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| Palisade Asset Management LLC
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| |
|---|---|
| CRD # | 136089 |
| SEC # | 801-64471 |
| CIK # | 0001434323 |
| AUM | $1.2 BB (2024-03-20) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 612-455-2900 |
| Address | 100 South Fifth Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 66.3 | |
| AAPL | 2,382,844.0 | 49.6 | |
| UNH | 477,004.0 | 33.5 | |
| ORCL | 182,760.6 | 27.0 | |
| HD | 277,648.0 | 25.5 | |
| ABT | 187,298.3 | 24.9 | |
| AMGN | 130,083.0 | 22.6 | |
| TGT | 67,013.4 | 22.3 | |
| PG | 338,108.9 | 20.1 | |
| ECL | 43,790.9 | 18.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 96 | 1,107.0 |
| (c) Banking or thrift institutions | 0 | 11.6 |
| (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 | 8.8 |
| (h) Charitable organizations | 7 | 56.9 |
| (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 | 801 | 1,203.7 |
| By Discretionary | ||
| Discretionary | 791 | 1,104.9 |
| Non-Discretionary | 10 | 98.8 |
| Total | 801 | 1,203.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,203.7 | |
| Total | 801 | 1,203.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001434323] |
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|---|---|---|
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Clearwater Capital Advisors LLC
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|
IL | 1.2 |
|
Fiduciary Alliance LLC
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SC | 1.2 |
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Liberty Wealth Management LLC
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Moloney Securities Asset Management LLC
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AZ | 1.2 |
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Scarborough Advisors LLC
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MD | 1.2 |
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The Capital Group Investment Advisory Services LLC
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MD | 1.2 |
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Clear Creek Financial Management LLC
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WA | 1.2 |