Palisade Asset Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.2B
- Clients
- 118
- Avg AUM / client
- $10.8M
- Accounts
- 839
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Investments (13F portfolio — 195 positions, $995,903,275)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $50,029,806 | 197,131 | 5.02% | 3.94% |
| 2 | Microsoft Corp | COM | $47,818,931 | 129,181 | 4.8% | 3.77% |
| 3 | Cisco Sys Inc | COM | $27,578,823 | 355,443 | 2.77% | 2.17% |
| 4 | Amgen Inc | COM | $25,903,901 | 73,622 | 2.6% | 2.04% |
| 5 | Oracle Corp | COM | $25,684,818 | 174,596 | 2.58% | 2.02% |
| 6 | State Str Spdr S&P 500 Etf T | TR UNIT | $25,264,303 | 38,848 | 2.54% | 1.99% |
| 7 | Johnson & Johnson | COM | $25,164,854 | 102,949 | 2.53% | 1.98% |
| 8 | International Business Machs | COM | $24,166,042 | 99,699 | 2.43% | 1.9% |
| 9 | Home Depot Inc | COM | $22,426,352 | 68,188 | 2.25% | 1.77% |
| 10 | Jpmorgan Chase & Co | COM | $22,208,198 | 75,497 | 2.23% | 1.75% |
| 11 | Unitedhealth Group Inc | COM | $21,551,141 | 79,645 | 2.16% | 1.7% |
| 12 | Abbott Laboratories | COM | $21,136,673 | 205,870 | 2.12% | 1.67% |
| 13 | Deere & Co | COM | $20,753,662 | 36,843 | 2.08% | 1.64% |
| 14 | Ecolab Inc | COM | $20,379,527 | 76,609 | 2.05% | 1.61% |
| 15 | Chevron Corporation | COM | $19,539,843 | 94,441 | 1.96% | 1.54% |
| 16 | Target Corp | COM | $18,297,080 | 150,966 | 1.84% | 1.44% |
| 17 | Pepsico Inc | COM | $17,668,586 | 113,778 | 1.77% | 1.39% |
| 18 | L3 Harris Technologies Inc | COM | $17,100,802 | 49,546 | 1.72% | 1.35% |
| 19 | Tjx Cos Inc New | COM | $16,385,380 | 102,601 | 1.65% | 1.29% |
| 20 | Mcdonalds Corp | COM | $15,977,105 | 51,408 | 1.6% | 1.26% |
| 21 | Procter & Gamble Co | COM | $15,911,366 | 110,159 | 1.6% | 1.25% |
| 22 | General Dynamics Corp | COM | $14,840,833 | 43,240 | 1.49% | 1.17% |
| 23 | Abbvie Inc | COM | $13,834,322 | 63,609 | 1.39% | 1.09% |
| 24 | Royal Bk Cda | COM | $13,618,803 | 84,181 | 1.37% | 1.07% |
| 25 | Eli Lilly & Co | COM | $13,261,244 | 14,418 | 1.33% | 1.05% |
Top 25 of 195 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 104 | $1.2B | 93.8% |
| Banking or thrift institutions | Fewer than 5 | $4.4M | 0.35% |
| Pension and profit sharing plans | Fewer than 5 | $1.7M | 0.13% |
| Charitable organizations | 7 | $49.7M | 3.92% |
| Corporations and other businesses | 7 | $22.3M | 1.76% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rocca, Peter, Drake | Director Of Marketing, Principal | Jun 2005 (21y) | 25% – 50% | |
| Landberg, Steven, Erik | Principal And Managing Partner | Dec 2007 (19y) | 25% – 50% | |
| Welch, Eugene, Thomas | Principal | Apr 2009 (17y) | Less than 5% | |
| Paul James Kronlokken | Principal | Dec 2009 (17y) | 25% – 50% | |
| Jennifer L Mccord | Chief Compliance Officer | CFA | Dec 2016 (10y) | Less than 5% |
| Robert Paul Lawson | Principal | CFP | Mar 2021 (5y) | 5% – 10% |
| Josiah Benjamin Larson | Registered representative | CFP | Sep 2025 (1y) | |
| Shawn Kevin Eells | Registered representative | CFA | Sep 2025 (1y) | |
| Ryan Woitalla | Registered representative | CFP CFA | Jan 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $708M (56% of AUM) Jul 2026
- State Street $134M (16% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗