Palisades Hudson Asset Management, L.P.

13F filer · CIK 0001388443

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$286MU.S. long equity reported on 13F

Positions674 new · 4 closed

Net flow last quarter-$408KBuys minus sells

Top 10 positions weight18.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202667 positions
SPYSPDR S&P 500 ETF Trust	$21M	7.36%	Not reported	-0.4%	Q2 2013
NVDANvidia Corp	$5.8M	2.03%	0.00%	0.0%	Q1 2023
IAUIshares Gold Trust	$5.53M	1.94%	0.01%	Not reported	Q1 2023
AAPLApple Inc.	$5.11M	1.79%	0.00%	-0.5%	Q2 2013
GLDSPDR Gold Trust	$3.52M	1.23%	0.00%	Not reported	Q1 2023
MSFTMicrosoft Corp	$3.3M	1.15%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$2.73M	0.96%	0.00%	-1.8%	Q2 2013
GOOGAlphabet Inc.	$2.52M	0.88%	Not reported	Not reported	Q1 2023
GOOGLAlphabet Inc.	$1.53M	0.53%	0.00%	-6.1%	Q1 2023
GSGoldman Sachs Group Inc	$1.45M	0.51%	0.00%	Not reported	Q2 2013
TSLATesla, Inc.	$1.23M	0.43%	0.00%	-0.8%	Q2 2023
COSTCostco Wholesale Corp	$1.12M	0.39%	0.00%	Not reported	Q2 2013
STLDSteel Dynamics Inc	$1.12M	0.39%	0.00%	Not reported	Q1 2023
VVisa Inc.	$986K	0.35%	0.00%	Not reported	Q1 2023
AXPAmerican Express Co	$783K	0.27%	0.00%	Not reported	Q2 2013
APHAmphenol Corp	$733K	0.26%	0.00%	Not reported	Q4 2023
CHRWC. H. Robinson Worldwide, Inc.	$729K	0.26%	0.00%	Not reported	Q2 2013
TTTrane Technologies plc	$701K	0.25%	0.00%	Not reported	Q1 2023
MAMastercard Inc	$635K	0.22%	0.00%	-18.0%	Q1 2023
AVGOBroadcom Inc.	$615K	0.22%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$600K	0.21%	0.00%	-27.3%	Q2 2013
PLDPrologis, Inc.	$599K	0.21%	0.00%	Not reported	Q1 2023
FITBFifth Third Bancorp	$590K	0.21%	0.00%	Not reported	Q1 2026
KLACKla Corp	$579K	0.20%	0.00%	Not reported	Q3 2025
MCOMoodys Corp	$570K	0.20%	0.00%	Not reported	Q1 2023
MARMarriott International Inc	$568K	0.20%	0.00%	Not reported	Q1 2023
YUMYum Brands Inc	$515K	0.18%	0.00%	-22.2%	Q2 2013
CATCaterpillar Inc	$501K	0.18%	0.00%	Not reported	Q1 2024
METAMeta Platforms, Inc.	$499K	0.17%	Not reported	Not reported	Q2 2023
AMDAdvanced Micro Devices Inc	$469K	0.16%	0.00%	New	Q2 2026
HIGHartford Insurance Group, Inc.	$467K	0.16%	0.00%	Not reported	Q1 2023
PNCPNC Financial Services Group, Inc.	$460K	0.16%	0.00%	-37.5%	Q2 2013
DEDeere & Co	$452K	0.16%	0.00%	Not reported	Q2 2013
CMICummins Inc	$442K	0.15%	0.00%	Not reported	Q3 2024
UNHUnitedhealth Group Inc	$435K	0.15%	0.00%	Not reported	Q1 2023
ABTAbbott Laboratories	$435K	0.15%	0.00%	Not reported	Q2 2013
BABoeing Co	$434K	0.15%	0.00%	Not reported	Q2 2013
SLViShares Silver Trust	$424K	0.15%	0.00%	Not reported	Q2 2024
MSMorgan Stanley	$392K	0.14%	0.00%	Not reported	Q4 2024
INTUIntuit Inc.	$388K	0.14%	0.00%	-0.3%	Q1 2023
RHPRyman Hospitality Properties, Inc.	$384K	0.13%	0.00%	Not reported	Q1 2023
NOCNorthrop Grumman Corp	$372K	0.13%	0.00%	+0.1%	Q1 2023
CSCOCisco Systems, Inc.	$353K	0.12%	0.00%	+0.4%	Q1 2023
ORCLOracle Corp	$350K	0.12%	0.00%	Not reported	Q2 2013
UNPUnion Pacific Corp	$347K	0.12%	0.00%	Not reported	Q1 2023
MUMicron Technology Inc	$341K	0.12%	0.00%	New	Q2 2026
WMTWalmart Inc.	$339K	0.12%	0.00%	Not reported	Q1 2024
MSIMotorola Solutions, Inc.	$336K	0.12%	0.00%	Not reported	Q1 2023
GGGGraco Inc	$334K	0.12%	0.00%	Not reported	Q1 2023
AZOAutozone Inc	$294K	0.10%	0.00%	Not reported	Q1 2023

Q1 2026Reported May 8, 202667 positions
SPYSPDR S&P 500 ETF Trust	$18.4M	7.16%	Not reported	-1.6%	Q2 2013
IAUIshares Gold Trust	$6.46M	2.52%	0.01%	-26.1%	Q1 2023
NVDANvidia Corp	$5.06M	1.97%	0.00%	Not reported	Q1 2023
AAPLApple Inc.	$4.5M	1.75%	0.00%	-0.5%	Q2 2013
GLDSPDR Gold Trust	$4.11M	1.60%	0.00%	-2.2%	Q1 2023
MSFTMicrosoft Corp	$3.28M	1.28%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$2.43M	0.95%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$2.04M	0.80%	Not reported	+0.2%	Q1 2023
GOOGLAlphabet Inc.	$1.31M	0.51%	0.00%	+2.0%	Q1 2023
GSGoldman Sachs Group Inc	$1.21M	0.47%	0.00%	Not reported	Q2 2013
COSTCostco Wholesale Corp	$1.19M	0.46%	0.00%	Not reported	Q2 2013
TSLATesla, Inc.	$1.09M	0.43%	0.00%	+16.3%	Q2 2023
STLDSteel Dynamics Inc	$877K	0.34%	0.00%	Not reported	Q1 2023
VVisa Inc.	$868K	0.34%	0.00%	Not reported	Q1 2023
MAMastercard Inc	$753K	0.29%	0.00%	Not reported	Q1 2023
ABBVAbbVie Inc.	$713K	0.28%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$700K	0.27%	0.00%	Not reported	Q2 2013
INTUIntuit Inc.	$645K	0.25%	0.00%	Not reported	Q1 2023
YUMYum Brands Inc	$644K	0.25%	0.00%	Not reported	Q2 2013
CHRWC. H. Robinson Worldwide, Inc.	$643K	0.25%	0.00%	Not reported	Q2 2013
PNCPNC Financial Services Group, Inc.	$623K	0.24%	0.00%	Not reported	Q2 2013
TTTrane Technologies plc	$594K	0.23%	0.00%	Not reported	Q1 2023
PLDPrologis, Inc.	$584K	0.23%	0.00%	Not reported	Q1 2023
MCOMoodys Corp	$549K	0.21%	0.00%	Not reported	Q1 2023
SLViShares Silver Trust	$541K	0.21%	0.00%	Not reported	Q2 2024
APHAmphenol Corp	$526K	0.21%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$507K	0.20%	Not reported	Not reported	Q2 2023
AVGOBroadcom Inc.	$504K	0.20%	0.00%	+0.5%	Q2 2024
MARMarriott International Inc	$501K	0.20%	0.00%	Not reported	Q1 2023
NOCNorthrop Grumman Corp	$497K	0.19%	0.00%	Not reported	Q1 2023
ABTAbbott Laboratories	$491K	0.19%	0.00%	Not reported	Q2 2013
FITBFifth Third Bancorp	$486K	0.19%	0.00%	New	Q1 2026
HIGHartford Insurance Group, Inc.	$476K	0.19%	0.00%	Not reported	Q1 2023
DEDeere & Co	$401K	0.16%	0.00%	Not reported	Q2 2013
BABoeing Co	$399K	0.16%	0.00%	Not reported	Q2 2013
GGGGraco Inc	$374K	0.15%	0.00%	Not reported	Q1 2023
WMTWalmart Inc.	$371K	0.14%	0.00%	-30.3%	Q1 2024
MSIMotorola Solutions, Inc.	$352K	0.14%	0.00%	Not reported	Q1 2023
ORCLOracle Corp	$351K	0.14%	0.00%	Not reported	Q2 2013
CATCaterpillar Inc	$334K	0.13%	0.00%	Not reported	Q1 2024
CMICummins Inc	$334K	0.13%	0.00%	Not reported	Q3 2024
AZOAutozone Inc	$311K	0.12%	0.00%	Not reported	Q1 2023
MSMorgan Stanley	$309K	0.12%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$309K	0.12%	0.00%	Not reported	Q1 2023
ADBEAdobe Inc.	$305K	0.12%	0.00%	Not reported	Q2 2013
TAt&T Inc.	$303K	0.12%	0.00%	Not reported	Q2 2013
MCKMckesson Corp	$290K	0.11%	0.00%	Not reported	Q2 2023
UNHUnitedhealth Group Inc	$284K	0.11%	0.00%	Not reported	Q1 2023
KLACKla Corp	$282K	0.11%	0.00%	Not reported	Q3 2025
MRSHMarsh & Mclennan Companies, Inc.	$279K	0.11%	0.00%	Not reported	Q1 2023

Q4 2025Reported Jan 30, 202662 positions
SPYSPDR S&P 500 ETF Trust	$19.6M	7.59%	Not reported	-3.8%	Q2 2013
IAUIshares Gold Trust	$8.05M	3.12%	0.01%	-10.8%	Q1 2023
NVDANvidia Corp	$5.41M	2.10%	0.00%	Not reported	Q1 2023
AAPLApple Inc.	$4.85M	1.88%	0.00%	-3.5%	Q2 2013
MSFTMicrosoft Corp	$4.28M	1.66%	0.00%	Not reported	Q2 2013
GLDSPDR Gold Trust	$3.87M	1.50%	0.00%	Not reported	Q1 2023
AMZNAmazon Com Inc	$2.69M	1.04%	0.00%	+0.1%	Q2 2013
GOOGAlphabet Inc.	$2.23M	0.86%	Not reported	+0.4%	Q1 2023
GOOGLAlphabet Inc.	$1.4M	0.54%	0.00%	Not reported	Q1 2023
GSGoldman Sachs Group Inc	$1.26M	0.49%	0.00%	Not reported	Q2 2013
TSLATesla, Inc.	$1.14M	0.44%	0.00%	+28.9%	Q2 2023
COSTCostco Wholesale Corp	$1.04M	0.40%	0.00%	Not reported	Q2 2013
VVisa Inc.	$1.01M	0.39%	0.00%	Not reported	Q1 2023
INTUIntuit Inc.	$989K	0.38%	0.00%	Not reported	Q1 2023
MAMastercard Inc	$861K	0.33%	0.00%	Not reported	Q1 2023
AXPAmerican Express Co	$855K	0.33%	0.00%	Not reported	Q2 2013
STLDSteel Dynamics Inc	$826K	0.32%	0.00%	Not reported	Q1 2023
ABBVAbbVie Inc.	$749K	0.29%	0.00%	Not reported	Q2 2013
MCOMoodys Corp	$643K	0.25%	0.00%	Not reported	Q1 2023
YUMYum Brands Inc	$627K	0.24%	0.00%	Not reported	Q2 2013
PNCPNC Financial Services Group, Inc.	$625K	0.24%	0.00%	Not reported	Q2 2013
CHRWC. H. Robinson Worldwide, Inc.	$622K	0.24%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$600K	0.23%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$584K	0.23%	Not reported	Not reported	Q2 2023
PLDPrologis, Inc.	$564K	0.22%	0.00%	Not reported	Q1 2023
APHAmphenol Corp	$562K	0.22%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$561K	0.22%	0.00%	+8.4%	Q2 2024
TTTrane Technologies plc	$556K	0.22%	0.00%	Not reported	Q1 2023
SLViShares Silver Trust	$511K	0.20%	0.00%	Not reported	Q2 2024
CMAComerica Inc	$488K	0.19%	0.00%	Not reported	Q2 2013
HIGHartford Insurance Group, Inc.	$485K	0.19%	0.00%	Not reported	Q1 2023
WMTWalmart Inc.	$478K	0.19%	0.00%	+13.3%	Q1 2024
MARMarriott International Inc	$476K	0.18%	0.00%	Not reported	Q1 2023
ORCLOracle Corp	$465K	0.18%	0.00%	Not reported	Q2 2013
ADBEAdobe Inc.	$439K	0.17%	0.00%	Not reported	Q2 2013
BABoeing Co	$435K	0.17%	0.00%	Not reported	Q2 2013
NOCNorthrop Grumman Corp	$415K	0.16%	0.00%	Not reported	Q1 2023
GGGGraco Inc	$362K	0.14%	0.00%	Not reported	Q1 2023
MCDMcdonalds Corp	$361K	0.14%	0.00%	Not reported	Q1 2023
UNHUnitedhealth Group Inc	$346K	0.13%	0.00%	Not reported	Q1 2023
MSMorgan Stanley	$333K	0.13%	0.00%	Not reported	Q4 2024
DEDeere & Co	$331K	0.13%	0.00%	Not reported	Q2 2013
ELVElevance Health, Inc.	$318K	0.12%	0.00%	Not reported	Q1 2023
CMICummins Inc	$316K	0.12%	0.00%	Not reported	Q3 2024
AZOAutozone Inc	$312K	0.12%	0.00%	Not reported	Q1 2023
MSIMotorola Solutions, Inc.	$310K	0.12%	0.00%	Not reported	Q1 2023
MRSHMarsh & Mclennan Companies, Inc.	$298K	0.12%	0.00%	Not reported	Q1 2023
UNPUnion Pacific Corp	$295K	0.11%	0.00%	Not reported	Q1 2023
DHRDanaher Corp	$284K	0.11%	0.00%	Not reported	Q1 2023
RHPRyman Hospitality Properties, Inc.	$283K	0.11%	0.00%	Not reported	Q1 2023

Q3 2025Reported Nov 6, 202566 positions
SPYSPDR S&P 500 ETF Trust	$19.9M	7.21%	Not reported	+1.2%	Q2 2013
IAUIshares Gold Trust	$8.09M	2.93%	0.01%	Not reported	Q1 2023
NVDANvidia Corp	$5.41M	1.96%	0.00%	-2.5%	Q1 2023
AAPLApple Inc.	$4.7M	1.70%	0.00%	-4.4%	Q2 2013
MSFTMicrosoft Corp	$4.58M	1.66%	0.00%	Not reported	Q2 2013
GLDSPDR Gold Trust	$3.47M	1.26%	0.00%	-1.2%	Q1 2023
AMZNAmazon Com Inc	$2.56M	0.93%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$1.72M	0.63%	Not reported	Not reported	Q1 2023
GSGoldman Sachs Group Inc	$1.14M	0.41%	0.00%	-4.2%	Q2 2013
BSVNBank7 Corp.	$1.14M	0.41%	0.15%	+0.7%	Q1 2023
COSTCostco Wholesale Corp	$1.11M	0.40%	0.00%	-3.5%	Q2 2013
GOOGLAlphabet Inc.	$1.08M	0.39%	0.00%	-18.2%	Q1 2023
INTUIntuit Inc.	$1.02M	0.37%	0.00%	-0.9%	Q1 2023
VVisa Inc.	$981K	0.36%	0.00%	Not reported	Q1 2023
TSLATesla, Inc.	$874K	0.32%	0.00%	+38.5%	Q2 2023
MAMastercard Inc	$858K	0.31%	0.00%	Not reported	Q1 2023
AXPAmerican Express Co	$769K	0.28%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$761K	0.28%	0.00%	Not reported	Q2 2013
STLDSteel Dynamics Inc	$680K	0.25%	0.00%	Not reported	Q1 2023
ORCLOracle Corp	$671K	0.24%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$651K	0.24%	Not reported	-7.2%	Q2 2023
ABTAbbott Laboratories	$641K	0.23%	0.00%	Not reported	Q2 2013
YUMYum Brands Inc	$630K	0.23%	0.00%	Not reported	Q2 2013
TTTrane Technologies plc	$602K	0.22%	0.00%	Not reported	Q1 2023
PNCPNC Financial Services Group, Inc.	$602K	0.22%	0.00%	-4.1%	Q2 2013
MCOMoodys Corp	$599K	0.22%	0.00%	Not reported	Q1 2023
APHAmphenol Corp	$515K	0.19%	0.00%	Not reported	Q4 2023
CHRWC. H. Robinson Worldwide, Inc.	$513K	0.19%	0.00%	Not reported	Q2 2013
PLDPrologis, Inc.	$506K	0.18%	0.00%	Not reported	Q1 2023
AVGOBroadcom Inc.	$493K	0.18%	0.00%	+28.9%	Q2 2024
HIGHartford Insurance Group, Inc.	$470K	0.17%	0.00%	Not reported	Q1 2023
NOCNorthrop Grumman Corp	$444K	0.16%	0.00%	Not reported	Q1 2023
ADBEAdobe Inc.	$442K	0.16%	0.00%	Not reported	Q2 2013
BABoeing Co	$433K	0.16%	0.00%	Not reported	Q2 2013
MARMarriott International Inc	$399K	0.14%	0.00%	Not reported	Q1 2023
AZOAutozone Inc	$395K	0.14%	0.00%	Not reported	Q1 2023
WMTWalmart Inc.	$390K	0.14%	0.00%	Not reported	Q1 2024
CMAComerica Inc	$384K	0.14%	0.00%	Not reported	Q2 2013
GGGGraco Inc	$375K	0.14%	0.00%	Not reported	Q1 2023
MSIMotorola Solutions, Inc.	$370K	0.13%	0.00%	Not reported	Q1 2023
UNHUnitedhealth Group Inc	$361K	0.13%	0.00%	-2.9%	Q1 2023
MCDMcdonalds Corp	$359K	0.13%	0.00%	Not reported	Q1 2023
SLViShares Silver Trust	$336K	0.12%	0.00%	Not reported	Q2 2024
DEDeere & Co	$326K	0.12%	0.00%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$324K	0.12%	0.00%	Not reported	Q1 2023
MSTRStrategy Inc	$315K	0.11%	Not reported	-3.1%	Q1 2024
HDHome Depot, Inc.	$305K	0.11%	0.00%	-27.0%	Q2 2013
UNPUnion Pacific Corp	$301K	0.11%	0.00%	Not reported	Q1 2023
MSMorgan Stanley	$299K	0.11%	0.00%	Not reported	Q4 2024
ELVElevance Health, Inc.	$293K	0.11%	0.00%	Not reported	Q1 2023

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