Palisade Asset Management
Palisade Asset Management reported 204 stocks worth $1.1B in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are AAPL (5.0%), MSFT (4.5%) and CSCO (3.8%). Compared with Q1 2026, the fund opened new positions in HON and HONA, added to UNH, HD and ECL, trimmed AAPL, CSCO and SPY and sold out of BSX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $53.7M | 5.0% | 186K | −12K (−6%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $48.2M | 4.5% | 129K | No change | 8 of 8 | |
| 3 |  CSCO Cisco Sys Inc | $40.6M | 3.8% | 346K | −9,530 (−3%) | 8 of 8 | |
| 4 |  UNH Unitedhealth Group Inc | $33.2M | 3.1% | 80K | +211 (+0%) | 8 of 8 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $28.6M | 2.6% | 38K | −505 (−1%) | 8 of 8 | |
| 6 |  IBM Ibm Corp | $27.8M | 2.6% | 99K | −849 (−1%) | 8 of 8 | |
| 7 |  AMGN Amgen Inc | $26.4M | 2.4% | 73K | −846 (−1%) | 8 of 8 | |
| 8 |  JNJ Johnson & Johnson | $25.6M | 2.4% | 101K | −2,077 (−2%) | 8 of 8 | |
| 9 |  ORCL Oracle Corp | $25.5M | 2.4% | 174K | −667 (−0%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $24.6M | 2.3% | 75K | −315 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $3.7M | 16K |
 BSX Boston Scientific Corp | $228K | 3,626 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palisade Asset Management 13F FAQ
What does Palisade Asset Management own?
Palisade Asset Management reported 204 stocks worth $1.1B in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are AAPL (5.0%), MSFT (4.5%) and CSCO (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Palisade Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 47 added to, 72 trimmed and 2 sold out. New positions include HON and HONA. It sold all of BSX.
When will Palisade Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palisade Asset Management's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.