PALISADE CAPITAL MANAGEMENT LLC/NJ

Long Only Manager

PALISADE CAPITAL MANAGEMENT LLC/NJ is a Long Only Manager based in New York, NY led by Alison Anne Berman, reporting $4.2B in AUM as of Q3 2025 with APH as the largest holding (2% allocation).

CEOAlison Anne Berman

Portfolio Value: $3.3B
Positions: 220
Top Holding: APH at 2.08%
Last Reported: Q3 2025

Address375 Park Avenue, New York, NY, 10152, United States

Top Holdings

Largest long holdings in PALISADE CAPITAL MANAGEMENT LLC/NJ's portfolio (17.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amphenol APH	Hardware, Equipment & Parts Technology	$67.9M	2.08%	-$10.3M Sold	0.04% 548.4K shares	Q4 2012 Held for 12y 11m
2 Raymond James Financial RJF	Financial - Capital Markets Financial Services	$65.3M	2.00%	+$431.5K Bought	0.19% 378.1K shares	Q4 2012 Held for 12y 11m
3 IDACORP IDA	Regulated Electric Utilities	$60.2M	1.85%	-$982.1K Sold	0.84% 455.5K shares	Q4 2012 Held for 12y 11m
4 Mueller Industries MLI	Manufacturing - Metal Fabrication Industrials	$59.8M	1.84%	-$9.2M Sold	0.53% 591.2K shares	Q4 2012 Held for 12y 11m
5 Apple AAPL	Consumer Electronics Technology	$59.6M	1.83%	-$309.1K Sold	0.00% 234.2K shares	Q4 2012 Held for 12y 11m
6 Applied Industrial Technologies AIT	Industrial - Distribution Industrials	$58.2M	1.79%	-$1.7M Sold	0.59% 223.1K shares	Q4 2012 Held for 12y 11m
7 Nvidia NVDA	Semiconductors Technology	$49.3M	1.52%	-$69.6K Sold	0.00% 264.5K shares	Q4 2020 Held for 4y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$46.9M	1.44%	+$3.2M Bought	0.00% 90.5K shares	Q4 2012 Held for 12y 11m
9 Heico Corporation HEI.A	Aerospace & Defense Industrials	$46.0M	1.41%	-$174.6K Sold	0.13% 181.1K shares	Q4 2019 Held for 5y 11m
10 ACI Worldwide ACIW	Software - Infrastructure Technology	$45.0M	1.38%	-$469.9K Sold	0.83% 851.9K shares	Q4 2012 Held for 12y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PALISADE CAPITAL MANAGEMENT LLC/NJ's latest filing

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Market Value

$3.3B

Prior: $3.1B

Q/Q Change

+5.18%

+$160.4M

Net Flows % of MV

-0.393%

Turnover Ratio

6.6%

New Purchases

10 stocks

$92.6M

Added To

72 stocks

+$98.6M

Sold Out Of

13 stocks

$90.0M

Reduced Holdings

106 stocks

-$114.1M

Increased Positions

Position	Shares Δ	Change
1 CCC CCC Intelligent Solutions Holdings Inc. CCC	New	0 → 3.7M +$34.1M
2 iShares Trust IGSB	New	0 → 446.0K +$23.7M
3 MYR Group MYRG	New	0 → 53.9K +$11.2M
4 Phreesia PHR	New	0 → 344.4K +$8.1M
5 Eaton Corporation ETN	New	0 → 19.8K +$7.4M

Decreased Positions

Position	Shares Δ	Change
1 CCC Intelligent Solutions Holdings Inc. CCCS	Sold	3.8M → 0 −$35.6M
2 Fiserv FI	Sold	124.7K → 0 −$21.5M
3 Trupanion TRUP	Sold	237.8K → 0 −$13.2M
4 Fortive FTV	Sold	160.9K → 0 −$8.4M
5 Atkore ATKR	Sold	103.5K → 0 −$7.3M

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Analytics

Portfolio insights and performance metrics for PALISADE CAPITAL MANAGEMENT LLC/NJ

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Sector Allocation

Technology

22.30%

Financial Services

16.20%

Industrials

15.80%

Healthcare

12.20%

Consumer Cyclical

8.80%

Basic Materials

4.60%

Real Estate

4.30%

Communication Services

3.70%

Consumer Defensive

2.70%

Energy

2.60%

Utilities

2.30%

ETF

1.90%

Market Cap Distribution

Mega Cap (> $200B)

13.81%

Large Cap ($10B - $200B)

22.29%

Mid Cap ($2B - $10B)

46.77%

Small Cap ($300M - $2B)

12.95%

Micro Cap ($50M - $300M)

0.49%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

3.65%

Portfolio Concentration

Top 10 Holdings %

17.14%

Top 20 Holdings %

28.96%

Top 50 Holdings %

56.87%

Top 100 Holdings %

85.27%