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Institutional

Palisades Hudson Asset Management, L.P.

CIK 0001388443
$256,556
Reported AUM
108
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Palisades Hudson Asset Management, L.P. · Q1 2026

AI · grounded in 13F

Palisades Hudson Asset Management, L.P. reduced its position in IAU by 26.11%. The fund also closed its position in CMA and added a new position in FITB valued at $486. Additionally, the fund increased its holdings in VUSB by 9.68%.

Portfolio · Q1 2026

IJS$33,360VTI$18,762SPY$18,381IJT$14,331IVV$13,766IJRIEUREWJJPAAXJIAUVGKOther$96,483PL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IJSiShares Tr$135.85-1.02%40.75%45.05%$33K13.00%HELD
2VTIVanguard Index Fds$360.52-1.49%21.10%68.36%$19K7.31%HELD
3SPYSPDR S&P 500 ETF Tr$729.62-1.52%20.48%75.54%$18K7.16%HELD
4IJTiShares Tr$170.11-1.73%32.59%34.37%$14K5.59%HELD
5IVViShares Tr$733.37-1.46%20.42%75.78%$14K5.37%HELD
6IJRiShares Tr$144.35-1.34%36.66%40.98%$12K4.64%HELD
7IEURiShares Tr$75.28-0.26%21.50%49.49%$11K4.16%HELD
8EWJiShares$89.35-0.53%26.50%47.90%$9K3.52%HELD
9JP Morgan Exchange Traded Fund$9K3.39%HELD
10AAXJiShares Tr$105.65-2.00%32.57%34.48%$9K3.37%HELD
11IAUiShares Gold Trust$76.040.45%19.61%119.23%$6K2.52%HELD
12VGKVanguard Intl Equity Index F$88.86-0.41%21.85%50.56%$6K2.36%HELD
13SLYVSPDR S&P Small Cap Value$108.38-1.01%40.82%45.05%$6K2.29%HELD
14EWAiShares$29.11-0.72%16.14%38.26%$6K2.16%HELD
15ESGVVanguard World FD$128.71-1.55%20.40%64.41%$5K2.04%HELD
16NVDANvidia Corp$190.16-3.48%13.56%782.99%$5K1.97%HELD
17NUSCNuveen ESG Small-Cap ETF$50.23-1.76%25.63%25.83%$5K1.97%HELD
18VUSBVanguard Bd Index Fds$49.740.05%4.00%18.75%$5K1.85%HELD
19AAPLApple Inc$338.10-0.58%67.77%128.17%$5K1.75%HELD
20GLDSPDR Gold Trust$371.000.44%19.49%117.67%$4K1.60%HELD
21MSFTMicrosoft Corp$390.50-0.72%-24.89%34.54%$3K1.28%HELD
22GNRSPDR Index Shs Fds$71.750.57%35.21%65.38%$3K1.17%HELD
23AMZNAmazon Com Inc$226.46-1.91%7.50%33.03%$2K0.95%HELD
24SMOGVanEck ETF Trust$130.05-1.31%18.55%-13.77%$2K0.83%HELD
25GOOGAlphabet Inc$335.921.00%75.60%130.67%$2K0.80%HELD
26SLYGSPDR S&P Small Cap Growth$113.60-1.63%32.70%34.51%$2K0.74%HELD
27FRELFidelity MSCI Real Estate ETF$30.60-0.20%17.71%11.62%$2K0.66%HELD
28EWCiShares$59.29-0.92%32.27%77.24%$2K0.66%HELD
29VNQVanguard Index Fds$100.66-0.29%17.93%12.67%$2K0.65%HELD
30GOOGLAlphabet Inc$336.300.78%76.51%132.04%$1K0.51%HELD
31IEViShares Tr$72.91-0.30%$1K0.49%HELD
32GSGoldman Sachs Group Inc$980.76-5.09%$1K0.47%HELD
33COSTCostco Whsl Corp New$973.730.74%$1K0.46%HELD
34TSLATesla Inc$298.44-2.93%$1K0.43%HELD
35IWMiShares Tr$288.64-1.61%$9580.37%HELD
36VOOVanguard Intl Equity Index F$670.55-1.53%$9450.37%HELD
37ICLNiShares Tr$16.87-1.92%$9140.36%HELD
38STLDSteel Dynamics Inc$252.34-2.85%$8770.34%HELD
39VVisa Inc$369.540.80%$8680.34%HELD
40IWOiShares Tr$363.70-2.14%$8080.31%HELD
41MAMastercard Inc$563.560.14%$7530.29%HELD
42JPMorgan Exchange Traded Fund$7190.28%HELD
43ABBVAbbVie Inc$263.620.16%$7130.28%HELD
44AXPAmerican Express Co$331.54-1.51%$7000.27%HELD
45IWNiShares Tr$221.62-1.11%$6860.27%HELD
46INTUIntuit$333.136.43%$6450.25%HELD
47YUMYum Brands Inc$151.921.09%$6440.25%HELD
48CHRWC H Robinson Worldwide Inc$173.752.60%$6430.25%HELD
49PNCPNC Finl Svcs Group Inc$248.49-1.24%$6230.24%HELD
50TTTrane Technologies PLC Class A$447.10-4.88%$5940.23%HELD
51PLDPrologis Inc$145.51-1.09%$5840.23%HELD
52MCOMoodys Corp$483.32-0.18%$5490.21%HELD
53SLViShares Silver Trust$51.750.10%$5410.21%HELD
54BWZSPDR Series Trust$26.690.15%$5410.21%HELD
55APHAmphenol Corp Class A$150.374.53%$5260.21%HELD
56METAMeta Platforms Inc$585.07-1.41%$5070.20%HELD
57AVGOBroadcom$370.73-2.67%$5040.20%HELD
58MARMarriott Intl Inc$381.12-0.63%$5010.20%HELD
59NOCNorthrop Grumman Corp$535.05-2.58%$4970.19%HELD
60ABTAbbott Labs$108.070.75%$4910.19%HELD
61FITBFifth Third Bancorp$56.57-2.13%$4860.19%HELD
62HIGThe Hartford Insurance Group Inc$145.681.58%$4760.19%HELD
63DEDeere & Co$610.95-4.52%$4010.16%HELD
64BNDXVanguard Bd Index Fds$47.81-0.38%$4010.16%HELD
65BABoeing Co$214.06-3.39%$3990.16%HELD
66IYHiShares Tr$69.87-0.60%$3740.15%HELD
67GGGGraco Inc$81.21-1.28%$3740.15%HELD
68WMTWalmart Inc$114.190.97%$3710.14%HELD
69MSIMotorola Solutions Inc$434.20-1.39%$3520.14%HELD
70ORCLOracle Corp$117.81-1.79%$3510.14%HELD
71CATCaterpillar$783.18-6.86%$3340.13%HELD
72CMICummins Inc$606.30-5.50%$3340.13%HELD
73VSSVanguard Intl Equity Index F$147.75-1.35%$3330.13%HELD
74AZOAutozone Inc$3142.170.75%$3110.12%HELD
75MSMorgan Stanley$203.19-3.97%$3090.12%HELD
76UNPUnion Pac Corp$292.37-0.71%$3090.12%HELD
77ADBEAdobe Sys Inc$263.435.72%$3050.12%HELD
78GRIDFirst Trust NASDAQ Cln Edge Inf ETF$167.52-2.89%$3040.12%HELD
79TAT&T Inc$23.94-2.90%$3030.12%HELD
80MCKMcKesson Corp$888.79-0.08%$2900.11%HELD
81UNHUnitedhealth Group Inc$420.71-1.88%$2840.11%HELD
82KLACKLA Corp$170.19-10.80%$2820.11%HELD
83MRSHMarsh & McClennan Companies Inc$197.582.80%$2790.11%HELD
84RHPRyman Hospitality Pptys Inc$135.57-0.31%$2760.11%HELD
85WYWeyerhaeuser Co$24.45-0.65%$2660.10%HELD
86ELVElevance Health Inc$375.96-2.53%$2650.10%HELD
87IQSUNYLI Candriam U.S. Large Cap Equity ETF$59.55-1.38%$2650.10%HELD
88VTVVanguard Value ETF$219.80-1.43%$2520.10%HELD
89GILDGilead Sciences Inc$132.73-1.18%$2490.10%HELD
90BACBank of America Corp$61.10-2.42%$2480.10%HELD
91HDHome Depot Inc$338.42-1.75%$2480.10%HELD
92TXRHTexas Roadhouse Inc$209.162.14%$2420.09%HELD
93DHRDanaher Corp Del$196.53-1.27%$2360.09%HELD
94SCHDSchwab Strategic Tr$33.83-0.18%$2330.09%HELD
95CSCOCisco Systems Inc$112.53-2.64%$2320.09%HELD
96PGProctor and Gamble Co$146.12-1.85%$2310.09%HELD
97IJHiShares Tr$74.73-1.71%$2280.09%HELD
98XOMExxon Mobil Corp$156.882.51%$2260.09%HELD
99NFLXNetflix Inc$73.621.71%$2240.09%HELD
100SCHHSchwab Strategic Tr$24.76-0.24%$2200.09%HELD
101MCDMcDonalds Corp$271.51-0.55%$2170.08%HELD
102CSMProShares Large Cap Core Plus$84.47-1.44%$2160.08%HELD
103LITELumentum Holdings Inc$2140.08%HELD
104SBUXStarbucks Corp$2110.08%HELD
105AMGNAmgen Inc$2040.08%HELD
106CMICummins Inc$606.30-5.50%$170.01%HELD
107ACONWAclarion, Inc. Ordinary Shares Warrant$30.00%HELD
108CMICummins Inc$606.30-5.50%$20.00%HELD

Source: SEC EDGAR · accession 0001388443-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.