Filed: 11/6/2025ACC: 0001388443-25-000008
📋 What this filing means
PALISADES HUDSON ASSET MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $275.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$275.7K
Total AUM (reported)
2.58M
Total Shares
Allocation by class
COM$37.6K13.6%
SP SMCP600VL ETF$33.7K12.2%
TR UNIT$19.9K7.2%
CORE S&P 500 ETF$19.5K7.1%
TOTAL STK MKT$19.2K7.0%
SP SMCP600GR ETF$14.9K5.4%
CORE MSCI EURO$12.6K4.6%
Portfolio Concentration
Top 3$73.1K26.5%
4–10$87.5K31.7%
11–25$70.1K25.4%
Rest$45.0K16.3%
Top 3 weight
26.5%
Top 10 weight
58.2%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Sole
Full voting authority
2.41M
shares
% of voting shares93.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
179.08K
shares
% of voting shares6.9%
Investment Discretion (by position count)
Sole47
Shared0
Other60
Dominant voting typeSole · 93.1% of voting shares
Institutional Holdings107
Rows:
iShares Tr
SOLEShares305.01K
TypeSH
Market value$33.7K
12.24%
Sole
305.01K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Tr
SOLEShares29.84K
TypeSH
Market value$19.9K
7.21%
Sole
29.84K
Shared
0.00
None
0.00
iShares Tr
SOLEShares29.09K
TypeSH
Market value$19.5K
7.06%
Sole
29.09K
Shared
0.00
None
0.00
Vanguard Index Fds
SOLEShares58.52K
TypeSH
Market value$19.2K
6.97%
Sole
58.52K
Shared
0.00
None
0.00
iShares Tr
SOLEShares105.37K
TypeSH
Market value$14.9K
5.41%
Sole
105.37K
Shared
0.00
None
0.00
iShares Tr
SOLEShares184.96K
TypeSH
Market value$12.6K
4.57%
Sole
184.96K
Shared
0.00
None
0.00
iShares Tr
SOLEShares99.14K
TypeSH
Market value$11.8K
4.27%
Sole
99.14K
Shared
0.00
None
0.00
iShares Tr
SOLEShares108.66K
TypeSH
Market value$9.9K
3.60%
Sole
108.66K
Shared
0.00
None
0.00
JP Morgan Exchange Traded Fund
SOLEShares144.43K
TypeSH
Market value$9.6K
3.47%
Sole
144.43K
Shared
0.00
None
0.00
iShares
SOLEShares118.23K
TypeSH
Market value$9.5K
3.44%
Sole
118.23K
Shared
0.00
None
0.00
iShares Gold Trust
SOLEShares111.11K
TypeSH
Market value$8.1K
2.93%
Sole
111.11K
Shared
0.00
None
0.00
Vanguard Intl Equity Index F
SOLEShares90.21K
TypeSH
Market value$7.2K
2.61%
Sole
90.21K
Shared
0.00
None
0.00
Vanguard Bd Index Fds
SOLEShares120.61K
TypeSH
Market value$6.0K
2.19%
Sole
120.61K
Shared
0.00
None
0.00
SPDR S&P Small Cap Value
SOLEShares63.61K
TypeSH
Market value$5.6K
2.05%
Sole
63.61K
Shared
0.00
None
0.00
Nvidia Corp
OTRShares29K
TypeSH
Market value$5.4K
1.96%
Sole
2.33K
Shared
0.00
None
26.68K
iShares
SOLEShares196.04K
TypeSH
Market value$5.3K
1.92%
Sole
196.04K
Shared
0.00
None
0.00
Apple Inc
OTRShares18.46K
TypeSH
Market value$4.7K
1.70%
Sole
2.01K
Shared
0.00
None
16.45K
Microsoft Corp
OTRShares8.84K
TypeSH
Market value$4.6K
1.66%
Sole
3.13K
Shared
0.00
None
5.71K
NuShares ETF Trust
SOLEShares98.98K
TypeSH
Market value$4.4K
1.58%
Sole
98.98K
Shared
0.00
None
0.00
Vanguard World FD
SOLEShares36.48K
TypeSH
Market value$4.3K
1.57%
Sole
36.48K
Shared
0.00
None
0.00
SPDR Index Shs Fds
SOLEShares58.63K
TypeSH
Market value$3.5K
1.26%
Sole
58.63K
Shared
0.00
None
0.00
SPDR Gold Trust
SOLEShares9.76K
TypeSH
Market value$3.5K
1.26%
Sole
9.76K
Shared
0.00
None
0.00
iShares Tr
SOLEShares41.62K
TypeSH
Market value$2.7K
0.99%
Sole
41.62K
Shared
0.00
None
0.00
Amazon Com Inc
OTRShares11.66K
TypeSH
Market value$2.6K
0.93%
Sole
1.06K
Shared
0.00
None
10.59K
Vanguard Index Fds
SOLEShares24.78K
TypeSH
Market value$2.3K
0.82%
Sole
24.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares TrSOLE | SP SMCP600VL ETF | 305.01K | SH | $33.7K 12.24% | 305.01K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrSOLE | TR Unit | 29.84K | SH | $19.9K 7.21% | 29.84K | 0.00 | 0.00 |
iShares TrSOLE | Core S&P 500 ETF | 29.09K | SH | $19.5K 7.06% | 29.09K | 0.00 | 0.00 |
Vanguard Index FdsSOLE | TOTAL STK MKT | 58.52K | SH | $19.2K 6.97% | 58.52K | 0.00 | 0.00 |
iShares TrSOLE | SP SMCP600GR ETF | 105.37K | SH | $14.9K 5.41% | 105.37K | 0.00 | 0.00 |
iShares TrSOLE | Core MSCI Euro | 184.96K | SH | $12.6K 4.57% | 184.96K | 0.00 | 0.00 |
iShares TrSOLE | Core S&P SCP ETF | 99.14K | SH | $11.8K 4.27% | 99.14K | 0.00 | 0.00 |
iShares TrSOLE | MSCI AC Asia ETF | 108.66K | SH | $9.9K 3.60% | 108.66K | 0.00 | 0.00 |
JP Morgan Exchange Traded FundSOLE | Betbuld Japan | 144.43K | SH | $9.6K 3.47% | 144.43K | 0.00 | 0.00 |
iSharesSOLE | MSCI Japan ETF | 118.23K | SH | $9.5K 3.44% | 118.23K | 0.00 | 0.00 |
iShares Gold TrustSOLE | iShares | 111.11K | SH | $8.1K 2.93% | 111.11K | 0.00 | 0.00 |
Vanguard Intl Equity Index FSOLE | FTSE EUROPE ETF | 90.21K | SH | $7.2K 2.61% | 90.21K | 0.00 | 0.00 |
Vanguard Bd Index FdsSOLE | Vanguard Ultra | 120.61K | SH | $6.0K 2.19% | 120.61K | 0.00 | 0.00 |
SPDR S&P Small Cap ValueSOLE | S&P 600 Smcp Val | 63.61K | SH | $5.6K 2.05% | 63.61K | 0.00 | 0.00 |
Nvidia CorpOTR | Com | 29K | SH | $5.4K 1.96% | 2.33K | 0.00 | 26.68K |
iSharesSOLE | MSCI Aust ETF | 196.04K | SH | $5.3K 1.92% | 196.04K | 0.00 | 0.00 |
Apple IncOTR | Com | 18.46K | SH | $4.7K 1.70% | 2.01K | 0.00 | 16.45K |
Microsoft CorpOTR | Com | 8.84K | SH | $4.6K 1.66% | 3.13K | 0.00 | 5.71K |
NuShares ETF TrustSOLE | Nuveen ESG SMLCP ETF | 98.98K | SH | $4.4K 1.58% | 98.98K | 0.00 | 0.00 |
Vanguard World FDSOLE | ESG US STK ETF | 36.48K | SH | $4.3K 1.57% | 36.48K | 0.00 | 0.00 |
SPDR Index Shs FdsSOLE | Glb Nat Resrce | 58.63K | SH | $3.5K 1.26% | 58.63K | 0.00 | 0.00 |
SPDR Gold TrustSOLE | Gold SHS | 9.76K | SH | $3.5K 1.26% | 9.76K | 0.00 | 0.00 |
iShares TrSOLE | Europe ETF | 41.62K | SH | $2.7K 0.99% | 41.62K | 0.00 | 0.00 |
Amazon Com IncOTR | Com | 11.66K | SH | $2.6K 0.93% | 1.06K | 0.00 | 10.59K |
Vanguard Index FdsSOLE | REIT ETF | 24.78K | SH | $2.3K 0.82% | 24.78K | 0.00 | 0.00 |
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