Palisade Asset Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1434323
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.1B
Holdings
204
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Palisade Asset Management, LLC disclosed 204 positions worth $1.1B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.0% of the equity portfolio, followed by $MSFT and $CSCO. During the quarter the fund opened 10 new positions and exited 1 — including a new stake in $HONA and a full exit from $BSX. The portfolio is most concentrated in Technology (25.7% of disclosed assets). All figures are sourced directly from Palisade Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1434323.
AI Fund Analysis
Concentrating
$AAPL5.0% weight
Held 10 quarters
$MSFT4.5% weight
Held 10 quarters
$CSCO3.8% weight
Held 10 quarters
$UNH3.1% weight
Held 10 quarters
$SPY2.6% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
9 quarters accumulating
ISHARES TR - CORE S&P SCP
9 quarters accumulating
$NEE9 quarters accumulating
$GOOG8 quarters accumulating
$UNP8 quarters accumulating
Sector Allocation
TechnologyHealthcareIndustrialsFinancialsConsumer DiscretionaryOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$53.7M185,609 sh - 79.8#31
Quality
$48.2M129,122 sh - 70.3#224
Quality
$40.6M345,913 sh - 62.7
Quality
$33.2M79,856 sh - —
Quality
$28.6M38,343 sh - 70.0
Quality
$27.8M98,850 sh - 79.2
Quality
$26.4M72,776 sh - 69.0
Quality
$25.6M100,872 sh - 66.2
Quality
$25.5M173,929 sh - 70.7
Quality
$24.6M75,182 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $53.7M | 185,609 |
| MICROSOFT CORP$MSFT | 79.8#31 | $48.2M | 129,122 |
| CISCO SYSTEMS, INC.$CSCO | 70.3#224 | $40.6M | 345,913 |
| UNITEDHEALTH GROUP INC$UNH | 62.7 | $33.2M | 79,856 |
| SPDR S&P 500 ETF TRUST$SPY | — | $28.6M | 38,343 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 70.0 | $27.8M | 98,850 |
 AMGEN INC$AMGN | 79.2 | $26.4M | 72,776 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $25.6M | 100,872 |
 ORACLE CORP$ORCL | 66.2 | $25.5M | 173,929 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $24.6M | 75,182 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Palisade Asset Management, LLC's 204 positions.
Showing top 10 of 204 holdings.
Sector Allocation
Technology
$278.5M
Healthcare
$187.1M
Industrials
$138.5M
Financials
$120.1M
Consumer Discretionary
$106.3M
Other
$105.9M
Consumer Staples
$62.3M
Energy
$29.6M
Full Holdings — Palisade Asset Management, LLC (Q2 2026)
All 204 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $53.7M | 5.0% | -6% | 76.4 |
| 2 | $MSFT | MICROSOFT CORP | $48.2M | 4.5% | -0% | 79.8 |
| 3 | $CSCO | CISCO SYSTEMS, INC. | $40.6M | 3.8% | -3% | 70.3 |
| 4 | $UNH | UNITEDHEALTH GROUP INC | $33.2M | 3.1% | +0% | 62.7 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $28.6M | 2.6% | -1% | — |
| 6 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $27.8M | 2.6% | -1% | 70 |
| 7 | $AMGN | AMGEN INC | $26.4M | 2.4% | -1% | 79.2 |
| 8 | $JNJ | JOHNSON & JOHNSON | $25.6M | 2.4% | -2% | 69 |
| 9 | $ORCL | ORACLE CORP | $25.5M | 2.4% | -0% | 66.2 |
| 10 | $JPM | JPMORGAN CHASE & CO | $24.6M | 2.3% | -0% | 70.7 |
| 11 |  $HD | HOME DEPOT, INC. | $24.2M | 2.2% | +1% | 60.3 |
| 12 |  $DE | DEERE & CO | $23.2M | 2.1% | -1% | 55.4 |
| 13 |  $ECL | ECOLAB INC. | $21.6M | 2.0% | +1% | 63.3 |
| 14 |  $TGT | TARGET CORP | $19.8M | 1.8% | +1% | 60.7 |
| 15 |  $TXN | TEXAS INSTRUMENTS INC | $19.7M | 1.8% | -0% | 73.4 |
| 16 |  $ABT | ABBOTT LABORATORIES | $18.7M | 1.7% | -0% | 65.5 |
| 17 |  $RY | ROYAL BANK OF CANADA | $17.1M | 1.6% | -2% | 74.8 |
| 18 |  $LLY | ELI LILLY & Co | $17.0M | 1.6% | -2% | 87.5 |
| 19 |  $PG | PROCTER & GAMBLE Co | $16.3M | 1.5% | +1% | 64.6 |
| 20 |  $ABBV | AbbVie Inc. | $15.7M | 1.4% | -2% | 72.6 |
| 21 |  $CVX | CHEVRON CORP | $15.6M | 1.4% | -1% | 62.8 |
| 22 |  $PEP | PEPSICO INC | $15.5M | 1.4% | +0% | 63.4 |
| 23 |  $GD | GENERAL DYNAMICS CORP | $15.3M | 1.4% | -0% | 68.7 |
| 24 |  $TJX | TJX COMPANIES INC /DE/ | $15.3M | 1.4% | -2% | 68.7 |
| 25 |  $V | VISA INC. | $15.1M | 1.4% | +1% | 82.9 |
| 26 |  $USB | US BANCORP \DE\ | $15.0M | 1.4% | -0% | 65.3 |
| 27 |  $ADP | AUTOMATIC DATA PROCESSING INC | $14.5M | 1.3% | +2% | 69.8 |
| 28 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $14.3M | 1.3% | -1% | 64.4 |
| 29 |  $MCD | MCDONALDS CORP | $14.2M | 1.3% | +2% | 69 |
| 30 |  $MMM | 3M CO | $14.1M | 1.3% | -0% | 64.9 |
| 31 |  $INTC | INTEL CORP | $12.9M | 1.2% | -8% | 45.6 |
| 32 |  $RTX | RTX Corp | $12.8M | 1.2% | -0% | 73.2 |
| 33 |  $BLK | BlackRock, Inc. | $11.9M | 1.1% | +0% | 70 |
| 34 |  $SYK | STRYKER CORP | $11.7M | 1.1% | -1% | 72.1 |
| 35 |  $CL | COLGATE PALMOLIVE CO | $10.9M | 1.0% | +8% | 61.3 |
| 36 |  $KLAC | KLA CORP | $10.6M | 1.0% | +895% | 78.6 |
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | $9.9M | 0.9% | -0% | — |
| 38 |  $TRV | TRAVELERS COMPANIES, INC. | $9.5M | 0.9% | -2% | 75.9 |
| 39 |  $CAT | CATERPILLAR INC | $9.0M | 0.8% | -1% | 66.5 |
| 40 |  $BALL | BALL Corp | $8.8M | 0.8% | -3% | 61.1 |
| 41 |  $XOM.R34088 | EXXON MOBIL CORP | $8.6M | 0.8% | +9% | 57.9 |
| 42 |  $HSY | HERSHEY CO | $8.5M | 0.8% | +2% | 65.7 |
| 43 |  $AFL | AFLAC INC | $8.0M | 0.7% | -1% | 61.3 |
| 44 |  $DCI | DONALDSON Co INC | $7.6M | 0.7% | -1% | 60.5 |
| 45 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.3M | 0.7% | -0% | — |
| 46 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.3M | 0.7% | +7% | — |
| 47 |  $APH | AMPHENOL CORP /DE/ | $6.8M | 0.6% | -0% | 79.3 |
| 48 |  $XEL | XCEL ENERGY INC | $6.6M | 0.6% | +0% | 56.4 |
| 49 |  $AMT | AMERICAN TOWER CORP /MA/ | $6.5M | 0.6% | +6% | 66.3 |
| 50 |  $ACN | Accenture plc | $6.4M | 0.6% | +12% | — |
| 51 |  $WMT | Walmart Inc. | $6.4M | 0.6% | -1% | 60.2 |
| 52 |  $BDX | BECTON DICKINSON & CO | $6.4M | 0.6% | +2% | 59 |
| 53 | — | ISHARES TR - CORE S&P MCP ETF | $6.3M | 0.6% | +2% | — |
| 54 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $6.1M | 0.6% | +1% | 55.2 |
| 55 | — | ISHARES TR - CORE S&P SCP ETF | $6.1M | 0.6% | +1% | — |
| 56 | $GOOG | Alphabet Inc. | $5.4M | 0.5% | +0% | 78.2 |
| 57 |  $MS | MORGAN STANLEY | $5.3M | 0.5% | -3% | 75.8 |
| 58 | — | ISHARES TR - CORE MSCI EAFE | $5.2M | 0.5% | +4% | — |
| 59 |  $FAST | FASTENAL CO | $5.2M | 0.5% | -1% | 66.9 |
| 60 |  $EMR | EMERSON ELECTRIC CO | $4.7M | 0.4% | +1% | 65.3 |
| 61 |  $MRK | Merck & Co., Inc. | $4.5M | 0.4% | +1% | 59.9 |
| 62 |  $ROST | ROSS STORES, INC. | $4.1M | 0.4% | +0% | 70.4 |
| 63 |  $GGG | GRACO INC | $4.1M | 0.4% | +1% | 63.4 |
| 64 |  $MDT | Medtronic plc | $4.1M | 0.4% | +4% | 68.7 |
| 65 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.1M | 0.4% | +0% | — |
| 66 |  $SO | SOUTHERN CO | $4.0M | 0.4% | +0% | 62 |
| 67 | $NEE | NEXTERA ENERGY INC | $4.0M | 0.4% | +10% | 64.6 |
| 68 |  $TECH | BIO-TECHNE Corp | $3.9M | 0.4% | -0% | 58.9 |
| 69 |  $DHR | DANAHER CORP /DE/ | $3.9M | 0.4% | -1% | 64.8 |
| 70 | — | ISHARES TR - MSCI EAFE ETF | $3.8M | 0.3% | +0% | — |
| 71 |  $GOOGL | Alphabet Inc. | $3.7M | 0.3% | -0% | 78.2 |
| 72 |  $FDX | FEDEX CORP | $3.4M | 0.3% | -0% | 60.3 |
| 73 |  $KO | COCA COLA CO | $3.3M | 0.3% | -0% | 69.5 |
| 74 |  $NVDA | NVIDIA CORP | $3.1M | 0.3% | +3% | 85.9 |
| 75 | — | ISHARES TR - RUS 1000 GRW ETF | $2.6M | 0.2% | +294% | — |
| 76 |  $NVS | NOVARTIS AG | $2.5M | 0.2% | -5% | — |
| 77 |  $KMB | KIMBERLY CLARK CORP | $2.4M | 0.2% | -1% | 58.7 |
| 78 |  $CNP | CENTERPOINT ENERGY INC | $2.2M | 0.2% | +0% | 53.2 |
| 79 |  $GPC | GENUINE PARTS CO | $2.2M | 0.2% | -0% | 52.7 |
| 80 |  $AXP | AMERICAN EXPRESS CO | $2.2M | 0.2% | -1% | 69.4 |
| 81 |  $GIS | GENERAL MILLS INC | $2.1M | 0.2% | -4% | 50.7 |
| 82 |  $GL | GLOBE LIFE INC. | $2.0M | 0.2% | +0% | 66 |
| 83 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.0M | 0.2% | +2% | 73.8 |
| 84 |  $JCI | Johnson Controls International plc | $2.0M | 0.2% | -9% | — |
| 85 | $UNP | UNION PACIFIC CORP | $1.9M | 0.2% | +3% | 69.7 |
| 86 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.2% | -0% | 65.8 |
| 87 |  $MKC | MCCORMICK & CO INC | $1.8M | 0.2% | -4% | 67.6 |
| 88 |  $ADM | Archer-Daniels-Midland Co | $1.7M | 0.2% | +0% | 50.7 |
| 89 |  $AMZN | AMAZON COM INC | $1.7M | 0.1% | +1% | 68.7 |
| 90 |  $HON | HONEYWELL INTERNATIONAL INC | $1.7M | 0.1% | -54% | 65 |
| 91 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $1.6M | 0.1% | -2% | 67.5 |
| 92 |  $HONA | Honeywell Aerospace Inc. | $1.6M | 0.1% | NEW | — |
| 93 |  $LIN | LINDE PLC | $1.6M | 0.1% | +0% | — |
| 94 |  $WAT | WATERS CORP /DE/ | $1.6M | 0.1% | -20% | 60.4 |
| 95 |  $SYY | SYSCO CORP | $1.5M | 0.1% | -2% | 54.7 |
| 96 | — | ISHARES INC - CORE MSCI EMKT | $1.5M | 0.1% | +12% | — |
| 97 |  $PH | Parker-Hannifin Corp | $1.5M | 0.1% | +0% | 65.8 |
| 98 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.1% | -0% | 60.8 |
| 99 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.4M | 0.1% | +9% | — |
| 100 |  $T | AT&T INC. | $1.4M | 0.1% | -0% | 65.7 |
| 101 | — | SPDR SER TR - S&P DIVID ETF | $1.4M | 0.1% | -3% | — |
| 102 | — | VANGUARD TAX-MANAGED FDS - FTSE DEV MKT ETF | $1.4M | 0.1% | +3% | — |
| 103 |  $WFC | WELLS FARGO & COMPANY/MN | $1.4M | 0.1% | -1% | 61.8 |
| 104 | — | SELECT SECTOR SPDR TR - ENERGY | $1.4M | 0.1% | -1% | — |
| 105 |  $NKE | NIKE, Inc. | $1.4M | 0.1% | -1% | 49.3 |
| 106 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $1.3M | 0.1% | +0% | 67.5 |
| 107 |  $PAYX | PAYCHEX INC | $1.3M | 0.1% | -1% | 74.6 |
| 108 |  $COP | CONOCOPHILLIPS | $1.3M | 0.1% | +0% | 70.2 |
| 109 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.2M | 0.1% | +0% | — |
| 110 |  $AVGO | Broadcom Inc. | $1.2M | 0.1% | -0% | 84.5 |
| 111 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $1.2M | 0.1% | +4% | 66.4 |
| 112 |  $AMP | AMERIPRISE FINANCIAL INC | $1.2M | 0.1% | -4% | 68.7 |
| 113 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.1% | -1% | 86.2 |
| 114 |  $FHI | FEDERATED HERMES, INC. | $1.2M | 0.1% | -1% | 67.5 |
| 115 |  $UPS | UNITED PARCEL SERVICE INC | $1.1M | 0.1% | -5% | 58.6 |
| 116 |  $WMB | WILLIAMS COMPANIES, INC. | $1.1M | 0.1% | +7% | 64.3 |
| 117 |  $APA | APA Corp | $1.1M | 0.1% | +0% | — |
| 118 |  $PFE | PFIZER INC | $1.1M | 0.1% | +8% | 62 |
| 119 |  $ITW | ILLINOIS TOOL WORKS INC | $1.1M | 0.1% | -1% | 63.6 |
| 120 |  $NVT | nVent Electric plc | $1.1M | 0.1% | +0% | — |
| 121 |  $DIS | Walt Disney Co | $1.1M | 0.1% | +11% | 60.1 |
| 122 |  $SCHW | SCHWAB CHARLES CORP | $1.0M | 0.1% | +0% | 79.4 |
| 123 |  $PNR | PENTAIR plc | $1.0M | 0.1% | +0% | — |
| 124 | — | VANGUARD STAR FD - VG TL INTL STK F | $962,980 | 0.1% | +0% | — |
| 125 | — | ISHARES TR - EAFE GRWTH ETF | $956,043 | 0.1% | +0% | — |
| 126 |  $BMY | BRISTOL MYERS SQUIBB CO | $950,154 | 0.1% | +5% | 70.4 |
| 127 | — | ISHARES TR - S&P 100 ETF | $941,749 | 0.1% | -1% | — |
| 128 | — | ISHARES TR - TIPS BD ETF | $887,040 | 0.1% | +0% | — |
| 129 |  $NTRS | NORTHERN TRUST CORP | $836,518 | 0.1% | +0% | 65.2 |
| 130 |  $FDXF | FedEx Freight Holding Company, Inc. | $825,970 | 0.1% | NEW | — |
| 131 |  $MPC | Marathon Petroleum Corp | $768,544 | 0.1% | +0% | 61 |
| 132 | — | ISHARES TR - RUS 2000 GRW ETF | $759,582 | 0.1% | +0% | — |
| 133 | — | VANGUARD INDEX FDS - MID CAP ETF | $737,135 | 0.1% | +300% | — |
| 134 | — | ISHARES TR - S&P MC 400GR ETF | $735,198 | 0.1% | +0% | — |
| 135 | — | ISHARES TR - S&P 500 GRWT ETF | $719,869 | 0.1% | +0% | — |
| 136 | — | ISHARES TR - MSCI USA QLT FCT | $704,370 | 0.1% | -5% | — |
| 137 | — | ISHARES TR - RUS 1000 ETF | $700,655 | 0.1% | +0% | — |
| 138 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $698,594 | 0.1% | +0% | — |
| 139 |  $PSX | Phillips 66 | $682,117 | 0.1% | -1% | 57.8 |
| 140 |  $ECG | Everus Construction Group, Inc. | $682,055 | 0.1% | +0% | 66.3 |
| 141 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $675,738 | 0.1% | -1% | 58.1 |
| 142 |  $COST | COSTCO WHOLESALE CORP /NEW | $668,861 | 0.1% | +1% | 66.2 |
| 143 | — | ISHARES TR - RUS MID CAP ETF | $629,127 | 0.1% | +0% | — |
| 144 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $607,556 | 0.1% | +0% | 57.5 |
| 145 |  $FISV | FISERV INC | $601,647 | 0.1% | +0% | 60.7 |
| 146 | — | ISHARES TR - RUS 1000 VAL ETF | $596,761 | 0.1% | +5% | — |
| 147 |  $GE | GENERAL ELECTRIC CO | $593,483 | 0.1% | +0% | 73.8 |
| 148 | — | ISHARES TR - CORE S&P500 ETF | $572,816 | 0.1% | +0% | — |
| 149 | — | ISHARES TR - EAFE VALUE ETF | $572,747 | 0.1% | +0% | — |
| 150 |  $SHW | SHERWIN WILLIAMS CO | $564,340 | 0.1% | -23% | 61.3 |
| 151 |  $GHC | Graham Holdings Co | $545,599 | 0.1% | +0% | 55.9 |
| 152 |  $SBUX | STARBUCKS CORP | $542,731 | 0.1% | +0% | 58.2 |
| 153 |  $ETN | Eaton Corp plc | $533,502 | 0.1% | +0% | — |
| 154 | — | SPDR DOW JONES INDL AVRG ETF - UT SER 1 | $528,136 | 0.1% | +0% | — |
| 155 |  $CB | Chubb Ltd | $525,080 | 0.1% | +0% | — |
| 156 |  $GEV | GE Vernova Inc. | $521,638 | 0.1% | +0% | 81.1 |
| 157 | — | ISHARES TR - CORE US AGGBD ET | $517,269 | 0.1% | +0% | — |
| 158 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $498,762 | 0.1% | +0% | — |
| 159 |  $AMCR | Amcor plc | $496,314 | 0.1% | -1% | — |
| 160 |  $DTB | DTE ENERGY CO | $459,091 | 0.0% | +0% | 68.9 |
| 161 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $453,711 | 0.0% | +0% | 52.1 |
| 162 |  $ADBE | ADOBE INC. | $448,994 | 0.0% | NEW | 77.6 |
| 163 |  $META | Meta Platforms, Inc. | $447,816 | 0.0% | +0% | 79.6 |
| 164 | — | ISHARES TR - GLOBAL 100 ETF | $439,852 | 0.0% | +0% | — |
| 165 |  $ASML | ASML HOLDING NV | $435,687 | 0.0% | +0% | — |
| 166 |  $AMAT | APPLIED MATERIALS INC /DE | $435,246 | 0.0% | +0% | 72.3 |
| 167 |  $DAL | DELTA AIR LINES, INC. | $424,373 | 0.0% | +0% | 57.5 |
| 168 |  $IBKR | Interactive Brokers Group, Inc. | $415,964 | 0.0% | +0% | 77 |
| 169 |  $ISRG | INTUITIVE SURGICAL INC | $410,803 | 0.0% | -0% | 79.9 |
| 170 |  $CLX | CLOROX CO /DE/ | $405,620 | 0.0% | -2% | 54.1 |
| 171 | — | ISHARES TR - SELECT DIVID ETF | $404,817 | 0.0% | +0% | — |
| 172 |  $EW | Edwards Lifesciences Corp | $390,335 | 0.0% | -0% | 69.4 |
| 173 |  $TSN | TYSON FOODS, INC. | $383,003 | 0.0% | -16% | 57.8 |
| 174 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $378,013 | 0.0% | +400% | — |
| 175 |  $MDU | MDU RESOURCES GROUP INC | $375,502 | 0.0% | +0% | 49.1 |
| 176 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $330,228 | 0.0% | +0% | — |
| 177 |  $CSX | CSX CORP | $327,814 | 0.0% | +0% | 65.2 |
| 178 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $320,194 | 0.0% | -0% | — |
| 179 |  $BA | BOEING CO | $320,159 | 0.0% | +0% | 61.6 |
| 180 |  $TSLA | Tesla, Inc. | $306,617 | 0.0% | +0% | 53.9 |
| 181 |  $MA | Mastercard Inc | $284,021 | 0.0% | +0% | 85.1 |
| 182 | — | ISHARES TR - MSCI ACWI ETF | $273,442 | 0.0% | +0% | — |
| 183 |  $SJM | J M SMUCKER Co | $268,875 | 0.0% | -15% | 59.1 |
| 184 |  $CVS | CVS HEALTH Corp | $268,867 | 0.0% | NEW | 59.4 |
| 185 |  $PM | Philip Morris International Inc. | $265,938 | 0.0% | +0% | 75.9 |
| 186 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $265,377 | 0.0% | +0% | — |
| 187 |  $ANET | Arista Networks, Inc. | $264,503 | 0.0% | NEW | 81.9 |
| 188 |  $SHEL | Shell plc | $259,759 | 0.0% | +0% | — |
| 189 |  $D | DOMINION ENERGY, INC | $258,956 | 0.0% | +0% | 69.9 |
| 190 | — | ISHARES TR - RUS 2000 VAL ETF | $253,938 | 0.0% | +0% | — |
| 191 |  $MCK | MCKESSON CORP | $245,570 | 0.0% | -0% | 63.4 |
| 192 |  $DOV | DOVER Corp | $244,653 | 0.0% | +0% | 58.1 |
| 193 | — | SCHWAB STRATEGIC TR - SCHWAB FDT US LG | $236,702 | 0.0% | +0% | — |
| 194 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $226,688 | 0.0% | +0% | — |
| 195 |  $SOLV | Solventum Corp | $220,186 | 0.0% | NEW | 55.2 |
| 196 |  $DTM | DT Midstream, Inc. | $220,110 | 0.0% | +0% | 68.6 |
| 197 |  $LRCX | LAM RESEARCH CORP | $218,832 | 0.0% | NEW | 79.4 |
| 198 |  $KNF | Knife River Corp | $218,159 | 0.0% | +0% | 51.1 |
| 199 | — | ISHARES TR - CORE HIGH DV ETF | $217,772 | 0.0% | +400% | — |
| 200 | — | ISHARES TR - 7-10 YR TRSY BD | $212,783 | 0.0% | +0% | — |
| 201 |  $IR | Ingersoll Rand Inc. | $209,075 | 0.0% | +0% | 64.4 |
| 202 |  $HPE | Hewlett Packard Enterprise Co | $207,912 | 0.0% | NEW | 70.5 |
| 203 |  $HUBB | HUBBELL INC | $206,141 | 0.0% | NEW | 64.1 |
| 204 |  $HRL | HORMEL FOODS CORP /DE/ | $201,414 | 0.0% | NEW | 51.8 |
New Positions (10)
$HONA Honeywell Aerospace Inc.$1.6M$FDXF FedEx Freight Holding Company, Inc.$825,970$ADBE ADOBE INC.$448,994$CVS CVS HEALTH Corp$268,867$ANET Arista Networks, Inc.$264,503$SOLV Solventum Corp$220,186$LRCX LAM RESEARCH CORP$218,832$HPE Hewlett Packard Enterprise Co$207,912$HUBB HUBBELL INC$206,141$HRL HORMEL FOODS CORP /DE/$201,414Exited Positions (1)
$BSX BOSTON SCIENTIFIC CORPBrowse Top Institutional Investors
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