Palisade Asset Management as of Sept. 30, 2024
Portfolio Holdings for Palisade Asset Management
Palisade Asset Management holds 197 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.0 | $61M | 143k | 430.30 | |
Apple (AAPL) | 5.3 | $55M | 234k | 233.00 | |
UnitedHealth (UNH) | 3.7 | $38M | 65k | 584.68 | |
Oracle Corporation (ORCL) | 3.2 | $32M | 190k | 170.40 | |
Home Depot (HD) | 2.8 | $29M | 70k | 405.20 | |
Abbott Laboratories (ABT) | 2.6 | $27M | 236k | 114.01 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $24M | 41k | 573.75 | |
Target Corporation (TGT) | 2.3 | $23M | 149k | 155.86 | |
Amgen (AMGN) | 2.3 | $23M | 72k | 322.21 | |
International Business Machines (IBM) | 2.2 | $23M | 104k | 221.08 | |
Procter & Gamble Company (PG) | 2.0 | $21M | 118k | 173.20 | |
Cisco Systems (CSCO) | 1.9 | $20M | 370k | 53.22 | |
Ecolab (ECL) | 1.9 | $20M | 77k | 255.33 | |
Abbvie (ABBV) | 1.7 | $18M | 90k | 197.48 | |
Automatic Data Processing (ADP) | 1.7 | $17M | 63k | 276.73 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $17M | 81k | 210.86 | |
Johnson & Johnson (JNJ) | 1.7 | $17M | 105k | 162.06 | |
Eli Lilly & Co. (LLY) | 1.7 | $17M | 19k | 885.94 | |
Pepsi (PEP) | 1.6 | $17M | 98k | 170.05 | |
Deere & Company (DE) | 1.6 | $16M | 39k | 417.33 | |
McDonald's Corporation (MCD) | 1.6 | $16M | 52k | 304.51 | |
Chevron Corporation (CVX) | 1.4 | $14M | 95k | 147.27 | |
Stryker Corporation (SYK) | 1.4 | $14M | 38k | 361.26 | |
3M Company (MMM) | 1.3 | $14M | 99k | 136.70 | |
General Dynamics Corporation (GD) | 1.3 | $13M | 44k | 302.20 | |
BlackRock (BLK) | 1.2 | $13M | 13k | 949.51 | |
U.S. Bancorp (USB) | 1.2 | $13M | 276k | 45.73 | |
TJX Companies (TJX) | 1.2 | $13M | 107k | 117.54 | |
Colgate-Palmolive Company (CL) | 1.2 | $13M | 121k | 103.81 | |
Visa Com Cl A (V) | 1.2 | $13M | 46k | 274.95 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $12M | 35k | 353.48 | |
Texas Instruments Incorporated (TXN) | 1.2 | $12M | 58k | 206.57 | |
Ball Corporation (BALL) | 1.1 | $12M | 173k | 67.91 | |
L3harris Technologies (LHX) | 1.1 | $11M | 48k | 237.87 | |
Becton, Dickinson and (BDX) | 1.1 | $11M | 47k | 241.10 | |
Tractor Supply Company (TSCO) | 1.1 | $11M | 38k | 290.93 | |
Rbc Cad (RY) | 1.1 | $11M | 88k | 124.73 | |
American Tower Reit (AMT) | 1.0 | $9.9M | 43k | 232.56 | |
AFLAC Incorporated (AFL) | 0.8 | $8.6M | 77k | 111.80 | |
Raytheon Technologies Corp (RTX) | 0.8 | $8.6M | 71k | 121.16 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $7.6M | 34k | 220.89 | |
Exxon Mobil Corporation (XOM) | 0.7 | $7.0M | 60k | 117.22 | |
General Mills (GIS) | 0.7 | $7.0M | 95k | 73.85 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.6 | $6.6M | 12k | 569.66 | |
Donaldson Company (DCI) | 0.6 | $6.5M | 88k | 73.70 | |
Travelers Companies (TRV) | 0.6 | $6.3M | 27k | 234.12 | |
Hormel Foods Corporation (HRL) | 0.6 | $5.7M | 180k | 31.70 | |
Xcel Energy (XEL) | 0.6 | $5.7M | 87k | 65.30 | |
Danaher Corporation (DHR) | 0.5 | $5.6M | 20k | 278.02 | |
Medtronic SHS (MDT) | 0.5 | $5.1M | 56k | 90.03 | |
Wal-Mart Stores (WMT) | 0.5 | $5.0M | 61k | 80.75 | |
Gra (GGG) | 0.5 | $4.8M | 55k | 87.51 | |
Bio-techne Corporation (TECH) | 0.4 | $4.5M | 57k | 79.93 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.4M | 16k | 283.16 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.3M | 8.1k | 527.67 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $4.2M | 30k | 142.28 | |
Southern Company (SO) | 0.4 | $4.1M | 45k | 90.18 | |
Fastenal Company (FAST) | 0.4 | $4.0M | 57k | 71.42 | |
Verizon Communications (VZ) | 0.4 | $3.9M | 87k | 44.91 | |
Emerson Electric (EMR) | 0.4 | $3.9M | 35k | 109.37 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.9M | 62k | 62.32 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $3.8M | 33k | 116.96 | |
Caterpillar (CAT) | 0.4 | $3.7M | 9.5k | 391.12 | |
Honeywell International (HON) | 0.4 | $3.7M | 18k | 206.71 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $3.7M | 47k | 78.05 | |
Intel Corporation (INTC) | 0.4 | $3.6M | 154k | 23.46 | |
Genuine Parts Company (GPC) | 0.3 | $3.5M | 25k | 139.68 | |
At&t (T) | 0.3 | $3.4M | 157k | 22.00 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $3.2M | 38k | 83.63 | |
Merck & Co (MRK) | 0.3 | $3.1M | 27k | 113.56 | |
Ross Stores (ROST) | 0.3 | $3.1M | 20k | 150.51 | |
Coca-Cola Company (KO) | 0.3 | $3.0M | 41k | 71.86 | |
McCormick & Co Com Non Vtg (MKC) | 0.3 | $2.9M | 36k | 82.30 | |
Hershey Company (HSY) | 0.3 | $2.8M | 14k | 191.78 | |
Nike CL B (NKE) | 0.3 | $2.7M | 31k | 88.40 | |
Morgan Stanley Com New (MS) | 0.3 | $2.7M | 26k | 104.24 | |
FedEx Corporation (FDX) | 0.3 | $2.6M | 9.5k | 273.68 | |
Amphenol Corp Cl A (APH) | 0.2 | $2.5M | 38k | 65.16 | |
Kla Corp Com New (KLAC) | 0.2 | $2.3M | 2.9k | 774.41 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.3M | 6.0k | 375.40 | |
Fiserv (FI) | 0.2 | $2.2M | 12k | 179.65 | |
Associated Banc- (ASB) | 0.2 | $2.2M | 102k | 21.54 | |
SYSCO Corporation (SYY) | 0.2 | $2.2M | 28k | 78.06 | |
United Parcel Service CL B (UPS) | 0.2 | $2.1M | 16k | 136.34 | |
American Express Company (AXP) | 0.2 | $2.1M | 7.7k | 271.20 | |
C.H. Robinson Worldwide (CHRW) | 0.2 | $2.1M | 19k | 110.37 | |
CenterPoint Energy (CNP) | 0.2 | $2.0M | 68k | 29.42 | |
Lowe's Companies (LOW) | 0.2 | $2.0M | 7.2k | 270.85 | |
Mettler-Toledo International (MTD) | 0.2 | $1.9M | 1.3k | 1499.70 | |
Paychex (PAYX) | 0.2 | $1.9M | 14k | 134.19 | |
Novartis Sponsored Adr (NVS) | 0.2 | $1.9M | 17k | 115.02 | |
Nextera Energy (NEE) | 0.2 | $1.9M | 22k | 84.53 | |
NVIDIA Corporation (NVDA) | 0.2 | $1.9M | 15k | 121.44 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $1.9M | 5.0k | 370.32 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | 11k | 165.85 | |
Charles Schwab Corporation (SCHW) | 0.2 | $1.7M | 27k | 64.81 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | 3.6k | 460.26 | |
Dominion Resources (D) | 0.2 | $1.6M | 28k | 57.79 | |
Linde SHS (LIN) | 0.2 | $1.6M | 3.3k | 476.86 | |
Ameriprise Financial (AMP) | 0.1 | $1.5M | 3.1k | 469.81 | |
Pfizer (PFE) | 0.1 | $1.5M | 50k | 28.94 | |
Archer Daniels Midland Company (ADM) | 0.1 | $1.4M | 24k | 59.74 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.4M | 8.3k | 167.19 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.4M | 9.8k | 142.04 | |
Pentair SHS (PNR) | 0.1 | $1.3M | 14k | 97.79 | |
ConocoPhillips (COP) | 0.1 | $1.3M | 13k | 105.28 | |
Clorox Company (CLX) | 0.1 | $1.3M | 8.0k | 162.91 | |
Union Pacific Corporation (UNP) | 0.1 | $1.3M | 5.2k | 246.48 | |
Johnson Ctls Intl SHS (JCI) | 0.1 | $1.2M | 16k | 77.61 | |
Globe Life (GL) | 0.1 | $1.2M | 11k | 105.91 | |
Federated Hermes CL B (FHI) | 0.1 | $1.2M | 32k | 36.77 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.2M | 13k | 87.80 | |
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) | 0.1 | $1.1M | 21k | 52.81 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 5.6k | 198.06 | |
Tyson Foods Cl A (TSN) | 0.1 | $1.1M | 19k | 59.56 | |
Vanguard Star Vg Tl Intl Stk F (VXUS) | 0.1 | $1.1M | 17k | 64.74 | |
FactSet Research Systems (FDS) | 0.1 | $1.1M | 2.3k | 459.85 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.0M | 20k | 51.74 | |
Illinois Tool Works (ITW) | 0.1 | $1.0M | 3.9k | 262.07 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.0M | 9.1k | 110.47 | |
Parker-Hannifin Corporation (PH) | 0.1 | $952k | 1.5k | 631.82 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $951k | 20k | 47.85 | |
Wells Fargo & Company (WFC) | 0.1 | $922k | 16k | 56.49 | |
ConAgra Foods (CAG) | 0.1 | $905k | 28k | 32.52 | |
Apa Corporation (APA) | 0.1 | $876k | 36k | 24.46 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $865k | 8.0k | 107.65 | |
Church & Dwight (CHD) | 0.1 | $829k | 7.9k | 104.72 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $820k | 4.3k | 189.81 | |
Amazon (AMZN) | 0.1 | $796k | 4.3k | 186.33 | |
Phillips 66 (PSX) | 0.1 | $770k | 5.9k | 131.45 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $758k | 7.1k | 106.76 | |
Solventum Corp Com Shs (SOLV) | 0.1 | $755k | 11k | 69.72 | |
Sherwin-Williams Company (SHW) | 0.1 | $737k | 1.9k | 381.67 | |
Celanese Corporation (CE) | 0.1 | $731k | 5.4k | 135.96 | |
Walt Disney Company (DIS) | 0.1 | $667k | 6.9k | 96.19 | |
Amcor Ord (AMCR) | 0.1 | $663k | 59k | 11.33 | |
Costco Wholesale Corporation (COST) | 0.1 | $634k | 715.00 | 886.52 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $622k | 11k | 57.41 | |
Williams Companies (WMB) | 0.1 | $620k | 14k | 45.65 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $602k | 3.4k | 179.30 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $601k | 6.5k | 91.93 | |
Principal Financial (PFG) | 0.1 | $597k | 6.9k | 85.90 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $582k | 5.7k | 101.27 | |
Starbucks Corporation (SBUX) | 0.1 | $568k | 5.8k | 97.49 | |
Smucker J M Com New (SJM) | 0.1 | $558k | 4.6k | 121.10 | |
MDU Resources (MDU) | 0.1 | $551k | 20k | 27.41 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $546k | 5.7k | 95.75 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $546k | 1.9k | 284.01 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $537k | 2.0k | 263.83 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $522k | 1.7k | 314.39 | |
Northern Trust Corporation (NTRS) | 0.1 | $520k | 5.8k | 90.03 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $503k | 5.7k | 88.14 | |
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $503k | 1.8k | 276.76 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $496k | 1.0k | 491.27 | |
Marathon Petroleum Corp (MPC) | 0.0 | $489k | 3.0k | 162.91 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $475k | 12k | 41.12 | |
Broadcom (AVGO) | 0.0 | $462k | 2.7k | 172.50 | |
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $431k | 7.5k | 57.53 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $426k | 3.2k | 135.07 | |
Nvent Electric SHS (NVT) | 0.0 | $424k | 6.0k | 70.26 | |
Stanley Black & Decker (SWK) | 0.0 | $411k | 3.7k | 110.13 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $395k | 5.3k | 75.11 | |
Fair Isaac Corporation (FICO) | 0.0 | $389k | 200.00 | 1943.52 | |
DTE Energy Company (DTE) | 0.0 | $385k | 3.0k | 128.41 | |
McKesson Corporation (MCK) | 0.0 | $346k | 700.00 | 494.42 | |
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $342k | 4.8k | 70.67 | |
H.B. Fuller Company (FUL) | 0.0 | $333k | 4.2k | 79.38 | |
Edwards Lifesciences (EW) | 0.0 | $329k | 5.0k | 65.99 | |
Baxter International (BAX) | 0.0 | $326k | 8.6k | 37.97 | |
Ishares Tr Global 100 Etf (IOO) | 0.0 | $319k | 3.2k | 99.16 | |
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) | 0.0 | $317k | 750.00 | 423.12 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $312k | 541.00 | 576.57 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $305k | 588.00 | 517.78 | |
Knife River Corp Common Stock (KNF) | 0.0 | $302k | 3.4k | 89.39 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $298k | 1.8k | 166.82 | |
Boston Scientific Corporation (BSX) | 0.0 | $296k | 3.5k | 83.80 | |
Chubb (CB) | 0.0 | $289k | 1.0k | 288.39 | |
Eaton Corp SHS (ETN) | 0.0 | $285k | 859.00 | 331.44 | |
General Electric Com New (GE) | 0.0 | $283k | 1.5k | 188.58 | |
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $277k | 861.00 | 321.95 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $273k | 2.3k | 119.07 | |
Graham Hldgs Com Cl B (GHC) | 0.0 | $269k | 327.00 | 821.72 | |
Servicenow (NOW) | 0.0 | $268k | 300.00 | 894.39 | |
Shell Spon Ads (SHEL) | 0.0 | $259k | 3.9k | 65.95 | |
Ingersoll Rand (IR) | 0.0 | $250k | 2.6k | 98.16 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $247k | 2.4k | 104.18 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $229k | 4.5k | 50.79 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $223k | 4.5k | 49.31 | |
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $221k | 2.7k | 81.78 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $221k | 2.3k | 98.12 | |
Boeing Company (BA) | 0.0 | $217k | 1.4k | 152.04 | |
Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $215k | 3.1k | 69.26 | |
Hubbell (HUBB) | 0.0 | $214k | 500.00 | 428.35 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $209k | 1.7k | 119.55 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $204k | 2.8k | 73.67 | |
CVS Caremark Corporation (CVS) | 0.0 | $203k | 3.2k | 62.88 | |
Walgreen Boots Alliance (WBA) | 0.0 | $164k | 18k | 8.96 |