Palisades Hudson Asset Management, L.P.

CIK

1388443

Location

FORT LAUDERDALE, FL

Portfolio Value

Small $284,979,055

Diversification

Moderately concentrated

Reports for

Aperio Group, LLC Vanguard Personalized Indexing Management, LLC

Filing Date

Global Rank

#5,373 / 8,794 ▲ 862 · as of Jun 2026

Top Industry

Semiconductors 15.2%

Period ended 3 months ago

Filed Aug 7, 2026 · 59d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

84 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.7%

+27.7 pts

Top 5

64.2%

+21.3 pts

Top 10

76.5%

+14.6 pts

HHI

1,793

Moderately concentrated+1,259

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.4%	$237,573,226	22
Technology	6.4%	$18,153,213	14
Financial Services	2.4%	$6,882,543	11
Consumer Cyclical	2.2%	$6,368,492	9
Communication Services	1.7%	$4,756,249	3
Industrials	1.5%	$4,305,794	9
Healthcare	0.9%	$2,674,264	8
Consumer Defensive	0.6%	$1,696,916	3
Real Estate	0.4%	$1,243,389	3
Basic Materials	0.4%	$1,118,388	1
Energy	0.1%	$206,581	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
NCLO	Nuveen AA-BBB CLO ETF	+7,138	119,284	$6,217,082
EDV	Vanguard World Funds Extended Duration ETF	+6,791	53,443	$6,937,761
VB	Vanguard Morningstar Small-Cap ETF	+3,187	64,534	$23,115,227
BNDX	Vanguard Total International Bond ETF	+3,098	11,450	$554,523
BKF	iShares MSCI BIC ETF	+1,897	307,999	$15,587,868
KLAC	Kla Corp	+1,728	1,920	$579,282
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+704	2,565	$491,838
FBCG	Fidelity Blue Chip Growth ETF	+446	63,130	$1,849,709
BIV	Vanguard Intermediate-Term Bond ETF	+363	95,600	$4,758,968
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+12	5,192	$324,988
CSCO	Cisco Systems, Inc.	+11	3,007	$351,910
—		+8	3,624	$801,628
NVDA	Nvidia Corp	+1	29,004	$5,803,409
NOC	Northrop Grumman Corp /De/	+1	729	$370,778
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−10,447	843,712	$113,243,580
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−3,398	130,529	$10,013,752
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,307	100,398	$9,396,067
AFK	VanEck Africa Index ETF	−1,233	14,143	$2,066,292
VEU	Vanguard FTSE All-World Ex-US ETF	−1,169	74,624	$6,735,289
PNC	Pnc Financial Services Group, Inc.	−1,124	1,872	$459,447
YUM	Yum Brands Inc	−920	3,223	$515,228
ABBV	AbbVie Inc.	−897	2,384	$599,909
GOOGL	Alphabet Inc.	−277	11,388	$4,040,966
MA	Mastercard Inc	−271	1,237	$635,322
FNDA	Schwab Fundamental U.S. Small Company ETF	−242	17,600	$477,787
CWI	State Street SPDR MSCI ACWI ex-US ETF	−231	40,001	$2,692,467
AMZN	Amazon Com Inc	−214	11,452	$2,729,468
ELV	Elevance Health, Inc.	−183	723	$279,605
SPY	Spdr S&P 500 ETF Trust	−109	28,155	$21,025,309
VIG	Vanguard Dividend Appreciation ETF	−96	18,782	$1,811,148
AAPL	Apple Inc.	−88	17,646	$5,106,045
TSLA	Tesla, Inc.	−22	2,923	$1,229,413
ADBE	Adobe Inc.	−12	1,243	$254,839
INTU	Intuit Inc.	−5	1,488	$388,368
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	807	$468,793
MU	Micron Technology Inc	295	$340,515
EBAY	Ebay Inc	2,172	$242,721
MPC	Marathon Petroleum Corp	808	$206,581
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	1,325	$224,798
NFLX	Netflix Inc	2,330	$224,029
MCD	Mcdonalds Corp	700	$217,552
ACON	Aclarion, Inc.	56,000	$0
ANEW	ProShares MSCI Transformational Changes ETF	2,883	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 tracked positions · $284,979,055 total · filing declares 159 positions · $285,758 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	843,712	-10,447	$113,243,580	+1208.2%	39.74%
VB	Vanguard Morningstar Small-Cap ETF	Added	64,534	+3,187	$23,115,227	+15.8%	8.11%
SPY	Spdr S&P 500 ETF Trust	Reduced	28,155	-109	$21,025,309	+14.4%	7.38%
BKF	iShares MSCI BIC ETF	Added	307,999	+1,897	$15,587,868	+7.1%	5.47%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	130,529	-3,398	$10,013,752	+6.3%	3.51%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	100,398	-1,307	$9,396,067	+13.2%	3.30%
EDV	Vanguard World Funds Extended Duration ETF	Added	53,443	+6,791	$6,937,761	+32.5%	2.43%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	74,624	-1,169	$6,735,289	+5.4%	2.36%
NCLO	Nuveen AA-BBB CLO ETF	Added	119,284	+7,138	$6,217,082	+23.0%	2.18%
NVDA	Nvidia Corp Technology	Added	29,004	+1	$5,803,409	+14.7%	2.04%
IAU	Ishares Gold Trust	Held	73,252	0	$5,531,258	−14.3%	1.94%
AAPL	Apple Inc. Technology	Reduced	17,646	-88	$5,106,045	+13.4%	1.79%
BIV	Vanguard Intermediate-Term Bond ETF	Added	95,600	+363	$4,758,968	+0.4%	1.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,388	-277	$4,040,966	+20.6%	1.42%
GLD	Spdr Gold Trust	Held	9,545	0	$3,516,187	−14.4%	1.23%
MSFT	Microsoft Corp Technology	Held	8,844	0	$3,298,987	+0.8%	1.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,452	-214	$2,729,468	+12.3%	0.96%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	40,001	-231	$2,692,467	−10.4%	0.94%
AFK	VanEck Africa Index ETF	Reduced	14,143	-1,233	$2,066,292	−3.2%	0.73%
FBCG	Fidelity Blue Chip Growth ETF	Added	63,130	+446	$1,849,709	+9.7%	0.65%
VIG	Vanguard Dividend Appreciation ETF	Reduced	18,782	-96	$1,811,148	+8.2%	0.64%
GS	Goldman Sachs Group Inc Financial Services	Held	1,433	0	$1,444,241	+19.1%	0.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,923	-22	$1,229,413	+12.3%	0.43%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,201	0	$1,123,499	−4.5%	0.39%
STLD	Steel Dynamics Inc Basic Materials	Held	4,874	0	$1,118,388	+27.5%	0.39%
V	Visa Inc. Financial Services	Held	2,873	0	$985,697	+13.5%	0.35%
		Added	3,624	+8	$801,628	+16.9%	0.28%
AXP	American Express Co Financial Services	Held	2,315	0	$781,696	+11.8%	0.27%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	3,871	0	$729,064	+13.4%	0.26%
TT	Trane Technologies plc Industrials	Held	1,427	0	$700,885	+17.9%	0.25%
MA	Mastercard Inc Financial Services	Reduced	1,237	-271	$635,322	−15.7%	0.22%
AVGO	Broadcom Inc. Technology	Held	1,629	0	$615,354	+22.0%	0.22%
ABBV	AbbVie Inc. Healthcare	Reduced	2,384	-897	$599,909	−15.9%	0.21%
PLD	Prologis, Inc. Real Estate	Held	4,419	0	$598,641	+2.5%	0.21%
FITB	Fifth Third Bancorp Financial Services	Held	10,464	0	$589,855	+21.3%	0.21%
KLAC	Kla Corp Technology	Added	1,920	+1,728	$579,282	+104.9%	0.20%
MCO	Moodys Corp /De/ Financial Services	Held	1,258	0	$569,773	+3.8%	0.20%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,533	0	$568,114	+13.3%	0.20%
BNDX	Vanguard Total International Bond ETF	Added	11,450	+3,098	$554,523	+38.2%	0.19%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	3,223	-920	$515,228	−20.0%	0.18%
META	Meta Platforms, Inc. Communication Services	Held	886	0	$499,073	−1.5%	0.18%
CAT	Caterpillar Inc Industrials	Held	471	0	$496,248	+50.3%	0.17%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	2,565	+704	$491,838	+61.6%	0.17%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	17,600	-242	$477,787	+5.4%	0.17%
AMD	Advanced Micro Devices Inc Technology	NEW	807	NEW	$468,793	NEW	0.16%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	3,523	0	$466,867	−2.0%	0.16%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	1,872	-1,124	$459,447	−26.2%	0.16%
DE	Deere & Co Industrials	Held	712	0	$451,642	+12.6%	0.16%
CMI	Cummins Inc Industrials	Held	620	0	$442,190	+32.6%	0.16%
UNH	Unitedhealth Group Inc Healthcare	Held	1,047	0	$435,164	+53.6%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.