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PALISADE CAPITAL MANAGEMENT LLC/NJ 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PALISADE CAPITAL MANAGEMENT LLC/NJ

报告期 2026-03-31 · CIK 0001009006

持仓数

303

前50大市值合计

$1.64B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$62.3M

245,291

3.8%

LFUS LITTELFUSE INC

COM

$57.5M

169,456

3.5%

APH AMPHENOL CORP

CL A

$56.2M

444,923

3.4%

IDA IDACORP INC

COM

$53.8M

376,154

3.3%

IGSB ISHARES TR

ISHS 1-5YR INVS

$53.0M

1,007,682

3.2%

AIT APPLIED INDL TECHNOLOGIES IN

COM

$49.1M

185,074

3.0%

MLI MUELLER INDS INC

COM

$48.6M

438,306

3.0%

RJF RAYMOND JAMES FINL INC

COM

$47.3M

326,398

2.9%

NVDA NVIDIA CORPORATION

COM

$44.2M

253,295

2.7%

GOOG ALPHABET INC

CAP STK CL C

$38.6M

134,695

2.4%

WSFS WSFS FINL CORP

COM

$38.4M

587,253

2.3%

HEI/A HEICO CORP NEW

CL A

$37.2M

176,458

2.3%

WWD WOODWARD INC

COM

$37.2M

104,067

2.3%

SMTC SEMTECH CORP

COM

$37.0M

480,970

2.2%

NGVT INGEVITY CORP

COM

$35.1M

492,591

2.1%

JPM JPMORGAN CHASE & CO

COM

$34.8M

118,301

2.1%

MSFT MICROSOFT CORP

COM

$34.3M

92,720

2.1%

EGP EASTGROUP PPTYS INC

COM

$32.8M

177,001

2.0%

ONTO ONTO INNOVATION INC

COM

$32.4M

157,844

2.0%

PB PROSPERITY BANCSHARES INC

COM

$31.8M

473,074

1.9%

AVNT AVIENT CORPORATION

COM

$31.6M

870,484

1.9%

FNV FRANCO NEV CORP

COM

$30.7M

124,252

1.9%

SM SM ENERGY COMPANY

COM

$30.3M

972,255

1.8%

CFR CULLEN FROST BANKERS INC

COM

$30.1M

219,375

1.8%

— ONESPAWORLD HOLDINGS LIMITED

COM

$29.9M

1,304,227

1.8%

WLY WILEY JOHN & SONS INC

CL A

$29.8M

780,840

1.8%

ACIW ACI WORLDWIDE INC

COM

$29.1M

708,427

1.8%

DHR DANAHER CORP DEL

COM

$29.0M

152,993

1.8%

RGEN REPLIGEN CORP

COM

$28.3M

240,619

1.7%

HCSG HEALTHCARE SVCS GROUP INC

COM

$28.2M

1,522,463

1.7%

VNT VONTIER CORPORATION

COM

$28.2M

794,149

1.7%

RNST RENASANT CORP

COM

$28.0M

773,837

1.7%

PRMB PRIMO BRANDS CORPORATION

CLASS A COM SHS

$27.2M

1,444,496

1.7%

COLB COLUMBIA BKG SYS INC

COM

$27.1M

989,695

1.7%

AME AMETEK INC

COM

$27.1M

126,303

1.6%

AHCO ADAPTHEALTH CORP

COMMON STOCK

$25.7M

2,162,681

1.6%

NVST ENVISTA HOLDINGS CORPORATION

COM

$25.2M

995,088

1.5%

V VISA INC

COM CL A

$25.2M

83,300

1.5%

FULT FULTON FINL CORP PA

COM

$24.2M

1,189,294

1.5%

AVGO BROADCOM INC

COM

$24.1M

77,938

1.5%

RLI RLI CORP

COM

$23.2M

406,829

1.4%

TDY TELEDYNE TECHNOLOGIES INC

COM

$23.1M

38,136

1.4%

CMC COMMERCIAL METALS CO

COM

$23.0M

374,351

1.4%

NOG NORTHERN OIL & GAS INC

COM

$22.7M

778,140

1.4%

PFGC PERFORMANCE FOOD GROUP CO

COM

$22.5M

262,348

1.4%

BKE BUCKLE INC

COM

$22.5M

446,161

1.4%

BLKB BLACKBAUD INC

COM

$22.3M

577,370

1.4%

CCC CCC INTELLIGENT SOLUTIONS HL

COM

$22.0M

3,667,007

1.3%

GOOGL ALPHABET INC

CAP STK CL A

$21.1M

73,366

1.3%

BFAM BRIGHT HORIZONS FAM SOL IN D

COM

$20.9M

254,674

1.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

20%前 6 大占比

AAPL3.8%LFUS3.5%APH3.4%IDA3.3%IGSB3.2%AIT3.0%