PALISADE CAPITAL MANAGEMENT, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, PALISADE CAPITAL MANAGEMENT, LP held in its portfolio 254 assets valued at $3,374,557,933 (i.e. $3.38B).

The most valuable assets in the portfolio included: AMPHENOL CORP NEW ($69.30M), APPLE INC ($63.56M), and RAYMOND JAMES FINL INC ($56.19M).

The chart below shows the top 10 valuable assets, and the table below shows the top 254 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in PALISADE CAPITAL MANAGEMENT, LP Portfolio
AMPHENOL CORP NEW
APPLE INC
RAYMOND JAMES FINL INC
MUELLER INDS INC
IDACORP INC
APPLIED INDL TECHNOLOGIES IN
NVIDIA CORPORATION
HEICO CORP NEW
MICROSOFT CORP
SEMTECH CORP
PALISADE CAPITAL MANAGEMENT, LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
AMPHENOL CORP NEW 512773 69296159 CL A
APPLE INC 233800 63560838 COM
RAYMOND JAMES FINL INC 349907 56191501 COM
MUELLER INDS INC 463985 53265478 COM
IDACORP INC 406779 51481950 COM
APPLIED INDL TECHNOLOGIES IN 199853 51316265 COM
NVIDIA CORPORATION 265235 49466331 COM
HEICO CORP NEW 179084 45206139 CL A
MICROSOFT CORP 92256 44617031 COM
SEMTECH CORP 587696 43307318 COM
ALPHABET INC 136080 42701865 CAP STK CL C
LITTELFUSE INC 162128 41005414 COM
JPMORGAN CHASE & CO. 120249 38746684 COM
REPLIGEN CORP 232196 38047637 COM
HEALTHCARE SVCS GROUP INC 1927445 36852748 COM
ACI WORLDWIDE INC 760346 36352142 COM
ISHARES TR 686181 36285244 ISHS 1-5YR INVS
WSFS FINL CORP 633974 35020724 COM
PROSPERITY BANCSHARES INC 505575 34940288 COM
DANAHER CORPORATION 151658 34717606 COM
EASTGROUP PPTYS INC 191536 34120223 COM
WOODWARD INC 112075 33882514 COM
VONTIER CORPORATION 856699 31852069 COM
INGEVITY CORP 529585 31340840 COM
VERRA MOBILITY CORP 1383319 31000179 CL A COM STK
BLACKBAUD INC 488033 30902250 COM
CULLEN FROST BANKERS INC 236110 29898609 COM
VISA INC 84889 29771250 COM CL A
CCC INTELLIGENT SOLUTIONS HL 3740484 29736848 COM
COLUMBIA BKG SYS INC 1062037 29683934 COM
ONESPAWORLD HOLDINGS LIMITED 1407997 29201858 COM
RENASANT CORP 822499 28968415 COM
AVIENT CORPORATION 899709 28106909 COM
COMMERCIAL METALS CO 404826 28022056 COM
RLI CORP 434283 27785426 COM
BROADCOM INC 77959 26981640 COM
FRANCO NEV CORP 129664 26876746 COM
AMETEK INC 128940 26472596 COM
DIGITALBRIDGE GROUP INC 1694756 25997557 CL A NEW
BUCKLE INC 482384 25768953 COM
FIRST ADVANTAGE CORP NEW 1765111 25647063 COM
SAIA INC 78115 25506110 COM
ONTO INNOVATION INC 161503 25494864 COM
PERFORMANCE FOOD GROUP CO 282275 25382168 COM
PRIMO BRANDS CORPORATION 1545065 25261813 CLASS A COM SHS
WILEY JOHN & SONS INC 822197 25183894 CL A
ALPHABET INC 80105 25072987 CAP STK CL A
CLEARWATER ANALYTICS HLDGS I 1017690 24546683 CL A
FULTON FINL CORP PA 1261416 24383171 COM
PENNYMAC FINL SVCS INC NEW 183469 24188553 COM
SHIFT4 PMTS INC 377410 23765508 CL A
ENVISTA HOLDINGS CORPORATION 1070485 23240229 COM
BRUKER CORP 489999 23083853 COM
BLACKLINE INC 415444 22969899 COM
ADAPTHEALTH CORP 2291847 22826796 COMMON STOCK
AMAZON COM INC 98843 22814890 COM
AZENTA INC 678207 22557165 COM
COUSINS PPTYS INC 872676 22497587 COM NEW
CASTLE BIOSCIENCES INC 567777 22086525 COM
CHEESECAKE FACTORY INC 429648 21688631 COM
TELEDYNE TECHNOLOGIES INC 41107 20994440 COM
BIOLIFE SOLUTIONS INC 811010 19610222 COM NEW
PROG HOLDINGS INC 651587 19215301 COM NPV
BRIGHT HORIZONS FAM SOL IN D 189366 19201712 COM
LKQ CORP 625603 18893211 COM
RLJ LODGING TR 2519344 18769113 COM
GIBRALTAR INDS INC 375674 18573323 COM
SM ENERGY CO 988641 18487587 COM
TEXAS ROADHOUSE INC 111360 18485760 COM
META PLATFORMS INC 27877 18401246 CL A
ADVANCED MICRO DEVICES INC 85094 18223731 COM
INTEGER HLDGS CORP 227283 17825806 COM
QUAKER HOUGHTON 128364 17625661 COM
REVOLVE GROUP INC 568214 17154381 CL A
ROPER TECHNOLOGIES INC 38375 17082045 COM
NORTHERN OIL & GAS INC 791676 16997284 COM
INTERCONTINENTAL EXCHANGE IN 103971 16839101 COM
BERKSHIRE HATHAWAY INC DEL 32205 16187873 CL B NEW
ABBVIE INC 70488 16105712 COM
EMERGENT BIOSOLUTIONS INC 1265766 15644863 COM
WESTAMERICA BANCORPORATION 318597 15238495 COM
VERTEX INC 746357 14904749 CL A
HORACE MANN EDUCATORS CORP N 320733 14811450 COM
MATTHEWS INTL CORP 542645 14173887 CL A
ISHARES TR 195914 13905945 CORE MSCI EURO
HOME DEPOT INC 40205 13834661 COM
COSTCO WHSL CORP NEW 15720 13556232 COM
CACTUS INC 290658 13277257 CL A
TAYLOR MORRISON HOME CORP 217794 12821533 COM
ISHARES TR 51404 12653559 RUSSELL 2000 ETF
QUANTA SVCS INC 29971 12649464 COM
NCINO INC 473867 12149950 COM
NEXTERA ENERGY INC 150574 12088115 COM
EATON CORP PLC 37550 11960139 SHS
CORSAIR GAMING INC 2007437 11924176 COM
KKR & CO INC 91483 11662253 COM
MSA SAFETY INC 72373 11589812 COM
RADNET INC 161137 11497125 COM
ISHARES TR 152701 11443413 RUSEL 2500 ETF
ARES CAPITAL CORP 551786 11162626 COM
GROUP 1 AUTOMOTIVE INC 28073 11041111 COM
ICON PLC 58533 10665883 SHS
FLYWIRE CORPORATION 750924 10633084 COM VTG
MYR GROUP INC DEL 48062 10501547 COM
WELLS FARGO CO NEW 8337 10054422 PERP PFD CNV A
TKO GROUP HOLDINGS INC 46644 9748537 CL A
EASTERLY GOVT PPTYS INC 452157 9581207 COM SHS
ACADIA HEALTHCARE COMPANY IN 625024 8869091 COM
COMMUNITY HEALTHCARE TR INC 521210 8558268 COM
BECTON DICKINSON & CO 43401 8422873 COM
ISHARES TR 12168 8334547 CORE S&P500 ETF
VERALTO CORP 83015 8283266 COM SHS
HERON THERAPEUTICS INC 6326113 8223947 COM
AMERISAFE INC 213472 8199460 COM
UNION PAC CORP 33792 7816765 COM
EVERTEC INC 265052 7710363 COM
OREILLY AUTOMOTIVE INC 81748 7456191 COM
QUALCOMM INC 42017 7187008 COM
S&P GLOBAL INC 13695 7156721 COM
WALMART INC 63983 7128326 COM
BRIGHTVIEW HLDGS INC 554890 7030456 COM
ZEBRA TECHNOLOGIES CORPORATI 28043 6809463 CL A
NORTHROP GRUMMAN CORP 11746 6697687 COM
STRIDE INC 101712 6604160 COM
NOVO-NORDISK A S 127098 6466770 ADR
DOMINOS PIZZA INC 15429 6431116 COM
WARBY PARKER INC 287367 6261727 CL A COM
THERMO FISHER SCIENTIFIC INC 10677 6186788 COM
FIDELITY NATIONAL FINANCIAL 106444 5810778 COM SHS
RANPAK HOLDINGS CORP 1036290 5606329 COM CL A
BOEING CO 79342 5519823 DEP CONV PFD A
BANK AMERICA CORP 4278 5333211 7.25%CNV PFD L
PERMIAN RESOURCES CORP 374200 5250026 CLASS A COM
BURLINGTON STORES INC 17895 5168971 COM
EXXON MOBIL CORP 42577 5123706 COM
DONALDSON INC 57633 5109742 COM
ISHARES TR 42465 5103407 CORE S&P SCP ETF
MONDELEZ INTL INC 94409 5082045 CL A
PHREESIA INC 300308 5081211 COM
SHERWIN WILLIAMS CO 15579 5048063 COM
VESTIS CORPORATION 747408 4985211 COM SHS
JOHNSON & JOHNSON 23086 4777744 COM
CENTENE CORP DEL 107290 4414985 COM
RB GLOBAL INC 41315 4250074 COM
SS&C TECHNOLOGIES HLDGS INC 48490 4238996 COM
CUSHMAN AND WAKEFIELD LTD 254579 4121634 COMMON SHARES
UNISYS CORP 1491292 4115966 COM NEW
APPLIED MATLS INC 16005 4113125 COM
HINGE HEALTH INC 84823 3940028 CL A
BOK FINL CORP 32125 3805527 COM NEW
SELECT SECTOR SPDR TR 25894 3727959 STATE STREET TEC
HANOVER INS GROUP INC 19933 3643154 COM
ADOBE INC 10089 3531049 COM
ARAMARK 95345 3514417 COM
HENRY SCHEIN INC 44729 3380618 COM
MIDDLEBY CORP 22378 3326937 COM
SERVICE CORP INTL 42071 3280276 COM
APTARGROUP INC 26345 3213036 COM
BERKSHIRE HATHAWAY INC DEL 4 3019200 CL A
GOLDMAN SACHS GROUP INC 3245 2852505 COM
BANK OZK LITTLE ROCK ARK 61099 2811776 COM
NEW MTN FIN CORP 284699 2622081 COM
TEXAS INSTRS INC 14811 2569560 COM
CHURCH & DWIGHT CO INC 29331 2459395 COM
BLOCK INC 37227 2423105 CL A
HELMERICH & PAYNE INC 81816 2346483 COM
ISHARES TR 35479 2341645 CORE S&P MCP ETF
GAMING & LEISURE PPTYS INC 51973 2322673 COM
MCDONALDS CORP 7574 2314842 COM
ROBINHOOD MKTS INC 20000 2262000 COM CL A
TRANSDIGM GROUP INC 1700 2260745 COM
PENSKE AUTOMOTIVE GRP INC 14047 2223500 COM
APOLLO GLOBAL MGMT INC 28906 2180091 SER A MAND CNV
STEVANATO GROUP S P A 106031 2133344 ORD SHS
AVERY DENNISON CORP 11631 2115446 COM
ENTERPRISE PRODS PARTNERS L 65461 2098680 COM
PULTE GROUP INC 17765 2083124 COM
PLEXUS CORP 13627 2003169 COM
WEX INC 12877 1918415 COM
GE VERNOVA INC 2911 1902587 COM
PHILIP MORRIS INTL INC 11795 1891918 COM
EPR PPTYS 59499 1790325 CONV PFD 9% SR E
CHEVRON CORP NEW 11699 1783045 COM
ALBEMARLE CORP 30000 1769100 7.25% DEP SHS A
BRUKER CORP 4849 1767848 6.375 PREF SER A
KKR & CO INC 33612 1737404 6.25 CON SER D
HEWLETT PACKARD ENTERPRISE C 24232 1605612 7.625 MAND CONV
ARES MANAGEMENT CORPORATION 29079 1463837 6.75 SE B PFD
ELI LILLY & CO 1225 1316483 COM
DOUGLAS EMMETT INC 118735 1304898 COM
E L F BEAUTY INC 16611 1263100 COM
SELECT SECTOR SPDR TR 7646 1183601 STATE STREET HEA
QXO INC 19352 1071133 5.50 DEP PFD
SPDR GOLD TR 2643 1047447 GOLD SHS
IAC INC 26662 1042484 COM NEW
ISHARES TR 7001 1040979 CORE S&P TTL STK
INTUIT 1546 1024101 COM
NXP SEMICONDUCTORS N V 4020 872581 COM
INTERNATIONAL BUSINESS MACHS 2889 855751 COM
ELECTRONIC ARTS INC 3900 796887 COM
ISHARES TR 25500 789480 PFD AND INCM SEC
SPDR S&P 500 ETF TR 1147 782353 TR UNIT
SHIFT4 PMTS INC 9676 773029 6 SER A CNV PREF
HAGERTY INC 56271 756282 CL A COM
AMERICAN EXPRESS CO 1868 691067 COM
AIR PRODS & CHEMS INC 2685 663249 COM
VERIZON COMMUNICATIONS INC 15163 617589 COM
KLA CORP 489 594174 COM NEW
CONSTELLATION BRANDS INC 4150 572534 CL A
ISHARES TR 6135 549451 CORE 80/20 AGGRE
NOVANTA INC 10000 545400 UNIT 11/01/2028
TAIWAN SEMICONDUCTOR MFG LTD 1741 528940 SPONSORED ADS
PROCTER AND GAMBLE CO 3671 526132 COM
HF SINCLAIR CORP 11076 510382 COM
SCHWAB CHARLES CORP 5050 504545 COM
ISHARES TR 7359 478409 CORE 60/40 BALAN
TESLA INC 986 443326 COM
CHIPOTLE MEXICAN GRILL INC 11437 423169 COM
BANK AMERICA CORP 7619 419068 COM
JACOBS SOLUTIONS INC 3033 401751 COM
MORGAN STANLEY 2141 380092 COM NEW
NETFLIX INC 3911 366723 COM
MICROCHIP TECHNOLOGY INC. 6227 364290 DEP SHS REPSTG
CISCO SYS INC 4474 344632 COM
AUTOZONE INC 100 339150 COM
DUKE ENERGY CORP NEW 2886 338268 COM NEW
RTX CORPORATION 1765 323701 COM
SALESFORCE INC 1210 320416 COM
TAKE-TWO INTERACTIVE SOFTWAR 1249 319781 COM
CIENA CORP 1364 318999 COM NEW
INVESCO EXCH TRADED FD TR II 15704 312196 CEF INM COMPSI
GILEAD SCIENCES INC 2500 306850 COM
WW GRAINGER INC 289 291615 COM
SERVICENOW INC 1900 291061 COM
CBRE GROUP INC 1670 268519 CL A
AMERICAN TOWER CORP NEW 1500 263355 COM
MERCADOLIBRE INC 129 259840 COM
ISHARES TR 2721 256209 MSCI USA MIN VOL
PROLOGIS INC. 1966 250980 COM
MARTIN MARIETTA MATLS INC 400 249064 COM
NUCOR CORP 1515 247112 COM
DISNEY WALT CO 2168 246700 COM
CSX CORP 6708 243165 COM
PEPSICO INC 1666 239104 COM
ISHARES TR 493 233219 RUS 1000 GRW ETF
STARBUCKS CORP 2728 229725 COM
FERRARI N V 596 220191 COM
MARSH & MCLENNAN COS INC 1184 219656 COM
FLUOR CORP NEW 5501 218005 COM
MERCK & CO INC 2014 212035 COM
BLUE OWL CAPITAL INC 13869 207203 COM CL A
UNITEDHEALTH GROUP INC 620 204668 COM
LIBERTY MEDIA CORP DEL 2061 203029 COM LBTY ONE S C
LLOYDS BANKING GROUP PLC 11553 61231 SPONSORED ADR