Palisades Hudson Asset Management, L.P.

Q1 2026 13F-HR Holdings

Location
Fort Lauderdale, FL
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$256,556
Net value change ($000)
-1,361 (-0.5%)
New positions
8
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,046 3.2%
FITB 486 NEW
GNR 467 18.4%
IJT 457 3.3%
VUSB 413 9.5%
IJR 388 3.4%
EWJ 354 4.1%
EWA 321 6.2%
T 303 NEW
VOO 264 38.8%
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,589 -19.7%
SPY -1,201 -6.1%
MSFT -1,002 -23.4%
VTI -858 -4.4%
IVV -691 -4.8%
CMA -488 -100.0%
iSHARES TRUST -429 -3.9%
NVDA -352 -6.5%
INTU -344 -34.8%
AAPL -344 -7.1%
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