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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Palisade Asset Management, LLC

Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0001434323-25-000003

Total Value
$973.6M
Positions
193
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (192)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT137,128$51.5M5.29%
2Apple IncAAPL217,882$48.4M4.97%
3UnitedHealth Group IncUNH68,541$35.9M3.69%
4ABBOTT LABSABLZF216,197$28.7M2.95%
5Oracle CorpORCL-PD185,738$26.0M2.67%
6INTERNATIONAL BUSINESS MACHSINTR103,038$25.6M2.63%
7HOME DEPOT INCHD69,174$25.4M2.60%
8Amgen IncAMGN73,491$22.9M2.35%
9CISCO SYS INCCSCO365,257$22.5M2.32%
10SPDR S&P 500 ETF TRSPY40,105$22.4M2.30%
11PROCTER AND GAMBLE CO742718109117,261$20.0M2.05%
12JPMorgan Chase & CoVYLD80,883$19.8M2.04%
13Ecolab IncECL76,290$19.3M1.99%
14AUTOMATIC DATA PROCESSING INADP62,019$18.9M1.95%
15Deere & CoDE38,162$17.9M1.84%
16Johnson & JohnsonJNJ105,875$17.6M1.80%
17MCDONALDS CORPMCD52,041$16.3M1.67%
18CHEVRON CORP NEWCVX95,801$16.0M1.65%
19VISA INCV45,270$15.9M1.63%
20Target CorpTGT150,168$15.7M1.61%
21PepsiCo IncPEP101,760$15.3M1.57%
22LILLY ELI & COLLY18,338$15.1M1.56%
233M CoMMM96,557$14.2M1.46%
24STRYKER CORPORATIONSYK37,816$14.1M1.45%
25AbbVie IncABBV66,623$14.0M1.43%
26TJX COS INC NEW872540109105,607$12.9M1.32%
27BLACKROCK INCBLK12,933$12.2M1.26%
28General Dynamics CorpGD43,955$12.0M1.23%
29TEXAS INSTRS INC88250810465,734$11.8M1.21%
30US BANCORP DELUSB-PS275,485$11.6M1.19%
31COLGATE PALMOLIVE COCL121,539$11.4M1.17%
32ACCENTURE PLC IRELANDACN35,634$11.1M1.14%
33BECTON DICKINSON & COBDX47,820$11.0M1.13%
34L3HARRIS TECHNOLOGIES INCLHX50,754$10.6M1.09%
35Tractor Supply CoTSCO189,180$10.4M1.07%
36ROYAL BK CDA78008710287,649$9.9M1.01%
37AMERICAN TOWER CORP NEW03027X10043,702$9.5M0.98%
38RAYTHEON TECHNOLOGIES CORPRTX69,271$9.2M0.94%
39BALL CORPBALL171,517$8.9M0.92%
40Aflac IncAFL76,041$8.5M0.87%
41Exxon Mobil CorpXOM59,604$7.1M0.73%
42TRAVELERS COMPANIES INCTRV26,458$7.0M0.72%
43ISHARES TR46428765533,578$6.7M0.69%
44Xcel Energy IncXELLL87,588$6.2M0.64%
45DONALDSON INCDCI86,721$5.8M0.60%
46SPDR S&P MIDCAP 400 ETF TRMDY10,510$5.6M0.58%
47GENERAL MLS INC37033410492,235$5.5M0.57%
48HERSHEY COHSY31,089$5.3M0.55%
49Medtronic PLCMDT59,081$5.3M0.55%
50WALMART INCWMT58,997$5.2M0.53%
51Hormel Foods CorpHRL160,713$5.0M0.51%
52Graco IncGGG54,872$4.6M0.47%
53Fastenal CoFAST55,946$4.3M0.45%
54VANGUARD INDEX FDS9229083638,189$4.2M0.43%
55Southern CoSOMN45,467$4.2M0.43%
56DANAHER CORPORATION23585110220,306$4.2M0.43%
57VANGUARD INDEX FDS92290876914,925$4.1M0.42%
58Kimberly-Clark CorpKMB28,400$4.0M0.41%
59ISHARES TR46428750769,043$4.0M0.41%
60Verizon Communications IncVZ84,799$3.8M0.40%
61AT&T IncT-PC133,175$3.8M0.39%
62EMERSON ELEC COEMR33,811$3.7M0.38%
63ISHARES TR46428780434,922$3.7M0.38%
64HONEYWELL INTL INC43851610617,177$3.6M0.37%
65ISHARES TR46432F84245,497$3.4M0.35%
66BIO-TECHNE CORPTECH56,349$3.3M0.34%
67Caterpillar IncCAT9,347$3.1M0.32%
68ISHARES TR46428746537,527$3.1M0.32%
69McCormick & Co IncMKC-V37,249$3.1M0.31%
70COCA COLA COKO42,473$3.0M0.31%
71Morgan StanleyMS-PQ25,688$3.0M0.31%
72Merck & Co IncMRK33,356$3.0M0.31%
73Genuine Parts CoGPC24,819$3.0M0.30%
74FISERV INCFISV12,353$2.7M0.28%
75Ross Stores IncROST20,231$2.6M0.27%
76AMPHENOL CORP NEW03209510138,474$2.5M0.26%
77Intel CorpINTC108,421$2.5M0.25%
78CenterPoint Energy IncCNP67,837$2.5M0.25%
79KLA CORPKLAC3,565$2.4M0.25%
80FedEx CorpFDX9,845$2.4M0.25%
81ASSOCIATED BANC CORPASBA102,070$2.3M0.24%
82PAYCHEX INCPAYX14,342$2.2M0.23%
83ISHARES TR4642876146,000$2.2M0.22%
84NextEra Energy IncNEE-PW29,201$2.1M0.21%
85Nike IncNKE31,113$2.0M0.20%
86American Express CoAXP7,295$2.0M0.20%
87ALPHABET INCGOOG12,217$1.9M0.19%
88Novartis AgNVSEF16,624$1.9M0.19%
89Berkshire Hathaway Inc DelBRK-A3,361$1.8M0.18%
90Sysco CorpSYY23,147$1.7M0.18%
91United Parcel Service IncUPS15,651$1.7M0.18%
92LOWES COS INC5486611077,246$1.7M0.17%
93NVIDIA CORPORATIONNVDA15,047$1.6M0.17%
94ALPHABET INCGOOG10,186$1.6M0.16%
95METTLER TOLEDO INTERNATIONALMTD1,300$1.5M0.16%
96Linde PLCLIN3,259$1.5M0.16%
97DOMINION ENERGY INCD26,445$1.5M0.15%
98GLOBE LIFE INCGL-PD11,244$1.5M0.15%
99AMERIPRISE FINL INC03076C1063,034$1.5M0.15%
100UNION PAC CORPUNP6,084$1.4M0.15%
101ZEBRA TECHNOLOGIES CORPORATIZBRA5,020$1.4M0.15%
102ConocoPhillipsCOP12,604$1.3M0.14%
103SPDR SER TR78464A7639,643$1.3M0.13%
104FEDERATED HERMES INCFHI31,790$1.3M0.13%
105BRISTOL-MYERS SQUIBB COCELG-RI20,185$1.2M0.13%
106SELECT SECTOR SPDR TR81369Y50613,150$1.2M0.13%
107Pfizer IncPFE47,986$1.2M0.12%
108JOHNSON CTLS INTL PLCG5150210515,154$1.2M0.12%
109WELLS FARGO CO NEW94974610116,589$1.2M0.12%
110Pentair PLCPNR13,242$1.2M0.12%
111CLOROX CO DELCLX7,810$1.2M0.12%
112ARCHER DANIELS MIDLAND COADM23,512$1.1M0.12%
113VANGUARD TAX-MANAGED FDS92194385821,718$1.1M0.11%
114VANGUARD SPECIALIZED FUNDS9219088445,626$1.1M0.11%
115TYSON FOODS INCTSN17,055$1.1M0.11%
116FACTSET RESH SYS INC3030751052,345$1.1M0.11%
117ILLINOIS TOOL WKS INC4523081093,904$968,2310.10%
118ISHARES TR4642871768,470$940,9320.10%
119PARKER-HANNIFIN CORPPH1,490$905,6970.09%
120VANGUARD INTL EQUITY INDEX F92204285819,968$903,7520.09%
121SCHWAB CHARLES CORPSCHW-PJ11,269$882,1370.09%
122AMAZON COM INCAMZN4,612$877,4790.09%
123Church & Dwight Co IncCHD7,866$865,9680.09%
124WILLIAMS COS INC96945710014,300$854,5680.09%
125ISHARES TR4642875984,320$812,7810.08%
126DISNEY WALT CO2546871068,169$806,2390.08%
127ISHARES TR4642888857,860$786,0000.08%
128PROSHARES TR74348A4677,100$725,4780.07%
129APA CORPORATIONAPA33,082$695,3840.07%
130VANGUARD STAR FD92190976811,030$684,9590.07%
131COSTCO WHSL CORP NEW22160K105715$676,2330.07%
132SHERWIN WILLIAMS COSHW1,930$673,9370.07%
133Phillips 66PSX5,354$661,1120.07%
134PRINCIPAL FINANCIAL GROUP INPFG7,162$604,2580.06%
135ISHARES INC46434G10310,940$590,4320.06%
136ISHARES TR46432F3393,358$573,8490.06%
137STARBUCKS CORPSBUX5,846$573,4340.06%
138VANGUARD BD INDEX FDS9219378357,650$561,8930.06%
139AMCOR PLCAMCCF57,736$560,0390.06%
140ISHARES TR4642873095,706$529,7130.05%
141Conagra Brands IncCAG19,836$529,0260.05%
142VANGUARD INDEX FDS9229086292,039$527,3260.05%
143ISHARES TR4642876066,257$521,0830.05%
144ISHARES TR4642872265,204$514,7800.05%
145NORTHERN TR CORPNTRSO5,218$514,7560.05%
146SOLVENTUM CORPSOLV6,768$514,6390.05%
147INTUITIVE SURGICAL INCISRG1,037$513,5950.05%
148ISHARES TR4642876221,660$509,1880.05%
149SMUCKER J M CO8326964054,265$505,0190.05%
150SCHWAB STRATEGIC TR80852480525,280$500,0380.05%
151BROADCOM INCAVGO2,963$496,0950.05%
152ISHARES TR4642871011,817$492,0980.05%
153ISHARES TR4642876481,922$491,1460.05%
154ISHARES TR4642874995,710$485,7910.05%
155McKesson CorpMCK715$481,1880.05%
156CHUBB LIMITEDCB1,541$465,3670.05%
157ISHARES TR4642888777,470$440,2820.05%
158MARATHON PETE CORPMARA3,000$437,0700.04%
159DTE ENERGY CODTK3,000$414,8100.04%
160FAIR ISAAC CORPFICO210$387,2740.04%
161BOSTON SCIENTIFIC CORPBSX3,608$363,9750.04%
162EDWARDS LIFESCIENCES CORPEW4,985$361,3130.04%
163ISHARES TR4642871682,590$347,8110.04%
164AMERICAN CENTY ETF TR0250728024,840$337,5420.03%
165NVENT ELECTRIC PLCNVT6,035$316,3550.03%
166SPDR DOW JONES INDL AVRG ETF78467X109750$314,9100.03%
167GRAHAM HLDGS COGHM327$314,2010.03%
168General Electric Co3696043011,555$311,2330.03%
169ISHARES TR4642875723,220$310,0540.03%
170EATON CORP PLCETN1,102$299,5570.03%
171MDU RES GROUP INC55269010917,700$299,3070.03%
172SHELL PLCRYDAF3,921$287,3310.03%
173Stanley Black & Decker IncSWK3,729$286,6860.03%
174C H ROBINSON WORLDWIDE INCCHRW2,770$283,6480.03%
175ISHARES TR464287200493$277,1730.03%
176VANGUARD WORLD FD921910816868$268,1080.03%
177CELANESE CORP DELCE4,567$259,2690.03%
178KNIFE RIVER CORPKNF2,861$258,0910.03%
179SERVICENOW INCNOW320$254,7650.03%
180Boeing CoBA-PA1,465$249,8560.03%
181ISHARES TR4642883564,281$240,9350.02%
182SCHWAB STRATEGIC TR8085243009,484$237,4790.02%
183ADOBE SYSTEMS INCORPORATEDADBE588$225,5160.02%
184VANGUARD MALVERN FDS9220208054,513$225,1990.02%
185FULLER H B COFUL4,000$224,4800.02%
186PROSHARES TR74347B6802,700$217,7550.02%
187ISHARES TR4642874402,250$214,5830.02%
188SCHWAB STRATEGIC TR8085246079,140$214,1500.02%
189CVS Health CorpCVS3,099$209,9570.02%
190INGERSOLL RAND INCIR2,550$204,0770.02%
191ISHARES TR4642882571,749$203,5660.02%
192PROSHARES TR74347B6983,100$203,3290.02%