Institutions / PALISADE CAPITAL MANAGEMENT, LP / Holdings
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Palisade Capital Management, LP

All holdings · as of Mar 31, 2026

303 positions

CompanyClassValueShares% of portfolio
Apple Inc.—$62.25M245,2912.1%
LITTELFUSE INC /DE—$57.50M169,4561.9%
AMPHENOL CORP /DE—$56.22M444,9231.9%
IDACORP Inc—$53.78M376,1541.8%
ISHARES TR—$52.96M1,007,6821.8%
Applied Industrial Technologies Inc—$49.10M185,0741.6%
MUELLER INDUSTRIES INC—$48.56M438,3061.6%
RAYMOND JAMES FINANCIAL INC—$47.26M326,3981.6%
NVIDIA Corp—$44.17M253,2951.5%
Alphabet Inc.—$38.64M134,6951.3%
WSFS FINANCIAL CORP—$38.44M587,2531.3%
HEICO CORP—$37.25M176,4581.2%
Woodward Inc—$37.25M104,0671.2%
SEMTECH CORP—$36.98M480,9701.2%
Ingevity Corp—$35.09M492,5911.2%
JPMORGAN CHASE & CO—$34.80M118,3011.2%
MICROSOFT CORP—$34.32M92,7201.1%
EASTGROUP PROPERTIES INC—$32.76M177,0011.1%
ONTO INNOVATION INC.—$32.37M157,8441.1%
PROSPERITY BANCSHARES INC—$31.78M473,0741.1%
Avient Corp—$31.60M870,4841.1%
FRANCO NEV CORP—$30.70M124,2521.0%
SM Energy Co—$30.31M972,2551.0%
CULLEN/FROST BANKERS, INC.—$30.07M219,3751.0%
ONESPAWORLD HOLDINGS LIMITED—$29.93M1,304,2271.0%
John Wiley & Sons Inc—$29.75M780,8401.0%
ACI WORLDWIDE, INC.—$29.05M708,4271.0%
DANAHER CORP /DE—$29.01M152,9931.0%
REPLIGEN CORP—$28.35M240,6190.9%
HEALTHCARE SERVICES GROUP INC—$28.24M1,522,4630.9%
VONTIER CORP—$28.17M794,1490.9%
RENASANT CORP—$27.96M773,8370.9%
Primo Brands Corp—$27.20M1,444,4960.9%
COLUMBIA BANKING SYSTEM, INC.—$27.15M989,6950.9%
AMETEK Inc—$27.07M126,3030.9%
AdaptHealth Corp.—$25.74M2,162,6810.9%
Envista Holdings Corp—$25.25M995,0880.8%
Visa Inc—$25.18M83,3000.8%
FULTON FINANCIAL CORP—$24.19M1,189,2940.8%
Broadcom Inc.—$24.12M77,9380.8%
RLI CORP—$23.21M406,8290.8%
Teledyne Technologies Inc—$23.07M38,1360.8%
COMMERCIAL METALS Co—$23.00M374,3510.8%
Northern Oil & Gas Inc—$22.75M778,1400.8%
Performance Food Group Co—$22.47M262,3480.7%
BUCKLE INC—$22.47M446,1610.7%
Blackbaud Inc—$22.29M577,3700.7%
CCC Intelligent Solutions Holdings Inc.—$22.00M3,667,0070.7%
Alphabet Inc.—$21.10M73,3660.7%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$20.92M254,6740.7%
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