Palisade Asset Management, LLC Diversified Active

CIK: 0001434323 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 27, 2018

Total Value ($000): $691,934 (100.0% shares, 0.0% debt)

Holdings (165)

MSFT Microsoft Corp 3.3%
Value ($000) $22,588 Shares 229,066 Est. Cost $29.26 Unrealized +206.7%
HD The Home Depot Inc 2.8%
Value ($000) $19,415 Shares 99,511 Est. Cost $57.09 Unrealized +171.5%
CSCO Cisco Systems Inc 2.7%
Value ($000) $18,774 Shares 436,297 Est. Cost $19.89 Unrealized +74.7%
ABT Abbott Laboratories 2.7%
Value ($000) $18,399 Shares 301,674 Est. Cost $31.94 Unrealized +66.4%
UNH UnitedHealth Group Inc 2.5%
Value ($000) $17,062 Shares 69,543 Est. Cost $95.97 Unrealized +121.0%
AAPL Apple Inc 2.4%
Value ($000) $16,933 Shares 91,475 Est. Cost $25.15 Unrealized +69.9%
AMGN Amgen Inc 2.4%
Value ($000) $16,916 Shares 91,641 Est. Cost $112.64 Unrealized +24.5%
XOM Exxon Mobil Corp 2.4%
Value ($000) $16,527 Shares 199,773 Est. Cost $54.86 Unrealized +2.3%
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $16,180 Shares 59,645 Est. Cost $266858.88 Unrealized
TGT Target Corp 2.3%
Value ($000) $16,000 Shares 210,198 Est. Cost $50.81 Unrealized +17.4%
CVX Chevron Corp 2.3%
Value ($000) $15,752 Shares 124,589 Est. Cost $72.51 Unrealized +22.9%
JNJ Johnson & Johnson 2.3%
Value ($000) $15,745 Shares 129,759 Est. Cost $74.73 Unrealized +34.8%
MMM 3M Co 2.1%
Value ($000) $14,741 Shares 74,936 Est. Cost $74.68 Unrealized +74.3%
WFC Wells Fargo & Co 2.1%
Value ($000) $14,503 Shares 261,597 Est. Cost $38.40 Unrealized +12.9%
IBM International Business Machines Corp 2.0%
Value ($000) $13,995 Shares 100,181 Est. Cost $110.40 Unrealized -9.5%
USB US Bancorp 2.0%
Value ($000) $13,905 Shares 277,989 Est. Cost $34.82 Unrealized +7.0%
PG Procter & Gamble Co 2.0%
Value ($000) $13,844 Shares 177,349 Est. Cost $59.08 Unrealized +4.6%
PEP PepsiCo Inc 2.0%
Value ($000) $13,585 Shares 124,782 Est. Cost $62.27 Unrealized +31.2%
AFL Aflac Inc 1.9%
Value ($000) $13,254 Shares 308,094 Est. Cost $29.66 Unrealized +26.6%
BDX Becton Dickinson and Co 1.9%
Value ($000) $12,846 Shares 53,623 Est. Cost $88.07 Unrealized +125.3%
Walgreen Boots Alliance Inc Com 1.8%
Value ($000) $12,737 Shares 212,227 Est. Cost $59400.64 Unrealized
ORCL Oracle Corp 1.8%
Value ($000) $12,409 Shares 281,649 Est. Cost $43.45 Unrealized -5.2%
United Technologies Corp 1.8%
Value ($000) $12,231 Shares 97,825 Est. Cost $4014.97 Unrealized
SYY Sysco Corp 1.8%
Value ($000) $12,189 Shares 178,492 Est. Cost $26.63 Unrealized +96.3%
MCD McDonald s Corp 1.7%
Value ($000) $11,735 Shares 74,893 Est. Cost $77.82 Unrealized +74.2%
HRL Hormel Foods Corp 1.7%
Value ($000) $11,450 Shares 307,705 Est. Cost $27.62 Unrealized +6.6%
BAX Baxter International Inc 1.6%
Value ($000) $11,318 Shares 153,284 Est. Cost $34.63 Unrealized +77.7%
RY Royal Bank of Canada 1.6%
Value ($000) $10,958 Shares 145,526 Est. Cost $71.37 Unrealized +7.3%
OMC Omnicom Group Inc 1.5%
Value ($000) $10,721 Shares 140,562 Est. Cost $45.40 Unrealized +23.5%
Royal Dutch Shell PLC 1.5%
Value ($000) $10,059 Shares 145,305 Est. Cost $6346.99 Unrealized
GD General Dynamics Corp 1.4%
Value ($000) $9,972 Shares 53,496 Est. Cost $61.98 Unrealized +177.6%
L3 Technologies Inc 1.4%
Value ($000) $9,773 Shares 50,815 Est. Cost $189224.25 Unrealized
BALL Ball Corp 1.4%
Value ($000) $9,735 Shares 273,853 Est. Cost $29.82 Unrealized +18.0%
DE Deere & Co 1.4%
Value ($000) $9,639 Shares 68,951 Est. Cost $73.35 Unrealized +79.1%
CL Colgate-Palmolive Co 1.3%
Value ($000) $9,126 Shares 140,815 Est. Cost $49.30 Unrealized +10.8%
PFG Principal Finl Group Inc 1.2%
Value ($000) $8,458 Shares 159,742 Est. Cost $47.96 Unrealized -10.1%
IWM ISHARES TR 1.2%
Value ($000) $8,410 Shares 51,350 Est. Cost $152464.80 Unrealized
INTC Intel Corp 1.1%
Value ($000) $7,765 Shares 156,198 Est. Cost $22.74 Unrealized +98.1%
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $7,082 Shares 19,948 Est. Cost $345426.66 Unrealized
ABBV AbbVie Inc 1.0%
Value ($000) $6,695 Shares 72,266 Est. Cost $31.94 Unrealized +120.7%
SYK Stryker Corp 0.9%
Value ($000) $6,400 Shares 37,904 Est. Cost $78.59 Unrealized +96.9%
VZ Verizon Communications Inc 0.9%
Value ($000) $6,028 Shares 119,822 Est. Cost $30.00 Unrealized +7.4%
T AT&T Inc 0.7%
Value ($000) $5,126 Shares 159,626 Est. Cost $14.12 Unrealized +2.9%
TJX TJX Companies Inc 0.7%
Value ($000) $4,805 Shares 50,480 Est. Cost $21.57 Unrealized +83.4%
DCI Donaldson Co Inc 0.6%
Value ($000) $4,065 Shares 90,100 Est. Cost $30.26 Unrealized +34.8%
XEL Xcel Energy Inc 0.6%
Value ($000) $4,034 Shares 88,309 Est. Cost $25.54 Unrealized +38.7%
ECL Ecolab Inc 0.6%
Value ($000) $4,011 Shares 28,584 Est. Cost $80.56 Unrealized +65.0%
CHRW C.H. Robinson Worldwide Inc 0.6%
Value ($000) $4,003 Shares 47,853 Est. Cost $52.24 Unrealized +42.5%
ADP Automatic Data Processing Inc 0.6%
Value ($000) $3,830 Shares 28,554 Est. Cost $73.15 Unrealized +47.3%
D Dominion Resources Inc 0.5%
Value ($000) $3,491 Shares 51,200 Est. Cost $44.30 Unrealized +4.6%
KMB Kimberly-Clark Corp 0.5%
Value ($000) $3,457 Shares 32,817 Est. Cost $70.53 Unrealized +12.6%
GGG Graco Inc 0.5%
Value ($000) $3,432 Shares 75,890 Est. Cost $32.10 Unrealized +29.6%
EFA ISHARES TR 0.5%
Value ($000) $3,432 Shares 51,242 Est. Cost $70318.88 Unrealized
TRV The Travelers Companies Inc 0.5%
Value ($000) $3,173 Shares 25,934 Est. Cost $82.47 Unrealized +34.4%
HON Honeywell International Inc 0.4%
Value ($000) $3,111 Shares 21,597 Est. Cost $64.09 Unrealized +77.2%
NKE Nike Inc 0.4%
Value ($000) $3,108 Shares 39,000 Est. Cost $43.17 Unrealized +47.9%
MDT Medtronic PLC 0.4%
Value ($000) $2,989 Shares 34,914 Est. Cost $59.14 Unrealized +15.9%
GPC Genuine Parts Co 0.4%
Value ($000) $2,952 Shares 32,160 Est. Cost $64.52 Unrealized +13.3%
LEG Leggett & Platt Inc 0.4%
Value ($000) $2,843 Shares 63,691 Est. Cost $40.02 Unrealized +7.3%
GIS General Mills Inc 0.4%
Value ($000) $2,646 Shares 59,792 Est. Cost $37.84 Unrealized -11.7%
CNP CenterPoint Energy Inc 0.4%
Value ($000) $2,569 Shares 92,693 Est. Cost $17.10 Unrealized +22.1%
Apache Corp 0.4%
Value ($000) $2,522 Shares 53,954 Est. Cost $83.47 Unrealized
SLB Schlumberger Ltd 0.3%
Value ($000) $2,383 Shares 35,555 Est. Cost $55.97 Unrealized -1.6%
TECH Bio- Techne Corp 0.3%
Value ($000) $2,378 Shares 16,073 Est. Cost $30.48 Unrealized +20.7%
MKC McCormick & Co Inc 0.3%
Value ($000) $2,374 Shares 20,447 Est. Cost $30.99 Unrealized +46.6%
ROST Ross Stores Inc 0.3%
Value ($000) $2,253 Shares 26,580 Est. Cost $36.79 Unrealized +105.0%
EMR Emerson Electric Co 0.3%
Value ($000) $2,223 Shares 32,148 Est. Cost $41.61 Unrealized +41.0%
LLY Eli Lilly and Co 0.3%
Value ($000) $2,181 Shares 25,559 Est. Cost $48.66 Unrealized +51.5%
PFE Pfizer Inc 0.3%
Value ($000) $1,988 Shares 54,784 Est. Cost $17.03 Unrealized +42.7%
EFG ISHARES TR 0.3%
Value ($000) $1,958 Shares 24,845 Est. Cost $80740.59 Unrealized
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $1,932 Shares 22,562 Est. Cost $19.84 Unrealized +27.3%
KO Coca-Cola Co 0.3%
Value ($000) $1,856 Shares 42,312 Est. Cost $28.31 Unrealized +20.2%
SO Southern Co 0.3%
Value ($000) $1,854 Shares 40,043 Est. Cost $30.84 Unrealized +6.5%
UPS United Parcel Service Inc 0.3%
Value ($000) $1,746 Shares 16,433 Est. Cost $81.74 Unrealized +2.5%
DHR Danaher Corp 0.2%
Value ($000) $1,726 Shares 17,490 Est. Cost $50.27 Unrealized +71.0%
NVS Novartis Ag 0.2%
Value ($000) $1,626 Shares 21,529 Est. Cost $76.72 Unrealized
Bemis Co Inc 0.2%
Value ($000) $1,615 Shares 38,253 Est. Cost $47794.21 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $1,572 Shares 13,927 Est. Cost $108715.04 Unrealized
Raytheon Co 0.2%
Value ($000) $1,524 Shares 7,889 Est. Cost $93.14 Unrealized
SDY SPDR SERIES TRUST 0.2%
Value ($000) $1,451 Shares 15,657 Est. Cost $94481.18 Unrealized
ADM Archer-Daniels Midland Co 0.2%
Value ($000) $1,419 Shares 30,953 Est. Cost $23.37 Unrealized +53.5%
FAST Fastenal Co 0.2%
Value ($000) $1,418 Shares 29,452 Est. Cost $8.59 Unrealized +23.8%
COP ConocoPhillips 0.2%
Value ($000) $1,407 Shares 20,211 Est. Cost $40.89 Unrealized +26.7%
General Electric Co 0.2%
Value ($000) $1,367 Shares 100,461 Est. Cost $24.46 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $1,357 Shares 28,620 Est. Cost $36.75 Unrealized +12.7%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,333 Shares 31,597 Est. Cost $45146.11 Unrealized
MRK Merck & Co Inc 0.2%
Value ($000) $1,312 Shares 21,621 Est. Cost $43.13 Unrealized +3.2%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $1,304 Shares 30,395 Est. Cost $44856.10 Unrealized
CAG Conagra Brands Inc 0.2%
Value ($000) $1,279 Shares 35,800 Est. Cost $23.50 Unrealized +17.8%
Torchmark Corp 0.2%
Value ($000) $1,221 Shares 15,000 Est. Cost $70.34 Unrealized
MDU MDU Resources Group Inc 0.2%
Value ($000) $1,164 Shares 40,600 Est. Cost $6.34 Unrealized +34.0%
HAL Halliburton Co 0.2%
Value ($000) $1,144 Shares 25,382 Est. Cost $33.98 Unrealized +25.5%
BA Boeing Co 0.2%
Value ($000) $1,134 Shares 3,380 Est. Cost $117.98 Unrealized +180.0%
PSX Phillips 66 0.2%
Value ($000) $1,064 Shares 9,476 Est. Cost $50.24 Unrealized +65.5%
IWF ISHARES TR 0.1%
Value ($000) $1,020 Shares 7,093 Est. Cost $134728.25 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $1,020 Shares 7,516 Est. Cost $64.65 Unrealized +95.7%
IEFA ISHARES TR 0.1%
Value ($000) $989 Shares 15,602 Est. Cost $14472.75 Unrealized
JPM JPMorgan Chase & Co 0.1%
Value ($000) $987 Shares 9,468 Est. Cost $43.85 Unrealized +103.0%
FHI Federated Investors Inc 0.1%
Value ($000) $966 Shares 41,420 Est. Cost $19.46 Unrealized -2.6%
LOW Lowe s Companies Inc 0.1%
Value ($000) $859 Shares 8,990 Est. Cost $48.17 Unrealized +63.4%
AXP American Express Co 0.1%
Value ($000) $828 Shares 8,447 Est. Cost $60.27 Unrealized +47.0%
Dowdupont Inc 0.1%
Value ($000) $801 Shares 12,154 Est. Cost $71224.14 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $773 Shares 5,583 Est. Cost $49.85 Unrealized +146.0%
JCI Johnson Controls International PLC 0.1%
Value ($000) $753 Shares 22,515 Est. Cost $33.22 Unrealized -11.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $739 Shares 9,725 Est. Cost $72227.98 Unrealized
CLX Clorox Co 0.1%
Value ($000) $738 Shares 5,455 Est. Cost $66.42 Unrealized +48.9%
FUL H.B. Fuller Co 0.1%
Value ($000) $733 Shares 13,650 Est. Cost $35.70 Unrealized +31.7%
AGG ISHARES TR 0.1%
Value ($000) $733 Shares 6,897 Est. Cost $87016.09 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $723 Shares 17,250 Est. Cost $39630.36 Unrealized
VAC Marriott Vacations Worldwide Corp 0.1%
Value ($000) $702 Shares 6,217 Est. Cost $51.29 Unrealized +140.9%
HPQ HP Inc 0.1%
Value ($000) $627 Shares 27,621 Est. Cost $16.26 Unrealized +6.0%
NTRS Northern Trust Corp 0.1%
Value ($000) $626 Shares 6,080 Est. Cost $45.87 Unrealized +83.9%
PNR Pentair PLC 0.1%
Value ($000) $623 Shares 14,805 Est. Cost $41.38 Unrealized -2.9%
LQD ISHARES TR 0.1%
Value ($000) $621 Shares 5,424 Est. Cost $116065.97 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $620 Shares 4,373 Est. Cost $68.35 Unrealized +72.3%
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $593 Shares 4,462 Est. Cost $56.98 Unrealized +103.5%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $589 Shares 10,645 Est. Cost $33.70 Unrealized +20.6%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $582 Shares 4,160 Est. Cost $99.29 Unrealized +23.3%
IWB ISHARES TR 0.1%
Value ($000) $574 Shares 3,778 Est. Cost $148730.97 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $552 Shares 4,547 Est. Cost $124282.98 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $543 Shares 5,558 Est. Cost $96779.35 Unrealized
CE Celanese Corp 0.1%
Value ($000) $523 Shares 4,713 Est. Cost $57.68 Unrealized +65.3%
CDK Global Inc 0.1%
Value ($000) $477 Shares 7,332 Est. Cost $71246.82 Unrealized
MCK McKesson Corp 0.1%
Value ($000) $476 Shares 3,570 Est. Cost $115.53 Unrealized +19.2%
Praxair Inc 0.1%
Value ($000) $445 Shares 2,815 Est. Cost $115.30 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $439 Shares 2,148 Est. Cost $186761.97 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $437 Shares 6,797 Est. Cost $51.36 Unrealized +0.6%
Hubbell Incorporated B 0.1%
Value ($000) $423 Shares 4,000 Est. Cost $99.00 Unrealized
CBKCQ Christopher & Banks Corp 0.1%
Value ($000) $411 Shares 437,095 Est. Cost $6.76 Unrealized -85.1%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $406 Shares 7,640 Est. Cost $43.51 Unrealized +1.4%
HPE Hewlett Packard Enterprise Co 0.1%
Value ($000) $404 Shares 27,640 Est. Cost $6.64 Unrealized +95.9%
TCF Financial Corp 0.1%
Value ($000) $394 Shares 16,000 Est. Cost $14.46 Unrealized
L Brands Inc 0.1%
Value ($000) $392 Shares 10,633 Est. Cost $63.01 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $391 Shares 1,841 Est. Cost $207977.20 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $384 Shares 1,709 Est. Cost $215915.73 Unrealized
ERIC ERICSSON 0.1%
Value ($000) $384 Shares 50,008 Est. Cost $11.28 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $372 Shares 14,805 Est. Cost $21.84 Unrealized 0.0%
WMB Williams Companies Inc 0.1%
Value ($000) $364 Shares 13,427 Est. Cost $18.05 Unrealized -4.4%
PFF ISHARES TR 0.1%
Value ($000) $356 Shares 9,435 Est. Cost $27990.92 Unrealized
SCHW Charles Schwab Corp 0.1%
Value ($000) $355 Shares 6,950 Est. Cost $26.03 Unrealized +91.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $346 Shares 3,402 Est. Cost $92014.54 Unrealized
BRK/B Berkshire Hathaway Inc Del 0.0%
Value ($000) $337 Shares 1,807 Est. Cost $189.88 Unrealized +2.7%
EEM ISHARES TR 0.0%
Value ($000) $334 Shares 7,708 Est. Cost $47183.01 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $316 Shares 1,390 Est. Cost $132.31 Unrealized +63.6%
DTE Dte Energy Company 0.0%
Value ($000) $311 Shares 3,000 Est. Cost $39.45 Unrealized +69.8%
IEF ISHARES TR 0.0%
Value ($000) $308 Shares 3,000 Est. Cost $105666.66 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $307 Shares 1,837 Est. Cost $21.80 Unrealized +53.2%
RWR SPDR SERIES TRUST 0.0%
Value ($000) $289 Shares 3,077 Est. Cost $93597.66 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $282 Shares 2,141 Est. Cost $125642.23 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $274 Shares 9,920 Est. Cost $59.27 Unrealized
DLX Deluxe Corp 0.0%
Value ($000) $273 Shares 4,130 Est. Cost $30.93 Unrealized +57.9%
SHW Sherwin-Williams Co 0.0%
Value ($000) $270 Shares 662 Est. Cost $92.99 Unrealized +30.0%
Andeavor 0.0%
Value ($000) $262 Shares 2,000 Est. Cost $114418.60 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $259 Shares 3,387 Est. Cost $9.96 Unrealized +24.1%
FTV Fortive Corp Com 0.0%
Value ($000) $258 Shares 3,352 Est. Cost $31.86 Unrealized +45.3%
PH Parker Hannifin Corp 0.0%
Value ($000) $251 Shares 1,612 Est. Cost $112.10 Unrealized +35.5%
DIS Walt Disney Co 0.0%
Value ($000) $241 Shares 2,299 Est. Cost $103.01 Unrealized -5.7%
PM Philip Morris International Inc 0.0%
Value ($000) $223 Shares 2,759 Est. Cost $56.59 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $218 Shares 1,338 Est. Cost $152924.60 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $206 Shares 1,431 Est. Cost $147368.42 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $205 Shares 280 Est. Cost $618.42 Unrealized 0.0%
BAB INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $203 Shares 6,850 Est. Cost $29.64 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $90 Shares 11,606 Est. Cost $7.75 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $59 Shares 17,588 Est. Cost $3.35 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $49 Shares 10,580 Est. Cost $4.63 Unrealized