Fund HoldingsPalisade Asset Management, LLC

Total Portfolio Value
$822.57M
Total Bought
$31.74M
Total Sold
$45.29M
Net Transaction
-$13.55M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
UnitedHealth Group Inc(UNH)42,89452,412+9,51820,61726,4263.21%+5,809
Amgen Inc(AMGN)76,18576,295+11016,91520,5052.49%+3,590
LILLY ELI & CO(LLY)22,68322,480-20310,63812,0751.47%+1,437
AUTOMATIC DATA PROCESSING IN66,63266,396-23614,64515,9741.94%+1,329
CHEVRON CORP NEW(CVX)89,21089,290+8014,03715,0561.83%+1,019
AbbVie Inc(ABBV)59,21158,911-3007,9778,7811.07%+804
CISCO SYS INC(CSCO)373,822373,608-21419,34220,0852.44%+744
INTERNATIONAL BUSINESS MACHS(IBM)105,951106,272+32114,17714,9101.81%+733
Exxon Mobil Corp58,90058,575-3256,3176,8870.84%+570
Intel Corp(INTC)173,825176,116+2,2915,8136,2610.76%+448
Aflac Inc(AFL)81,39279,620-1,7725,6816,1110.74%+430
TJX COS INC NEW(TJX)119,654118,640-1,01410,14510,5451.28%+399
General Dynamics Corp(GD)44,75444,977+2239,6299,9391.21%+310
DANAHER CORPORATION(DHR)24,67924,763+845,9236,1440.75%+221
Caterpillar Inc(CAT)9,6689,520-1482,3792,5990.32%+220
TEXAS INSTRS INC(TXN)9,48312,068+2,5851,7071,9190.23%+212
CHUBB LIMITED
COM
01,003+1,00302090.03%+209
EMERSON ELEC CO(EMR)37,52537,121-4043,3923,5850.44%+193
ConocoPhillips(COP)012,522+12,52201,5000.18%+1,500
TYSON FOODS INC(TSN)020,808+20,80801,0510.13%+1,051
FedEx Corp(FDX)9,7439,689-542,4152,5670.31%+152
Phillips 66(PSX)05,753+5,75306910.08%+691
SELECT SECTOR SPDR TR
ST STR ENERG ETF
013,150+13,15001,1890.14%+1,189
US BANCORP DEL(USB)250,426253,940+3,5148,2748,3951.02%+121
MARATHON PETE CORP(MPC)03,000+3,00004540.06%+454
ASSOCIATED BANC CORP102,070102,07001,6571,7460.21%+90
ALPHABET INC(GOOG)08,240+8,24001,0780.13%+1,078
DISNEY WALT CO(DIS)05,858+5,85804750.06%+475
ALPHABET INC(GOOG)07,211+7,21109510.12%+951
FACTSET RESH SYS INC(FDS)01,185+1,18505180.06%+518
PAYCHEX INC(PAYX)15,85015,85001,7731,8280.22%+55
CELANESE CORP DEL(CE)05,436+5,43606820.08%+682
Berkshire Hathaway Inc Del04,003+4,00301,4020.17%+1,402
NOVO-NORDISK A S(NVO)03,136+3,13602850.03%+285
McKesson Corp(MCK)03,200+3,20001,3920.17%+1,392
COMCAST CORP NEW(CCZ)08,328+8,32803690.04%+369
Ross Stores Inc(ROST)25,46725,451-162,8562,8750.35%+19
EATON CORP PLC(ETN)01,132+1,13202410.03%+241
ADOBE SYSTEMS INCORPORATED(ADBE)0588+58803000.04%+300
NVENT ELECTRIC PLC(NVT)06,035+6,03503200.04%+320
ISHARES TR10,46110,997+5362,7352,7420.33%+7
KNIFE RIVER CORP(KNF)04,265+4,26502080.03%+208
Novartis Ag(NVS)22,08221,932-1502,2282,2340.27%+6
UNION PAC CORP(UNP)05,177+5,17701,0540.13%+1,054
NVIDIA CORPORATION(NVDA)01,528+1,52806650.08%+665
AMERICAN CENTY ETF TR04,840+4,84002800.03%+280
ISHARES TR07,470+7,47003660.04%+366
PARKER-HANNIFIN CORP(PH)01,565+1,56506100.07%+610
COSTCO WHSL CORP NEW(COST)0753+75304250.05%+425
SPDR DOW JONES INDL AVRG ETF(DIA)0750+75002510.03%+251
Pentair PLC(PNR)013,168+13,16808530.10%+853
AMERIPRISE FINL INC(AMP)03,409+3,40901,1240.14%+1,124
ISHARES TR03,220+3,22002360.03%+236
ISHARES TR01,547+1,54703100.04%+310
VANGUARD BD INDEX FDS03,688+3,68802570.03%+257
ISHARES TR02,084+2,08402820.03%+282
ISHARES TR05,352+5,35203660.04%+366
ISHARES TR02,250+2,25002060.03%+206
SCHWAB STRATEGIC TR06,807+6,80702310.03%+231
Tractor Supply Co(TSCO)8,9539,683+7301,9801,9660.24%-13
CABLE ONE INC0331+33102040.02%+204
GLOBE LIFE INC15,00014,992-81,6441,6300.20%-14
ISHARES TR01,686+1,68603960.05%+396
WALMART INC(WMT)21,18620,711-4753,3303,3120.40%-18
ISHARES TR06,532+6,53204720.06%+472
VANGUARD SPECIALIZED FUNDS04,265+4,26506630.08%+663
ISHARES TR05,398+5,39803740.05%+374
SHERWIN WILLIAMS CO(SHW)01,949+1,94904970.06%+497
ACCENTURE PLC IRELAND
SHS CLASS A
32,89132,981+9010,15010,1291.23%-21
AMPHENOL CORP NEW22,20022,20001,8861,8650.23%-21
FULLER H B CO(FUL)07,500+7,50005150.06%+515
ISHARES TR05,837+5,83705490.07%+549
AMAZON COM INC(AMZN)03,901+3,90104960.06%+496
ISHARES TR04,453+4,45306760.08%+676
WILLIAMS COS INC(WMB)012,984+12,98404370.05%+437
ISHARES TR04,801+4,80105170.06%+517
NORTHERN TR CORP(NTRS)05,945+5,94504130.05%+413
Linde PLC(LIN)03,260+3,26001,2140.15%+1,214
Boeing Co(BA)01,431+1,43102740.03%+274
JPMorgan Chase & Co(JPM)83,76383,801+3812,18212,1531.48%-30
ISHARES INC
CORE MSCI EMKT
014,772+14,77207030.09%+703
VANGUARD INTL EQUITY INDEX F020,799+20,79908160.10%+816
WELLS FARGO CO NEW(WFC)017,631+17,63107200.09%+720
DTE ENERGY CO(DTB)03,000+3,00002980.04%+298
SHELL PLC(SHEL)03,921+3,92102520.03%+252
PRINCIPAL FINANCIAL GROUP IN(PFG)06,800+6,80004900.06%+490
ISHARES TR01,922+1,92204310.05%+431
SCHWAB CHARLES CORP(SCHW)25,92526,088+1631,4691,4320.17%-37
PAYPAL HLDGS INC(PYPL)04,767+4,76702790.03%+279
MDU RES GROUP INC(MDU)020,662+20,66204050.05%+405
PROSHARES TR
S&P 500 DV ARIST
07,100+7,10006290.08%+629
Morgan Stanley(MS)30,36331,205+8422,5932,5490.31%-44
ISHARES TR09,427+9,42709780.12%+978
Stanley Black & Decker Inc(SWK)04,844+4,84404050.05%+405
INTUITIVE SURGICAL INC01,009+1,00902950.04%+295
NextEra Energy Inc(NEE)018,250+18,25001,0460.13%+1,046
Church & Dwight Co Inc(CHD)07,770+7,77007120.09%+712
ISHARES TR25,38426,063+6792,5302,4590.30%-71
ARCHER DANIELS MIDLAND CO30,76129,860-9012,3242,2520.27%-72
HUBBELL INC(HUBB)04,000+4,00001,2540.15%+1,254
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