Palisade Asset Management, LLC Diversified Active

CIK: 0001434323 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 19, 2018

Total Value ($000): $756,509 (100.0% shares, 0.0% debt)

Holdings (162)

MSFT Microsoft Corp 3.4%
Value ($000) $25,961 Shares 226,994 Est. Cost $29.26 Unrealized +244.5%
ABT Abbott Laboratories 2.9%
Value ($000) $21,984 Shares 299,674 Est. Cost $31.94 Unrealized +81.1%
UNH UnitedHealth Group Inc 2.8%
Value ($000) $21,242 Shares 79,845 Est. Cost $113.35 Unrealized +103.5%
CSCO Cisco Systems Inc 2.8%
Value ($000) $21,235 Shares 436,482 Est. Cost $19.89 Unrealized +81.2%
HD The Home Depot Inc 2.7%
Value ($000) $20,567 Shares 99,287 Est. Cost $57.09 Unrealized +194.2%
AAPL Apple Inc 2.7%
Value ($000) $20,561 Shares 91,084 Est. Cost $25.15 Unrealized +95.9%
AMGN Amgen Inc 2.5%
Value ($000) $18,981 Shares 91,565 Est. Cost $112.64 Unrealized +39.7%
TGT Target Corp 2.4%
Value ($000) $18,491 Shares 209,626 Est. Cost $50.81 Unrealized +33.7%
JNJ Johnson & Johnson 2.4%
Value ($000) $17,940 Shares 129,841 Est. Cost $74.73 Unrealized +44.6%
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $17,378 Shares 59,775 Est. Cost $266858.88 Unrealized
XOM Exxon Mobil Corp 2.2%
Value ($000) $17,011 Shares 200,086 Est. Cost $54.86 Unrealized +6.1%
Walgreen Boots Alliance Inc Com 2.2%
Value ($000) $16,880 Shares 231,553 Est. Cost $54449.00 Unrealized
MMM 3M Co 2.1%
Value ($000) $15,799 Shares 74,978 Est. Cost $74.68 Unrealized +77.0%
USB US Bancorp 2.0%
Value ($000) $15,284 Shares 289,410 Est. Cost $34.99 Unrealized +11.8%
CVX Chevron Corp 2.0%
Value ($000) $15,258 Shares 124,783 Est. Cost $72.51 Unrealized +21.2%
IBM International Business Machines Corp 2.0%
Value ($000) $15,216 Shares 100,630 Est. Cost $110.40 Unrealized -8.3%
PG Procter & Gamble Co 2.0%
Value ($000) $14,761 Shares 177,351 Est. Cost $59.08 Unrealized +14.7%
ORCL Oracle Corp 1.9%
Value ($000) $14,705 Shares 285,195 Est. Cost $43.45 Unrealized +0.3%
AFL Aflac Inc 1.9%
Value ($000) $14,571 Shares 309,560 Est. Cost $29.66 Unrealized +29.7%
BDX Becton Dickinson and Co 1.8%
Value ($000) $13,943 Shares 53,423 Est. Cost $88.07 Unrealized +150.2%
PEP PepsiCo Inc 1.8%
Value ($000) $13,927 Shares 124,569 Est. Cost $62.27 Unrealized +45.0%
WFC Wells Fargo & Co 1.8%
Value ($000) $13,844 Shares 263,403 Est. Cost $38.40 Unrealized +21.1%
United Technologies Corp 1.8%
Value ($000) $13,639 Shares 97,553 Est. Cost $4014.97 Unrealized
SYY Sysco Corp 1.7%
Value ($000) $13,059 Shares 178,274 Est. Cost $26.63 Unrealized +122.6%
MCD McDonald s Corp 1.7%
Value ($000) $12,579 Shares 75,193 Est. Cost $77.82 Unrealized +73.2%
BALL Ball Corp 1.6%
Value ($000) $12,162 Shares 276,475 Est. Cost $29.82 Unrealized +25.6%
HRL Hormel Foods Corp 1.6%
Value ($000) $12,134 Shares 307,962 Est. Cost $27.62 Unrealized +14.3%
BAX Baxter International Inc 1.6%
Value ($000) $11,799 Shares 153,049 Est. Cost $34.63 Unrealized +87.5%
RY Royal Bank of Canada 1.5%
Value ($000) $11,710 Shares 146,031 Est. Cost $71.37 Unrealized +9.8%
GD General Dynamics Corp 1.4%
Value ($000) $10,951 Shares 53,493 Est. Cost $61.98 Unrealized +166.8%
L3 Technologies Inc 1.4%
Value ($000) $10,797 Shares 50,780 Est. Cost $189224.25 Unrealized
DE Deere & Co 1.4%
Value ($000) $10,392 Shares 69,126 Est. Cost $73.35 Unrealized +75.3%
PFG Principal Finl Group Inc 1.3%
Value ($000) $9,910 Shares 169,149 Est. Cost $47.62 Unrealized -12.3%
Royal Dutch Shell PLC 1.3%
Value ($000) $9,895 Shares 145,217 Est. Cost $6346.99 Unrealized
OMC Omnicom Group Inc 1.3%
Value ($000) $9,681 Shares 142,322 Est. Cost $45.51 Unrealized +17.9%
CL Colgate-Palmolive Co 1.3%
Value ($000) $9,481 Shares 141,610 Est. Cost $49.30 Unrealized +13.5%
IWM ISHARES TR 1.1%
Value ($000) $8,641 Shares 51,266 Est. Cost $152464.80 Unrealized
INTC Intel Corp 1.0%
Value ($000) $7,386 Shares 156,194 Est. Cost $22.74 Unrealized +82.6%
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $7,334 Shares 19,959 Est. Cost $345426.66 Unrealized
ABBV AbbVie Inc 0.9%
Value ($000) $6,879 Shares 72,731 Est. Cost $31.94 Unrealized +116.5%
SYK Stryker Corp 0.9%
Value ($000) $6,681 Shares 37,604 Est. Cost $78.59 Unrealized +100.5%
VZ Verizon Communications Inc 0.9%
Value ($000) $6,442 Shares 120,652 Est. Cost $30.00 Unrealized +18.8%
T AT&T Inc 0.8%
Value ($000) $5,945 Shares 177,026 Est. Cost $14.15 Unrealized +2.3%
TJX TJX Companies Inc 0.8%
Value ($000) $5,702 Shares 50,904 Est. Cost $21.57 Unrealized +115.5%
DCI Donaldson Co Inc 0.7%
Value ($000) $5,232 Shares 89,800 Est. Cost $30.26 Unrealized +47.4%
CHRW C.H. Robinson Worldwide Inc 0.6%
Value ($000) $4,666 Shares 47,653 Est. Cost $52.24 Unrealized +50.6%
ECL Ecolab Inc 0.6%
Value ($000) $4,453 Shares 28,405 Est. Cost $80.56 Unrealized +70.1%
ADP Automatic Data Processing Inc 0.6%
Value ($000) $4,287 Shares 28,456 Est. Cost $73.15 Unrealized +65.2%
XEL Xcel Energy Inc 0.6%
Value ($000) $4,211 Shares 89,189 Est. Cost $25.54 Unrealized +47.5%
KMB Kimberly-Clark Corp 0.5%
Value ($000) $3,752 Shares 33,018 Est. Cost $70.53 Unrealized +22.7%
HON Honeywell International Inc 0.5%
Value ($000) $3,615 Shares 21,725 Est. Cost $64.09 Unrealized +89.7%
D Dominion Resources Inc 0.5%
Value ($000) $3,604 Shares 51,274 Est. Cost $44.30 Unrealized +15.1%
GGG Graco Inc 0.5%
Value ($000) $3,517 Shares 75,890 Est. Cost $32.10 Unrealized +32.1%
EFA ISHARES TR 0.5%
Value ($000) $3,503 Shares 51,518 Est. Cost $70318.88 Unrealized
MDT Medtronic PLC 0.4%
Value ($000) $3,397 Shares 34,530 Est. Cost $59.14 Unrealized +29.0%
TRV The Travelers Companies Inc 0.4%
Value ($000) $3,351 Shares 25,834 Est. Cost $82.47 Unrealized +33.2%
NKE Nike Inc 0.4%
Value ($000) $3,304 Shares 39,000 Est. Cost $43.17 Unrealized +69.0%
GIS General Mills Inc 0.4%
Value ($000) $3,229 Shares 75,228 Est. Cost $37.25 Unrealized -6.1%
GPC Genuine Parts Co 0.4%
Value ($000) $3,182 Shares 32,010 Est. Cost $64.52 Unrealized +22.7%
TECH Bio- Techne Corp 0.4%
Value ($000) $3,123 Shares 15,299 Est. Cost $30.48 Unrealized +40.3%
LLY Eli Lilly and Co 0.4%
Value ($000) $2,721 Shares 25,359 Est. Cost $48.66 Unrealized +85.5%
MKC McCormick & Co Inc 0.4%
Value ($000) $2,700 Shares 20,492 Est. Cost $30.99 Unrealized +73.1%
LEG Leggett & Platt Inc 0.4%
Value ($000) $2,698 Shares 61,611 Est. Cost $40.02 Unrealized +12.4%
ROST Ross Stores Inc 0.3%
Value ($000) $2,622 Shares 26,460 Est. Cost $36.79 Unrealized +132.0%
CNP CenterPoint Energy Inc 0.3%
Value ($000) $2,563 Shares 92,693 Est. Cost $17.10 Unrealized +31.8%
Apache Corp 0.3%
Value ($000) $2,560 Shares 53,694 Est. Cost $83.47 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $2,456 Shares 55,739 Est. Cost $17.21 Unrealized +60.6%
EMR Emerson Electric Co 0.3%
Value ($000) $2,434 Shares 31,787 Est. Cost $41.61 Unrealized +48.9%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $2,108 Shares 22,452 Est. Cost $19.84 Unrealized +37.8%
SLB Schlumberger Ltd 0.3%
Value ($000) $2,096 Shares 34,401 Est. Cost $55.97 Unrealized -7.0%
EFG ISHARES TR 0.3%
Value ($000) $1,985 Shares 24,795 Est. Cost $80740.59 Unrealized
UPS United Parcel Service Inc 0.3%
Value ($000) $1,939 Shares 16,612 Est. Cost $81.82 Unrealized +8.1%
KO Coca-Cola Co 0.3%
Value ($000) $1,931 Shares 41,801 Est. Cost $28.31 Unrealized +28.2%
NVS Novartis Ag 0.3%
Value ($000) $1,906 Shares 22,117 Est. Cost $76.98 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $1,890 Shares 17,390 Est. Cost $50.27 Unrealized +75.1%
Bemis Co Inc 0.2%
Value ($000) $1,859 Shares 38,253 Est. Cost $47794.21 Unrealized
SO Southern Co 0.2%
Value ($000) $1,793 Shares 41,133 Est. Cost $30.94 Unrealized +10.8%
FAST Fastenal Co 0.2%
Value ($000) $1,725 Shares 29,738 Est. Cost $8.59 Unrealized +37.2%
Raytheon Co 0.2%
Value ($000) $1,649 Shares 7,981 Est. Cost $94.44 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $1,617 Shares 14,619 Est. Cost $103574.18 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $1,610 Shares 20,796 Est. Cost $41.32 Unrealized +36.4%
ADM Archer-Daniels Midland Co 0.2%
Value ($000) $1,556 Shares 30,953 Est. Cost $23.37 Unrealized +68.9%
MRK Merck & Co Inc 0.2%
Value ($000) $1,554 Shares 21,899 Est. Cost $43.22 Unrealized +17.2%
SDY SPDR SERIES TRUST 0.2%
Value ($000) $1,515 Shares 15,470 Est. Cost $94481.18 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $1,328 Shares 28,510 Est. Cost $36.75 Unrealized +6.0%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $1,317 Shares 30,445 Est. Cost $44856.10 Unrealized
Torchmark Corp 0.2%
Value ($000) $1,300 Shares 15,000 Est. Cost $70.34 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,286 Shares 31,359 Est. Cost $45146.11 Unrealized
BA Boeing Co 0.2%
Value ($000) $1,257 Shares 3,380 Est. Cost $117.98 Unrealized +187.4%
CAG Conagra Brands Inc 0.2%
Value ($000) $1,216 Shares 35,800 Est. Cost $23.50 Unrealized +16.3%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,180 Shares 15,495 Est. Cost $76.15 Unrealized
JPM JPMorgan Chase & Co 0.1%
Value ($000) $1,122 Shares 9,941 Est. Cost $46.17 Unrealized +100.6%
CAT Caterpillar Inc 0.1%
Value ($000) $1,113 Shares 7,296 Est. Cost $64.65 Unrealized +86.4%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,106 Shares 32,995 Est. Cost $33.52 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,095 Shares 7,018 Est. Cost $134728.25 Unrealized
MDU MDU Resources Group Inc 0.1%
Value ($000) $1,051 Shares 40,900 Est. Cost $6.34 Unrealized +35.4%
LOW Lowe s Companies Inc 0.1%
Value ($000) $1,035 Shares 9,017 Est. Cost $48.17 Unrealized +89.0%
HAL Halliburton Co 0.1%
Value ($000) $1,029 Shares 25,382 Est. Cost $33.98 Unrealized +4.7%
PSX Phillips 66 0.1%
Value ($000) $1,021 Shares 9,056 Est. Cost $50.24 Unrealized +71.3%
IEFA ISHARES TR 0.1%
Value ($000) $1,000 Shares 15,602 Est. Cost $14472.75 Unrealized
FHI Federated Investors Inc 0.1%
Value ($000) $999 Shares 41,420 Est. Cost $19.46 Unrealized -13.3%
General Electric Co 0.1%
Value ($000) $909 Shares 80,500 Est. Cost $24.46 Unrealized
AXP American Express Co 0.1%
Value ($000) $897 Shares 8,428 Est. Cost $60.27 Unrealized +56.2%
CLX Clorox Co 0.1%
Value ($000) $820 Shares 5,455 Est. Cost $66.42 Unrealized +72.6%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $788 Shares 5,583 Est. Cost $49.85 Unrealized +135.5%
Dowdupont Inc 0.1%
Value ($000) $776 Shares 12,070 Est. Cost $71224.14 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $740 Shares 4,545 Est. Cost $70.60 Unrealized +81.0%
JCI Johnson Controls International PLC 0.1%
Value ($000) $736 Shares 21,015 Est. Cost $33.22 Unrealized -5.8%
IYE ISHARES TR 0.1%
Value ($000) $724 Shares 17,250 Est. Cost $39630.36 Unrealized
FUL H.B. Fuller Co 0.1%
Value ($000) $705 Shares 13,650 Est. Cost $35.70 Unrealized +43.7%
PNR Pentair PLC 0.1%
Value ($000) $674 Shares 15,548 Est. Cost $41.26 Unrealized -5.6%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $661 Shares 10,645 Est. Cost $33.70 Unrealized +33.5%
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $653 Shares 4,462 Est. Cost $56.98 Unrealized +102.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $651 Shares 8,600 Est. Cost $72227.98 Unrealized
VAC Marriott Vacations Worldwide Corp 0.1%
Value ($000) $631 Shares 5,649 Est. Cost $51.29 Unrealized +130.5%
NTRS Northern Trust Corp 0.1%
Value ($000) $621 Shares 6,080 Est. Cost $45.87 Unrealized +86.6%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $614 Shares 4,160 Est. Cost $99.29 Unrealized +25.3%
IWB ISHARES TR 0.1%
Value ($000) $579 Shares 3,581 Est. Cost $148730.97 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $564 Shares 4,457 Est. Cost $124282.98 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $550 Shares 5,516 Est. Cost $96779.35 Unrealized
CE Celanese Corp 0.1%
Value ($000) $537 Shares 4,713 Est. Cost $57.68 Unrealized +72.6%
CVS CVS Health Corp 0.1%
Value ($000) $535 Shares 6,797 Est. Cost $51.36 Unrealized +10.0%
LQD ISHARES TR 0.1%
Value ($000) $534 Shares 4,649 Est. Cost $116065.97 Unrealized
Hubbell Incorporated B 0.1%
Value ($000) $534 Shares 4,000 Est. Cost $99.00 Unrealized
MCK McKesson Corp 0.1%
Value ($000) $474 Shares 3,570 Est. Cost $115.53 Unrealized +6.6%
Praxair Inc 0.1%
Value ($000) $473 Shares 2,940 Est. Cost $117.24 Unrealized
CHD Church & Dwight Co Inc 0.1%
Value ($000) $454 Shares 7,640 Est. Cost $43.51 Unrealized +19.0%
IWO ISHARES TR 0.1%
Value ($000) $445 Shares 2,068 Est. Cost $186761.97 Unrealized
ERIC ERICSSON 0.1%
Value ($000) $440 Shares 50,008 Est. Cost $11.28 Unrealized
BRK/B Berkshire Hathaway Inc Del 0.1%
Value ($000) $407 Shares 1,901 Est. Cost $190.64 Unrealized +7.6%
IWR ISHARES TR 0.1%
Value ($000) $406 Shares 1,841 Est. Cost $207977.20 Unrealized
HPE Hewlett Packard Enterprise Co 0.1%
Value ($000) $405 Shares 24,840 Est. Cost $6.64 Unrealized +90.6%
CDK Global Inc 0.1%
Value ($000) $403 Shares 6,448 Est. Cost $71246.82 Unrealized
HPQ HP Inc 0.1%
Value ($000) $399 Shares 15,500 Est. Cost $16.26 Unrealized +15.5%
IJK ISHARES TR 0.1%
Value ($000) $398 Shares 1,709 Est. Cost $215915.73 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $391 Shares 3,532 Est. Cost $88631.90 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $389 Shares 14,305 Est. Cost $21.84 Unrealized +6.4%
TCF Financial Corp 0.1%
Value ($000) $381 Shares 16,000 Est. Cost $14.46 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $379 Shares 3,595 Est. Cost $87016.09 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $365 Shares 13,427 Est. Cost $18.05 Unrealized +6.5%
PFF ISHARES TR 0.0%
Value ($000) $350 Shares 9,435 Est. Cost $27990.92 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $348 Shares 7,089 Est. Cost $26.42 Unrealized +74.3%
FDX FedEx Corp 0.0%
Value ($000) $335 Shares 1,390 Est. Cost $132.31 Unrealized +60.4%
CBKCQ Christopher & Banks Corp 0.0%
Value ($000) $332 Shares 437,095 Est. Cost $6.76 Unrealized -86.4%
DTE Dte Energy Company 0.0%
Value ($000) $327 Shares 3,000 Est. Cost $39.45 Unrealized +84.4%
EEM ISHARES TR 0.0%
Value ($000) $326 Shares 7,595 Est. Cost $47183.01 Unrealized
Andeavor 0.0%
Value ($000) $317 Shares 2,063 Est. Cost $110929.18 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $308 Shares 1,837 Est. Cost $21.80 Unrealized +62.6%
TSCO Tractor Supply Co 0.0%
Value ($000) $308 Shares 3,387 Est. Cost $9.96 Unrealized +49.1%
SHW Sherwin-Williams Co 0.0%
Value ($000) $301 Shares 662 Est. Cost $92.99 Unrealized +49.1%
PH Parker Hannifin Corp 0.0%
Value ($000) $296 Shares 1,612 Est. Cost $112.10 Unrealized +37.0%
RWR SPDR SERIES TRUST 0.0%
Value ($000) $287 Shares 3,077 Est. Cost $93597.66 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $285 Shares 2,141 Est. Cost $125642.23 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $285 Shares 9,920 Est. Cost $59.27 Unrealized
DIS Walt Disney Co 0.0%
Value ($000) $279 Shares 2,387 Est. Cost $103.14 Unrealized +3.3%
L Brands Inc 0.0%
Value ($000) $261 Shares 8,607 Est. Cost $63.01 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $247 Shares 280 Est. Cost $618.42 Unrealized +17.4%
FTV Fortive Corp Com 0.0%
Value ($000) $247 Shares 2,934 Est. Cost $31.86 Unrealized +56.1%
IVW ISHARES TR 0.0%
Value ($000) $237 Shares 1,338 Est. Cost $152924.60 Unrealized
DLX Deluxe Corp 0.0%
Value ($000) $235 Shares 4,130 Est. Cost $30.93 Unrealized +36.5%
GLW Corning Inc 0.0%
Value ($000) $227 Shares 6,420 Est. Cost $26.48 Unrealized 0.0%
IYJ ISHARES TR 0.0%
Value ($000) $223 Shares 1,431 Est. Cost $147368.42 Unrealized