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Institutional Investment Manager
Palisades Investment Partners, LLC
Palisades Investment Partners, LLC (CIK: 0001427373) incorporated in Delaware, located at 1299 Ocean Avenue, Santa Monica, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 80 holdings with a total value of $56,167,329,000,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VERIZON COMMUNICATIONS INC 15,900 777,987,000,000 1.39%
52 ALTRIA GROUP INC 18,700 784,278,000,000 1.40%
53 DEVON ENERGY CORP NEW 10,100 801,940,000,000 1.43%
54 WYNDHAM WORLDWIDE CORP 10,800 817,776,000,000 1.46%
55 MORGAN STANLEY 25,400 821,182,000,000 1.46%
56 CITIGROUPINC 17,500 824,250,000,000 1.47%
57 UNITED TECHNOLOGIES CORP 7,401 854,445,000,000 1.52%
58 HORMEL FOODS CORP 17,500 863,625,000,000 1.54%
59 GOLDMAN SACHS GROUP INC 5,200 870,688,000,000 1.55%
60 Hewlett Packard Co 26,300 885,784,000,000 1.58%
61 CMS ENERGY CORP 29,300 912,695,000,000 1.62%
62 BANK AMER CORP 59,800 919,126,000,000 1.64%
63 ENTERGY CORP NEW 11,200 919,408,000,000 1.64%
64 EDISON INTL 15,900 923,949,000,000 1.64%
65 PUBLIC SVC ENTERPRISE GRP IN 22,700 925,933,000,000 1.65%
66 FIFTH THIRD BANCORP 43,700 932,995,000,000 1.66%
67 COMCAST CORP NEW 17,500 939,400,000,000 1.67%
68 CVS HEALTH CORP 12,500 942,125,000,000 1.68%
69 BAKER HUGHES INC 12,800 952,960,000,000 1.70%
70 AT&T INC 31,000 1,096,160,000,000 1.95%
71 MICROCHIP TECHNOLOGY 22,600 1,103,332,000,000 1.96%
72 LILLY ELI & CO 18,900 1,175,013,000,000 2.09%
73 AMERICAN INTL GROUP INC 22,500 1,228,050,000,000 2.19%
74 JPMORGAN CHASE & CO 23,155 1,334,191,000,000 2.38%
75 CHEVRON CORP NEW 11,100 1,449,105,000,000 2.58%
76 DISNEY WALT CO 19,000 1,629,060,000,000 2.90%
77 GENERAL ELECTRIC CO 64,200 1,687,176,000,000 3.00%
78 WELLS FARGO & CO NEW 38,150 2,005,164,000,000 3.57%
79 JOHNSON & JOHNSON 19,500 2,040,090,000,000 3.63%
80 EXXON MOBIL CORP 24,955 2,512,469,000,000 4.47%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-14-004382, filed 2014.07.28).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.