Palisade Asset Management, LLC

All 13F Filings

Location
Minneapolis, MN
Most recent 13F
Q4 2025
Holdings value ($000)
1,025,780
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 193 1,025,780 13F-HR Palisade Asset Management, LLC
Q3 2025 11/17/2025 701 1,075,672 13F-HR Palisade Asset Management, LLC
Q2 2025 8/7/2025 193 1,005,062 13F-HR Palisade Asset Management, LLC
Q2 2014 7/25/2014 132 476,245 13F-HR Palisade Asset Management, LLC
Q1 2014 4/22/2014 132 455,567 13F-HR Palisade Asset Management, LLC
Q4 2013 2/4/2014 132 441,539 13F-HR Palisade Asset Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 980.3 K 95.6% 0 49.73 K -49.73 K
ETFs 45.48 K 4.4% 0 20 -20
Debt 0 0.0% 0 132 -132
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
1,025,780
Holdings
193
QoQ value change ($000)
-49,892 (-4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.