Palisades Hudson Asset Management, L.P.
Q3 2026 13F-HR Holdings
Net value change ($000)
-5,634
(-2.0%)
New positions
2
Sold out positions
3
Turnover %
0.7%
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 Q2 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)
| IVV | 3,343 | 21.0% |
| MSFT | 1,236 | 37.5% |
| Space Exploration Technologies A | 812 | NEW |
| AAPL | 711 | 13.9% |
| NVDA | 570 | 9.8% |
| SPY | 423 | 2.0% |
| J.P. Morgan Exchange-Traded Fund Trust | 377 | 4.1% |
| VOO | 258 | 23.7% |
| VTI | 246 | 1.1% |
| XOM | 215 | NEW |
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 |
|---|