Palisade Capital Management, Lp Top Holdings and 13F Report (2025) About Palisade Capital Management, LpInvestment ActivityPalisade Capital Management, Lp has $3.53 billion in total holdings as of June 30, 2025.Palisade Capital Management, Lp owns shares of 367 different stocks, but just 114 companies or ETFs make up 80% of its holdings.Approximately 4.28% of the portfolio was purchased this quarter.About 6.49% of the portfolio was sold this quarter.This quarter, Palisade Capital Management, Lp has purchased 371 new stocks and bought additional shares in 80 stocks.Palisade Capital Management, Lp sold shares of 131 stocks and completely divested from 41 stocks this quarter.Largest Holdings Amphenol $62,375,339Raymond James Financial $57,599,561Mueller Industries $54,182,328IDACORP $53,444,460Applied Industrial Technologies $53,359,827 Largest New Holdings this Quarter 27616P301 - EASTERLY GOVT PPTYS INC $11,810,289 Holding63947X101 - nCino $7,933,886 Holding10948C107 - BrightView $5,230,847 Holding59001ABF8 - MERITAGE HOMES CORP $3,895,000 Holding91680MAB3 - UPSTART HLDGS INC $3,311,875 Holding Largest Purchases this Quarter EASTERLY GOVT PPTYS INC 531,995 shares (about $11.81M)nCino 283,657 shares (about $7.93M)O'Reilly Automotive 79,920 shares (about $7.20M)RadNet 101,635 shares (about $5.78M)BrightView 314,165 shares (about $5.23M) Largest Sales this Quarter RB Global 398,378 shares (about $42.30M)Stride 54,909 shares (about $7.97M)PRIMO BRANDS CORPORATION 244,114 shares (about $7.23M)RLI 72,866 shares (about $5.26M)Novo Nordisk A/S 72,457 shares (about $5.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalisade Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$62,375,339$2,314,009 ▼-3.6%631,6491.8%Computer and TechnologyRJFRaymond James Financial$57,599,561$1,124,204 ▼-1.9%375,5591.6%FinanceMLIMueller Industries$54,182,328$2,119,385 ▼-3.8%681,7961.5%IndustrialsIDAIDACORP$53,444,460$1,536,639 ▼-2.8%462,9231.5%UtilitiesAITApplied Industrial Technologies$53,359,827$1,851,697 ▼-3.4%229,5541.5%IndustrialsAAPLApple$48,293,774$386,130 ▼-0.8%235,3841.4%Computer and TechnologyHEI.AHeico$47,049,012$1,165,410 ▼-2.4%181,8321.3%AerospacePRIMO BRANDS CORPORATION$45,006,731$7,230,657 ▼-13.8%1,519,4711.3%CLASS A COM SHSWLYJohn Wiley & Sons$42,533,997$1,205,278 ▼-2.8%953,0361.2%Consumer StaplesMSFTMicrosoft$41,875,783$939,106 ▲2.3%84,1881.2%Computer and TechnologyNVDANVIDIA$41,840,782$4,308,701 ▲11.5%264,8321.2%Computer and TechnologyPFGCPerformance Food Group$40,829,072$1,239,188 ▼-2.9%466,7781.2%Retail/WholesaleLFUSLittelfuse$40,504,408$1,077,874 ▼-2.6%178,6461.1%Computer and TechnologyWSFSWSFS Financial$39,930,440$1,209,670 ▼-2.9%726,0081.1%FinanceACIWACI Worldwide$39,519,466$175,147 ▼-0.4%860,8031.1%Computer and TechnologyTXRHTexas Roadhouse$39,317,306$1,102,158 ▼-2.7%209,7931.1%Retail/WholesaleCAKECheesecake Factory$37,833,043$1,073,804 ▼-2.8%603,7831.1%Retail/WholesaleWWDWoodward$37,716,655$1,092,856 ▼-2.8%153,8891.1%AerospaceVRRMVerra Mobility$37,169,564$1,586,748 ▲4.5%1,463,9451.1%Computer and TechnologyEGPEastGroup Properties$36,751,359$1,132,572 ▼-3.0%219,9101.0%FinanceBLKBBlackbaud$36,577,933$1,049,512 ▼-2.8%569,6611.0%Computer and TechnologyJPMJPMorgan Chase & Co.$36,353,923$875,240 ▼-2.4%125,3971.0%FinanceRLIRLI$36,250,179$5,262,383 ▼-12.7%501,9411.0%FinancePBProsperity Bancshares$35,886,108$1,144,772 ▼-3.1%510,9071.0%FinanceCCCSCCC Intelligent Solutions$35,552,203$4,448,775 ▲14.3%3,778,1301.0%Computer and TechnologyAVNTAvient$34,785,883$1,026,973 ▼-2.9%1,076,6291.0%Basic MaterialsCFRCullen/Frost Bankers$34,440,236$974,719 ▼-2.8%267,9341.0%FinanceRNSTRenasant$34,057,292$1,335,770 ▼-3.8%947,8791.0%FinanceFOURShift4 Payments$33,162,602$918,056 ▼-2.7%334,6040.9%Business ServicesRGENRepligen$32,984,083$1,033,473 ▼-3.0%265,1880.9%MedicalVNTVontier$32,968,379$929,843 ▼-2.7%893,4520.9%Business ServicesHCSGHealthcare Services Group$32,705,325$929,801 ▼-2.8%2,176,0030.9%Business ServicesOSWOneSpaWorld$32,520,847$945,709 ▼-2.8%1,594,9410.9%Consumer DiscretionaryDHRDanaher$30,390,541$3,328,944 ▲12.3%153,8450.9%MedicalVVisa$30,124,423$21,303 ▼-0.1%84,8460.9%Business ServicesCUZCousins Properties$29,740,451$887,086 ▼-2.9%990,3580.8%FinanceAVGOBroadcom$29,519,386$2,430,133 ▼-7.6%107,0900.8%Computer and TechnologyCSGSCSG Systems International$29,336,011$1,153,048 ▼-3.8%449,1810.8%Computer and TechnologySMSM Energy$29,204,502$1,112,074 ▼-3.7%1,181,8900.8%EnergyFAFirst Advantage$28,303,789$2,345,531 ▲9.0%1,704,0210.8%Business ServicesBRKRBruker$26,998,484$808,426 ▼-2.9%655,3030.8%Computer and TechnologyGPIGroup 1 Automotive$26,958,108$1,048,541 ▼-3.7%61,7300.8%Retail/WholesaleNOGNorthern Oil and Gas$26,842,914$1,005,121 ▼-3.6%946,8400.8%EnergyLKQLKQ$26,636,652$660,517 ▼-2.4%719,7150.8%Auto/Tires/TrucksBLBlackLine$26,599,000$885,140 ▼-3.2%469,7810.8%Computer and TechnologyFULTFulton Financial$26,129,623$1,023,608 ▼-3.8%1,448,4270.7%FinanceAZTAAzenta$25,838,671$888,342 ▼-3.3%839,4630.7%MedicalBKEBuckle$24,921,684$696,531 ▼-2.7%549,5410.7%Retail/WholesaleAHCOAdaptHealth$24,826,597$739,472 ▼-2.9%2,632,7250.7%MedicalITGRInteger$24,494,271$761,184 ▼-3.0%199,1890.7%MedicalCOLBColumbia Banking System$24,352,982$758,798 ▼-3.0%1,041,6160.7%FinanceROCKGibraltar Industries$24,205,163$701,274 ▼-2.8%410,2570.7%ConstructionGOOGAlphabet$23,925,281$344,491 ▼-1.4%134,8740.7%Computer and TechnologyNVSTEnvista$23,662,862$669,851 ▼-2.8%1,210,9960.7%MedicalROPRoper Technologies$23,428,064$20,973 ▼-0.1%41,3310.7%Computer and TechnologyFNVFranco-Nevada$23,409,690$1,255,788 ▼-5.1%142,8120.7%Basic MaterialsAMZNAmazon.com$22,580,808$917,273 ▼-3.9%102,9250.6%Retail/WholesaleCMCCommercial Metals$22,501,632$649,525 ▼-2.8%460,0620.6%Basic MaterialsAMEAMETEK$22,403,481$292,252 ▼-1.3%123,8030.6%Computer and TechnologyCRSRCorsair Gaming$22,148,995$638,505 ▼-2.8%2,348,7800.6%Consumer DiscretionarySMTCSemtech$22,129,208$2,464,599 ▲12.5%490,2350.6%Computer and TechnologyVERXVertex$22,070,983$1,578,626 ▲7.7%624,6210.6%Computer and TechnologyRLJRLJ Lodging Trust$21,753,717$606,861 ▼-2.7%2,988,1480.6%FinanceFIFiserv$21,501,251$2,289,950 ▲11.9%124,7100.6%Business ServicesBFAMBright Horizons Family Solutions$21,353,880$606,085 ▼-2.8%172,7800.6%Business ServicesNGVTIngevity$21,191,274$830,258 ▼-3.8%491,7910.6%Basic MaterialsLRNStride$21,093,494$7,972,238 ▼-27.4%145,2820.6%Consumer DiscretionaryICEIntercontinental Exchange$20,715,965$220,347 ▼-1.1%112,9120.6%FinancePFSIPennyMac Financial Services$20,649,493$582,097 ▼-2.7%207,2410.6%FinanceBLFSBioLife Solutions$19,805,147$595,064 ▼-2.9%919,4590.6%MedicalTMHCTaylor Morrison Home$19,803,528$780,280 ▼-3.8%322,4280.6%ConstructionPRGAaron's$18,541,686$1,596,288 ▲9.4%631,7440.5%FinanceWABCWestamerica Bancorporation$18,480,538$692,934 ▼-3.6%381,5140.5%FinanceMETAMeta Platforms$17,487,695$126,952 ▲0.7%23,6930.5%Computer and TechnologyDBRGDigitalBridge Group$17,413,130$542,619 ▼-3.0%1,682,4280.5%FinanceSAIASaia$17,187,667$480,578 ▼-2.7%62,7310.5%TransportationTDYTeledyne Technologies$16,943,885$292,021 ▲1.8%33,0730.5%AerospaceACHCAcadia Healthcare$16,940,059$3,023,556 ▲21.7%746,5870.5%MedicalHMNHorace Mann Educators$15,923,307$489,858 ▼-3.0%370,5680.5%FinanceGOOGLAlphabet$15,385,389$134,111 ▼-0.9%87,3030.4%Computer and TechnologyMATWMatthews International$15,068,465$570,158 ▼-3.6%630,2160.4%Consumer StaplesBRK.BBerkshire Hathaway$14,891,425$276,406 ▼-1.8%30,6550.4%FinanceHDHome Depot$14,884,334$151,421 ▼-1.0%40,5970.4%Retail/WholesaleWHDCactus$14,767,042$563,595 ▼-3.7%337,7640.4%EnergyKWRQuaker Houghton$14,225,559$539,327 ▼-3.7%127,0820.4%Basic MaterialsMSAMSA Safety Incorporporated$14,154,610$559,718 ▼-3.8%84,4900.4%IndustrialsTRUPTrupanion$13,160,957$364,037 ▼-2.7%237,7770.4%FinancePWRQuanta Services$12,831,657$4,012,185 ▼-23.8%33,9390.4%ConstructionABBVAbbVie$12,575,291$62,183 ▼-0.5%67,7470.4%MedicalARCCAres Capital$12,524,710$211,760 ▼-1.7%570,3420.4%FinanceCNCCentene$12,465,574$118,710 ▼-0.9%229,6530.4%MedicalSOLAREDGE TECHNOLOGIES INC$12,421,9950.0%12,798,0000.4%NOTE 9/1CWANClearwater Analytics$12,184,396$1,353,563 ▲12.5%555,6040.3%Computer and TechnologyAMDAdvanced Micro Devices$12,081,5080.0%85,1410.3%Computer and TechnologyONTOOnto Innovation$12,006,532$349,521 ▼-2.8%118,9590.3%Computer and TechnologyEASTERLY GOVT PPTYS INC$11,810,289$11,810,289 ▲New Holding531,9950.3%COM SHSCSTLCastle Biosciences$11,743,869$1,738,722 ▲17.4%575,1160.3%MedicalIEURiShares Core MSCI Europe ETF$11,565,906$628,236 ▲5.7%174,7120.3%ETFKKRKKR & Co. Inc.$11,333,2250.0%85,1930.3%FinanceAMSFAMERISAFE$11,322,353$440,405 ▼-3.7%258,9150.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.