Latest Palisades Hudson Asset Management, L.P. Stock Portfolio
Palisades Hudson Asset Management, L.P. Performance:
2025 Q3: 4.95%YTD: 5.16%2024: 9.26%
Performance for 2025 Q3 is 4.95%, and YTD is 5.16%, and 2024 is 9.26%.
About Palisades Hudson Asset Management, L.P. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Palisades Hudson Asset Management, L.P. reported an equity portfolio of $275.7 Millions as of 30 Sep, 2025.
The top stock holdings of Palisades Hudson Asset Management, L.P. are IJR, SPY, IJR. The fund has invested 12.2% of it's portfolio in ISHARES TR and 7.2% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off JUNIPER NETWORKS INC (JNPR), MANAGED PORTFOLIO SERIES (EBLU) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in HOME DEPOT INC (HD), DANAHER CORP DEL (DHR) and ALPHABET INC (GOOG). Palisades Hudson Asset Management, L.P. opened new stock positions in CATERPILLAR (CAT), KLA CORP (KLAC) and ACLARION, INC. ORDINARY SHARES WARRANT (ACON). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), BROADCOM (AVGO) and VANGUARD WORLD FD (EDV).
The top stock holdings of Palisades Hudson Asset Management, L.P. are IJR, SPY, IJR. The fund has invested 12.2% of it's portfolio in ISHARES TR and 7.2% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off JUNIPER NETWORKS INC (JNPR), MANAGED PORTFOLIO SERIES (EBLU) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in HOME DEPOT INC (HD), DANAHER CORP DEL (DHR) and ALPHABET INC (GOOG). Palisades Hudson Asset Management, L.P. opened new stock positions in CATERPILLAR (CAT), KLA CORP (KLAC) and ACLARION, INC. ORDINARY SHARES WARRANT (ACON). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), BROADCOM (AVGO) and VANGUARD WORLD FD (EDV).
Palisades Hudson Asset Management, L.P. Annual Return Estimates Vs S&P 500
Our best estimate is that Palisades Hudson Asset Management, L.P. made a return of 4.95% in the last quarter. In trailing 12 months, it's portfolio return was 5.84%.
New Buys
| Ticker | $ Bought |
|---|---|
| caterpillar | 224,000 |
| kla corp | 207,000 |
| aclarion, inc. ordinary shares warrant | 2,000 |
New stocks bought by Palisades Hudson Asset Management, L.P.
Reductions
| Ticker | % Reduced |
|---|---|
| home depot inc | -27.01 |
| danaher corp del | -25.42 |
| alphabet inc | -18.24 |
| meta platforms inc | -7.23 |
| vanguard intl equity index f | -5.61 |
| apple inc | -4.4 |
| goldman sachs group inc | -4.21 |
| pnc finl svcs group inc | -4.07 |
Palisades Hudson Asset Management, L.P. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| juniper networks inc | -332,000 |
| managed portfolio series | -259,000 |
| alps etf tr | -220,000 |
| starbucks corp | -216,000 |
| ishares tr | -251,000 |
| cummins inc | -214,000 |
| charter communications inc | -201,000 |
Palisades Hudson Asset Management, L.P. got rid off the above stocks
Sector Distribution
Palisades Hudson Asset Management, L.P. has about 83.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 83.4 |
| Technology | 6.9 |
| Financial Services | 2.5 |
| Consumer Cyclical | 2.1 |
| Communication Services | 1.4 |
| Industrials | 1.3 |
Market Cap. Distribution
Palisades Hudson Asset Management, L.P. has about 16.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 83.4 |
| MEGA-CAP | 10.4 |
| LARGE-CAP | 5.8 |
Stocks belong to which Index?
About 16% of the stocks held by Palisades Hudson Asset Management, L.P. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 83.6 |
| S&P 500 | 16 |
Palisades Hudson Asset Management, L.P. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Palisades Hudson Asset Management, L.P.
Palisades Hudson Asset Management, L.P. has 105 stocks in it's portfolio. About 58.2% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Palisades Hudson Asset Management, L.P. last quarter.
Last Reported on: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.71 | 18,461 | 4,700,000 | reduced | -4.4 | ||
| AAXJ | ishares tr | 3.60 | 108,656 | 9,912,000 | reduced | -0.81 | ||
| AAXJ | ishares tr | 0.18 | 32,055 | 496,000 | added | 2.42 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.28 | 3,281 | 761,000 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.23 | 4,789 | 641,000 | unchanged | 0.00 | ||
| ACES | alps etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACON | aclarion, inc. ordinary shares warrant | 0.00 | 56,000 | 2,000 | new | |||
| ACWF | ishares tr | 4.57 | 184,960 | 12,599,000 | reduced | -1.61 | ||
| ACWV | ishares | 1.92 | 196,045 | 5,293,000 | reduced | -0.03 | ||
| ACWV | ishares | 0.64 | 35,092 | 1,774,000 | reduced | -0.68 | ||
| ADBE | adobe sys inc | 0.16 | 1,255 | 442,000 | unchanged | 0.00 | ||
| ADP | automatic data processing inc | 0.07 | 695 | 204,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.71 | 15,489 | 1,968,000 | reduced | -0.26 | ||
| AGGP | new york life investments etf | 0.10 | 5,151 | 274,000 | added | 0.31 | ||
| AMPS | ishares tr | 0.16 | 8,645 | 442,000 | added | 0.86 | ||
| AMZN | amazon com inc | 0.93 | 11,658 | 2,560,000 | unchanged | 0.00 | ||
| APH | amphenol corp class a | 0.19 | 4,160 | 515,000 | unchanged | 0.00 | ||
| AVGO | broadcom | 0.18 | 1,495 | 493,000 | added | 28.88 | ||
| AXP | american express co | 0.28 | 2,315 | 769,000 | unchanged | 0.00 | ||