Palisades Hudson Asset Management, L.P.
CIK: 0001388443SEC EDGAR →
Portfolio Value
$257.9M
Holdings
101
As of
Q4 2025
New Positions
3
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Tr | 284,157 | $32.3M | 12.53% |
| 2 | Vanguard Index Fds | 58,519 | $19.6M | 7.61% |
| 3 | SPDR S&P 500 ETF Tr | 28,715 | $19.6M | 7.59% |
| 4 | iShares Tr | 21,108 | $14.5M | 5.61% |
| 5 | iShares Tr | 98,284 | $13.9M | 5.38% |
| 6 | iShares Tr | 95,802 | $11.5M | 4.46% |
| 7 | iShares Tr | 156,391 | $11.1M | 4.30% |
| 8 | — JP Morgan Exchange Traded Fund | 131,945 | $8.7M | 3.37% |
| 9 | iShares | 107,368 | $8.7M | 3.36% |
| 10 | iShares Tr | 91,021 | $8.5M | 3.29% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $197.0M | 76.4% |
| Unknown | 5 | $21.4M | 8.3% |
| Technology | 13 | $18.8M | 7.3% |
| Consumer Cyclical | 8 | $6.1M | 2.4% |
| Communication Services | 4 | $4.4M | 1.7% |
| Industrials | 11 | $3.6M | 1.4% |
| Healthcare | 7 | $2.8M | 1.1% |
| Consumer Defensive | 3 | $1.7M | 0.7% |
| Real Estate | 3 | $1.1M | 0.4% |
| Basic Materials | 1 | $826K | 0.3% |