Fund HoldingsPalisade Asset Management, LLC

Total Portfolio Value
$1.02B
Total Bought
$43.59M
Total Sold
$95.42M
Net Transaction
-$51.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
US BANCORP DEL(USB)0276,180+276,180012,6301.24%+12,630
Oracle Corp(ORCL)191,480189,520-1,96027,03732,2943.16%+5,257
INTERNATIONAL BUSINESS MACHS(IBM)0103,455+103,455022,8722.24%+22,872
Apple Inc(AAPL)235,653234,033-1,62049,63354,5305.34%+4,896
UnitedHealth Group Inc(UNH)65,77465,253-52133,49638,1523.74%+4,656
3M Co(MMM)098,629+98,629013,4831.32%+13,483
HOME DEPOT INC(HD)070,302+70,302028,4862.79%+28,486
MCDONALDS CORP(MCD)052,155+52,155015,8821.56%+15,882
AbbVie Inc(ABBV)089,968+89,968017,7671.74%+17,767
AUTOMATIC DATA PROCESSING IN062,641+62,641017,3351.70%+17,335
BLACKROCK INC(BLK)013,367+13,367012,6921.24%+12,692
CISCO SYS INC(CSCO)0369,840+369,840019,6831.93%+19,683
C H ROBINSON WORLDWIDE INC(CHRW)018,819+18,81902,0770.20%+2,077
ABBOTT LABS0235,501+235,501026,8492.63%+26,849
ACCENTURE PLC IRELAND
SHS CLASS A
035,092+35,092012,4041.21%+12,404
Johnson & Johnson(JNJ)0104,826+104,826016,9881.66%+16,988
Aflac Inc(AFL)78,36977,074-1,2956,9998,6170.84%+1,618
AMERICAN TOWER CORP NEW(AMT)042,735+42,73509,9380.97%+9,938
RAYTHEON TECHNOLOGIES CORP(RTX)070,801+70,80108,5780.84%+8,578
Deere & Co(DE)038,539+38,539016,0831.57%+16,083
BALL CORP0172,756+172,756011,7321.15%+11,732
ROYAL BK CDA(RY)087,999+87,999010,9761.07%+10,976
VANGUARD TAX-MANAGED FDS021,190+21,19001,1190.11%+1,119
GENERAL MLS INC(GIS)094,510+94,51006,9800.68%+6,980
SPDR S&P 500 ETF TR(SPY)040,887+40,887023,4592.30%+23,459
Xcel Energy Inc(XEL)087,246+87,24605,6970.56%+5,697
Target Corp(TGT)0149,327+149,327023,2742.28%+23,274
APA CORPORATION(APA)035,813+35,81308760.09%+876
Ecolab Inc(ECL)076,764+76,764019,6001.92%+19,600
TRAVELERS COMPANIES INC(TRV)026,725+26,72506,2570.61%+6,257
WALMART INC(WMT)61,08961,372+2834,1364,9560.49%+819
TEXAS INSTRS INC(TXN)57,67958,005+32611,22011,9821.17%+762
PepsiCo Inc(PEP)098,138+98,138016,6881.63%+16,688
Medtronic PLC(MDT)056,340+56,34005,0720.50%+5,072
Tractor Supply Co(TSCO)38,59338,017-57610,42011,0601.08%+640
TJX COS INC NEW(TJX)0107,018+107,018012,5791.23%+12,579
COLGATE PALMOLIVE CO(CL)123,077121,074-2,00311,94312,5691.23%+625
Amgen Inc(AMGN)72,28271,948-33422,58523,1822.27%+598
ISHARES TR034,180+34,18007,5500.74%+7,550
HERSHEY CO(HSY)11,82514,425+2,6002,1742,7660.27%+593
Southern Co(SO)45,39445,39403,5214,0940.40%+572
ISHARES TR032,451+32,45103,7950.37%+3,795
Caterpillar Inc(CAT)09,480+9,48003,7080.36%+3,708
BIO-TECHNE CORP(TECH)55,44956,609+1,1603,9734,5250.44%+552
VISA INC(V)045,662+45,662012,5551.23%+12,555
L3HARRIS TECHNOLOGIES INC(LHX)48,24947,770-47910,83611,3631.11%+527
Fastenal Co(FAST)056,671+56,67104,0470.40%+4,047
ISHARES TR061,850+61,85003,8540.38%+3,854
AT&T Inc(T)0156,671+156,67103,4470.34%+3,447
SPDR S&P MIDCAP 400 ETF TR(MDY)011,572+11,57206,5920.65%+6,592
McCormick & Co Inc(MKC)035,729+35,72902,9400.29%+2,940
JPMorgan Chase & Co(JPM)82,50981,231-1,27816,68817,1281.68%+440
PROCTER AND GAMBLE CO(PG)0118,357+118,357020,4992.01%+20,499
STRYKER CORPORATION(SYK)038,313+38,313013,8411.36%+13,841
General Dynamics Corp(GD)44,41543,929-48612,88713,2751.30%+389
Nike Inc(NKE)030,619+30,61902,7070.27%+2,707
LOWES COS INC(LOW)07,213+7,21301,9540.19%+1,954
American Express Co(AXP)7,5587,665+1071,7502,0790.20%+329
DANAHER CORPORATION(DHR)020,059+20,05905,5770.55%+5,577
NextEra Energy Inc(NEE)21,96522,142+1771,5551,8720.18%+316
BOSTON SCIENTIFIC CORP(BSX)03,528+3,52802960.03%+296
Verizon Communications Inc(VZ)087,345+87,34503,9230.38%+3,923
BRISTOL-MYERS SQUIBB CO(BMY)020,035+20,03501,0370.10%+1,037
FACTSET RESH SYS INC(FDS)1,9252,325+4007861,0690.10%+283
ISHARES TR
CORE MSCI EAFE
046,785+46,78503,6520.36%+3,652
Morgan Stanley(MS)025,714+25,71402,6800.26%+2,680
VANGUARD WORLD FD0861+86102770.03%+277
GLOBE LIFE INC011,244+11,24401,1910.12%+1,191
BECTON DICKINSON & CO(BDX)046,590+46,590011,2331.10%+11,233
DOMINION ENERGY INC(D)027,475+27,47501,5880.16%+1,588
COCA COLA CO(KO)041,202+41,20202,9610.29%+2,961
VANGUARD MALVERN FDS04,513+4,51302230.02%+223
PROSHARES TR
S&P MDCP 400 DIV
02,700+2,70002210.02%+221
VANGUARD INDEX FDS15,58015,478-1024,1684,3830.43%+215
PROSHARES TR
RUSS 2000 DIVD
03,100+3,10002150.02%+215
VANGUARD SPECIALIZED FUNDS4,8815,581+7008911,1050.11%+214
CLOROX CO DEL(CLX)07,950+7,95001,2950.13%+1,295
ISHARES TR01,749+1,74902090.02%+209
MONDELEZ INTL INC(MDLZ)02,775+2,77502040.02%+204
ISHARES TR037,772+37,77203,1590.31%+3,159
VANGUARD INDEX FDS8,1798,127-524,0914,2880.42%+198
PARKER-HANNIFIN CORP(PH)01,507+1,50709520.09%+952
JOHNSON CTLS INTL PLC
SHS
015,560+15,56001,2080.12%+1,208
SHERWIN WILLIAMS CO(SHW)01,930+1,93007370.07%+737
Novartis Ag(NVS)016,624+16,62401,9120.19%+1,912
AMERIPRISE FINL INC(AMP)03,109+3,10901,4610.14%+1,461
Linde PLC(LIN)03,260+3,26001,5550.15%+1,555
FEDERATED HERMES INC(FHI)031,790+31,79001,1690.11%+1,169
UNION PAC CORP(UNP)05,199+5,19901,2810.13%+1,281
Kimberly-Clark Corp(KMB)029,800+29,80004,2400.42%+4,240
SPDR SER TR
ST STR SP DIV
09,815+9,81501,3940.14%+1,394
Stanley Black & Decker Inc(SWK)03,729+3,72904110.04%+411
Ross Stores Inc(ROST)020,335+20,33503,0610.30%+3,061
ILLINOIS TOOL WKS INC(ITW)03,887+3,88701,0190.10%+1,019
Exxon Mobil Corp059,601+59,60106,9860.68%+6,986
Conagra Brands Inc(CAG)027,834+27,83409050.09%+905
FAIR ISAAC CORP(FICO)20020002983890.04%+91
AMCOR PLC(AMCR)58,53658,53605726630.06%+91
Sysco Corp(SYY)027,976+27,97602,1840.21%+2,184
Pfizer Inc(PFE)48,94050,235+1,2951,3691,4540.14%+84
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