Palisades Hudson Asset Management, L.P.

Q3 2025 13F-HR Holdings

Location
Fort Lauderdale, FL
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
107
Total value ($000)
$275,687
Net value change ($000)
+20,105 (7.9%)
New positions
2
Sold out positions
6
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/12/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJS 3,798 12.7%
SPY 1,657 9.1%
VTI 1,419 8.0%
IVV 1,202 6.6%
IAU 1,157 16.7%
IJR 967 8.9%
IJT 934 6.7%
AAXJ 862 9.5%
AAPL 737 18.6%
NVDA 710 15.1%
Top Reduces (Value $000, Stocks/ETFs)
JNP -332 -100.0%
Managed Portfolio Series -259 -100.0%
SHV -251 -100.0%
AMLP -220 -100.0%
SBUX -216 -100.0%
CHTR -201 -100.0%
INTU -168 -14.2%
COST -120 -9.7%
MSTR -93 -22.8%
DHR -83 -25.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type