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| Happy Holidays!! thanks for using AUM13F!! |
| Palisade Asset Management LLC
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| CRD # | 136089 |
| SEC # | 801-64471 |
| CIK # | 0001434323 |
| AUM | $1.3 B (2025-07-30) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 612-455-2900 |
| Address | 100 South Fifth Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 67.3 | ||
| Apple Inc | 44.4 | ||
| Oracle Corp | 40.3 | ||
| International Business Machines Corp | 30.0 | ||
| Abbott Laboratories | 29.2 | ||
| Cisco Systems Inc | 25.3 | ||
| Home Depot Inc | 25.0 | ||
| UnitedHealth Group Inc | 23.4 | ||
| J P Morgan Chase & Co | 23.0 | ||
| Ecolab Inc | 20.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 96 | 1,177.0 |
| (c) Banking or thrift institutions | 0 | 10.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 7 | 60.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 19.4 |
| (n) Other | 0 | 0.0 |
| Total | 773 | 1,268.8 |
| By Discretionary | ||
| Discretionary | 768 | 1,186.8 |
| Non-Discretionary | 5 | 82.1 |
| Total | 773 | 1,268.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,268.8 | |
| Total | 773 | 1,268.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001434323] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TBH Global Asset Management LLC
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|
TN | 1.3 |
|
Cumberland Investment Counsel Inc
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|
1.3 | |
|
Wealthplan Partners LLC
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NE | 1.3 |
|
Kings Path Partners LLC
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TX | 1.3 |
|
Midwest Financial Partners Investments Inc
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MN | 1.3 |
|
Oak City Consulting LLC
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NC | 1.3 |
|
Bay Colony Advisory Group Inc
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MA | 1.3 |
|
CornerStone Capital Inc
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CA | 1.3 |
|
Penn Davis McFarland Inc
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TX | 1.3 |
|
True Private Wealth Advisors LLC
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OR | 1.3 |