Palisade Asset Management, LLC Purchases in Q3 2025

Palisade Asset Management, LLC

  • $1.06 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
7.9K
+ 10.54%
$237.77 - $353.61 $1.88M - $2.79M
82.8K $28.6M
HSY
Hershey CO

Consumer Defensive
21.2K
+ 62.2%
$161.95 - $193.45 $3.43M - $4.1M
55.3K $10.3M
PEP
Pepsico Inc

Consumer Defensive
4.73K
+ 4.51%
$133.81 - $152.16 $633K - $720K
109K $15.4M
USB
Us Bancorp \De\

Financial Services
6.57K
+ 2.39%
$43.94 - $50.41 $289K - $331K
281K $13.6M
CVX
Chevron Corp

Energy
58
+ 0.06%
$145.57 - $161.83 $8.44K - $9.39K
95.5K $14.8M
BDX
Becton Dickinson & CO

Healthcare
1.74K
+ 3.48%
$172.41 - $199.66 $299K - $347K
51.6K $9.65M
XEL
Xcel Energy Inc

Utilities
5
+ 0.01%
$67.56 - $80.65 $338 - $403
84.5K $6.81M
APH
Amphenol Corp

Technology
8
+ 0.02%
$97.39 - $125.4 $779 - $1K
38.3K $4.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
873
+ 9.94%
$567.77 - $614.76 $496K - $537K
9.66K $5.91M
GOOGL
Alphabet Inc.

Communication Services
258
+ 2.01%
$174.36 - $254.72 $45K - $65.7K
13.1K $3.19M
TXN
Texas Instruments Inc

Technology
3.51K
+ 5.11%
N/A
72.3K $14.1M
GOOG
Alphabet Inc.

Communication Services
31
+ 0.31%
$175.16 - $255.24 $5.43K - $7.91K
10.1K $2.47M
NEE
Nextera Energy Inc

Utilities
6.41K
+ 20.73%
$69.77 - $77.54 $447K - $497K
37.3K $2.82M
MCD
Mcdonalds Corp

Consumer Cyclical
129
+ 0.25%
$291.67 - $316.99 $37.6K - $40.9K
52.1K $15.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.61K
+ 4.39%
$108.46 - $120.63 $174K - $194K
38.2K $4.54M
ROST
Ross Stores, Inc.

Consumer Cyclical
6
+ 0.03%
$127.59 - $152.81 $766 - $917
19.6K $2.99M
NVDA
Nvidia Corp

Technology
291
+ 1.99%
$153.3 - $186.58 $44.6K - $54.3K
14.9K $2.78M
MS
Morgan Stanley

Financial Services
9
+ 0.03%
$139.09 - $161.16 $1.25K - $1.45K
25.9K $4.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.54K
+ 4.92%
$62.09 - $66.51 $220K - $235K
75.5K $4.93M
ACN
Accenture PLC

Technology
9.82K
+ 25.88%
$232.56 - $304.78 $2.28M - $2.99M
47.8K $11.8M
AMGN
Amgen Inc

Healthcare
750
+ 1.01%
$271.18 - $309.22 $203K - $232K
74.8K $21.1M
ECL
Ecolab Inc.

Basic Materials
78
+ 0.1%
$259.39 - $285.47 $20.2K - $22.3K
77.4K $21.2M
XOM
Exxon Mobil Corp

Energy
127
+ 0.22%
$105.83 - $117.22 $13.4K - $14.9K
59.2K $6.67M
ASML
Asml Holding Nv

Technology
219
New
$689.63 - $968.09 $151K - $212K
219 $212K
FDX
Fedex Corp

Industrials
538
+ 5.42%
$217.1 - $243.2 $117K - $131K
10.5K $2.47M
IWN
Ishares Russell2000 Val ETF

ETFs
1.18K
New
$157.1 - $178.94 $186K - $212K
1.18K $209K
FNDX
Schwab Fundamental U S Large C

ETFs
7.61K
New
$24.38 - $26.34 $186K - $200K
7.61K $200K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.09%
$215.01 - $273.02 $1.29K - $1.64K
6.7K $1.68M
APA
Apa Corp

Energy
11
+ 0.03%
$18.06 - $24.69 $199 - $272
33.1K $803K
VT
Vanguard Total World Stk Index

ETFs
1.44K
New
$128.41 - $138.03 $185K - $199K
1.44K $198K
IDCC
Inter Digital, Inc.

Communication Services
570
New
$221.35 - $349.23 $126K - $199K
570 $196K
MU
Micron Technology Inc

Technology
1.17K
New
$104.88 - $168.89 $122K - $197K
1.17K $195K
HDV
Ishares Core High Dividend ETF

ETFs
1.59K
New
$118.16 - $123.66 $188K - $196K
1.59K $194K
MUB
Ishares National Muni Bond ETF

ETFs
1.81K
New
$103.24 - $106.68 $187K - $193K
1.81K $192K
AVGO
Broadcom Inc.

Technology
46
+ 1.55%
$264.74 - $369.57 $12.2K - $17K
3.01K $992K
NVT
N Vent Electric PLC

Industrials
200
+ 3.31%
$72.16 - $100.25 $14.4K - $20.1K
6.24K $615K
HUBB
Hubbell Inc

Industrials
394
New
$410.51 - $450.93 $162K - $178K
394 $169K
DTM
Dt Midstream, Inc.

Energy
1.5K
New
$99.17 - $113.27 $149K - $170K
1.5K $169K
IEMG
Ishares Inc

ETFs
3.08K
+ 27.76%
N/A
14.2K $760K
CSX
Csx Corp

Industrials
4.63K
New
$32.05 - $36.52 $148K - $169K
4.63K $164K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.22K
New
$24.46 - $26.5 $152K - $165K
6.22K $163K
LMT
Lockheed Martin Corp

Industrials
326
New
$410.74 - $499.21 $134K - $163K
326 $162K
ADM
Archer Daniels Midland CO

Consumer Defensive
8
+ 0.03%
$53.54 - $64.21 $428 - $514
23K $1.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.34K
New
$65.64 - $78.22 $153K - $183K
2.34K $156K
GLD
Spdr Gold Trust

ETFs
440
New
$300.96 - $355.47 $132K - $156K
440 $156K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.45K
New
$20.66 - $20.74 $154K - $154K
7.45K $154K
VOE
Vanguard Mid Cap Value Index F

ETFs
860
New
$164.63 - $174.58 $142K - $150K
860 $150K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
5.4K
New
$26.15 - $27.4 $141K - $148K
5.4K $147K
ATR
Aptargroup, Inc.

Healthcare
1.1K
New
$130.82 - $161.82 $144K - $178K
1.1K $147K
Activity Summary
Buys All Purchases 585 New Holdings 508 Increased Positions 77 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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