PALISADE CAPITAL MANAGEMENT, LP
Q2 2026 13F filing
Updated 27 days ago294 disclosed positions worth $2.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APH AMPHENOL CORP | $77.5M | 439.7K | 3.38% | Trimmed(-1.2%) |
| 2 | A AAPL APPLE INC | $73.6M | 254.4K | 3.21% | Added(+3.7%) |
| 3 | N NVDA NVIDIA CORPORATION | $56.4M | 282.0K | 2.46% | Added(+11.3%) |
| 4 | G GOOGN ALPHABET INC | $47.3M | 133.9K | 2.06% | Trimmed(-0.6%) |
| 5 | H HEI-A HEICO CORP NEW | $45.7M | 177.1K | 1.99% | Added(+0.4%) |
| 6 | A AMD ADVANCED MICRO DEVICES INC | $44.7M | 77.0K | 1.95% | Trimmed(-10.3%) |
| 7 | M MSFT MICROSOFT CORP | $36.4M | 97.5K | 1.58% | Added(+5.2%) |
| 8 | J JPM-PM JPMORGAN CHASE & CO | $35.5M | 108.6K | 1.55% | Trimmed(-8.2%) |
| 9 | L LFUS LITTELFUSE INC | $31.6M | 69.4K | 1.38% | Trimmed(-59.1%) |
| 10 | A AME AMETEK INC | $31M | 128.0K | 1.35% | Added(+1.4%) |
| 11 | A AIT APPLIED INDL TECHNOLOGIES IN | $30.9M | 91.4K | 1.35% | Trimmed(-50.6%) |
| 12 | A AVGO BROADCOM INC | $30.3M | 80.2K | 1.32% | Added(+2.9%) |
| 13 | V V VISA INC | $29.2M | 85.1K | 1.27% | Added(+2.1%) |
| 14 | I IDA IDACORP INC | $27.1M | 179.2K | 1.18% | Trimmed(-52.4%) |
| 15 | R RJF RAYMOND JAMES FINL INC | $26.8M | 176.4K | 1.17% | Trimmed(-46.0%) |
| 16 | G GOOGN ALPHABET INC | $26.2M | 73.2K | 1.14% | Trimmed(-0.2%) |
| 17 | D DHR DANAHER CORP DEL | $24.8M | 130.1K | 1.08% | Trimmed(-14.9%) |
| 18 | A AMZN AMAZON COM INC | $24.3M | 102.0K | 1.06% | Added(+5.7%) |
| 19 | W WSFS WSFS FINL CORP | $21.5M | 279.6K | 0.93% | Trimmed(-52.4%) |
| 20 | O ONTO ONTO INNOVATION INC | $19.9M | 52.5K | 0.87% | Trimmed(-66.7%) |
| 21 | S SMTC SEMTECH CORP | $19.1M | 118.0K | 0.83% | Trimmed(-75.5%) |
| 22 | W WLYB WILEY JOHN & SONS INC | $18M | 370.9K | 0.78% | Trimmed(-52.5%) |
| 23 | H HCSG HEALTHCARE SVCS GROUP INC | $17.8M | 726.6K | 0.78% | Trimmed(-52.3%) |
| 24 | A ABBV ABBVIE INC | $17.8M | 70.9K | 0.78% | Trimmed(-0.4%) |
| 25 | F FNV FRANCO NEV CORP | $17.5M | 84.2K | 0.76% | Trimmed(-32.2%) |
| 26 | T TDY TELEDYNE TECHNOLOGIES INC | $17.5M | 26.3K | 0.76% | Trimmed(-31.1%) |
| 27 | N NGVT INGEVITY CORP | $17.5M | 234.5K | 0.76% | Trimmed(-52.4%) |
| 28 | O OSW ONESPAWORLD HOLDINGS LIMITED | $17.4M | 615.5K | 0.76% | Trimmed(-52.8%) |
| 29 | E ETN EATON CORP PLC | $17.2M | 40.4K | 0.75% | Added(+1.0%) |
| 30 | M MLI MUELLER INDS INC | $17M | 138.3K | 0.74% | Trimmed(-68.5%) |
| 31 | A ACIW ACI WORLDWIDE INC | $16.8M | 333.9K | 0.73% | Trimmed(-52.9%) |
| 32 | P PRMB PRIMO BRANDS CORPORATION | $16.7M | 683.5K | 0.73% | Trimmed(-52.7%) |
| 33 | E EGP EASTGROUP PPTYS INC | $16.7M | 82.3K | 0.73% | Trimmed(-53.5%) |
| 34 | E ETHA ISHARES TR | $16.6M | 221.1K | 0.72% | Added(+0.7%) |
| 35 | C CFR-PB CULLEN FROST BANKERS INC | $16.1M | 104.1K | 0.70% | Trimmed(-52.5%) |
| 36 | P PRG PROG HOLDINGS INC | $15.9M | 342.0K | 0.69% | Trimmed(-43.8%) |
| 37 | P PB PROSPERITY BANCSHARES INC | $15.9M | 217.8K | 0.69% | Trimmed(-54.0%) |
| 38 | P PWR QUANTA SVCS INC | $15.8M | 22.0K | 0.69% | Trimmed(-23.6%) |
| 39 | A AVNT AVIENT CORPORATION | $15.4M | 417.2K | 0.67% | Trimmed(-52.1%) |
| 40 | E ETHA ISHARES TR | $15M | 101.0K | 0.65% | Added(+3.5%) |
| 41 | R RGEN REPLIGEN CORP | $15M | 109.8K | 0.65% | Trimmed(-54.4%) |
| 42 | D DPZ DOMINOS PIZZA INC | $14.7M | 49.8K | 0.64% | Added(+256.0%) |
| 43 | C COLB COLUMBIA BKG SYS INC | $14.6M | 457.1K | 0.64% | Trimmed(-53.8%) |
| 44 | M META META PLATFORMS INC | $14.6M | 26.0K | 0.64% | Trimmed(-2.0%) |
| 45 | F FA FIRST ADVANTAGE CORP NEW | $14.5M | 805.1K | 0.63% | Trimmed(-52.9%) |
| 46 | L LLY ELI LILLY & CO | $14.5M | 12.1K | 0.63% | Added(+27.5%) |
| 47 | R RNST RENASANT CORP | $14.5M | 339.9K | 0.63% | Trimmed(-56.1%) |
| 48 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $14.3M | 28.6K | 0.62% | Trimmed(-6.2%) |
| 49 | N NVST ENVISTA HOLDINGS CORPORATION | $14.1M | 534.2K | 0.61% | Trimmed(-46.3%) |
| 50 | P PFGC PERFORMANCE FOOD GROUP CO | $13.7M | 122.9K | 0.60% | Trimmed(-53.1%) |