Institutional Fund
Palisade Capital Management, LP
Fort Lee, NJCIK 10090065 filings on record
Portfolio Value
$2.81B
Q1 2026
Holdings
250
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-7.8%
from $3.04B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.2%
- Littelfuse Inc2.0%
- Amphenol Corp New2.0%
- Idacorp Inc1.9%
- Ishares Tr1.9%
- Applied Indl Technologies In1.7%
- Other88.2%
Portfolio Holdings
250 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 245.3K | $62.25M | 2.2% | +11.5K | Added |
| 2 | Littelfuse Inc | 169.5K | $57.50M | 2.0% | +7.3K | Added |
| 3 | Amphenol Corp New | 444.9K | $56.22M | 2.0% | −67.8K | Reduced |
| 4 | Idacorp Inc | 376.2K | $53.78M | 1.9% | −30.6K | Reduced |
| 5 | Ishares Tr | 1.01M | $52.96M | 1.9% | +321.5K | Added |
| 6 | Applied Indl Technologies In | 185.1K | $49.10M | 1.7% | −14.8K | Reduced |
| 7 | Mueller Inds Inc | 438.3K | $48.56M | 1.7% | −25.7K | Reduced |
| 8 | Raymond James Finl Inc | 326.4K | $47.26M | 1.7% | −23.5K | Reduced |
| 9 | Nvidia Corporation | 253.3K | $44.17M | 1.6% | −11.9K | Reduced |
| 10 | Alphabet Inc | 134.7K | $38.64M | 1.4% | −1.4K | Reduced |
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