Palisade Asset Management, LLC — 13F holdings

Palisade Asset Management, LLC reported 204 holdings worth $1.08B in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. AAPL APPLE INC — $53.7M (5.0%)
  2. MSFT MICROSOFT CORP — $48.2M (4.4%)
  3. CSCO CISCO SYS INC — $40.6M (3.8%)
  4. UNH UNITEDHEALTH GROUP INC — $33.2M (3.1%)
  5. SPY SPDR S&P 500 ETF TR — $28.6M (2.6%)
  6. IBM INTERNATIONAL BUSINESS MACHS — $27.8M (2.6%)
  7. AMGN AMGEN INC — $26.4M (2.4%)
  8. JNJ Johnson & Johnson — $25.6M (2.4%)
  9. ORCL ORACLE CORP — $25.5M (2.4%)
  10. JPM JPMorgan Chase & Co. — $24.6M (2.3%)