Palisades Hudson Asset Management, L.P.

Q2 2026 13F-HR Holdings

Location
Fort Lauderdale, FL
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$285,758
Net value change ($000)
+29,202 (11.4%)
New positions
6
Sold out positions
5
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: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,046 12.1%
VTI 2,879 15.3%
IJT 2,877 20.1%
SPY 2,644 14.4%
IJR 2,303 19.4%
IVV 2,150 15.6%
AAXJ 1,487 17.2%
ESGV 1,486 28.4%
NUSC 1,164 23.0%
EWJ 882 9.8%
Top Reduces (Value $000, Stocks/ETFs)
IAU -927 -14.4%
GLD -591 -14.4%
GNR -312 -10.4%
INTU -257 -39.8%
VTV -252 -100.0%
XOM -226 -100.0%
NFLX -224 -100.0%
MCD -217 -100.0%
CSM -216 -100.0%
PNC -163 -26.2%
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