13F
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Palisade Asset Management, LLC

13F equity value
$996M
Positions
195
Top 10 concentration
29.7%
Quarters / total new picks
27 / 600
13F equity value over time
$0M$538M$1B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 27 quarters, returned +6.1% per quarter — versus +2.6% per quarter from simply owning every 13F stock. It beat that baseline in only 63.0% of quarters (excess t = 1.01, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.7%
t-stat
1.01
Quarterly win rate
63%
Annualized excess
+15.4%
$1 → follow vs universe
$4.33 vs $1.77
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190930: universe 1.04820191231: universe 0.84620200331: universe 1.02020200630: universe 1.12620200930: universe 1.38120201231: universe 1.44420210630: universe 1.56020210930: universe 1.40020211231: universe 1.19220220331: universe 1.27920220930: universe 1.37420221231: universe 1.27720230331: universe 1.34520230630: universe 1.29720231231: universe 1.35520240331: universe 1.38520240630: universe 1.51120240930: universe 1.49820241231: universe 1.39820250331: universe 1.52420250630: universe 1.57220250930: universe 1.768 20180331: follow 0.94020180630: follow 0.93820180930: follow 1.01120181231: follow 1.24620190331: follow 1.26020190930: follow 1.36320191231: follow 1.31920200331: follow 1.46020200630: follow 1.54620200930: follow 1.64720201231: follow 1.68820210630: follow 2.07420210930: follow 1.82620211231: follow 1.85120220331: follow 1.99020220930: follow 1.70720221231: follow 1.80120230331: follow 2.58420230630: follow 2.66720231231: follow 2.82120240331: follow 2.82020240630: follow 3.22320240930: follow 3.44020241231: follow 3.41920250331: follow 3.90820250630: follow 3.96220250930: follow 4.333 0.78 2.73 4.68 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 195 · 2026 Q1

Ticker Value Weight QoQ
AAPL $50M
5.0%
HOLD
MSFT $48M
4.8%
HOLD
CSCO $28M
2.8%
HOLD
AMGN $26M
2.6%
HOLD
ORCL $26M
2.6%
HOLD
SPY $25M
2.5%
HOLD
JNJ $25M
2.5%
HOLD
IBM $24M
2.4%
HOLD
HD $22M
2.3%
HOLD
JPM $22M
2.2%
HOLD
UNH $22M
2.2%
HOLD
ABT $21M
2.1%
HOLD
DE $21M
2.1%
HOLD
ECL $20M
2.1%
HOLD
CVX $20M
2.0%
HOLD
TGT $18M
1.8%
HOLD
PEP $18M
1.8%
HOLD
LHX $17M
1.7%
HOLD
TJX $16M
1.7%
HOLD
MCD $16M
1.6%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

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Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.