Palisades Hudson Asset Management, L.P. Portfolio Stock Holdings
Palisades Hudson Asset Management, L.P. disclosed 108 stock positions valued at approximately $256,556 in its latest SEC 13F filing. The largest holdings include iShares Tr, Vanguard Index Fds, and SPDR S&P 500 ETF Tr. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 108
- Portfolio Value
- $256.6K
Holdings by Sector
Palisades Hudson Asset Management, L.P. Portfolio Holdings in Q1 2026
103 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares Tr | IJS | Other | 13.00% | 281,640 | -2,517 | -0.89% | $33,360 |
| Vanguard Index Fds | VTI | Other | 7.31% | 58,483 | -36 | -0.06% | $18,762 |
| SPDR S&P 500 ETF Tr | SPY | Other | 7.16% | 28,264 | -451 | -1.57% | $18,381 |
| iShares Tr | IJT | Other | 5.59% | 99,030 | +746 | +0.76% | $14,331 |
| iShares Tr | IVV | Other | 5.37% | 21,074 | -34 | -0.16% | $13,766 |
| iShares Tr | IJR | Other | 4.64% | 95,738 | -64 | -0.07% | $11,901 |
| iShares Tr | IEUR | Other | 4.16% | 151,867 | -4,524 | -2.89% | $10,672 |
| iShares | EWJ | Other | 3.52% | 106,859 | -509 | -0.47% | $9,023 |
| iShares Tr | AAXJ | Other | 3.37% | 89,902 | -1,119 | -1.23% | $8,657 |
| iShares Gold Trust | IAU | Other | 2.52% | 73,252 | -25,886 | -26.11% | $6,458 |
| Vanguard Intl Equity Index F | VGK | Other | 2.36% | 73,512 | -743 | -1.00% | $6,060 |
| SPDR S&P Small Cap Value | SLYV | Other | 2.29% | 62,074 | +317 | +0.51% | $5,871 |
| iShares | EWA | Other | 2.16% | 199,243 | +299 | +0.15% | $5,531 |
| Vanguard World FD | ESGV | Other | 2.04% | 46,652 | +5,513 | +13.40% | $5,238 |
| Nvidia Corp | NVDA | Technology | 1.97% | 29,003 | - | - | $5,058 |
| Nuveen ESG Small-Cap ETF | NUSC | Other | 1.97% | 112,146 | +4,177 | +3.87% | $5,053 |
| Vanguard Bd Index Fds | VUSB | Other | 1.85% | 95,237 | +8,407 | +9.68% | $4,741 |
| Apple Inc | AAPL | Technology | 1.75% | 17,734 | -87 | -0.49% | $4,501 |
| SPDR Gold Trust | GLD | Other | 1.60% | 9,545 | -213 | -2.18% | $4,107 |
| Microsoft Corp | MSFT | Technology | 1.28% | 8,844 | - | - | $3,275 |
| SPDR Index Shs Fds | GNR | Other | 1.17% | 40,232 | -590 | -1.45% | $3,004 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 0.95% | 11,666 | - | - | $2,430 |
| VanEck ETF Trust | SMOG | Other | 0.83% | 15,376 | - | - | $2,134 |
| Alphabet Inc | GOOG | Communication Services | 0.80% | 7,119 | +13 | +0.18% | $2,042 |
| SPDR S&P Small Cap Growth | SLYG | Other | 0.74% | 19,516 | +121 | +0.62% | $1,886 |
| Fidelity MSCI Real Estate ETF | FREL | Other | 0.66% | 62,684 | +527 | +0.85% | $1,687 |
| iShares | EWC | Other | 0.66% | 30,726 | -297 | -0.96% | $1,683 |
| Vanguard Index Fds | VNQ | Other | 0.65% | 18,878 | +1,746 | +10.19% | $1,675 |
| Alphabet Inc | GOOGL | Communication Services | 0.51% | 4,546 | +90 | +2.02% | $1,307 |
| iShares Tr | IEV | Other | 0.49% | 18,325 | -145 | -0.79% | $1,245 |
| Goldman Sachs Group Inc | GS | Financial Services | 0.47% | 1,433 | - | - | $1,212 |
| Costco Whsl Corp New | COST | Consumer Defensive | 0.46% | 1,201 | - | - | $1,191 |
| Tesla Inc | TSLA | Consumer Cyclical | 0.43% | 2,945 | +412 | +16.27% | $1,094 |
| iShares Tr | IWM | Other | 0.37% | 3,862 | - | - | $958 |
| Vanguard Intl Equity Index F | VOO | Other | 0.37% | 1,582 | +497 | +45.81% | $945 |
| iShares Tr | ICLN | Other | 0.36% | 49,979 | +2,137 | +4.47% | $914 |
| Steel Dynamics Inc | STLD | Basic Materials | 0.34% | 4,874 | - | - | $877 |
| Visa Inc | V | Financial Services | 0.34% | 2,873 | - | - | $868 |
| iShares Tr | IWO | Other | 0.31% | 2,576 | +1 | +0.04% | $808 |
| Mastercard Inc | MA | Financial Services | 0.29% | 1,508 | - | - | $753 |
| AbbVie Inc | ABBV | Healthcare | 0.28% | 3,281 | - | - | $713 |
| American Express Co | AXP | Financial Services | 0.27% | 2,315 | - | - | $700 |
| iShares Tr | IWN | Other | 0.27% | 3,616 | +6 | +0.17% | $686 |
| Intuit | INTU | Technology | 0.25% | 1,493 | - | - | $645 |
| Yum Brands Inc | YUM | Consumer Cyclical | 0.25% | 4,143 | - | - | $644 |
| C H Robinson Worldwide Inc | CHRW | Industrials | 0.25% | 3,871 | - | - | $643 |
| PNC Finl Svcs Group Inc | PNC | Financial Services | 0.24% | 2,996 | - | - | $623 |
| Trane Technologies PLC Class A | TT | Other | 0.23% | 1,427 | - | - | $594 |
| Prologis Inc | PLD | Real Estate | 0.23% | 4,419 | - | - | $584 |
| Moodys Corp | MCO | Financial Services | 0.21% | 1,258 | - | - | $549 |
| iShares Silver Trust | SLV | Other | 0.21% | 7,939 | - | - | $541 |
| SPDR Series Trust | BWZ | Other | 0.21% | 20,115 | +46 | +0.23% | $541 |
| Amphenol Corp Class A | APH | Technology | 0.21% | 4,160 | - | - | $526 |
| Meta Platforms Inc | META | Communication Services | 0.20% | 886 | - | - | $507 |
| Broadcom | AVGO | Technology | 0.20% | 1,629 | +8 | +0.49% | $504 |
| Marriott Intl Inc | MAR | Consumer Cyclical | 0.20% | 1,533 | - | - | $501 |
| Northrop Grumman Corp | NOC | Industrials | 0.19% | 728 | - | - | $497 |
| Abbott Labs | ABT | Healthcare | 0.19% | 4,789 | - | - | $491 |
| Fifth Third Bancorp | FITB | Financial Services | 0.19% | 10,464 | +10,464 | +100.00% | $486 |
| The Hartford Insurance Group Inc | HIG | Financial Services | 0.19% | 3,523 | - | - | $476 |
| Vanguard Bd Index Fds | BNDX | Other | 0.16% | 8,352 | +25 | +0.30% | $401 |
| Deere & Co | DE | Industrials | 0.16% | 712 | - | - | $401 |
| Boeing Co | BA | Industrials | 0.16% | 2,005 | - | - | $399 |
| iShares Tr | IYH | Other | 0.15% | 6,067 | -58 | -0.95% | $374 |
| Graco Inc | GGG | Industrials | 0.15% | 4,416 | - | - | $374 |
| Walmart Inc | WMT | Consumer Defensive | 0.14% | 2,990 | -1,300 | -30.30% | $371 |
| Motorola Solutions Inc | MSI | Technology | 0.14% | 810 | - | - | $352 |
| Oracle Corp | ORCL | Technology | 0.14% | 2,385 | - | - | $351 |
| Caterpillar | CAT | Industrials | 0.13% | 471 | - | - | $334 |
| Cummins Inc | CMI | Industrials | 0.13% | 620 | - | - | $334 |
| Vanguard Intl Equity Index F | VSS | Other | 0.13% | 2,281 | - | - | $333 |
| Autozone Inc | AZO | Consumer Cyclical | 0.12% | 92 | - | - | $311 |
| Union Pac Corp | UNP | Industrials | 0.12% | 1,276 | - | - | $309 |
| Morgan Stanley | MS | Financial Services | 0.12% | 1,878 | - | - | $309 |
| Adobe Sys Inc | ADBE | Technology | 0.12% | 1,255 | - | - | $305 |
| First Trust NASDAQ Cln Edge Inf ETF | GRID | Other | 0.12% | 1,861 | +277 | +17.49% | $304 |
| AT&T Inc | T | Communication Services | 0.12% | 10,445 | +10,445 | +100.00% | $303 |
| McKesson Corp | MCK | Healthcare | 0.11% | 335 | - | - | $290 |
| Unitedhealth Group Inc | UNH | Healthcare | 0.11% | 1,047 | - | - | $284 |
| KLA Corp | KLAC | Technology | 0.11% | 192 | - | - | $282 |
| Marsh & McClennan Companies Inc | MMC | Financial Services | 0.11% | 1,607 | - | - | $279 |
| Ryman Hospitality Pptys Inc | RHP | Real Estate | 0.11% | 2,986 | - | - | $276 |
| Weyerhaeuser Co | WY | Real Estate | 0.10% | 10,898 | - | - | $266 |
| NYLI Candriam U.S. Large Cap Equity ETF | IQSU | Other | 0.10% | 5,180 | +13 | +0.25% | $265 |
| Elevance Health Inc | ELV | Healthcare | 0.10% | 906 | - | - | $265 |
| Vanguard Value ETF | VTV | Other | 0.10% | 1,282 | +1,282 | +100.00% | $252 |
| Gilead Sciences Inc | GILD | Healthcare | 0.10% | 1,792 | - | - | $249 |
| Bank of America Corp | BAC | Financial Services | 0.10% | 5,098 | - | - | $248 |
| Home Depot Inc | HD | Consumer Cyclical | 0.10% | 754 | - | - | $248 |
| Texas Roadhouse Inc | TXRH | Consumer Cyclical | 0.09% | 1,468 | - | - | $242 |
| Danaher Corp Del | DHR | Healthcare | 0.09% | 1,244 | - | - | $236 |
| Schwab Strategic Tr | SCHD | Other | 0.09% | 7,599 | - | - | $233 |
| Cisco Systems Inc | CSCO | Technology | 0.09% | 2,996 | - | - | $232 |
| Proctor and Gamble Co | PG | Consumer Defensive | 0.09% | 1,601 | - | - | $231 |
| iShares Tr | IJH | Other | 0.09% | 3,373 | - | - | $228 |
| Exxon Mobil Corp | XOM | Energy | 0.09% | 1,325 | +1,325 | +100.00% | $226 |
| Netflix Inc | NFLX | Communication Services | 0.09% | 2,330 | - | - | $224 |
| Schwab Strategic Tr | SCHH | Other | 0.09% | 10,243 | +295 | +2.97% | $220 |
| McDonalds Corp | MCD | Consumer Cyclical | 0.08% | 700 | -481 | -40.73% | $217 |
| ProShares Large Cap Core Plus | CSM | Other | 0.08% | 2,883 | +2,883 | +100.00% | $216 |