Filed: 5/9/2025ACC: 0001388443-25-000004
📋 What this filing means
PALISADES HUDSON ASSET MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $220.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$220.3K
Total AUM (reported)
2.38M
Total Shares
Allocation by class
COM$31.9K14.5%
SP SMCP600VL ETF$27.4K12.5%
TR UNIT$16.5K7.5%
TOTAL STK MKT$16.1K7.3%
CORE S&P 500 ETF$12.4K5.7%
SP SMCP600GR ETF$11.9K5.4%
CORE MSCI EURO$11.2K5.1%
Portfolio Concentration
Top 3$60.0K27.2%
4–10$69.7K31.6%
11–25$54.5K24.7%
Rest$36.1K16.4%
Top 3 weight
27.2%
Top 10 weight
58.9%
Voting Authority Distribution
Total shares with voting rights: 2.38M
Sole
Full voting authority
2.19M
shares
% of voting shares92.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
189.78K
shares
% of voting shares8.0%
Investment Discretion (by position count)
Sole42
Shared0
Other58
Dominant voting typeSole · 92.0% of voting shares
Institutional Holdings100
Rows:
iShares Tr
SOLEShares281.60K
TypeSH
Market value$27.4K
12.46%
Sole
281.60K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Tr
SOLEShares29.43K
TypeSH
Market value$16.5K
7.47%
Sole
29.43K
Shared
0.00
None
0.00
Vanguard Index Fds
SOLEShares58.52K
TypeSH
Market value$16.1K
7.30%
Sole
58.52K
Shared
0.00
None
0.00
iShares Tr
SOLEShares22.15K
TypeSH
Market value$12.4K
5.65%
Sole
22.15K
Shared
0.00
None
0.00
iShares Tr
SOLEShares95.90K
TypeSH
Market value$11.9K
5.42%
Sole
95.90K
Shared
0.00
None
0.00
iShares Tr
SOLEShares186.93K
TypeSH
Market value$11.2K
5.10%
Sole
186.93K
Shared
0.00
None
0.00
iShares Tr
SOLEShares98.92K
TypeSH
Market value$10.3K
4.70%
Sole
98.92K
Shared
0.00
None
0.00
iShares
SOLEShares119.90K
TypeSH
Market value$8.2K
3.73%
Sole
119.90K
Shared
0.00
None
0.00
JP Morgan Exchange Traded Fund
SOLEShares140.28K
TypeSH
Market value$7.9K
3.57%
Sole
140.28K
Shared
0.00
None
0.00
iShares Tr
SOLEShares102.65K
TypeSH
Market value$7.6K
3.45%
Sole
102.65K
Shared
0.00
None
0.00
iShares Gold Trust
SOLEShares111.11K
TypeSH
Market value$6.6K
2.97%
Sole
111.11K
Shared
0.00
None
0.00
Vanguard Intl Equity Index F
SOLEShares77.21K
TypeSH
Market value$5.4K
2.46%
Sole
77.21K
Shared
0.00
None
0.00
SPDR S&P Small Cap Value
SOLEShares58.61K
TypeSH
Market value$4.6K
2.09%
Sole
58.61K
Shared
0.00
None
0.00
Apple Inc
OTRShares20.61K
TypeSH
Market value$4.6K
2.08%
Sole
2.68K
Shared
0.00
None
17.93K
iShares
SOLEShares192.35K
TypeSH
Market value$4.5K
2.05%
Sole
192.35K
Shared
0.00
None
0.00
Vanguard Bd Index Fds
SOLEShares79.87K
TypeSH
Market value$4.0K
1.81%
Sole
79.87K
Shared
0.00
None
0.00
Microsoft Corp
OTRShares8.84K
TypeSH
Market value$3.3K
1.51%
Sole
3.13K
Shared
0.00
None
5.71K
Vanguard World FD
SOLEShares33.43K
TypeSH
Market value$3.3K
1.49%
Sole
33.43K
Shared
0.00
None
0.00
Nvidia Corp
OTRShares29.38K
TypeSH
Market value$3.2K
1.45%
Sole
1.87K
Shared
0.00
None
27.50K
NuShares ETF Trust
SOLEShares77.25K
TypeSH
Market value$3.0K
1.34%
Sole
77.25K
Shared
0.00
None
0.00
SPDR Index Shs Fds
SOLEShares55.61K
TypeSH
Market value$3.0K
1.34%
Sole
55.61K
Shared
0.00
None
0.00
SPDR Gold Trust
SOLEShares9.94K
TypeSH
Market value$2.9K
1.30%
Sole
9.94K
Shared
0.00
None
0.00
iShares Tr
SOLEShares41.70K
TypeSH
Market value$2.4K
1.10%
Sole
41.70K
Shared
0.00
None
0.00
Amazon Com Inc
OTRShares11.65K
TypeSH
Market value$2.2K
1.01%
Sole
1.06K
Shared
0.00
None
10.59K
Fidelity MSCI Real Estate ETF
SOLEShares60.36K
TypeSH
Market value$1.7K
0.75%
Sole
60.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares TrSOLE | SP SMCP600VL ETF | 281.60K | SH | $27.4K 12.46% | 281.60K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrSOLE | TR Unit | 29.43K | SH | $16.5K 7.47% | 29.43K | 0.00 | 0.00 |
Vanguard Index FdsSOLE | TOTAL STK MKT | 58.52K | SH | $16.1K 7.30% | 58.52K | 0.00 | 0.00 |
iShares TrSOLE | Core S&P 500 ETF | 22.15K | SH | $12.4K 5.65% | 22.15K | 0.00 | 0.00 |
iShares TrSOLE | SP SMCP600GR ETF | 95.90K | SH | $11.9K 5.42% | 95.90K | 0.00 | 0.00 |
iShares TrSOLE | Core MSCI Euro | 186.93K | SH | $11.2K 5.10% | 186.93K | 0.00 | 0.00 |
iShares TrSOLE | Core S&P SCP ETF | 98.92K | SH | $10.3K 4.70% | 98.92K | 0.00 | 0.00 |
iSharesSOLE | MSCI Japan ETF | 119.90K | SH | $8.2K 3.73% | 119.90K | 0.00 | 0.00 |
JP Morgan Exchange Traded FundSOLE | Betbuld Japan | 140.28K | SH | $7.9K 3.57% | 140.28K | 0.00 | 0.00 |
iShares TrSOLE | MSCI AC Asia ETF | 102.65K | SH | $7.6K 3.45% | 102.65K | 0.00 | 0.00 |
iShares Gold TrustSOLE | iShares | 111.11K | SH | $6.6K 2.97% | 111.11K | 0.00 | 0.00 |
Vanguard Intl Equity Index FSOLE | FTSE EUROPE ETF | 77.21K | SH | $5.4K 2.46% | 77.21K | 0.00 | 0.00 |
SPDR S&P Small Cap ValueSOLE | S&P 600 Smcp Val | 58.61K | SH | $4.6K 2.09% | 58.61K | 0.00 | 0.00 |
Apple IncOTR | Com | 20.61K | SH | $4.6K 2.08% | 2.68K | 0.00 | 17.93K |
iSharesSOLE | MSCI Aust ETF | 192.35K | SH | $4.5K 2.05% | 192.35K | 0.00 | 0.00 |
Vanguard Bd Index FdsSOLE | Vanguard Ultra | 79.87K | SH | $4.0K 1.81% | 79.87K | 0.00 | 0.00 |
Microsoft CorpOTR | Com | 8.84K | SH | $3.3K 1.51% | 3.13K | 0.00 | 5.71K |
Vanguard World FDSOLE | ESG US STK ETF | 33.43K | SH | $3.3K 1.49% | 33.43K | 0.00 | 0.00 |
Nvidia CorpOTR | Com | 29.38K | SH | $3.2K 1.45% | 1.87K | 0.00 | 27.50K |
NuShares ETF TrustSOLE | Nuveen ESG SMLCP ETF | 77.25K | SH | $3.0K 1.34% | 77.25K | 0.00 | 0.00 |
SPDR Index Shs FdsSOLE | Glb Nat Resrce | 55.61K | SH | $3.0K 1.34% | 55.61K | 0.00 | 0.00 |
SPDR Gold TrustSOLE | Gold SHS | 9.94K | SH | $2.9K 1.30% | 9.94K | 0.00 | 0.00 |
iShares TrSOLE | Europe ETF | 41.70K | SH | $2.4K 1.10% | 41.70K | 0.00 | 0.00 |
Amazon Com IncOTR | Com | 11.65K | SH | $2.2K 1.01% | 1.06K | 0.00 | 10.59K |
Fidelity MSCI Real Estate ETFSOLE | MSCI RL EST ETF | 60.36K | SH | $1.7K 0.75% | 60.36K | 0.00 | 0.00 |
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