Institutions / Palisades Hudson Asset Management, L.P.
Palisades Hudson Asset Management, L.P.
CIK 1388443 · Institution · as of Jun 30, 2026
Portfolio value
$285.8K
Positions
108
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$285.8K+11.4%Positions
108+0.0%Top holdings
Jun 30, 2026View all 108 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $37.4K | 13.1% |
| Vanguard Index Fds | $21.6K | 7.6% |
| SPDR S&P 500 ETF Tr | $21.0K | 7.4% |
| iShares Tr | $17.2K | 6.0% |
| iShares Tr | $15.9K | 5.6% |
| iShares Tr | $14.2K | 5.0% |
| iShares Tr | $11.2K | 3.9% |
| iShares Tr | $10.1K | 3.5% |
| iShares | $9.9K | 3.5% |
| JP Morgan Exchange Traded Fund | $9.3K | 3.2% |
| Vanguard World FD | $6.7K | 2.4% |
| SPDR S&P Small Cap Value | $6.5K | 2.3% |
| Vanguard Intl Equity Index F | $6.4K | 2.3% |
| Nuveen ESG Small-Cap ETF | $6.2K | 2.2% |
| NVIDIA Corp | $5.8K | 2.0% |
| iShares | $5.7K | 2.0% |
| iShares Gold Trust | $5.5K | 1.9% |
| Apple Inc. | $5.1K | 1.8% |
| Vanguard Bd Index Fds | $4.8K | 1.7% |
| SPDR Gold Trust | $3.5K | 1.2% |
| Microsoft Corp | $3.3K | 1.2% |
| Amazon.com Inc | $2.7K | 1.0% |
| SPDR Index Shs Fds | $2.7K | 0.9% |
| Alphabet Inc. | $2.5K | 0.9% |
| SPDR S&P Small Cap Growth | $2.3K | 0.8% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464285204 Common stock | $-2.3K | -26K -26.11% | 73,252 2.26% of portfolio | low |
| Q2 2026 as of | Trim | 464287879 Common stock | $-1.1K | -8K -2.83% | 273,676 13.09% of portfolio | low |
| Q1 2026 as of | Add | 921910733 Common stock | $619 | +6K +13.40% | 46,652 1.83% of portfolio | low |
| Q2 2026 as of | Trim | 464288182 Common stock | $-584 | -5K -5.44% | 85,009 3.55% of portfolio | low |
| Q2 2026 as of | Add | 921910733 Common stock | $555 | +4K +8.99% | 50,847 2.35% of portfolio | low |
| Q2 2026 as of | Add | Kla Corp Common stock | $521 | +2K +900.00% | 1,920 0.20% of portfolio | low |
| Q1 2026 as of | Exit | CMA Comerica Inc Common Stock | $-488 | -6K -100.00% | 0 | low |
| Q1 2026 as of | New | Fifth Third Bancorp Common stock | $486 | +10K | 10,464 0.17% of portfolio | low |
| Q2 2026 as of | Trim | 464287887 Common stock | $-479 | -3K -2.71% | 96,350 6.02% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $469 | +807 | 807 0.16% of portfolio | low |