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Latest Palisades Hudson Asset Management, L.P. Stock Portfolio

$256Million– No. of Holdings #106

Palisades Hudson Asset Management, L.P. Performance:
2026 Q1: -0.36%YTD: -0.36%2025: 15.44%
Performance for 2026 Q1 is -0.36%, and YTD is -0.36%, and 2025 is 15.44%.

About Palisades Hudson Asset Management, L.P. and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Palisades Hudson Asset Management, L.P. reported an equity portfolio of $256.6 Millions as of 31 Mar, 2026.

The top stock holdings of Palisades Hudson Asset Management, L.P. are IJR, VB, SPY. The fund has invested 13% of it's portfolio in ISHARES TR and 7.3% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off COMERICA INC (CMA) and CUMMINS INC (CMI) stocks. They significantly reduced their stock positions in MCDONALDS CORP (MCD), WALMART INC (WMT) and ISHARES GOLD TRUST (IAU). Palisades Hudson Asset Management, L.P. opened new stock positions in FIFTH THIRD BANCORP (FITB), AT&T INC (T) and VANGUARD VALUE ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VB), FIRST TRUST NASDAQ CLN EDGE INF ETF (GRID) and TESLA INC (TSLA).
Palisades Hudson Asset Management, L.P. Equity Portfolio Value
Last Reported on: 08 May, 2026

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 -0.36% in the last quarter. In trailing 12 months, it's portfolio return was 18.68%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fifth third bancorp486,000
at&t inc303,000
vanguard value etf252,000
exxon mobil corp226,000
proshares large cap core plus216,000
lumentum holdings inc214,000
starbucks corp211,000
amgen inc204,000
New stocks bought by Palisades Hudson Asset Management, L.P.

Additions

Ticker% Inc.
vanguard intl equity index f45.81
first trust nasdaq cln edge inf etf17.49
tesla inc16.27
vanguard world fd13.4
vanguard index fds10.19
vanguard bd index fds9.68
ishares tr4.47
nuveen esg small-cap etf3.87
Additions to existing portfolio by Palisades Hudson Asset Management, L.P.

Reductions

Ticker% Reduced
mcdonalds corp-40.73
walmart inc-30.3
ishares gold trust-26.11
jp morgan exchange traded fund-4.29
ishares tr-2.89
spdr gold trust-2.18
spdr s&p 500 etf tr-1.57
spdr index shs fds-1.45
Palisades Hudson Asset Management, L.P. reduced stake in above stock

Sold off

Ticker$ Sold
comerica inc-488,000
cummins inc-334,000
Palisades Hudson Asset Management, L.P. got rid off the above stocks

Sector Distribution

Palisades Hudson Asset Management, L.P. has about 83% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Healthcare
Sector%
Others83
Technology6.3
Financial Services2.5
Consumer Cyclical2.3
Communication Services1.7
Industrials1.5
Healthcare1.1

Market Cap. Distribution

Palisades Hudson Asset Management, L.P. has about 16.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83
MEGA-CAP11.6
LARGE-CAP5.2

Stocks belong to which Index?

About 16.5% 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%
Others83.4
S&P 50016.5
Top 5 Winners (%)%
ACON
aclarion, inc. ordinary shares warrant
50.0 %
CAT
caterpillar
23.7 %
DE
deere & co
21.1 %
KLAC
kla corp
21.0 %
CWI
spdr index shs fds
20.0 %
Top 5 Winners ($)$
IJR
ishares tr
1.3 M
IAU
ishares gold trust
0.6 M
CWI
spdr index shs fds
0.5 M
EMGF
ishares
0.4 M
IJR
ishares tr
0.4 M
Top 5 Losers (%)%
INTU
intuit
-34.8 %
ADBE
adobe sys inc
-30.5 %
ORCL
oracle corp
-24.5 %
MSFT
microsoft corp
-23.4 %
ABT
abbott labs
-18.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.0 M
SPY
spdr s&p 500 etf tr
-0.9 M
VB
vanguard index fds
-0.8 M
IJR
ishares tr
-0.7 M
EDV
vanguard world fd
-0.4 M

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 106 stocks in it's portfolio. About 57.5% of the portfolio is in top 10 stocks. MSFT 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: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions