StockDriftsStockDriftsTop 50 Palisades Hudson Asset Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJS | iShares Tr | 13.09% | 273.7K | $37.4M | -2.83%(-7.96K) | $64.30(+117.75%) | 2026-06-30 | |
| VTI | Vanguard Index Fds | 7.57% | 58.5K | $21.6M | +0.00%(+1) | $108.96(+251.85%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF Tr | 7.36% | 28.2K | $21.0M | -0.39%(-109) | $124.81(+521.22%) | 2026-06-30 | |
| IJT | iShares Tr | 6.02% | 96.3K | $17.2M | -2.71%(-2.68K) | $91.50(+94.77%) | 2026-06-30 | |
| IVV | iShares Tr | 5.57% | 21.3K | $15.9M | +0.85%(+179) | $225.10(+246.04%) | 2026-06-30 | |
| IJR | iShares Tr | 4.97% | 95.8K | $14.2M | +0.04%(+36) | $80.30(+86.76%) | 2026-06-30 | |
| IEUR | iShares Tr | 3.94% | 149.6K | $11.2M | -1.50%(-2.28K) | $45.31(+72.86%) | 2026-06-30 | |
| AAXJ | iShares Tr | 3.55% | 85.0K | $10.1M | -5.44%(-4.89K) | $72.41(+63.23%) | 2026-06-30 | |
| EWJ | iShares | 3.47% | 106.2K | $9.9M | -0.62%(-660) | $49.05(+100.52%) | 2026-06-30 | |
| BBJP | JP Morgan Exchange Traded Fund | 3.24% | 122.9K | $9.3M | -2.67%(-3.37K) | $52.10(+52.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.92% | +55.77% | +8.20% | +48.31% |
| Top 20 Holdings Unweighted | +16.06% | +56.31% | +8.18% | +48.17% |
Palisades Hudson Asset Management, L.P. reports $285.76M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are IJS (13.1%), VTI (7.6%) and SPY (7.4%). The top 20 holdings account for 78.5% of reported assets. Its disclosed equity book has returned +55.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palisades Hudson Asset Management, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1388443). View Palisades Hudson Asset Management, L.P.’s 13F filings on SEC