Palisades Hudson Asset Management, L.P.
Q4 2025 13F-HR Holdings
Net value change ($000)
-17,770
(-6.4%)
New positions
2
Sold out positions
7
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 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)
| ESGV | 656 | 15.2% |
| GOOGL | 506 | 29.4% |
| NUSC | 456 | 10.4% |
| VTI | 416 | 2.2% |
| GLD | 398 | 11.5% |
| GOOGL | 312 | 28.8% |
| ICLN | 290 | 58.5% |
| TSLA | 265 | 30.3% |
| GRID | 242 | NEW |
| GILD | 220 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| IVV | -5,013 | -25.7% |
| VUSB | -1,702 | -28.2% |
| iSHARES TRUST | -1,498 | -11.9% |
| IEV | -1,458 | -53.5% |
| AAXJ | -1,436 | -14.5% |
| IJS | -1,417 | -4.2% |
| IJT | -1,036 | -6.9% |
| VGK | -991 | -13.8% |
| GNR | -934 | -26.9% |
| J.P. Morgan Exchange-Traded Fund Trust | -883 | -9.2% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|