Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PALISADE CAPITAL MANAGEMENT, LP (CIK 1009006) reported $2.30B across 286 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APH ($77.5M, 3.38%), AAPL ($73.6M, 3.21%), NVDA ($56.4M, 2.46%), GOOG ($47.3M, 2.06%), HEIA ($45.7M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | $77.5M | 3.38% | 439,741 | Trimmed |
| 2 | AAPL | APPLE INC | $73.6M | 3.21% | 254,434 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $56.4M | 2.46% | 282,019 | Added |
| 4 | GOOG | ALPHABET INC | $47.3M | 2.06% | 133,889 | Trimmed |
| 5 | HEIA | HEICO CORP NEW | $45.7M | 1.99% | 177,115 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $44.7M | 1.95% | 77,021 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $36.4M | 1.58% | 97,505 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $35.5M | 1.55% | 108,558 | Trimmed |
| 9 | LFUS | LITTELFUSE INC | $31.6M | 1.38% | 69,359 | Trimmed |
| 10 | AIT | APPLIED INDL TECHNOLOGIES IN | $30.9M | 1.35% | 91,367 | Trimmed |
| 11 | AME | AMETEK INC | $31.0M | 1.35% | 128,040 | Added |
| 12 | AVGO | BROADCOM INC | $30.3M | 1.32% | 80,211 | Added |
| 13 | V | VISA INC | $29.2M | 1.27% | 85,051 | Added |
| 14 | IDA | IDACORP INC | $27.1M | 1.18% | 179,233 | Trimmed |
| 15 | RJF | RAYMOND JAMES FINL INC | $26.8M | 1.17% | 176,430 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $26.2M | 1.14% | 73,206 | Trimmed |
| 17 | DHR | DANAHER CORP DEL | $24.8M | 1.08% | 130,142 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $24.3M | 1.06% | 102,045 | Added |
| 19 | WSFS | WSFS FINL CORP | $21.5M | 0.93% | 279,625 | Trimmed |
| 20 | ONTO | ONTO INNOVATION INC | $19.9M | 0.87% | 52,514 | Trimmed |
| 21 | SMTC | SEMTECH CORP | $19.1M | 0.83% | 117,972 | Trimmed |
| 22 | WLY | WILEY JOHN & SONS INC | $18.0M | 0.78% | 370,851 | Trimmed |
| 23 | ABBV | ABBVIE INC | $17.8M | 0.78% | 70,905 | Trimmed |
| 24 | HCSG | HEALTHCARE SVCS GROUP INC | $17.8M | 0.78% | 726,583 | Trimmed |
| 25 | OSW | ONESPAWORLD HOLDINGS LIMITED | $17.4M | 0.76% | 615,522 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30