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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 Q2 2025 · Filed August 7, 2025 · Accession 0001434323-25-000004

Total Value
$1.01B
Positions
193
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (193)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT135,234$67.3M6.69%
2APPLE INCAAPL216,279$44.4M4.42%
3ORACLE CORPORCL-PD184,538$40.3M4.01%
4INTERNATIONAL BUSINESS MACHSINTR101,709$30.0M2.98%
5ABBOTT LABSABLZF214,363$29.2M2.90%
6CISCO SYS INCCSCO364,793$25.3M2.52%
7HOME DEPOT INCHD68,284$25.0M2.49%
8SPDR S&P 500 ETF TRSPY39,445$24.4M2.42%
9UNITEDHEALTH GROUP INCUNH74,929$23.4M2.33%
10JPMORGAN CHASE & CO.VYLD79,278$23.0M2.29%
11ECOLAB INCECL77,369$20.8M2.07%
12AMGEN INCAMGN74,091$20.7M2.06%
13DEERE & CODE38,027$19.3M1.92%
14AUTOMATIC DATA PROCESSING INADP61,349$18.9M1.88%
15PROCTER AND GAMBLE CO742718109117,166$18.7M1.86%
16JOHNSON & JOHNSONJNJ105,797$16.2M1.61%
17VISA INCV44,996$16.0M1.59%
18MCDONALDS CORPMCD51,952$15.2M1.51%
19TARGET CORPTGT153,329$15.1M1.50%
20STRYKER CORPORATIONSYK37,546$14.9M1.48%
213M COMMM96,147$14.6M1.46%
22ELI LILLY & COLLY18,323$14.3M1.42%
23TEXAS INSTRS INC88250810468,782$14.3M1.42%
24PEPSICO INCPEP104,762$13.8M1.38%
25CHEVRON CORP NEWCVX95,421$13.7M1.36%
26BLACKROCK INCBLK12,954$13.6M1.35%
27GENERAL DYNAMICS CORPGD44,660$13.0M1.30%
28L3HARRIS TECHNOLOGIES INCLHX50,935$12.8M1.27%
29TJX COS INC NEW872540109103,232$12.7M1.27%
30US BANCORP DELUSB-PS274,435$12.4M1.24%
31ABBVIE INCABBV65,311$12.1M1.21%
32ROYAL BK CDA78008710286,699$11.4M1.13%
33ACCENTURE PLC IRELANDACN37,952$11.3M1.13%
34COLGATE PALMOLIVE COCL121,559$11.0M1.10%
35RTX CORPORATIONRTX69,221$10.1M1.01%
36TRACTOR SUPPLY COTSCO189,705$10.0M1.00%
37AMERICAN TOWER CORP NEW03027X10044,147$9.8M0.97%
38BALL CORPBALL168,811$9.5M0.94%
39BECTON DICKINSON & COBDX49,840$8.6M0.85%
40AFLAC INCAFL75,246$7.9M0.79%
41ISHARES TR46428765533,323$7.2M0.72%
42TRAVELERS COMPANIES INCTRV26,183$7.0M0.70%
43EXXON MOBIL CORPXOM59,052$6.4M0.63%
44DONALDSON INCDCI85,664$5.9M0.59%
45SPDR S&P MIDCAP 400 ETF TRMDY10,443$5.9M0.59%
46XCEL ENERGY INCXELLL84,463$5.8M0.57%
47WALMART INCWMT58,662$5.7M0.57%
48HERSHEY COHSY34,099$5.7M0.56%
49MEDTRONIC PLCMDT61,515$5.4M0.53%
50VANGUARD INDEX FDS9229083638,785$5.0M0.50%
51GRACO INCGGG54,858$4.7M0.47%
52HORMEL FOODS CORPHRL155,388$4.7M0.47%
53FASTENAL COFAST111,782$4.7M0.47%
54GENERAL MLS INC37033410489,595$4.6M0.46%
55VANGUARD INDEX FDS92290876914,925$4.5M0.45%
56ISHARES TR46428750771,945$4.5M0.44%
57EMERSON ELEC COEMR32,566$4.3M0.43%
58DANAHER CORPORATION23585110220,381$4.0M0.40%
59SOUTHERN COSOMN43,817$4.0M0.40%
60ISHARES TR46428780436,583$4.0M0.40%
61HONEYWELL INTL INC43851610616,717$3.9M0.39%
62AT&T INCT-PC132,984$3.8M0.38%
63AMPHENOL CORP NEW03209510138,299$3.8M0.38%
64MORGAN STANLEYMS-PQ25,858$3.6M0.36%
65KIMBERLY-CLARK CORPKMB27,945$3.6M0.36%
66ISHARES TR46432F84241,891$3.5M0.35%
67CATERPILLAR INCCAT9,007$3.5M0.35%
68VERIZON COMMUNICATIONS INCVZ80,059$3.5M0.34%
69ISHARES TR46428746536,837$3.3M0.33%
70KLA CORPKLAC3,610$3.2M0.32%
71GENUINE PARTS COGPC24,319$3.0M0.29%
72COCA COLA COKO41,468$2.9M0.29%
73BIO-TECHNE CORPTECH55,549$2.9M0.28%
74MCCORMICK & CO INCMKC-V37,249$2.8M0.28%
75MERCK & CO INCMRK34,186$2.7M0.27%
76ROSS STORES INCROST19,601$2.5M0.25%
77ISHARES TR4642876145,885$2.5M0.25%
78CENTERPOINT ENERGY INCCNP67,837$2.5M0.25%
79ASSOCIATED BANC CORPASBA102,070$2.5M0.25%
80INTEL CORPINTC106,345$2.4M0.24%
81NVIDIA CORPORATIONNVDA14,602$2.3M0.23%
82ALPHABET INCGOOG12,860$2.3M0.23%
83FEDEX CORPFDX9,935$2.3M0.22%
84NIKE INCNKE31,512$2.2M0.22%
85AMERICAN EXPRESS COAXP6,915$2.2M0.22%
86NEXTERA ENERGY INCNEE-PW30,909$2.1M0.21%
87FISERV INCFISV12,353$2.1M0.21%
88NOVARTIS AGNVSEF16,449$2.0M0.20%
89PAYCHEX INCPAYX13,617$2.0M0.20%
90ALPHABET INCGOOG10,111$1.8M0.18%
91SYSCO CORPSYY22,707$1.7M0.17%
92BERKSHIRE HATHAWAY INC DELBRK-A3,361$1.6M0.16%
93AMERIPRISE FINL INC03076C1063,034$1.6M0.16%
94JOHNSON CTLS INTL PLCG5150210515,154$1.6M0.16%
95ZEBRA TECHNOLOGIES CORPORATIZBRA5,020$1.5M0.15%
96LINDE PLCLIN3,259$1.5M0.15%
97METTLER TOLEDO INTERNATIONALMTD1,300$1.5M0.15%
98UNITED PARCEL SERVICE INCUPS14,732$1.5M0.15%
99LOWES COS INC5486611076,696$1.5M0.15%
100DOMINION ENERGY INCD26,145$1.5M0.15%
101UNION PAC CORPUNP6,235$1.4M0.14%
102GLOBE LIFE INCGL-PD11,244$1.4M0.14%
103FEDERATED HERMES INCFHI30,790$1.4M0.14%
104PENTAIR PLCPNR13,242$1.4M0.14%
105WELLS FARGO CO NEW94974610116,589$1.3M0.13%
106SPDR SERIES TRUST78464A7639,643$1.3M0.13%
107VANGUARD TAX-MANAGED FDS92194385822,674$1.3M0.13%
108FACTSET RESH SYS INC3030751052,755$1.2M0.12%
109ARCHER DANIELS MIDLAND COADM23,012$1.2M0.12%
110VANGUARD SPECIALIZED FUNDS9219088445,625$1.2M0.11%
111CONOCOPHILLIPSCOP12,704$1.1M0.11%
112SELECT SECTOR SPDR TR81369Y50613,150$1.1M0.11%
113PFIZER INCPFE43,786$1.1M0.11%
114PARKER-HANNIFIN CORPPH1,490$1.0M0.10%
115SCHWAB CHARLES CORPSCHW-PJ11,229$1.0M0.10%
116VANGUARD INTL EQUITY INDEX F92204285820,539$1.0M0.10%
117DISNEY WALT CO2546871068,169$1.0M0.10%
118AMAZON COM INCAMZN4,592$1.0M0.10%
119ILLINOIS TOOL WKS INC4523081093,904$965,2640.10%
120TYSON FOODS INCTSN16,865$943,4290.09%
121ISHARES TR4642871768,475$932,5890.09%
122WILLIAMS COS INC96945710014,300$898,1830.09%
123ISHARES TR4642888857,689$861,1680.09%
124ISHARES TR4642875984,320$839,1320.08%
125BROADCOM INCAVGO2,963$816,7510.08%
126BRISTOL-MYERS SQUIBB COCELG-RI17,585$814,0100.08%
127CLOROX CO DELCLX6,630$796,0650.08%
128VANGUARD STAR FDS92190976811,032$762,2340.08%
129ISHARES TR4642871012,376$723,1360.07%
130CHURCH & DWIGHT CO INCCHD7,345$705,9280.07%
131COSTCO WHSL CORP NEW22160K105690$683,0590.07%
132SHERWIN WILLIAMS COSHW1,950$669,5520.07%
133ISHARES INC46434G10311,103$666,5140.07%
134ISHARES TR4642873095,706$628,2600.06%
135NORTHERN TR CORPNTRSO4,893$620,3840.06%
136ISHARES TR46432F3393,358$613,9100.06%
137APA CORPORATIONAPA33,082$605,0700.06%
138VANGUARD INDEX FDS9229086292,079$581,7670.06%
139ISHARES TR4642876221,711$581,0050.06%
140AMCOR PLCAMCCF61,950$569,3210.06%
141ISHARES TR4642876066,257$569,2620.06%
142INTUITIVE SURGICAL INCISRG1,037$563,5170.06%
143SCHWAB STRATEGIC TR80852480525,452$562,4900.06%
144ISHARES TR4642876481,922$549,4430.05%
145STARBUCKS CORPSBUX5,793$530,8130.05%
146PHILLIPS 66PSX4,403$525,2780.05%
147ISHARES TR4642874995,699$524,1630.05%
148MARATHON PETE CORPMARA3,000$498,3300.05%
149ISHARES TR4642872264,954$491,4370.05%
150PRINCIPAL FINANCIAL GROUP INPFG6,116$485,7940.05%
151ISHARES TR4642888777,470$474,1960.05%
152VANGUARD BD INDEX FDS9219378356,255$460,5560.05%
153SOLVENTUM CORPSOLV6,061$459,6670.05%
154CHUBB LIMITEDCB1,541$446,4590.04%
155SPDR DOW JONES INDL AVERAGE78467X1091,011$445,4980.04%
156NVENT ELECTRIC PLCNVT6,035$442,0640.04%
157EATON CORP PLCETN1,207$430,8870.04%
158SMUCKER J M CO8326964054,195$411,9490.04%
159GE AEROSPACE3696043011,579$406,4190.04%
160CONAGRA BRANDS INCCAG19,836$406,0430.04%
161DTE ENERGY CODTK3,000$397,3800.04%
162BOSTON SCIENTIFIC CORPBSX3,608$387,5360.04%
163FAIR ISAAC CORPFICO210$383,8720.04%
164AMERICAN CENTY ETF TR0250728024,840$383,7160.04%
165ISHARES TR464287200571$354,3540.04%
166ISHARES TR4642875723,220$347,1490.03%
167ISHARES TR4642871682,590$343,9780.03%
168EDWARDS LIFESCIENCES CORPEW4,335$339,0410.03%
169VANGUARD WORLD FD921910816868$317,8360.03%
170SERVICENOW INCNOW304$312,5370.03%
171GRAHAM HLDGS COGHM327$309,3980.03%
172BOEING COBA-PA1,465$306,9620.03%
173MDU RES GROUP INC55269010917,700$295,0590.03%
174EVERUS CONSTR GROUPEVEX-WT4,361$277,0550.03%
175SCHWAB STRATEGIC TR8085243009,484$277,0280.03%
176SHELL PLCRYDAF3,921$276,0780.03%
177C H ROBINSON WORLDWIDE INCCHRW2,770$265,7820.03%
178STANLEY BLACK & DECKER INCSWK3,729$252,6400.03%
179TESLA INCTSLA781$248,0930.02%
180META PLATFORMS INCMETA331$244,3080.02%
181ISHARES TR4642883564,281$238,6230.02%
182SCHWAB STRATEGIC TR8085246079,235$233,6460.02%
183KNIFE RIVER CORPKNF2,861$233,5730.02%
184MCKESSON CORPMCK315$230,8260.02%
185ADOBE INCADBE588$227,4860.02%
186VANGUARD MALVERN FDS9220208054,513$226,8690.02%
187ISHARES TR4642882571,749$224,9220.02%
188DELTA AIR LINES INC DELDAL4,511$221,8510.02%
189ISHARES TR4642874402,262$216,6320.02%
190CVS HEALTH CORPCVS3,099$213,7700.02%
191INGERSOLL RAND INCIR2,550$212,1090.02%
192GE VERNOVA INCGEV392$207,4270.02%
193CELANESE CORP DELCE3,717$205,6620.02%