Palisade Capital Management, Lp Top Holdings and 13F Report (2025)

About Palisade Capital Management, Lp

Investment Activity

Palisade Capital Management, Lp has $3.48 billion in total holdings as of March 31, 2025.
Palisade Capital Management, Lp owns shares of 371 different stocks, but just 112 companies or ETFs make up 80% of its holdings.
Approximately 5.95% of the portfolio was purchased this quarter.
About 5.61% of the portfolio was sold this quarter.
This quarter, Palisade Capital Management, Lp has purchased 367 new stocks and bought additional shares in 121 stocks.
Palisade Capital Management, Lp sold shares of 124 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

PRIMO BRANDS CORPORATION: $62,589,632
IDACORP: $55,347,799
Mueller Industries: $53,942,525
Applied Industrial Technologies: $53,522,757
Raymond James: $53,187,180

Largest New Holdings this Quarter

47074L105 - Jamf: $7,566,813 Holding
35953DAB0 - FUBOTV INC: $5,564,780 Holding
19260QAB3 - COINBASE GLOBAL INC: $5,376,702 Holding
594972AL5 - MICROSTRATEGY INC: $5,151,610 Holding
750491102 - RadNet: $3,986,450 Holding

Largest Purchases this Quarter

RLI: 271,260 shares (about $21.79M)
SM Energy: 383,616 shares (about $11.49M)
Jamf: 622,783 shares (about $7.57M)
Integer: 54,863 shares (about $6.47M)
CCC Intelligent Solutions: 687,892 shares (about $6.21M)

Largest Sales this Quarter

Group 1 Automotive: 31,786 shares (about $12.14M)
Stride: 90,741 shares (about $11.48M)
Semtech: 306,481 shares (about $10.54M)
PRIMO BRANDS CORPORATION: 184,391 shares (about $6.54M)
Vertex: 170,658 shares (about $5.97M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PRIMO BRANDS CORPORATION	$62,589,632	$6,544,037 ▼	-9.5%	1,763,585	1.8%	CLASS A COM SHS
IDA IDACORP	$55,347,799	$1,247,738 ▼	-2.2%	476,233	1.6%	Utilities
MLI Mueller Industries	$53,942,525	$5,255,792 ▼	-8.9%	708,465	1.5%	Industrials
AIT Applied Industrial Technologies	$53,522,757	$473,214 ▼	-0.9%	237,520	1.5%	Industrials
RJF Raymond James	$53,187,180	$344,497 ▲	0.7%	382,889	1.5%	Finance
AAPL Apple	$52,703,913	$1,590,896 ▼	-2.9%	237,266	1.5%	Computer and Technology
ACIW ACI Worldwide	$47,303,251	$407,590 ▼	-0.9%	864,618	1.4%	Computer and Technology
RLI RLI	$46,174,228	$21,790,307 ▲	89.4%	574,807	1.3%	Finance
RBA RB Global	$44,297,996	$334,099 ▼	-0.7%	441,655	1.3%	Business Services
WLY John Wiley & Sons	$43,670,672	$311,162 ▼	-0.7%	980,042	1.3%	Consumer Staples
APH Amphenol	$42,966,828	$1,804,250 ▲	4.4%	655,082	1.2%	Computer and Technology
AVNT Avient	$41,188,664	$679,768 ▼	-1.6%	1,108,414	1.2%	Basic Materials
EGP EastGroup Properties	$39,930,915	$1,036,290 ▼	-2.5%	226,687	1.1%	Finance
HEI.A HEICO	$39,311,292	$628,057 ▼	-1.6%	186,336	1.1%	Aerospace
WSFS WSFS Financial	$38,798,864	$1,281,033 ▼	-3.2%	748,002	1.1%	Finance
PFGC Performance Food Group	$37,816,705	$598,217 ▼	-1.6%	480,945	1.1%	Retail/Wholesale
PB Prosperity Bancshares	$37,626,621	$519,859 ▼	-1.4%	527,205	1.1%	Finance
SM SM Energy	$36,745,505	$11,489,299 ▲	45.5%	1,226,895	1.1%	Energy
BLKB Blackbaud	$36,361,672	$299,515 ▼	-0.8%	586,006	1.0%	Computer and Technology
LFUS Littelfuse	$36,082,116	$2,195,028 ▲	6.5%	183,400	1.0%	Computer and Technology
TXRH Texas Roadhouse	$35,937,759	$321,596 ▼	-0.9%	215,674	1.0%	Retail/Wholesale
RGEN Repligen	$34,799,758	$1,703,489 ▲	5.1%	273,497	1.0%	Medical
CFR Cullen/Frost Bankers	$34,494,728	$359,449 ▼	-1.0%	275,517	1.0%	Finance
RNST Renasant	$33,422,950	$497,719 ▼	-1.5%	985,056	1.0%	Finance
VRRM Verra Mobility	$31,546,639	$295,219 ▼	-0.9%	1,401,450	0.9%	Industrials
JPM JPMorgan Chase & Co.	$31,500,405	$947,102 ▼	-2.9%	128,416	0.9%	Finance
LKQ LKQ	$31,375,887	$9,146 ▲	0.0%	737,562	0.9%	Auto/Tires/Trucks
MSFT Microsoft	$30,894,506	$112,241 ▲	0.4%	82,300	0.9%	Computer and Technology
CAKE Cheesecake Factory	$30,213,967	$284,077 ▼	-0.9%	620,920	0.9%	Retail/Wholesale
VNT Vontier	$30,177,685	$422,352 ▼	-1.4%	918,651	0.9%	Business Services
CUZ Cousins Properties	$30,086,991	$277,890 ▼	-0.9%	1,019,898	0.9%	Finance
AZTA Azenta	$30,078,743	$1,988,959 ▲	7.1%	868,324	0.9%	Medical
CCCS CCC Intelligent Solutions	$29,847,392	$6,211,665 ▲	26.3%	3,305,359	0.9%	Computer and Technology
V Visa	$29,756,184	$156,305 ▼	-0.5%	84,906	0.9%	Business Services
NOG Northern Oil and Gas	$29,694,748	$644,292 ▼	-2.1%	982,294	0.9%	Energy
AHCO AdaptHealth	$29,388,779	$3,222,385 ▲	12.3%	2,711,142	0.8%	Medical
WWD Woodward	$28,896,927	$874,492 ▼	-2.9%	158,348	0.8%	Aerospace
CSGS CSG Systems International	$28,229,573	$1,163,503 ▼	-4.0%	466,836	0.8%	Computer and Technology
BRKR Bruker	$28,171,369	$1,693,141 ▲	6.4%	674,925	0.8%	Computer and Technology
FOUR Shift4 Payments	$28,097,373	$2,331,513 ▲	9.0%	343,867	0.8%	Business Services
DHR Danaher	$28,083,667	$355,881 ▲	1.3%	136,993	0.8%	Medical
OSW OneSpaWorld	$27,557,796	$271,763 ▼	-1.0%	1,641,322	0.8%	Consumer Discretionary
FULT Fulton Financial	$27,228,489	$381,572 ▼	-1.4%	1,505,168	0.8%	Finance
COLB Columbia Banking System	$26,787,331	$271,148 ▼	-1.0%	1,074,071	0.8%	Finance
NVDA NVIDIA	$25,746,753	$1,099,082 ▲	4.5%	237,560	0.7%	Computer and Technology
LRN Stride	$25,324,161	$11,478,736 ▼	-31.2%	200,191	0.7%	Consumer Discretionary
ROCK Gibraltar Industries	$24,762,908	$532,926 ▼	-2.1%	422,143	0.7%	Construction
FI Fiserv	$24,606,645	$592,708 ▼	-2.4%	111,428	0.7%	Business Services
GPI Group 1 Automotive	$24,494,835	$12,140,662 ▼	-33.1%	64,131	0.7%	Retail/Wholesale
ROP Roper Technologies	$24,389,745	$726,952 ▲	3.1%	41,368	0.7%	Computer and Technology
ITGR Integer	$24,236,776	$6,474,383 ▲	36.4%	205,379	0.7%	Medical
RLJ RLJ Lodging Trust	$24,234,198	$88,644 ▲	0.4%	3,071,508	0.7%	Finance
FNV Franco-Nevada	$23,708,488	$1,446,714 ▲	6.5%	150,473	0.7%	Basic Materials
BL BlackLine	$23,503,746	$2,100,702 ▲	9.8%	485,414	0.7%	Computer and Technology
BFAM Bright Horizons Family Solutions	$22,572,975	$199,326 ▼	-0.9%	177,684	0.6%	Business Services
HCSG Healthcare Services Group	$22,557,689	$208,858 ▲	0.9%	2,237,866	0.6%	Business Services
SAIA Saia	$22,532,994	$151,653 ▼	-0.7%	64,485	0.6%	Transportation
FA First Advantage	$22,019,979	$4,128,990 ▲	23.1%	1,562,809	0.6%	Business Services
CMC Commercial Metals	$21,778,465	$337,483 ▼	-1.5%	473,342	0.6%	Basic Materials
BKE Buckle	$21,646,968	$697,309 ▼	-3.1%	564,900	0.6%	Retail/Wholesale
BLFS BioLife Solutions	$21,631,421	$2,602,321 ▲	13.7%	947,085	0.6%	Medical
AME AMETEK	$21,589,541	$215,348 ▼	-1.0%	125,418	0.6%	Computer and Technology
NVST Envista	$21,493,481	$1,891,454 ▲	9.6%	1,245,277	0.6%	Medical
CRSR Corsair Gaming	$21,410,101	$720,991 ▲	3.5%	2,416,490	0.6%	Consumer Discretionary
GOOG Alphabet	$21,374,764	$309,023 ▼	-1.4%	136,816	0.6%	Computer and Technology
PFSI PennyMac Financial Services	$21,331,739	$182,300 ▼	-0.8%	213,083	0.6%	Finance
AMZN Amazon.com	$20,377,988	$2,283 ▼	0.0%	107,106	0.6%	Retail/Wholesale
VERX Vertex	$20,303,874	$5,974,736 ▼	-22.7%	579,945	0.6%	Computer and Technology
NGVT Ingevity	$20,232,826	$1,287,111 ▲	6.8%	511,059	0.6%	Basic Materials
TMHC Taylor Morrison Home	$20,121,325	$270,780 ▼	-1.3%	335,132	0.6%	Construction
WABC Westamerica Bancorporation	$20,040,316	$832,053 ▼	-4.0%	395,819	0.6%	Finance
ICE Intercontinental Exchange	$19,684,579	$1,149,200 ▼	-5.5%	114,113	0.6%	Finance
AVGO Broadcom	$19,406,225	$4,896,511 ▼	-20.1%	115,906	0.6%	Computer and Technology
ACHC Acadia Healthcare	$18,596,226	$388,308 ▲	2.1%	613,332	0.5%	Medical
BRK.B Berkshire Hathaway	$16,629,278	$137,406 ▼	-0.8%	31,224	0.5%	Finance
HMN Horace Mann Educators	$16,321,493	$554,080 ▼	-3.3%	381,968	0.5%	Finance
KWR Quaker Chemical	$16,304,159	$110,755 ▲	0.7%	131,900	0.5%	Basic Materials
TDY Teledyne Technologies	$16,177,317	$308,087 ▲	1.9%	32,503	0.5%	Aerospace
WHD Cactus	$16,070,519	$1,374,442 ▼	-7.9%	350,655	0.5%	Energy
PRG PROG	$15,357,670	$152,072 ▼	-1.0%	577,356	0.4%	Finance
DBRG DigitalBridge Group	$15,301,421	$3,571,747 ▲	30.5%	1,734,855	0.4%	Finance
HD Home Depot	$15,029,605	$8,063 ▼	-0.1%	41,010	0.4%	Retail/Wholesale
SMTC Semtech	$14,985,878	$10,542,946 ▼	-41.3%	435,636	0.4%	Computer and Technology
ONTO Onto Innovation	$14,854,685	$118,428 ▼	-0.8%	122,422	0.4%	Computer and Technology
DEA Easterly Government Properties	$14,653,716	$124,253 ▲	0.9%	1,382,426	0.4%	Finance
MATW Matthews International	$14,546,339	$1,558,535 ▲	12.0%	654,062	0.4%	Consumer Staples
ABBV AbbVie	$14,264,541	$227,120 ▼	-1.6%	68,082	0.4%	Medical
AMSF AMERISAFE	$14,135,214	$578,365 ▼	-3.9%	268,986	0.4%	Finance
CNC Centene	$14,075,037	$161,671 ▲	1.2%	231,840	0.4%	Medical
NVO Novo Nordisk A/S	$13,955,474	$255,261 ▲	1.9%	200,972	0.4%	Medical
GOOGL Alphabet	$13,618,217	$184,022 ▼	-1.3%	88,064	0.4%	Computer and Technology
META Meta Platforms	$13,556,577	$187,894 ▼	-1.4%	23,521	0.4%	Computer and Technology
CWAN Clearwater Analytics	$13,236,038	$118,402 ▼	-0.9%	493,882	0.4%	Computer and Technology
MSA MSA Safety	$12,883,929	$500,506 ▼	-3.7%	87,831	0.4%	Industrials
ARCC Ares Capital	$12,852,468	$310,218 ▲	2.5%	579,985	0.4%	Finance
SOLAREDGE TECHNOLOGIES INC	$12,429,418	$450,637 ▲	3.8%	12,798,000	0.4%	NOTE 9/1
ORLY O'Reilly Automotive	$12,323,053	$199,129 ▼	-1.6%	8,602	0.4%	Retail/Wholesale
FTV Fortive	$11,951,941	$405,345 ▼	-3.3%	163,322	0.3%	Computer and Technology
HRTX Heron Therapeutics	$11,631,248	$2,993,192 ▲	34.7%	5,286,931	0.3%	Medical
EVTC EVERTEC	$11,585,161	$100,934 ▼	-0.9%	315,071	0.3%	Business Services

Showing largest 100 holdings. View all holdings.

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Palisade Capital Management, Lp Top Holdings and 13F Report (2025)

About Palisade Capital Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Palisade Capital Management, Lp Top Holdings and 13F Report (2025)

About Palisade Capital Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalisade Capital Management, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools