Palisades Hudson Asset Management, L.P.

CIK

1388443

Location

FORT LAUDERDALE, FL

Portfolio Value

Micro $70,869,137

Diversification

Diversified

Filing Date

Global Rank

#6,337 / 8,608 ▲ 63 · as of Mar 2026

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.8%

SPY

+75.2%

Annualised alpha

-1.3%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.9%

−0.1 pts

Top 5

54.3%

−1.8 pts

Top 10

67.6%

−2.3 pts

HHI

947

Diversified−44

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	41.6%	$29,487,186	4
Technology	22.6%	$15,990,467	12
Financial Services	9.2%	$6,505,495	11
Consumer Cyclical	8.3%	$5,899,100	9
Industrials	5.5%	$3,884,990	9
Healthcare	3.9%	$2,733,386	8
Communication Services	3.3%	$2,340,981	4
Consumer Defensive	2.5%	$1,799,555	3
Real Estate	1.6%	$1,125,859	3
Basic Materials	1.2%	$877,320	1
Energy	0.3%	$224,798	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	+412	2,945	$1,094,803
GOOGL	Alphabet Inc.	+90	4,546	$1,307,247
AVGO	Broadcom Inc.	+8	1,629	$504,191
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−25,886	73,252	$6,457,896
WMT	Walmart Inc.	−1,300	2,990	$371,596
MCD	Mcdonalds Corp	−481	700	$217,552
SPY	Spdr S&P 500 ETF Trust	−451	28,264	$18,381,209
GLD	Spdr Gold Trust	−213	9,545	$4,107,118
AAPL	Apple Inc.	−87	17,734	$4,500,710
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
FITB	Fifth Third Bancorp	10,464	$486,157
T	At&T Inc.	10,445	$302,798
XOM	ExxonMobil Holdings Corp	1,325	$224,798
LITE	Lumentum Holdings Inc.	305	$214,341
SBUX	Starbucks Corp	2,348	$210,356
AMGN	Amgen Inc	580	$204,072
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $70,869,137 total · as of Mar 31, 2026

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	28,264	-451	$18,381,209	−6.1%	25.94%
IAU	Ishares Gold Trust	Reduced	73,252	-25,886	$6,457,896	−19.7%	9.11%
NVDA	Nvidia Corp Technology	Held	29,003	0	$5,058,123	−6.5%	7.14%
AAPL	Apple Inc. Technology	Reduced	17,734	-87	$4,500,710	−7.1%	6.35%
GLD	Spdr Gold Trust	Reduced	9,545	-213	$4,107,118	+6.2%	5.80%
MSFT	Microsoft Corp Technology	Held	8,844	0	$3,273,781	−23.5%	4.62%
AMZN	Amazon Com Inc Consumer Cyclical	Held	11,666	0	$2,429,676	−9.8%	3.43%
GOOGL	Alphabet Inc. Communication Services	Added	4,546	+90	$1,307,247	−6.3%	1.84%
GS	Goldman Sachs Group Inc Financial Services	Held	1,433	0	$1,212,302	−3.8%	1.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,201	0	$1,196,711	+15.5%	1.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,945	+412	$1,094,803	−3.9%	1.54%
STLD	Steel Dynamics Inc Basic Materials	Held	4,874	0	$877,320	+6.2%	1.24%
V	Visa Inc. Financial Services	Held	2,873	0	$868,334	−13.8%	1.23%
MA	Mastercard Inc Financial Services	Held	1,508	0	$753,487	−12.5%	1.06%
ABBV	AbbVie Inc. Healthcare	Held	3,281	0	$713,584	−4.8%	1.01%
AXP	American Express Co Financial Services	Held	2,315	0	$700,239	−18.2%	0.99%
INTU	Intuit Inc. Technology	Held	1,493	0	$645,541	−34.7%	0.91%
YUM	Yum Brands Inc Consumer Cyclical	Held	4,143	0	$644,153	+2.8%	0.91%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	3,871	0	$642,856	+3.3%	0.91%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	2,996	0	$623,437	−0.3%	0.88%
TT	Trane Technologies plc Industrials	Held	1,427	0	$594,687	+7.1%	0.84%
PLD	Prologis, Inc. Real Estate	Held	4,419	0	$584,103	+3.5%	0.82%
MCO	Moodys Corp /De/ Financial Services	Held	1,258	0	$548,802	−14.6%	0.77%
SLV	iShares Silver Trust	Held	7,939	0	$540,963	+5.8%	0.76%
APH	Amphenol Corp /De/ Technology	Held	4,160	0	$525,616	−6.5%	0.74%
META	Meta Platforms, Inc. Communication Services	Held	886	0	$506,907	−13.3%	0.72%
AVGO	Broadcom Inc. Technology	Added	1,629	+8	$504,191	−10.1%	0.71%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,533	0	$501,398	+5.4%	0.71%
NOC	Northrop Grumman Corp /De/ Industrials	Held	728	0	$496,670	+19.6%	0.70%
ABT	Abbott Laboratories Healthcare	Held	4,789	0	$491,685	−18.1%	0.69%
FITB	Fifth Third Bancorp Financial Services	NEW	10,464	NEW	$486,157	NEW	0.69%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	3,523	0	$476,415	−1.9%	0.67%
DE	Deere & Co Industrials	Held	712	0	$401,069	+21.0%	0.57%
BA	Boeing Co Industrials	Held	2,005	0	$399,055	−8.3%	0.56%
GGG	Graco Inc Industrials	Held	4,416	0	$373,814	+3.3%	0.53%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,990	-1,300	$371,596	−22.3%	0.52%
MSI	Motorola Solutions, Inc. Technology	Held	810	0	$351,515	+13.2%	0.50%
ORCL	Oracle Corp Technology	Held	2,385	0	$350,856	−24.5%	0.50%
CAT	Caterpillar Inc Industrials	Held	471	0	$333,684	+23.7%	0.47%
CMI	Cummins Inc Industrials	Held	620	0	$333,572	+5.4%	0.47%
AZO	Autozone Inc Consumer Cyclical	Held	92	0	$310,755	−0.4%	0.44%
UNP	Union Pacific Corp Industrials	Held	1,276	0	$309,583	+4.9%	0.44%
MS	Morgan Stanley Financial Services	Held	1,878	0	$309,062	−7.3%	0.44%
ADBE	Adobe Inc. Technology	Held	1,255	0	$305,064	−30.5%	0.43%
T	At&T Inc. Communication Services	NEW	10,445	NEW	$302,798	NEW	0.43%
MCK	Mckesson Corp Healthcare	Held	335	0	$289,895	+5.5%	0.41%
UNH	Unitedhealth Group Inc Healthcare	Held	1,047	0	$283,307	−18.0%	0.40%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	1,607	0	$278,733	−6.5%	0.39%
RHP	Ryman Hospitality Properties, Inc. Real Estate	Held	2,986	0	$275,518	−2.5%	0.39%
WY	Weyerhaeuser Co Real Estate	Held	10,898	0	$266,238	+3.1%	0.38%