Fund HoldingsPalisade Asset Management, LLC

Total Portfolio Value
$1.03B
Total Bought
$109.64M
Total Sold
$63.32M
Net Transaction
+$46.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
US BANCORP DEL(USB)0284,628+284,628012,7231.24%+12,723
PENTAIR PLC(PNR)0113,093+113,09309,6630.94%+9,663
ABBVIE INC(ABBV)58,77997,341+38,5629,10917,7261.73%+8,617
TARGET CORP(TGT)137,948156,297+18,34919,64727,6972.70%+8,051
NVENT ELECTRIC PLC(NVT)0106,035+106,03507,9950.78%+7,995
MICROSOFT CORP(MSFT)155,563154,471-1,09258,49864,9896.33%+6,491
ABBOTT LABS209,152248,018+38,86623,02128,1902.75%+5,168
ELI LILLY & CO(LLY)22,70922,509-20013,23817,5111.71%+4,274
UNITEDHEALTH GROUP INC(UNH)52,42963,685+11,25627,60231,5053.07%+3,903
ORACLE CORP(ORCL)0203,375+203,375025,5462.49%+25,546
VANGUARD INDEX FDS013,663+13,66303,5510.35%+3,551
STRYKER CORPORATION(SYK)39,19242,047+2,85511,73615,0471.47%+3,311
C H ROBINSON WORLDWIDE INC(CHRW)042,381+42,38103,2270.31%+3,227
INTERNATIONAL BUSINESS MACHS(IBM)106,449107,565+1,11617,41020,5412.00%+3,131
HOME DEPOT INC(HD)75,58175,762+18126,19329,0622.83%+2,870
ECOLAB INC(ECL)82,70582,500-20516,40519,0491.86%+2,645
JPMORGAN CHASE & CO(JPM)84,04483,287-75714,29616,6821.62%+2,387
SPDR S&P 500 ETF TR(SPY)47,93647,731-20522,78424,9662.43%+2,182
TRACTOR SUPPLY CO(TSCO)36,97238,572+1,6007,95010,0950.98%+2,145
PROCTER AND GAMBLE CO(PG)126,687127,391+70418,56520,6692.01%+2,104
BALL CORP175,156174,571-58510,07511,7591.15%+1,684
GENERAL MLS INC(GIS)099,705+99,70506,9760.68%+6,976
TRAVELERS COMPANIES INC(TRV)27,93329,224+1,2915,3216,7260.66%+1,405
COLGATE PALMOLIVE CO(CL)122,804123,713+9099,78911,1401.09%+1,352
JOHNSON & JOHNSON(JNJ)100,324107,112+6,78815,72516,9441.65%+1,219
APA CORPORATION(APA)033,182+33,18201,1410.11%+1,141
PEPSICO INC(PEP)93,82897,533+3,70515,93617,0691.66%+1,134
EXXON MOBIL CORP059,817+59,81706,9530.68%+6,953
VANGUARD TAX-MANAGED FDS021,066+21,06601,0570.10%+1,057
RTX CORPORATION(RTX)76,11475,916-1986,4047,4040.72%+1,000
AUTOMATIC DATA PROCESSING IN066,864+66,864016,6991.63%+16,699
GENERAL DYNAMICS CORP(GD)44,87444,714-16011,65212,6311.23%+979
TJX COS INC NEW(TJX)120,027119,502-52511,26012,1201.18%+860
CHEVRON CORP NEW(CVX)092,386+92,386014,5731.42%+14,573
DONALDSON INC(DCI)100,67098,870-1,8006,5797,3840.72%+805
TEXAS INSTRS INC(TXN)54,11557,374+3,2599,2249,9950.97%+771
FASTENAL CO(FAST)56,08856,388+3003,6334,3500.42%+717
CATERPILLAR INC(CAT)9,4729,47202,8013,4710.34%+670
VISA INC(V)48,19847,305-89312,54813,2021.29%+654
VANGUARD STAR FDS010,546+10,54606360.06%+636
NVIDIA CORPORATION(NVDA)01,528+1,52801,3810.13%+1,381
MERCK & CO INC(MRK)27,21627,196-202,9673,5890.35%+621
HORMEL FOODS CORP(HRL)0206,210+206,21007,1950.70%+7,195
GRACO INC(GGG)64,96966,444+1,4755,6376,2100.60%+573
EMERSON ELEC CO(EMR)036,252+36,25204,1120.40%+4,112
DEERE & CO(DE)38,79938,959+16015,51516,0021.56%+487
DANAHER CORPORATION(DHR)024,780+24,78006,1880.60%+6,188
GENUINE PARTS CO(GPC)030,087+30,08704,6610.45%+4,661
FISERV INC(FISV)15,00215,00201,9932,3980.23%+405
WALMART INC(WMT)061,284+61,28403,6870.36%+3,687
VERIZON COMMUNICATIONS INC(VZ)090,200+90,20003,7850.37%+3,785
ISHARES TR0728+72803830.04%+383
ISHARES TR38,54738,541-67,7378,1050.79%+368
AMPHENOL CORP NEW22,20022,20002,2012,5610.25%+360
VANGUARD INDEX FDS8,2378,232-53,5983,9570.39%+359
HUBBELL INC(HUBB)04,000+4,00001,6600.16%+1,660
KLA CORP(KLAC)3,0603,035-251,7792,1200.21%+341
ISHARES TR
MSCI USA QLT FCT
1,4323,358+1,9262115520.05%+341
BIO-TECHNE CORP(TECH)46,25955,534+9,2753,5693,9090.38%+340
BECTON DICKINSON & CO(BDX)046,847+46,847011,5921.13%+11,592
FEDEX CORP(FDX)09,613+9,61302,7850.27%+2,785
MCCORMICK & CO INC(MKC)041,702+41,70203,2030.31%+3,203
ISHARES TR11,44856,910+45,4623,1733,4570.34%+284
BLACKROCK INC(BLK)13,38313,361-2210,86411,1391.08%+275
AFLAC INC(AFL)79,02079,02006,5196,7850.66%+266
GENERAL ELECTRIC CO(GE)01,495+1,49502620.03%+262
MEDTRONIC PLC(MDT)59,09158,823-2684,8685,1260.50%+259
DISNEY WALT CO(DIS)06,838+6,83808370.08%+837
MCKESSON CORP(MCK)03,150+3,15001,6910.16%+1,691
FORTIVE CORP(FTV)02,600+2,60002240.02%+224
AMERICAN EXPRESS CO(AXP)7,9987,558-4401,4981,7210.17%+223
SCHWAB STRATEGIC TR02,371+2,37102200.02%+220
ISHARES TR6,4466,44601,9542,1730.21%+218
DELTA AIR LINES INC DEL(DAL)04,511+4,51102160.02%+216
PROSHARES TR
S&P MDCP 400 DIV
02,700+2,70002120.02%+212
LAMB WESTON HLDGS INC(LW)01,966+1,96602090.02%+209
BERKSHIRE HATHAWAY INC DEL4,3564,183-1731,5541,7590.17%+205
ROSS STORES INC(ROST)25,43525,335-1003,5203,7180.36%+198
PHILLIPS 66(PSX)05,878+5,87809600.09%+960
ISHARES TR01,749+1,74901930.02%+193
SYSCO CORP(SYY)059,451+59,45104,8260.47%+4,826
SPDR SER TR
ST STR SP DIV
010,469+10,46901,3740.13%+1,374
ISHARES TR05,785+5,78501860.02%+186
VANGUARD SPECIALIZED FUNDS04,881+4,88108910.09%+891
AMAZON COM INC(AMZN)04,301+4,30107760.08%+776
WELLS FARGO CO NEW(WFC)018,113+18,11301,0500.10%+1,050
AMERIPRISE FINL INC(AMP)03,109+3,10901,3630.13%+1,363
CABLE ONE INC0429+42901810.02%+181
MONDELEZ INTL INC(MDLZ)02,578+2,57801800.02%+180
VANGUARD WORLD FD0621+62101780.02%+178
ISHARES TR
CORE HIGH DV ETF
01,589+1,58901750.02%+175
LINDE PLC(LIN)03,260+3,26001,5140.15%+1,514
BOSTON SCIENTIFIC CORP(BSX)02,528+2,52801730.02%+173
CONOCOPHILLIPS(COP)012,772+12,77201,6260.16%+1,626
METTLER TOLEDO INTERNATIONAL(MTD)1,4501,45001,7591,9300.19%+172
DEXCOM INC(DXCM)01,234+1,23401710.02%+171
ISHARES TR
CORE MSCI EAFE
46,46146,343-1183,2693,4400.34%+171
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)5,8855,88501,6091,7740.17%+165
L3HARRIS TECHNOLOGIES INC(LHX)47,76647,985+21910,06010,2261.00%+165
ISHARES TR01,511+1,51101630.02%+163
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