PALISADE CAPITAL MANAGEMENT, LP
Top Portfolio Positions
225 positions ·
$2,604,530,916 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
245,291 | $62,252,402 | 2.39% | |
| LFUS |
Littelfuse Inc /De
Technology
|
169,456 | $57,504,893 | 2.21% | |
| APH |
Amphenol Corp /De/
Technology
|
444,923 | $56,216,021 | 2.16% | |
| IDA |
Idacorp Inc
Utilities
|
376,154 | $53,778,737 | 2.06% | |
| AIT |
Applied Industrial Technologies Inc
Industrials
|
185,074 | $49,103,833 | 1.89% | |
| MLI |
Mueller Industries Inc
Industrials
|
438,306 | $48,564,304 | 1.86% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
326,398 | $47,259,166 | 1.81% | |
| NVDA |
Nvidia Corp
Technology
|
253,295 | $44,174,648 | 1.70% | |
| WSFS |
Wsfs Financial Corp
Financial Services
|
587,253 | $38,441,581 | 1.48% | |
| WWD |
Woodward, Inc.
Industrials
|
104,067 | $37,247,660 | 1.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TMHC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,977,114 | 205,651 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,821,532 | 217,794 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,160,106 | 244,813 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,803,527 | 322,428 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,121,325 | 335,132 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $20,789,486 | 339,642 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,749,917 | 338,029 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,123,943 | 362,986 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,316,076 | 471,547 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,615,735 | 480,145 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,147,442 | 519,771 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,793,932 | 713,429 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,154,536 | 683,600 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $20,467,857 | 674,394 | Shares | Sole | 2023-03-24 | |
| 2022-09-30 | $21,456,871 | 920,106 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,482,393 | 919,623 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $25,344,106 | 931,084 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $35,296,839 | 1,009,635 | Shares | Sole | 2022-04-21 | |
| 2021-09-30 | $25,882,939 | 1,003,993 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,341,908 | 921,344 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $27,325,173 | 886,893 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $16,640,770 | 648,763 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||