Palisades Hudson Asset Management, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$257K
Q ending 2026-03-31
Prior quarter
$258K
Q ending 2025-12-31
Change
-0.5% QoQ · +16.5% YoY
Positions
108
reported holdings
Largest positions
Top 100 of 108 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IJS | Shares | $33K | 282K |
| Vanguard Index Fds | VTI | Shares | $19K | 58K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $18K | 28K |
| Ishares Tr | IJT | Shares | $14K | 99K |
| Ishares Tr | IVV | Shares | $14K | 21K |
| Ishares Tr | IJR | Shares | $12K | 96K |
| Ishares Tr | IEUR | Shares | $11K | 152K |
| Ishares | EWJ | Shares | $9K | 107K |
| Jp Morgan Exchange Traded Fund | Shares | $9K | 126K | |
| Ishares Tr | AAXJ | Shares | $9K | 90K |
| Ishares Gold Trust | IAU | Shares | $6K | 73K |
| Vanguard Intl Equity Index F | VGK | Shares | $6K | 74K |
| Spdr S&P Small Cap Value | SLYV | Shares | $6K | 62K |
| Ishares | EWA | Shares | $6K | 199K |
| Vanguard World Fd | ESGV | Shares | $5K | 47K |
| Nvidia Corp | NVDA | Shares | $5K | 29K |
| Nuveen Esg Small-Cap Etf | NUSC | Shares | $5K | 112K |
| Vanguard Bd Index Fds | VUSB | Shares | $5K | 95K |
| Apple Inc | AAPL | Shares | $5K | 18K |
| Spdr Gold Trust | GLD | Shares | $4K | 10K |
| Microsoft Corp | MSFT | Shares | $3K | 9K |
| Spdr Index Shs Fds | GNR | Shares | $3K | 40K |
| Amazon Com Inc | AMZN | Shares | $2K | 12K |
| Vaneck Etf Trust | SMOG | Shares | $2K | 15K |
| Alphabet Inc | GOOG | Shares | $2K | 7K |
| Spdr S&P Small Cap Growth | SLYG | Shares | $2K | 20K |
| Fidelity Msci Real Estate Etf | FREL | Shares | $2K | 63K |
| Ishares | EWC | Shares | $2K | 31K |
| Vanguard Index Fds | VNQ | Shares | $2K | 19K |
| Alphabet Inc | GOOGL | Shares | $1K | 5K |
| Ishares Tr | IEV | Shares | $1K | 18K |
| Goldman Sachs Group Inc | GS | Shares | $1K | 1K |
| Costco Whsl Corp New | COST | Shares | $1K | 1K |
| Tesla Inc | TSLA | Shares | $1K | 3K |
| Ishares Tr | IWM | Shares | $958 | 4K |
| Vanguard Intl Equity Index F | VOO | Shares | $945 | 2K |
| Ishares Tr | ICLN | Shares | $914 | 50K |
| Steel Dynamics Inc | STLD | Shares | $877 | 5K |
| Visa Inc | V | Shares | $868 | 3K |
| Ishares Tr | IWO | Shares | $808 | 3K |
| Mastercard Inc | MA | Shares | $753 | 2K |
| Jpmorgan Exchange Traded Fund | Shares | $719 | 8K | |
| Abbvie Inc | ABBV | Shares | $713 | 3K |
| American Express Co | AXP | Shares | $700 | 2K |
| Ishares Tr | IWN | Shares | $686 | 4K |
| Intuit | INTU | Shares | $645 | 1K |
| Yum Brands Inc | YUM | Shares | $644 | 4K |
| C H Robinson Worldwide Inc | CHRW | Shares | $643 | 4K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $623 | 3K |
| Trane Technologies Plc Class A | Shares | $594 | 1K | |
| Prologis Inc | PLD | Shares | $584 | 4K |
| Moodys Corp | MCO | Shares | $549 | 1K |
| Ishares Silver Trust | SLV | Shares | $541 | 8K |
| Spdr Series Trust | BWZ | Shares | $541 | 20K |
| Amphenol Corp Class A | APH | Shares | $526 | 4K |
| Meta Platforms Inc | META | Shares | $507 | 886 |
| Broadcom | AVGO | Shares | $504 | 2K |
| Marriott Intl Inc | MAR | Shares | $501 | 2K |
| Northrop Grumman Corp | NOC | Shares | $497 | 728 |
| Abbott Labs | ABT | Shares | $491 | 5K |
| Fifth Third Bancorp | FITB | Shares | $486 | 10K |
| The Hartford Insurance Group Inc | HIG | Shares | $476 | 4K |
| Deere & Co | DE | Shares | $401 | 712 |
| Vanguard Bd Index Fds | BNDX | Shares | $401 | 8K |
| Boeing Co | BA | Shares | $399 | 2K |
| Graco Inc | GGG | Shares | $374 | 4K |
| Ishares Tr | IYH | Shares | $374 | 6K |
| Walmart Inc | WMT | Shares | $371 | 3K |
| Motorola Solutions Inc | MSI | Shares | $352 | 810 |
| Oracle Corp | ORCL | Shares | $351 | 2K |
| Caterpillar | CAT | Shares | $334 | 471 |
| Cummins Inc | CMI | Shares | $334 | 620 |
| Vanguard Intl Equity Index F | VSS | Shares | $333 | 2K |
| Autozone Inc | AZO | Shares | $311 | 92 |
| Morgan Stanley | MS | Shares | $309 | 2K |
| Union Pac Corp | UNP | Shares | $309 | 1K |
| Adobe Sys Inc | ADBE | Shares | $305 | 1K |
| First Trust Nasdaq Cln Edge Inf Et | GRID | Shares | $304 | 2K |
| At&T Inc | T | Shares | $303 | 10K |
| Mckesson Corp | MCK | Shares | $290 | 335 |
| Unitedhealth Group Inc | UNH | Shares | $284 | 1K |
| Kla Corp | KLAC | Shares | $282 | 192 |
| Marsh & Mcclennan Companies Inc | MRSH | Shares | $279 | 2K |
| Ryman Hospitality Pptys Inc | RHP | Shares | $276 | 3K |
| Weyerhaeuser Co | WY | Shares | $266 | 11K |
| Elevance Health Inc | ELV | Shares | $265 | 906 |
| Nyli Candriam U.S. Large Cap Equit | IQSU | Shares | $265 | 5K |
| Vanguard Value Etf | VTV | Shares | $252 | 1K |
| Gilead Sciences Inc | GILD | Shares | $249 | 2K |
| Bank Of America Corp | BAC | Shares | $248 | 5K |
| Home Depot Inc | HD | Shares | $248 | 754 |
| Texas Roadhouse Inc | TXRH | Shares | $242 | 1K |
| Danaher Corp Del | DHR | Shares | $236 | 1K |
| Schwab Strategic Tr | SCHD | Shares | $233 | 8K |
| Cisco Systems Inc | CSCO | Shares | $232 | 3K |
| Proctor And Gamble Co | PG | Shares | $231 | 2K |
| Ishares Tr | IJH | Shares | $228 | 3K |
| Exxon Mobil Corp | XOM | Shares | $226 | 1K |
| Netflix Inc | NFLX | Shares | $224 | 2K |
| Schwab Strategic Tr | SCHH | Shares | $220 | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.