | 0.7% | ▼−7.5% Reduced · −36K sh | |
| 47 | Blackbaud Inc COM | $22.3M | 577.4K | 0.7% | ▲+18% Added · +89K sh | |
| 48 | CCC Intelligent Solutions HL COM | $22.0M | 3.67M | 0.7% | ▼−2.0% Reduced · −73K sh | |
| 49 | Alphabet Inc CAP STK CL A | $21.1M | 73.4K | 0.7% | ▼−8.4% Reduced · −7K sh | |
| 50 | Bright Horizons Fam Sol In D COM | $20.9M | 254.7K | 0.7% | ▲+34% Added · +65K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 380 | $3.9B | 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.