§ 13F · FUND PROFILE
Palisades Hudson Asset Management, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $276K (13F)Positions · 154Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IJS | iShares Tr | 282K | $33K | 13.0% | −1% |
| 2 | VTI | Vanguard Index Fds | 58K | $19K | 7.3% | ±0% |
| 3 | SPY | SPDR S&P 500 ETF Tr | 28K | $18K | 7.2% | −2% |
| 4 | IJT | iShares Tr | 99K | $14K | 5.6% | +1% |
| 5 | IVV | iShares Tr | 21K | $14K | 5.4% | ±0% |
| 6 | IJR | iShares Tr | 96K | $12K | 4.6% | ±0% |
| 7 | IEUR | iShares Tr | 152K | $11K | 4.2% | −3% |
| 8 | EWJ | iShares | 107K | $9K | 3.5% | ±0% |
| 9 | — | JP Morgan Exchange Traded Fund | 126K | $9K | 3.4% | −4% |
| 10 | AAXJ | iShares Tr | 90K | $9K | 3.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALISADES SIGNAL
AC read
Palisades Hudson Asset Management, L.P. is a Other fund managing $276 thousand in assets. The fund runs a portfolio of 154 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed