Long-term investor
Palisade Asset Management, LLC @palisadeassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001434323).
Record
- Tracked since 2025-06-30 (446 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months n/a · 1 year +10.4% · all +10.4%
- Max drawdown n/a · win rate 1% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.0% · long · since 2025-06-30
- MSFT · 4.4% · long · since 2025-06-30
- CSCO · 3.8% · long · since 2025-06-30
- UNH · 3.1% · long · since 2025-06-30
- 78462F103 · 2.6% · long · since 2025-06-30
- IBM · 2.6% · long · since 2025-06-30
- AMGN · 2.4% · long · since 2025-06-30
- JNJ · 2.4% · long · since 2025-06-30
- ORCL · 2.4% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- HD · 2.2% · long · since 2025-06-30
- DE · 2.1% · long · since 2025-06-30