Latest Palisades Hudson Asset Management, L.P. Stock Portfolio
Palisades Hudson Asset Management, L.P. Performance:
2025 Q4: 1.91%YTD: 14.87%2024: 11.15%
Performance for 2025 Q4 is 1.91%, and YTD is 14.87%, and 2024 is 11.15%.
About Palisades Hudson Asset Management, L.P. and 13F Hedge Fund Stock Holdings
On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Palisades Hudson Asset Management, L.P. reported an equity portfolio of $257.9 Millions as of 31 Dec, 2025.
The top stock holdings of Palisades Hudson Asset Management, L.P. are IJR, VB, SPY. The fund has invested 12.5% of it's portfolio in ISHARES TR and 7.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), ISHARES TR (AMPS) and VANGUARD INTL EQUITY INDEX F (VEU) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD INDEX FDS (VB). Palisades Hudson Asset Management, L.P. opened new stock positions in FIRST TRUST NASDAQ CLN EDGE INF ETF (GRID) and GILEAD SCIENCES INC (GILD). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (AAXJ) and TESLA INC (TSLA).
The top stock holdings of Palisades Hudson Asset Management, L.P. are IJR, VB, SPY. The fund has invested 12.5% of it's portfolio in ISHARES TR and 7.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), ISHARES TR (AMPS) and VANGUARD INTL EQUITY INDEX F (VEU) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD INDEX FDS (VB). Palisades Hudson Asset Management, L.P. opened new stock positions in FIRST TRUST NASDAQ CLN EDGE INF ETF (GRID) and GILEAD SCIENCES INC (GILD). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (AAXJ) and TESLA INC (TSLA).
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 1.91% in the last quarter. In trailing 12 months, it's portfolio return was 14.87%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| first trust nasdaq cln edge inf etf | 242,000 |
| gilead sciences inc | 220,000 |
New stocks bought by Palisades Hudson Asset Management, L.P.
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 900 |
| ishares tr | 49.25 |
| tesla inc | 28.91 |
| walmart inc | 13.34 |
| vanguard world fd | 12.78 |
| nuveen esg small-cap etf | 9.09 |
| broadcom | 8.43 |
| schwab strategic tr | 4.12 |
Additions to existing portfolio by Palisades Hudson Asset Management, L.P.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -55.62 |
| vanguard intl equity index f | -42.18 |
| vanguard index fds | -30.85 |
| spdr index shs fds | -30.37 |
| vanguard bd index fds | -28.01 |
| ishares tr | -27.44 |
| vanguard intl equity index f | -17.68 |
| ishares tr | -16.23 |
Palisades Hudson Asset Management, L.P. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard bd index fds | -1,135,000 |
| ishares tr | -442,000 |
| at&t | -209,000 |
| vanguard intl equity index f | -315,000 |
| paypal holdings inc | -221,000 |
| ishares tr | -243,000 |
| strategy inc class a | -315,000 |
| automatic data processing inc | -204,000 |
Palisades Hudson Asset Management, L.P. got rid off the above stocks
Sector Distribution
Palisades Hudson Asset Management, L.P. has about 82.1% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Consumer Cyclical
- Communication Services
- Industrials
- Healthcare
| Sector | % |
|---|---|
| Others | 82.1 |
| Technology | 7.1 |
| Financial Services | 2.8 |
| Consumer Cyclical | 2.4 |
| Communication Services | 1.7 |
| Industrials | 1.4 |
| Healthcare | 1.1 |
Market Cap. Distribution
Palisades Hudson Asset Management, L.P. has about 17.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 82.1 |
| MEGA-CAP | 11.4 |
| LARGE-CAP | 6.1 |
Stocks belong to which Index?
About 17.5% of the stocks held by Palisades Hudson Asset Management, L.P. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 82.4 |
| S&P 500 | 17.5 |
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 99 stocks in it's portfolio. About 57.5% of the portfolio is in top 10 stocks. NFLX 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: 30 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.88 | 17,821 | 4,845,000 | reduced | -3.47 | ||
| AAXJ | ishares tr | 3.29 | 91,021 | 8,476,000 | reduced | -16.23 | ||
| AAXJ | ishares tr | 0.30 | 47,842 | 786,000 | added | 49.25 | ||
| ABBV | abbvie inc | 0.29 | 3,281 | 749,000 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.23 | 4,789 | 600,000 | unchanged | 0.00 | ||
| ACON | aclarion, inc. ordinary shares warrant | 0.00 | 56,000 | 2,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 4.30 | 156,391 | 11,101,000 | reduced | -15.45 | ||
| ACWV | ishares | 2.02 | 198,944 | 5,210,000 | added | 1.48 | ||
| ACWV | ishares | 0.65 | 31,023 | 1,673,000 | reduced | -11.6 | ||
| ADBE | adobe sys inc | 0.17 | 1,255 | 439,000 | unchanged | 0.00 | ||
| ADP | automatic data processing inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.77 | 15,376 | 1,993,000 | reduced | -0.73 | ||
| AGGP | nyli candriam u.s. large cap equity etf | 0.11 | 5,167 | 283,000 | added | 0.31 | ||
| AMPS | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 1.04 | 11,666 | 2,694,000 | added | 0.07 | ||
| APH | amphenol corp class a | 0.22 | 4,160 | 562,000 | unchanged | 0.00 | ||
| AVGO | broadcom | 0.22 | 1,621 | 561,000 | added | 8.43 | ||
| AXP | american express co | 0.33 | 2,315 | 855,000 | unchanged | 0.00 | ||
| AZO | autozone inc | 0.12 | 92.00 | 312,000 | unchanged | 0.00 | ||
| BA | boeing co | 0.17 | 2,005 | 435,000 | unchanged | 0.00 | ||