Palisade Capital Management, Lp Top Holdings and 13F Report (2025) About Palisade Capital Management, LpInvestment ActivityPalisade Capital Management, Lp has $2.30 billion in total holdings as of June 30, 2025.Palisade Capital Management, Lp owns shares of 294 different stocks, but just 117 companies or ETFs make up 80% of its holdings.Approximately 7.56% of the portfolio was purchased this quarter.About 59.08% of the portfolio was sold this quarter.This quarter, Palisade Capital Management, Lp has purchased 303 new stocks and bought additional shares in 69 stocks.Palisade Capital Management, Lp sold shares of 167 stocks and completely divested from 33 stocks this quarter.Largest Holdings Amphenol $77,535,213Apple $73,623,034NVIDIA $56,429,149Alphabet $47,306,993Heico $45,679,848 Largest New Holdings this Quarter 592688105 - Mettler-Toledo International $13,567,156 Holding172908105 - Cintas $12,194,566 Holding665531AJ8 - NORTHERN OIL & GAS INC $7,168,500 Holding902788108 - UMB Financial $6,797,375 Holding40412C101 - HCA Healthcare $6,465,183 Holding Largest Purchases this Quarter Mettler-Toledo International 10,620 shares (about $13.57M)Cintas 71,699 shares (about $12.19M)DOMINOS PIZZA INC 35,806 shares (about $10.60M)NORTHERN OIL & GAS INC 7,500,000 shares (about $7.17M)UMB Financial 47,614 shares (about $6.80M) Largest Sales this Quarter Semtech 362,998 shares (about $58.75M)Littelfuse 100,097 shares (about $45.58M)Onto Innovation 105,330 shares (about $39.86M)Mueller Industries 300,050 shares (about $36.89M)Woodward 77,110 shares (about $32.81M) 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$77,535,213$913,691 â–¼-1.2%439,7413.4%TechnologyAAPLApple$73,623,034$2,645,619 â–²3.7%254,4343.2%TechnologyNVDANVIDIA$56,429,149$5,747,382 â–²11.3%282,0192.5%TechnologyGOOGAlphabet$47,306,993$284,784 â–¼-0.6%133,8892.1%Communication ServicesHEI.AHeico$45,679,848$169,447 â–²0.4%177,1152.0%IndustrialsAMDAdvanced Micro Devices$44,742,269$5,118,979 â–¼-10.3%77,0211.9%TechnologyMSFTMicrosoft$36,371,403$1,784,905 â–²5.2%97,5051.6%TechnologyJPMJPMorgan Chase & Co.$35,534,273$3,189,175 â–¼-8.2%108,5581.5%FinanceLFUSLittelfuse$31,581,271$45,577,221 â–¼-59.1%69,3591.4%TechnologyAMEAMETEK$30,978,011$420,250 â–²1.4%128,0401.3%TechnologyAITApplied Industrial Technologies$30,895,799$31,687,071 â–¼-50.6%91,3671.3%IndustrialsAVGOBroadcom$30,299,892$858,631 â–²2.9%80,2111.3%TechnologyVVisa$29,180,016$600,748 â–²2.1%85,0511.3%FinanceIDAIDACORP$27,117,976$29,794,173 â–¼-52.4%179,2331.2%UtilitiesRJFRaymond James Financial$26,822,687$22,799,664 â–¼-45.9%176,4301.2%FinanceGOOGLAlphabet$26,161,597$57,179 â–¼-0.2%73,2061.1%Communication ServicesDHRDanaher$24,789,482$4,352,664 â–¼-14.9%130,1421.1%HealthcareAMZNAmazon.com$24,321,416$1,313,492 â–²5.7%102,0451.1%Consumer DiscretionaryWSFSWSFS Financial$21,455,634$23,604,305 â–¼-52.4%279,6250.9%FinanceONTOOnto Innovation$19,873,923$39,862,138 â–¼-66.7%52,5140.9%TechnologySMTCSemtech$19,093,768$58,751,226 â–¼-75.5%117,9720.8%TechnologyWLYJohn Wiley & Sons$17,989,982$19,888,566 â–¼-52.5%370,8510.8%Communication ServicesHCSGHealthcare Services Group$17,844,878$19,546,812 â–¼-52.3%726,5830.8%IndustrialsABBVAbbVie$17,842,559$65,426 â–¼-0.4%70,9050.8%HealthcareFNVFranco-Nevada$17,547,916$8,351,138 â–¼-32.2%84,1870.8%MaterialsTDYTeledyne Technologies$17,514,287$7,918,843 â–¼-31.1%26,2620.8%TechnologyNGVTIngevity$17,511,310$19,270,461 â–¼-52.4%234,5160.8%MaterialsOSWOneSpaWorld$17,382,346$19,449,034 â–¼-52.8%615,5220.8%Consumer DiscretionaryETNEaton$17,215,637$170,022 â–²1.0%40,4010.7%IndustrialsMLIMueller Industries$16,995,810$36,885,146 â–¼-68.5%138,2560.7%IndustrialsACIWACI Worldwide$16,789,618$18,837,175 â–¼-52.9%333,8560.7%TechnologyPRIMO BRANDS CORPORATION$16,703,665$18,599,818 â–¼-52.7%683,4560.7%CLASS A COM SHSEGPEastGroup Properties$16,667,004$19,181,009 â–¼-53.5%82,2940.7%Real EstateIEURiShares Core MSCI Europe ETF$16,618,029$122,226 â–²0.7%221,0730.7%ETFCFRCullen/Frost Bankers$16,089,411$17,808,448 â–¼-52.5%104,1250.7%FinancePRGPROG$15,942,679$12,443,665 â–¼-43.8%342,0440.7%FinancePBProsperity Bancshares$15,903,743$18,644,851 â–¼-54.0%217,7700.7%FinancePWRQuanta Services$15,824,177$4,890,468 â–¼-23.6%21,9770.7%IndustrialsAVNTAvient$15,420,599$16,752,490 â–¼-52.1%417,2240.7%MaterialsIJRiShares Core S&P Small-Cap ETF$14,978,139$500,992 â–²3.5%100,9920.7%ETFRGENRepligen$14,976,746$17,853,311 â–¼-54.4%109,7680.7%HealthcareDOMINOS PIZZA INC$14,741,201$10,599,929 â–²256.0%49,7950.6%COMCOLBColumbia Banking System$14,648,439$17,071,257 â–¼-53.8%457,0500.6%FinanceMETAMeta Platforms$14,643,532$306,435 â–¼-2.0%25,9960.6%Communication ServicesFAFirst Advantage$14,532,849$16,319,781 â–¼-52.9%805,1440.6%IndustrialsLLYEli Lilly and Company$14,493,930$3,129,317 â–²27.5%12,0840.6%HealthcareRENASANT CORP$14,459,176$18,459,850 â–¼-56.1%339,8960.6%COMBRK.BBerkshire Hathaway$14,286,735$941,741 â–¼-6.2%28,5510.6%FinanceNVSTEnvista$14,075,511$12,145,057 â–¼-46.3%534,1750.6%HealthcarePFGCPerformance Food Group$13,742,456$15,585,426 â–¼-53.1%122,9310.6%Consumer StaplesRLIRLI$13,650,593$10,380,776 â–¼-43.2%231,0920.6%FinanceMTDMettler-Toledo International$13,567,156$13,567,156 â–²New Holding10,6200.6%HealthcareACHCAcadia Healthcare$13,494,029$4,618,846 â–¼-25.5%456,9600.6%HealthcareRLJRLJ Lodging Trust$13,440,128$15,802,283 â–¼-54.0%1,134,1880.6%Real EstateCOSTCostco Wholesale$12,946,973$2,291,914 â–¼-15.0%13,8400.6%Consumer StaplesBRKRBruker$12,639,244$15,351,195 â–¼-54.8%210,0240.6%HealthcareFULTFulton Financial$12,517,962$16,251,060 â–¼-56.5%517,4850.5%FinanceRDNTRadNet$12,298,910$5,668,398 â–¼-31.5%199,4310.5%HealthcareCTASCintas$12,194,566$12,194,566 â–²New Holding71,6990.5%IndustrialsAIRAAR$11,503,149$1,155,017 â–¼-9.1%80,4810.5%IndustrialsWWDWoodward$11,468,588$32,805,684 â–¼-74.1%26,9570.5%IndustrialsCUZCousins Properties$11,238,303$13,164,758 â–¼-53.9%374,8600.5%Real EstateCMCCommercial Metals$11,196,733$12,293,791 â–¼-52.3%178,4340.5%MaterialsNEENextEra Energy$11,161,701$1,775,059 â–¼-13.7%127,1700.5%UtilitiesAMATApplied Materials$11,062,623$760,596 â–¼-6.4%15,3010.5%TechnologySMSM Energy$11,016,732$14,359,124 â–¼-56.6%422,0970.5%EnergyHINGE HEALTH INC$10,997,334$11,590,120 â–¼-51.3%132,4980.5%CL AVNTVontier$10,945,151$12,085,170 â–¼-52.5%377,4190.5%TechnologyPLXSPlexus$10,819,309$11,871,654 â–¼-52.3%35,9840.5%TechnologySOLARIS ENERGY INFRAS INC$10,589,021$1,922,431 â–¼-15.4%131,6060.5%COM CL AAHCOAdaptHealth$10,563,598$11,971,538 â–¼-53.1%1,013,7810.5%HealthcareVERALTO CORP$10,480,192$2,619,073 â–²33.3%118,1800.5%COM SHSORLYO'Reilly Automotive$10,228,578$2,227,648 â–²27.8%111,0720.4%Consumer DiscretionaryICEIntercontinental Exchange$10,166,793$2,561,673 â–¼-20.1%82,5830.4%FinanceCAKECheesecake Factory$10,013,937$16,522,940 â–¼-62.3%125,8980.4%Consumer DiscretionaryBLFSBioLife Solutions$9,961,293$11,463,237 â–¼-53.5%352,7370.4%HealthcareSAIASaia$9,846,300$10,832,236 â–¼-52.4%23,3790.4%IndustrialsMYRGMYR Group$9,796,331$12,941,345 â–¼-56.9%19,5770.4%IndustrialsITGRInteger$9,642,078$11,195,965 â–¼-53.7%103,1790.4%HealthcareTXRHTexas Roadhouse$9,473,686$10,483,120 â–¼-52.5%49,0280.4%Consumer DiscretionaryTKO GROUP HOLDINGS INC$9,273,127$103,071 â–¼-1.1%46,0640.4%CL AKKRKKR & Co. Inc.$9,062,1740.0%98,7380.4%FinanceCCCSCCC Intelligent Solutions$8,988,493$9,933,263 â–¼-52.5%1,741,9560.4%TechnologyBKEBuckle$8,955,853$9,872,142 â–¼-52.4%212,2240.4%Consumer DiscretionaryBFAMBright Horizons Family Solutions$8,595,476$9,455,817 â–¼-52.4%121,2680.4%Consumer DiscretionarySEA LTD$8,574,3900.0%8,661,0000.4%NOTE 0.250% 9/1KWRQuaker Houghton$8,536,562$11,154,104 â–¼-56.6%53,7330.4%MaterialsHDHome Depot$8,238,348$6,066,872 â–¼-42.4%23,3590.4%Consumer DiscretionaryMARRIOTT VACATIONS WORLDWIDE$8,164,614$246,100 â–²3.1%8,294,0000.4%NOTE 3.250%12/1FOURShift4 Payments$8,126,382$8,850,972 â–¼-52.1%167,0720.4%FinanceZIFF DAVIS INC$7,877,2880.0%7,977,0000.3%NOTE 1.750%11/0UNPUnion Pacific$7,830,880$346,800 â–¼-4.2%28,7900.3%IndustrialsVESTIS CORPORATION$7,805,662$2,772,667 â–¼-26.2%537,5800.3%COM SHSINNOVIVA INC$7,766,581$269,075 â–²3.6%7,216,0000.3%NOTE 2.125% 3/1QCOMQualcomm$7,745,842$18,479 â–¼-0.2%41,9170.3%TechnologyROCKGibraltar Industries$7,596,238$8,589,024 â–¼-53.1%168,4310.3%IndustrialsAZTAAzenta$7,551,317$9,274,019 â–¼-55.1%295,8980.3%HealthcareFLYWFlywire$7,510,701$8,229,595 â–¼-52.3%427,4730.3%FinanceJD.COM INC$7,302,238$492,463 â–²7.2%7,414,0000.3%NOTE 0.250% 6/0HMNHorace Mann Educators$7,298,868$7,991,340 â–¼-52.3%141,3140.3%FinanceShowing largest 100 holdings. 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