Palisades Hudson Asset Management, L.P.

CIK 0001388443 • 6 13F filings • May 9, 2025 – Aug 7, 2026

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Filer information

Filed by: Palisades Hudson Asset Management, L.P., Chief Compliance Officer
Address: 200 SW FIRST AVENUE, SUITE 800, FORT LAUDERDALE, FL, 33301
Phone: 954-524-5552
AUM: $258K

AUM over time

$286K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $257K2 positionsView on SEC.gov

			% of Portfolio
Abbott Labs	Com	$491	0.2%Prev: 0.3%	4,789 SH	Decreased
AbbVie Inc	Com	$713	0.3%Prev: 0.3%	3,281 SH	Decreased-263 SH
Aclarion, Inc. Ordinary Shares Warrant	*W EXP 04/21/202	$3	0.0%	56,000 SH	New
Adobe Sys Inc	Com	$305	0.1%Prev: 0.2%	1,255 SH	Decreased
Alphabet Inc	Cap Stk Cl A	$1K	0.5%Prev: 0.4%	4,546 SH	Increased-1,042 SH
Alphabet Inc	Cap Stk Cl C	$2K	0.8%Prev: 0.5%	7,119 SH	Increased+39 SH
Amazon Com Inc	Com	$2K	0.9%Prev: 1.0%	11,666 SH	Increased+15 SH
American Express Co	Com	$700	0.3%Prev: 0.3%	2,315 SH	Increased
Amgen Inc	Com	$204	0.1%	580 SH	New
Amphenol Corp Class A	Com	$526	0.2%Prev: 0.1%	4,160 SH	Increased
Apple Inc	Com	$5K	1.8%Prev: 2.1%	17,734 SH	Decreased-2,878 SH
AT&T Inc	Com	$303	0.1%	10,445 SH	New
Autozone Inc	Com	$311	0.1%Prev: 0.2%	92 SH	Decreased
Bank of America Corp	Com	$248	0.1%Prev: 0.1%	5,098 SH	Increased
Boeing Co	Com	$399	0.2%Prev: 0.2%	2,005 SH	Increased
Broadcom	Com	$504	0.2%	1,629 SH	New
C H Robinson Worldwide Inc	Com New	$643	0.3%Prev: 0.2%	3,871 SH	Increased-99 SH
Caterpillar	COM	$334	0.1%	471 SH	New
Cisco Systems Inc	Com	$232	0.1%	2,995 SH	New
Costco Whsl Corp New	Com	$1K	0.5%Prev: 0.5%	1,201 SH	Decreased-67 SH
Cummins Inc	Com	$353	0.1%Prev: 0.1%	655 SH	Increased
Danaher Corp Del	Com	$236	0.1%Prev: 0.2%	1,244 SH	Decreased-493 SH
Deere & Co	Com	$401	0.2%Prev: 0.2%	712 SH	Increased
Elevance Health Inc	Com	$265	0.1%Prev: 0.2%	906 SH	Decreased-71 SH
Exxon Mobil Corp	Com	$226	0.1%	1,325 SH	New
Fidelity MSCI Real Estate ETF	MSCI RL EST ETF	$2K	0.7%Prev: 0.8%	62,684 SH	Increased+2,320 SH
Fifth Third Bancorp	Com	$486	0.2%	10,464 SH	New
First Trust NASDAQ Cln Edge Inf ETF	NASDQ CLN EDGE	$304	0.1%	1,861 SH	New
Gilead Sciences Inc	Com	$249	0.1%Prev: 0.1%	1,792 SH	Increased
Goldman Sachs Group Inc	Com	$1K	0.5%Prev: 0.4%	1,433 SH	Increased-98 SH
Graco Inc	Com	$374	0.1%Prev: 0.2%	4,416 SH	Increased
Home Depot Inc	Com	$248	0.1%Prev: 0.2%	754 SH	Decreased-546 SH
Intuit	Com	$645	0.3%Prev: 0.4%	1,493 SH	Decreased-38 SH
iShares	MSCI Aust ETF	$6K	2.2%Prev: 2.0%	199,243 SH	Increased+6,892 SH
iShares	MSCI CDA ETF	$2K	0.7%Prev: 0.7%	30,726 SH	Increased-4,564 SH
iShares	MSCI Japan ETF	$9K	3.5%Prev: 3.7%	106,859 SH	Increased-13,040 SH
iShares Gold Trust	iShares	$6K	2.5%Prev: 3.0%	73,252 SH	Decreased-37,861 SH
iShares Silver Trust	iShares	$541	0.2%Prev: 0.1%	7,939 SH	Increased
iShares Tr	Core MSCI Euro	$11K	4.2%Prev: 5.1%	151,867 SH	Decreased-35,064 SH
iShares Tr	Core S&P 500 ETF	$14K	5.4%Prev: 5.7%	21,074 SH	Increased-1,078 SH
iShares Tr	Core S&P MCP ETF	$228	0.1%	3,373 SH	New
iShares Tr	Core S&P SCP ETF	$12K	4.6%Prev: 4.7%	95,738 SH	Increased-3,183 SH
iShares Tr	Europe ETF	$1K	0.5%Prev: 1.1%	18,325 SH	Decreased-23,371 SH
iShares Tr	Gl Clean Ene ETF	$914	0.4%Prev: 0.4%	49,979 SH	Increased-25,633 SH
iShares Tr	MSCI AC Asia ETF	$9K	3.4%Prev: 3.4%	89,902 SH	Increased-12,750 SH
iShares Tr	Rus 2000 Grw ETF	$808	0.3%Prev: 0.3%	2,576 SH	Increased+13 SH
iShares Tr	Rus 2000 Val ETF	$686	0.3%Prev: 0.3%	3,616 SH	Increased-140 SH
iShares Tr	Russell 2000 ETF	$958	0.4%Prev: 0.3%	3,862 SH	Increased+3 SH
iShares Tr	SP SMCP600GR ETF	$14K	5.6%Prev: 5.4%	99,030 SH	Increased+3,129 SH
iShares Tr	SP SMCP600VL ETF	$33K	13.0%Prev: 12.5%	281,640 SH	Increased+41 SH
iShares Tr	US Hlthcare ETF	$374	0.1%Prev: 0.2%	6,067 SH	Increased-56 SH
JP Morgan Exchange Traded Fund	Betbuld Japan	$9K	3.4%Prev: 3.6%	126,278 SH	Increased-14,002 SH
JPMorgan Exchange Traded Fund	Betabuldrs CDA	$719	0.3%Prev: 0.2%	7,649 SH	Increased+623 SH
KLA Corp	COM NEW	$282	0.1%	192 SH	New
Lumentum Holdings Inc	Com	$214	0.1%	305 SH	New
Marriott Intl Inc	Cl A	$501	0.2%Prev: 0.2%	1,533 SH	Increased
Marsh & McClennan Companies Inc	Com	$279	0.1%Prev: 0.2%	1,607 SH	Decreased
Mastercard Inc	Cl A	$753	0.3%Prev: 0.4%	1,508 SH	Decreased
McDonalds Corp	Com	$217	0.1%Prev: 0.2%	700 SH	Decreased-476 SH
McKesson Corp	Com	$290	0.1%Prev: 0.1%	335 SH	Increased
Meta Platforms Inc	Cl A	$507	0.2%Prev: 0.3%	886 SH	Decreased-116 SH
Microsoft Corp	Com	$3K	1.3%Prev: 1.5%	8,844 SH	Decreased
Moodys Corp	Com	$549	0.2%Prev: 0.3%	1,258 SH	Decreased
Morgan Stanley	Com	$309	0.1%Prev: 0.1%	1,878 SH	Increased
Motorola Solutions Inc	Com New	$352	0.1%Prev: 0.2%	810 SH	Decreased
Netflix Inc	Com	$224	0.1%Prev: 0.1%	2,330 SH	Increased+2,097 SH
Northrop Grumman Corp	Com	$497	0.2%Prev: 0.2%	728 SH	Increased
Nuveen ESG Small-Cap ETF	Nuveen ESG SMLCP ETF	$5K	2.0%	112,146 SH	New
Nvidia Corp	Com	$5K	2.0%Prev: 1.4%	29,003 SH	Increased-374 SH
NYLI Candriam U.S. Large Cap Equity ETF	Candriam US Lrg	$265	0.1%	5,180 SH	New
Oracle Corp	Com	$351	0.1%Prev: 0.2%	2,385 SH	Increased
PNC Finl Svcs Group Inc	Com	$623	0.2%Prev: 0.2%	2,996 SH	Increased-127 SH
Proctor and Gamble Co	Com	$231	0.1%Prev: 0.1%	1,601 SH	Decreased
Prologis Inc	Com	$584	0.2%Prev: 0.2%	4,419 SH	Increased
ProShares Large Cap Core Plus	Large Cap CRE	$216	0.1%	2,883 SH	New
Ryman Hospitality Pptys Inc	Com	$276	0.1%Prev: 0.1%	2,986 SH	Increased
Schwab Strategic Tr	US DIVIDEND EQ	$233	0.1%Prev: 0.1%	7,599 SH	Increased
Schwab Strategic Tr	US REIT ETF	$220	0.1%	10,243 SH	New
SPDR Gold Trust	Gold SHS	$4K	1.6%Prev: 1.3%	9,545 SH	Increased-398 SH
SPDR Index Shs Fds	Glb Nat Resrce	$3K	1.2%Prev: 1.3%	40,232 SH	Increased-15,379 SH
SPDR S&P 500 ETF Tr	TR Unit	$18K	7.2%Prev: 7.5%	28,264 SH	Increased-1,170 SH
SPDR S&P Small Cap Growth	S&P 600 Smcp Grw	$2K	0.7%Prev: 0.7%	19,516 SH	Increased+1,764 SH
SPDR S&P Small Cap Value	S&P 600 Smcp Val	$6K	2.3%Prev: 2.1%	62,074 SH	Increased+3,465 SH
SPDR Series Trust	Shrt Intl ETF	$541	0.2%Prev: 0.1%	20,115 SH	Increased+10,545 SH
Starbucks Corp	Com	$211	0.1%Prev: 0.1%	2,348 SH	Decreased
Steel Dynamics Inc	Com	$877	0.3%Prev: 0.3%	4,874 SH	Increased
Tesla Inc	Com	$1K	0.4%Prev: 0.2%	2,945 SH	Increased+1,603 SH
Texas Roadhouse Inc	Com	$242	0.1%Prev: 0.1%	1,468 SH	Decreased
The Hartford Insurance Group Inc	Com	$476	0.2%Prev: 0.2%	3,523 SH	Increased
Trane Technologies PLC Class A	SHS	$594	0.2%Prev: 0.2%	1,427 SH	Increased
Union Pac Corp	Com	$309	0.1%Prev: 0.1%	1,276 SH	Increased
Unitedhealth Group Inc	Com	$284	0.1%Prev: 0.3%	1,047 SH	Decreased-31 SH
VanEck ETF Trust	Global Alter ETF	$2K	0.8%Prev: 0.5%	15,376 SH	Increased+5,165 SH
Vanguard Bd Index Fds	TOTAL INT BD ETF	$401	0.2%	8,352 SH	New
Vanguard Bd Index Fds	Vanguard Ultra	$5K	1.8%Prev: 1.8%	95,237 SH	Increased+15,366 SH
Vanguard Index Fds	REIT ETF	$2K	0.7%Prev: 0.7%	18,878 SH	Increased+1,955 SH
Vanguard Index Fds	TOTAL STK MKT	$19K	7.3%Prev: 7.3%	58,483 SH	Increased-34 SH
Vanguard Intl Equity Index F	ALLWRLD EX US	$333	0.1%Prev: 0.1%	2,281 SH	Increased+155 SH
Vanguard Intl Equity Index F	FTSE EUROPE ETF	$6K	2.4%Prev: 2.5%	73,512 SH	Increased-3,701 SH
Vanguard Intl Equity Index F	S&P 500 ETF SHS	$945	0.4%Prev: 0.1%	1,582 SH	Increased+996 SH
Vanguard Value ETF	VALUE ETF	$252	0.1%	1,282 SH	New
Vanguard World FD	ESG US STK ETF	$5K	2.0%Prev: 1.5%	46,652 SH	Increased+13,220 SH
Visa Inc	Com Cl A	$868	0.3%Prev: 0.5%	2,873 SH	Decreased
Walmart Inc	Com	$371	0.1%Prev: 0.1%	2,990 SH	Increased-777 SH
Weyerhaeuser Co	Com	$266	0.1%Prev: 0.1%	10,898 SH	Decreased
Yum Brands Inc	Com	$644	0.3%Prev: 0.3%	4,143 SH	Decreased

Sold (vs prior filing)

Alps ETF TR — $229
AT&T — $209
Automatic Data Processing Inc — $213
Comerica Inc — $331
Juniper Networks Inc — $301
Managed Portfolio Series — $261
MicroStrategy Inc Class A — $329
New York Life Investments ETF — $232
NuShares ETF Trust — $3K
PayPal Holdings Inc — $215

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001388443-26-000001	$258K	View
Nov 6, 2025	Q3 2025	13F-HR	0001388443-25-000008	$276K	View
Aug 7, 2026	Q2 2026