Fund HoldingsPalisade Asset Management, LLC

Total Portfolio Value
$985.60M
Total Bought
$43.96M
Total Sold
$60.04M
Net Transaction
-$16.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC(BLK)012,934+12,934013,2591.35%+13,259
Apple Inc(AAPL)234,033232,223-1,81054,53058,1535.90%+3,624
HERSHEY CO(HSY)14,42529,804+15,3792,7665,0470.51%+2,281
JPMorgan Chase & Co(JPM)81,23180,923-30817,12819,3981.97%+2,270
CISCO SYS INC(CSCO)369,840368,501-1,33919,68321,8152.21%+2,132
VISA INC(V)45,66245,231-43112,55514,2951.45%+1,740
AUTOMATIC DATA PROCESSING IN62,64162,274-36717,33518,2291.85%+895
WALMART INC(WMT)61,37261,212-1604,9565,5310.56%+575
Morgan Stanley(MS)25,71425,339-3752,6803,1860.32%+505
EMERSON ELEC CO(EMR)035,159+35,15904,3570.44%+4,357
ALPHABET INC(GOOG)09,885+9,88501,8820.19%+1,882
US BANCORP DEL(USB)276,180274,095-2,08512,63013,1101.33%+480
ALPHABET INC(GOOG)011,230+11,23002,1260.22%+2,126
SPDR S&P 500 ETF TR(SPY)40,88740,664-22323,45923,8322.42%+373
HONEYWELL INTL INC(HON)017,922+17,92204,0480.41%+4,048
FISERV INC(FISV)012,250+12,25002,5160.26%+2,516
EVERUS CONSTR GROUP(ECG)04,673+4,67303070.03%+307
TESLA INC(TSLA)0727+72702940.03%+294
TJX COS INC NEW(TJX)107,018106,438-58012,57912,8591.30%+280
TRAVELERS COMPANIES INC(TRV)26,72526,988+2636,2576,5010.66%+244
WELLS FARGO CO NEW(WFC)016,589+16,58901,1650.12%+1,165
ASSOCIATED BANC CORP0102,070+102,07002,4390.25%+2,439
SCHWAB CHARLES CORP(SCHW)026,660+26,66001,9730.20%+1,973
Xcel Energy Inc(XEL)87,24687,588+3425,6975,9140.60%+217
ISHARES TR61,85064,948+3,0983,8544,0470.41%+192
BROADCOM INC(AVGO)02,798+2,79806490.07%+649
Merck & Co Inc(MRK)032,971+32,97103,2800.33%+3,280
DISNEY WALT CO(DIS)07,488+7,48808340.08%+834
AMPHENOL CORP NEW038,400+38,40002,6670.27%+2,667
Deere & Co(DE)38,53938,347-19216,08316,2481.65%+164
VANGUARD BD INDEX FDS07,720+7,72005550.06%+555
ISHARES TR06,034+6,03402,4230.25%+2,423
CenterPoint Energy Inc(CNP)067,837+67,83702,1520.22%+2,152
American Express Co(AXP)7,6657,527-1382,0792,2340.23%+155
AMERIPRISE FINL INC(AMP)3,1093,034-751,4611,6150.16%+155
WILLIAMS COS INC(WMB)014,300+14,30007740.08%+774
FedEx Corp(FDX)09,780+9,78002,7510.28%+2,751
AMAZON COM INC(AMZN)04,271+4,27109370.10%+937
FEDERATED HERMES INC(FHI)31,79031,79001,1691,3070.13%+138
ABBOTT LABS235,501238,587+3,08626,84926,9872.74%+137
CHUBB LIMITED
COM
01,523+1,52304210.04%+421
BRISTOL-MYERS SQUIBB CO(BMY)20,03520,315+2801,0371,1490.12%+112
NVIDIA CORPORATION(NVDA)014,621+14,62101,9630.20%+1,963
PAYCHEX INC(PAYX)014,342+14,34202,0110.20%+2,011
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)05,000+5,00001,9310.20%+1,931
VANGUARD INDEX FDS15,47815,378-1004,3834,4570.45%+74
NORTHERN TR CORP(NTRS)05,778+5,77805920.06%+592
UNION PAC CORP(UNP)5,1995,924+7251,2811,3510.14%+69
VANGUARD INDEX FDS8,1278,078-494,2884,3530.44%+64
GLOBE LIFE INC11,24411,24401,1911,2540.13%+63
McKesson Corp(MCK)0700+70003990.04%+399
SERVICENOW INC(NOW)0300+30003180.03%+318
DELTA AIR LINES INC DEL(DAL)04,511+4,51102730.03%+273
EDWARDS LIFESCIENCES CORP04,985+4,98503690.04%+369
NextEra Energy Inc(NEE)22,14226,666+4,5241,8721,9120.19%+40
Boeing Co(BA)01,430+1,43002530.03%+253
ISHARES TR05,706+5,70605790.06%+579
INTUITIVE SURGICAL INC01,009+1,00905270.05%+527
ISHARES TR01,817+1,81705250.05%+525
COSTCO WHSL CORP NEW(COST)0715+71506550.07%+655
VANGUARD WORLD FD861869+82772980.03%+21
KNIFE RIVER CORP(KNF)03,175+3,17503230.03%+323
BOSTON SCIENTIFIC CORP(BSX)3,5283,52802963150.03%+19
SCHWAB STRATEGIC TR09,484+9,48402640.03%+264
GRAHAM HLDGS CO(GHC)0327+32702850.03%+285
EATON CORP PLC(ETN)0906+90603010.03%+301
CHEVRON CORP NEW(CVX)097,091+97,091014,0631.43%+14,063
ISHARES TR32,45133,063+6123,7953,8100.39%+14
ISHARES TR01,660+1,66005350.05%+535
FAIR ISAAC CORP(FICO)20020003893980.04%+9
FACTSET RESH SYS INC(FDS)2,3252,245-801,0691,0780.11%+9
ISHARES TR01,922+1,92205530.06%+553
PARKER-HANNIFIN CORP(PH)1,5071,50709529580.10%+6
ISHARES TR03,220+3,22003240.03%+324
SPDR DOW JONES INDL AVRG ETF(DIA)0750+75003190.03%+319
ISHARES TR05,710+5,71005050.05%+505
VANGUARD INDEX FDS02,037+2,03705380.05%+538
Ross Stores Inc(ROST)20,33520,235-1003,0613,0610.31%0
PROSHARES TR
S&P MDCP 400 DIV
2,7002,70002212180.02%-3
ISHARES TR1,7491,74902092060.02%-4
VANGUARD MALVERN FDS4,5134,51302232190.02%-4
ISHARES TR
MSCI USA QLT FCT
03,358+3,35805980.06%+598
HUBBELL INC(HUBB)0500+50002090.02%+209
PROSHARES TR
RUSS 2000 DIVD
3,1003,10002152100.02%-5
Church & Dwight Co Inc(CHD)07,870+7,87008240.08%+824
Pentair PLC(PNR)013,242+13,24201,3330.14%+1,333
ConocoPhillips(COP)013,200+13,20001,3090.13%+1,309
JOHNSON CTLS INTL PLC
SHS
15,56015,154-4061,2081,1960.12%-12
VANGUARD SPECIALIZED FUNDS5,5815,58101,1051,0930.11%-12
NVENT ELECTRIC PLC(NVT)06,035+6,03504110.04%+411
ISHARES TR02,250+2,25002080.02%+208
SHELL PLC(SHEL)03,921+3,92102460.02%+246
ISHARES TR34,18034,089-917,5507,5320.76%-18
CLOROX CO DEL(CLX)7,9507,860-901,2951,2770.13%-19
ISHARES TR03,100+3,10004070.04%+407
ISHARES TR0497+49702920.03%+292
INGERSOLL RAND INC(IR)02,550+2,55002310.02%+231
ISHARES TR04,319+4,31908000.08%+800
SPDR S&P MIDCAP 400 ETF TR(MDY)11,57211,536-366,5926,5710.67%-21
DTE ENERGY CO(DTB)03,000+3,00003620.04%+362
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