PALISADE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MIDD | 18K | $2.38M |
 | VZ | 16K | $720.35K |
 | AMAT | 16K | $3.34M |
 | COST | 16K | $14.69M |
 | DPZ | 15K | $6.66M |
 | SHW | 15K | $5.25M |
 | WEX | 15K | $2.37M |
 | PAG | 15K | $2.61M |
 | TXN | 15K | $2.72M |
 | GTLS-PB | 15K | $1.04M |
 | SPGI | 14K | $6.73M |
 | PM | 12K | $1.92M |
 | NOC | 12K | $7.16M |
 | CVX | 12K | $1.79M |
 | DINO | 11K | $592.44K |
 | AVY | 11K | $1.79M |
 | ELF | 10K | $1.36M |
 | TMO | 10K | $4.79M |
 | MCD | 9K | $2.79M |
 | DIS | 9K | $1.05M |
The Middleby Corporation
MIDD
Shares Held
18K
Value
$2.38M
Verizon Communications Inc.
VZ
Shares Held
16K
Value
$720.35K
Applied Materials, Inc.
AMAT
Shares Held
16K
Value
$3.34M
Costco Wholesale Corporation
COST
Shares Held
16K
Value
$14.69M
Domino's Pizza, Inc.
DPZ
Shares Held
15K
Value
$6.66M
The Sherwin-Williams Company
SHW
Shares Held
15K
Value
$5.25M
WEX Inc.
WEX
Shares Held
15K
Value
$2.37M
Penske Automotive Group, Inc.
PAG
Shares Held
15K
Value
$2.61M
Texas Instruments Incorporated
TXN
Shares Held
15K
Value
$2.72M
Chart Industries, Inc.
GTLS-PB
Shares Held
15K
Value
$1.04M
S&P Global Inc.
SPGI
Shares Held
14K
Value
$6.73M
Philip Morris International Inc.
PM
Shares Held
12K
Value
$1.92M
Northrop Grumman Corporation
NOC
Shares Held
12K
Value
$7.16M
Chevron Corporation
CVX
Shares Held
12K
Value
$1.79M
HF Sinclair Corporation
DINO
Shares Held
11K
Value
$592.44K
Avery Dennison Corporation
AVY
Shares Held
11K
Value
$1.79M
e.l.f. Beauty, Inc.
ELF
Shares Held
10K
Value
$1.36M
Thermo Fisher Scientific Inc.
TMO
Shares Held
10K
Value
$4.79M
McDonald's Corporation
MCD
Shares Held
9K
Value
$2.79M
The Walt Disney Company
DIS
Shares Held
9K
Value
$1.05M