Fund HoldingsPalisade Asset Management, LLC

Total Portfolio Value
$912.24M
Total Bought
$63.66M
Total Sold
$60.86M
Net Transaction
+$2.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Microsoft Corp(MSFT)0155,563+155,563058,4986.41%+58,498
TEXAS INSTRS INC(TXN)12,06854,115+42,0471,9199,2241.01%+7,306
Tractor Supply Co(TSCO)9,68336,972+27,2891,9667,9500.87%+5,984
Target Corp(TGT)0137,948+137,948019,6472.15%+19,647
Apple Inc(AAPL)0227,579+227,579043,8164.80%+43,816
HOME DEPOT INC(HD)075,581+75,581026,1932.87%+26,193
ABBOTT LABS0209,152+209,152023,0212.52%+23,021
US BANCORP DEL(USB)253,940255,816+1,8768,39511,0721.21%+2,676
Intel Corp(INTC)176,116175,711-4056,2618,8290.97%+2,569
INTERNATIONAL BUSINESS MACHS(IBM)106,272106,449+17714,91017,4101.91%+2,500
Ecolab Inc(ECL)082,705+82,705016,4051.80%+16,405
SPDR S&P 500 ETF TR(SPY)047,936+47,936022,7842.50%+22,784
L3HARRIS TECHNOLOGIES INC(LHX)047,766+47,766010,0601.10%+10,060
BLACKROCK INC(BLK)013,383+13,383010,8641.19%+10,864
JPMorgan Chase & Co(JPM)83,80184,044+24312,15314,2961.57%+2,143
MCDONALDS CORP(MCD)050,016+50,016014,8301.63%+14,830
AMERICAN TOWER CORP NEW(AMT)041,745+41,74509,0120.99%+9,012
General Dynamics Corp(GD)44,97744,874-1039,93911,6521.28%+1,714
BALL CORP0175,156+175,156010,0751.10%+10,075
VISA INC(V)048,198+48,198012,5481.38%+12,548
3M Co(MMM)0108,067+108,067011,8141.30%+11,814
COLGATE PALMOLIVE CO(CL)0122,804+122,80409,7891.07%+9,789
Amgen Inc(AMGN)76,29576,377+8220,50521,9982.41%+1,493
ROYAL BK CDA(RY)098,157+98,15709,9271.09%+9,927
ACCENTURE PLC IRELAND
SHS CLASS A
32,98132,566-41510,12911,4281.25%+1,299
PepsiCo Inc(PEP)093,828+93,828015,9361.75%+15,936
UnitedHealth Group Inc(UNH)52,41252,429+1726,42627,6023.03%+1,177
LILLY ELI & CO(LLY)22,48022,709+22912,07513,2381.45%+1,163
VANGUARD INDEX FDS08,237+8,23703,5980.39%+3,598
STRYKER CORPORATION(SYK)039,192+39,192011,7361.29%+11,736
RAYTHEON TECHNOLOGIES CORP(RTX)076,114+76,11406,4040.70%+6,404
ISHARES TR038,547+38,54707,7370.85%+7,737
Graco Inc(GGG)064,969+64,96905,6370.62%+5,637
SCHWAB STRATEGIC TR6,80728,359+21,5522311,0480.11%+817
ISHARES TR045,120+45,12003,4000.37%+3,400
TRAVELERS COMPANIES INC(TRV)027,933+27,93305,3210.58%+5,321
ISHARES TR
CORE MSCI EAFE
046,461+46,46103,2690.36%+3,269
Deere & Co(DE)038,799+38,799015,5151.70%+15,515
ISHARES TR26,06329,399+3,3362,4593,1820.35%+724
TJX COS INC NEW(TJX)118,640120,027+1,38710,54511,2601.23%+715
SPDR S&P MIDCAP 400 ETF TR(MDY)014,846+14,84607,5330.83%+7,533
SCHWAB STRATEGIC TR014,345+14,34506780.07%+678
Ross Stores Inc(ROST)25,45125,435-162,8753,5200.39%+645
Nike Inc(NKE)042,437+42,43704,6070.51%+4,607
HONEYWELL INTL INC(HON)020,949+20,94904,3930.48%+4,393
PROCTER AND GAMBLE CO(PG)0126,687+126,687018,5652.04%+18,565
DONALDSON INC(DCI)0100,670+100,67006,5790.72%+6,579
VANGUARD INDEX FDS02,037+2,03704740.05%+474
Xcel Energy Inc(XEL)0103,311+103,31106,3960.70%+6,396
Fastenal Co(FAST)056,088+56,08803,6330.40%+3,633
ASSOCIATED BANC CORP102,070102,07001,7462,1830.24%+437
ISHARES TR10,99711,448+4512,7423,1730.35%+431
BIO-TECHNE CORP(TECH)046,259+46,25903,5690.39%+3,569
ISHARES TR5,8379,657+3,8205499580.11%+410
Aflac Inc(AFL)79,62079,020-6006,1116,5190.71%+408
Johnson & Johnson(JNJ)0100,324+100,324015,7251.72%+15,725
SELECT SECTOR SPDR TR
ST STR REAL ETF
09,950+9,95003990.04%+399
VANGUARD ADMIRAL FDS INC03,749+3,74903720.04%+372
Morgan Stanley(MS)31,20531,225+202,5492,9120.32%+363
SCHWAB CHARLES CORP(SCHW)26,08826,085-31,4321,7950.20%+362
KLA CORP(KLAC)03,060+3,06001,7790.19%+1,779
AMPHENOL CORP NEW22,20022,20001,8652,2010.24%+336
CHEMED CORP NEW(CHE)0566+56603310.04%+331
AbbVie Inc(ABBV)58,91158,779-1328,7819,1091.00%+328
COCA COLA CO(KO)048,265+48,26502,8440.31%+2,844
BROADCOM INC(AVGO)0284+28403170.03%+317
SELECT SECTOR SPDR TR
ST STR FINL ETF
08,400+8,40003160.03%+316
ISHARES INC
CORE MSCI EMKT
14,77219,629+4,8577039930.11%+290
Medtronic PLC(MDT)059,091+59,09104,8680.53%+4,868
Merck & Co Inc(MRK)027,216+27,21602,9670.33%+2,967
ALPHABET INC(GOOG)8,2409,737+1,4971,0781,3600.15%+282
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,450+2,45002790.03%+279
FISERV INC(FISV)015,002+15,00201,9930.22%+1,993
American Express Co(AXP)07,998+7,99801,4980.16%+1,498
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,700+3,70002670.03%+267
SCHWAB STRATEGIC TR03,404+3,40402560.03%+256
ENSIGN GROUP INC(ENSG)02,126+2,12602390.03%+239
FAIR ISAAC CORP(FICO)0200+20002330.03%+233
INGERSOLL RAND INC(IR)03,000+3,00002320.03%+232
SPDR INDEX SHS FDS
ST PORT MARK ETF
06,543+6,54302320.03%+232
GRAHAM HLDGS CO(GHC)0331+33102310.03%+231
VERALTO CORP(VLTO)02,726+2,72602240.02%+224
UNION PAC CORP(UNP)5,1775,199+221,0541,2770.14%+223
SPDR SER TR
ST STR SP600SM C
02,628+2,62802190.02%+219
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)05,885+5,88501,6090.18%+1,609
LOWES COS INC(LOW)07,829+7,82901,7420.19%+1,742
LOCKHEED MARTIN CORP(LMT)0471+47102130.02%+213
ISHARES TR06,446+6,44601,9540.21%+1,954
SERVICENOW INC(NOW)0300+30002120.02%+212
ISHARES TR
MSCI USA QLT FCT
01,432+1,43202110.02%+211
Caterpillar Inc(CAT)9,5209,472-482,5992,8010.31%+202
PROSHARES TR
RUSS 2000 DIVD
03,100+3,10002020.02%+202
AT&T Inc(T)0176,665+176,66502,9640.32%+2,964
GLOBE LIFE INC14,99214,99201,6301,8250.20%+195
NextEra Energy Inc(NEE)18,25020,150+1,9001,0461,2240.13%+178
ALPHABET INC(GOOG)7,2117,946+7359511,1200.12%+169
CELANESE CORP DEL(CE)5,4365,451+156828470.09%+165
METTLER TOLEDO INTERNATIONAL(MTD)01,450+1,45001,7590.19%+1,759
Berkshire Hathaway Inc Del4,0034,356+3531,4021,5540.17%+151
CenterPoint Energy Inc(CNP)086,634+86,63402,4750.27%+2,475
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