Filed: 8/12/2025ACC: 0001388443-25-000005
📋 What this filing means
PALISADES HUDSON ASSET MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $255.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$255.6K
Total AUM (reported)
2.54M
Total Shares
Allocation by class
COM$35.4K13.9%
SP SMCP600VL ETF$29.9K11.7%
CORE S&P 500 ETF$18.3K7.1%
TR UNIT$18.2K7.1%
TOTAL STK MKT$17.8K7.0%
SP SMCP600GR ETF$14.0K5.5%
CORE MSCI EURO$12.4K4.9%
Portfolio Concentration
Top 3$66.4K26.0%
4–10$82.0K32.1%
11–25$63.7K24.9%
Rest$43.4K17.0%
Top 3 weight
26.0%
Top 10 weight
58.1%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
2.34M
shares
% of voting shares92.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
192.64K
shares
% of voting shares7.6%
Investment Discretion (by position count)
Sole49
Shared0
Other61
Dominant voting typeSole · 92.4% of voting shares
Institutional Holdings110
Rows:
iShares Tr
SOLEShares300.86K
TypeSH
Market value$29.9K
11.71%
Sole
300.86K
Shared
0.00
None
0.00
iShares Tr
SOLEShares29.42K
TypeSH
Market value$18.3K
7.15%
Sole
29.42K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Tr
SOLEShares29.49K
TypeSH
Market value$18.2K
7.13%
Sole
29.49K
Shared
0.00
None
0.00
Vanguard Index Fds
SOLEShares58.52K
TypeSH
Market value$17.8K
6.96%
Sole
58.52K
Shared
0.00
None
0.00
iShares Tr
SOLEShares105.05K
TypeSH
Market value$14.0K
5.47%
Sole
105.05K
Shared
0.00
None
0.00
iShares Tr
SOLEShares187.99K
TypeSH
Market value$12.4K
4.87%
Sole
187.99K
Shared
0.00
None
0.00
iShares Tr
SOLEShares98.94K
TypeSH
Market value$10.8K
4.23%
Sole
98.94K
Shared
0.00
None
0.00
iShares Tr
SOLEShares109.54K
TypeSH
Market value$9.1K
3.54%
Sole
109.54K
Shared
0.00
None
0.00
JP Morgan Exchange Traded Fund
SOLEShares145.89K
TypeSH
Market value$9.0K
3.53%
Sole
145.89K
Shared
0.00
None
0.00
iShares
SOLEShares119.02K
TypeSH
Market value$8.9K
3.49%
Sole
119.02K
Shared
0.00
None
0.00
iShares Gold Trust
SOLEShares111.11K
TypeSH
Market value$6.9K
2.71%
Sole
111.11K
Shared
0.00
None
0.00
Vanguard Intl Equity Index F
SOLEShares89.07K
TypeSH
Market value$6.9K
2.70%
Sole
89.07K
Shared
0.00
None
0.00
Vanguard Bd Index Fds
SOLEShares113.48K
TypeSH
Market value$5.7K
2.21%
Sole
113.48K
Shared
0.00
None
0.00
iShares
SOLEShares196.10K
TypeSH
Market value$5.2K
2.02%
Sole
196.10K
Shared
0.00
None
0.00
SPDR S&P Small Cap Value
SOLEShares62.70K
TypeSH
Market value$5.0K
1.96%
Sole
62.70K
Shared
0.00
None
0.00
Nvidia Corp
OTRShares29.76K
TypeSH
Market value$4.7K
1.84%
Sole
2.33K
Shared
0.00
None
27.43K
Microsoft Corp
OTRShares8.84K
TypeSH
Market value$4.4K
1.72%
Sole
3.13K
Shared
0.00
None
5.71K
Apple Inc
OTRShares19.31K
TypeSH
Market value$4.0K
1.55%
Sole
2.01K
Shared
0.00
None
17.30K
NuShares ETF Trust
SOLEShares94.24K
TypeSH
Market value$3.8K
1.50%
Sole
94.24K
Shared
0.00
None
0.00
Vanguard World FD
SOLEShares33.51K
TypeSH
Market value$3.7K
1.44%
Sole
33.51K
Shared
0.00
None
0.00
SPDR Index Shs Fds
SOLEShares58.01K
TypeSH
Market value$3.1K
1.23%
Sole
58.01K
Shared
0.00
None
0.00
SPDR Gold Trust
SOLEShares9.88K
TypeSH
Market value$3.0K
1.18%
Sole
9.88K
Shared
0.00
None
0.00
iShares Tr
SOLEShares42.02K
TypeSH
Market value$2.7K
1.04%
Sole
42.02K
Shared
0.00
None
0.00
Amazon Com Inc
OTRShares11.66K
TypeSH
Market value$2.6K
1.00%
Sole
1.06K
Shared
0.00
None
10.59K
Vanguard Index Fds
SOLEShares23.91K
TypeSH
Market value$2.1K
0.83%
Sole
23.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares TrSOLE | SP SMCP600VL ETF | 300.86K | SH | $29.9K 11.71% | 300.86K | 0.00 | 0.00 |
iShares TrSOLE | Core S&P 500 ETF | 29.42K | SH | $18.3K 7.15% | 29.42K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrSOLE | TR Unit | 29.49K | SH | $18.2K 7.13% | 29.49K | 0.00 | 0.00 |
Vanguard Index FdsSOLE | TOTAL STK MKT | 58.52K | SH | $17.8K 6.96% | 58.52K | 0.00 | 0.00 |
iShares TrSOLE | SP SMCP600GR ETF | 105.05K | SH | $14.0K 5.47% | 105.05K | 0.00 | 0.00 |
iShares TrSOLE | Core MSCI Euro | 187.99K | SH | $12.4K 4.87% | 187.99K | 0.00 | 0.00 |
iShares TrSOLE | Core S&P SCP ETF | 98.94K | SH | $10.8K 4.23% | 98.94K | 0.00 | 0.00 |
iShares TrSOLE | MSCI AC Asia ETF | 109.54K | SH | $9.1K 3.54% | 109.54K | 0.00 | 0.00 |
JP Morgan Exchange Traded FundSOLE | Betbuld Japan | 145.89K | SH | $9.0K 3.53% | 145.89K | 0.00 | 0.00 |
iSharesSOLE | MSCI Japan ETF | 119.02K | SH | $8.9K 3.49% | 119.02K | 0.00 | 0.00 |
iShares Gold TrustSOLE | iShares | 111.11K | SH | $6.9K 2.71% | 111.11K | 0.00 | 0.00 |
Vanguard Intl Equity Index FSOLE | FTSE EUROPE ETF | 89.07K | SH | $6.9K 2.70% | 89.07K | 0.00 | 0.00 |
Vanguard Bd Index FdsSOLE | Vanguard Ultra | 113.48K | SH | $5.7K 2.21% | 113.48K | 0.00 | 0.00 |
iSharesSOLE | MSCI Aust ETF | 196.10K | SH | $5.2K 2.02% | 196.10K | 0.00 | 0.00 |
SPDR S&P Small Cap ValueSOLE | S&P 600 Smcp Val | 62.70K | SH | $5.0K 1.96% | 62.70K | 0.00 | 0.00 |
Nvidia CorpOTR | Com | 29.76K | SH | $4.7K 1.84% | 2.33K | 0.00 | 27.43K |
Microsoft CorpOTR | Com | 8.84K | SH | $4.4K 1.72% | 3.13K | 0.00 | 5.71K |
Apple IncOTR | Com | 19.31K | SH | $4.0K 1.55% | 2.01K | 0.00 | 17.30K |
NuShares ETF TrustSOLE | Nuveen ESG SMLCP ETF | 94.24K | SH | $3.8K 1.50% | 94.24K | 0.00 | 0.00 |
Vanguard World FDSOLE | ESG US STK ETF | 33.51K | SH | $3.7K 1.44% | 33.51K | 0.00 | 0.00 |
SPDR Index Shs FdsSOLE | Glb Nat Resrce | 58.01K | SH | $3.1K 1.23% | 58.01K | 0.00 | 0.00 |
SPDR Gold TrustSOLE | Gold SHS | 9.88K | SH | $3.0K 1.18% | 9.88K | 0.00 | 0.00 |
iShares TrSOLE | Europe ETF | 42.02K | SH | $2.7K 1.04% | 42.02K | 0.00 | 0.00 |
Amazon Com IncOTR | Com | 11.66K | SH | $2.6K 1.00% | 1.06K | 0.00 | 10.59K |
Vanguard Index FdsSOLE | REIT ETF | 23.91K | SH | $2.1K 0.83% | 23.91K | 0.00 | 0.00 |
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