Palisade Capital Management, Lp Top Holdings and 13F Report (2025) About Palisade Capital Management, LpInvestment ActivityPalisade Capital Management, Lp has $3.75 billion in total holdings as of December 31, 2024.Palisade Capital Management, Lp owns shares of 367 different stocks, but just 110 companies or ETFs make up 80% of its holdings.Approximately 7.78% of the portfolio was purchased this quarter.About 9.41% of the portfolio was sold this quarter.This quarter, Palisade Capital Management, Lp has purchased 371 new stocks and bought additional shares in 121 stocks.Palisade Capital Management, Lp sold shares of 119 stocks and completely divested from 39 stocks this quarter.Largest Holdings Mueller Industries $61,701,844Apple $61,209,558PRIMO BRANDS CORPORATION $59,939,222Raymond James $59,088,954Applied Industrial Technologies $57,381,720 Largest New Holdings this Quarter PRIMO BRANDS CORPORATION $59,939,222 HoldingFlywire $9,315,497 HoldingEnpro $7,199,443 HoldingBLOCK INC $6,319,750 HoldingiShares Russell 2000 ETF $6,303,547 Holding Largest Purchases this Quarter PRIMO BRANDS CORPORATION 1,947,976 shares (about $59.94M)Azenta 230,192 shares (about $11.51M)Flywire 451,770 shares (about $9.32M)Bruker 157,125 shares (about $9.21M)BlackLine 146,572 shares (about $8.91M) Largest Sales this Quarter Stride 286,961 shares (about $29.82M)Vertex 379,087 shares (about $20.22M)Raymond James 116,151 shares (about $18.04M)ACI Worldwide 220,457 shares (about $11.44M)LIVE NATION ENTERTAINMENT IN 7,881,000 shares (about $9.67M) 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 PortfolioSectorMLIMueller Industries$61,701,844$1,922,496 ▼-3.0%777,4931.6%Industrial ProductsAAPLApple$61,209,558$983,648 ▼-1.6%244,4281.6%Computer and TechnologyPRIMO BRANDS CORPORATION$59,939,222$59,939,222 ▲New Holding1,947,9761.6%CLASS A COM SHSRJFRaymond James$59,088,954$18,041,742 ▼-23.4%380,4091.6%FinanceAITApplied Industrial Technologies$57,381,720$1,200,940 ▼-2.0%239,6201.5%Industrial ProductsIDAIDACORP$53,215,972$730,755 ▲1.4%486,9691.4%UtilitiesRLIRLI$50,033,619$693,110 ▲1.4%303,5471.3%FinanceAVNTAvient$46,037,248$597,782 ▲1.3%1,126,7071.2%Basic MaterialsSMTCSemtech$45,899,936$626,602 ▲1.4%742,1171.2%Computer and TechnologyACIWACI Worldwide$45,269,050$11,443,923 ▼-20.2%872,0681.2%Computer and TechnologyBLKBBlackbaud$43,674,375$2,283,389 ▲5.5%590,8331.2%Computer and TechnologyAPHAmphenol$43,585,013$48,615 ▲0.1%627,5741.2%Computer and TechnologyWLYJohn Wiley & Sons$43,142,863$2,282,493 ▲5.6%987,0251.2%Consumer StaplesPFGCPerformance Food Group$41,307,156$662,196 ▼-1.6%488,5531.1%Retail/WholesaleWSFSWSFS Financial$41,053,498$522,268 ▲1.3%772,6991.1%FinanceLFUSLittelfuse$40,589,063$607,506 ▼-1.5%172,2431.1%Computer and TechnologyAZTAAzenta$40,545,300$11,509,600 ▲39.6%810,9061.1%MedicalGPIGroup 1 Automotive$40,427,097$171,121 ▲0.4%95,9171.1%Retail/WholesalePBProsperity Bancshares$40,273,746$460,991 ▲1.2%534,4891.1%FinanceRBARB Global$40,142,187$4,611,625 ▼-10.3%444,9861.1%Business ServicesVERXVertex$40,044,670$20,224,291 ▼-33.6%750,6031.1%Computer and TechnologyTXRHTexas Roadhouse$39,262,290$682,025 ▼-1.7%217,6041.0%Retail/WholesaleRGENRepligen$37,440,089$2,109,297 ▲6.0%260,1091.0%MedicalCFRCullen/Frost Bankers$37,373,589$555,392 ▲1.5%278,3881.0%FinanceEGPEastGroup Properties$37,325,159$73,825 ▲0.2%232,5701.0%FinanceNOGNorthern Oil and Gas$37,294,036$175,432 ▲0.5%1,003,6071.0%Oils/EnergyBRKRBruker$37,186,242$9,210,668 ▲32.9%634,3611.0%Computer and TechnologyRNSTRenasant$35,740,169$168,418 ▲0.5%999,7251.0%FinanceHEI.AHEICO$35,227,408$295,309 ▲0.8%189,3130.9%AerospaceMSFTMicrosoft$34,563,432$389,888 ▲1.1%82,0010.9%Computer and TechnologyVRRMVerra Mobility$34,204,182$513,462 ▲1.5%1,414,5650.9%Industrial ProductsVNTVontier$33,972,097$497,050 ▲1.5%931,5080.9%Business ServicesAVGOBroadcom$33,651,803$2,658,741 ▼-7.3%145,1510.9%Computer and TechnologyOSWOneSpaWorld$32,984,409$452,924 ▲1.4%1,657,5080.9%Consumer DiscretionaryFOURShift4 Payments$32,725,259$468,982 ▲1.5%315,3330.9%Business ServicesSMSM Energy$32,685,494$270,041 ▼-0.8%843,2790.9%Oils/EnergyJPMJPMorgan Chase & Co.$31,708,171$1,122,324 ▼-3.4%132,2770.8%FinanceCUZCousins Properties$31,538,304$350,828 ▲1.1%1,029,3180.8%FinanceRLJRLJ Lodging Trust$31,245,387$6,192,293 ▲24.7%3,060,2730.8%FinanceDHRDanaher$31,048,167$830,280 ▲2.7%135,2570.8%MedicalCCCSCCC Intelligent Solutions$30,702,888$4,946,084 ▲19.2%2,617,4670.8%Computer and TechnologyNVDANVIDIA$30,540,096$362,046 ▼-1.2%227,4190.8%Computer and TechnologyLRNStride$30,236,563$29,823,857 ▼-49.7%290,9320.8%Consumer DiscretionaryCAKECheesecake Factory$29,733,400$429,474 ▲1.5%626,7580.8%Retail/WholesaleBKEBuckle$29,627,159$398,452 ▲1.4%583,0970.8%Retail/WholesaleSAIASaia$29,585,536$435,678 ▼-1.5%64,9190.8%TransportationFULTFulton Financial$29,426,312$3,322,233 ▲12.7%1,526,2610.8%FinanceCOLBColumbia Banking System$29,304,310$350,293 ▲1.2%1,084,9430.8%FinanceWWDWoodward$27,149,759$497,762 ▼-1.8%163,1400.7%AerospaceLKQLKQ$27,097,502$112,859 ▲0.4%737,3470.7%Auto/Tires/TrucksVVisa$26,974,541$461,733 ▼-1.7%85,3520.7%Business ServicesBLBlackLine$26,857,682$8,905,715 ▲49.6%442,0290.7%Computer and TechnologyGOOGAlphabet$26,431,929$155,209 ▼-0.6%138,7940.7%Computer and TechnologyHCSGHealthcare Services Group$25,752,151$3,719,715 ▲16.9%2,217,1460.7%Business ServicesROCKGibraltar Industries$25,399,329$338,204 ▲1.3%431,2280.7%ConstructionCSGSCSG Systems International$24,843,395$119,035 ▲0.5%486,0770.7%Computer and TechnologyPRGPROG$24,640,665$305,793 ▲1.3%583,0730.7%FinanceCMCCommercial Metals$23,841,579$324,533 ▲1.4%480,6770.6%Basic MaterialsACHCAcadia Healthcare$23,810,816$460,099 ▼-1.9%600,5250.6%MedicalFAFirst Advantage$23,782,698$5,398,716 ▲29.4%1,269,7650.6%Business ServicesAMZNAmazon.com$23,500,689$63,843 ▼-0.3%107,1180.6%Retail/WholesaleFIFiserv$23,440,953$158,996 ▼-0.7%114,1120.6%Business ServicesAHCOAdaptHealth$22,980,080$3,569,229 ▲18.4%2,413,8740.6%MedicalAMEAMETEK$22,833,382$462,548 ▼-2.0%126,6690.6%Computer and TechnologyWHDCactus$22,214,442$202,392 ▲0.9%380,6450.6%Oils/EnergyPFSIPennyMac Financial Services$21,950,295$4,854,714 ▲28.4%214,9040.6%FinanceNVSTEnvista$21,907,479$7,774 ▼0.0%1,135,6910.6%MedicalBLFSBioLife Solutions$21,628,522$311,624 ▲1.5%833,1480.6%MedicalWABCWestamerica Bancorporation$21,626,792$92,015 ▲0.4%412,2530.6%FinanceROPRoper Technologies$20,864,178$188,706 ▲0.9%40,1350.6%Computer and TechnologyTMHCTaylor Morrison Home$20,789,487$98,732 ▲0.5%339,6420.6%ConstructionONTOOnto Innovation$20,566,745$5,950,119 ▼-22.4%123,3980.5%Computer and TechnologyITGRInteger$19,946,380$308,374 ▲1.6%150,5160.5%MedicalBFAMBright Horizons Family Solutions$19,870,195$2,246,597 ▲12.7%179,2530.5%Business ServicesNGVTIngevity$19,500,831$1,754,695 ▼-8.3%478,5480.5%Basic MaterialsKWRQuaker Chemical$18,440,123$344,440 ▼-1.8%131,0040.5%Basic MaterialsICEIntercontinental Exchange$17,996,683$217,853 ▼-1.2%120,7750.5%FinanceRVLVRevolve Group$17,861,925$248,998 ▲1.4%533,3510.5%Consumer DiscretionaryNVONovo Nordisk A/S$16,971,375$348,036 ▼-2.0%197,2960.5%MedicalGOOGLAlphabet$16,895,843$416,083 ▼-2.4%89,2540.5%Computer and TechnologyFNVFranco-Nevada$16,614,467$2,743,972 ▲19.8%141,2910.4%Basic MaterialsMATWMatthews International$16,164,677$51,512 ▼-0.3%583,9840.4%Consumer StaplesHDHome Depot$15,960,878$23,728 ▲0.1%41,0320.4%Retail/WholesaleDEAEasterly Government Properties$15,571,197$336,699 ▼-2.1%1,370,7040.4%FinanceHMNHorace Mann Educators$15,493,300$174,573 ▲1.1%394,9350.4%FinanceCRSRCorsair Gaming$15,435,104$4,520,784 ▲41.4%2,335,1140.4%Consumer DiscretionaryMSAMSA Safety$15,125,352$66,805 ▲0.4%91,2430.4%Industrial ProductsDBRGDigitalBridge Group$15,001,216$4,474,246 ▲42.5%1,329,8950.4%FinanceTDYTeledyne Technologies$14,798,552$426,542 ▲3.0%31,8840.4%AerospaceAMSFAMERISAFE$14,430,788$60,766 ▲0.4%279,9920.4%FinanceBRK.BBerkshire Hathaway$14,270,161$150,036 ▼-1.0%31,4820.4%FinanceMETAMeta Platforms$13,962,663$251,769 ▲1.8%23,8470.4%Computer and TechnologyCNCCentene$13,883,532$275,457 ▼-1.9%229,1770.4%MedicalCWANClearwater Analytics$13,713,216$2,423,356 ▲21.5%498,3000.4%Computer and TechnologyICLRICON Public$13,600,323$197,127 ▼-1.4%64,8530.4%MedicalCSTLCastle Biosciences$13,416,729$29,981 ▲0.2%503,4420.4%MedicalFTVFortive$12,664,573$241,200 ▼-1.9%168,8610.3%Computer and TechnologyARCCAres Capital$12,389,434$670,337 ▲5.7%565,9860.3%FinanceKKRKKR & Co. Inc.$12,388,6460.0%83,7580.3%FinanceABBVAbbVie$12,290,798$29,854 ▲0.2%69,1660.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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