PALISADES HUDSON ASSET MANAGEMENT, L.P.

Filed: 1/30/2026ACC: 0001388443-26-000001

📋 What this filing means

PALISADES HUDSON ASSET MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $257.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

101

Positions

$257.9K

Total AUM (reported)

2.35M

Total Shares

Allocation by class

COM$37.8K14.7%

SP SMCP600VL ETF$32.3K12.5%

TOTAL STK MKT$19.6K7.6%

TR UNIT$19.6K7.6%

CORE S&P 500 ETF$14.5K5.6%

SP SMCP600GR ETF$13.9K5.4%

CORE S&P SCP ETF$11.5K4.5%

Portfolio Concentration

Top 3$71.5K27.7%

4–10$76.8K29.8%

11–25$67.1K26.0%

Rest$42.6K16.5%

Top 3 weight

27.7%

Top 10 weight

57.5%

Voting Authority Distribution

Total shares with voting rights: 2.35M

Sole

Full voting authority

2.18M

% of voting shares92.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

171.11K

% of voting shares7.3%

Investment Discretion (by position count)

Sole44

Shared0

Other57

Dominant voting typeSole · 92.7% of voting shares

Institutional Holdings101

Rows:

iShares Tr

SOLE

SP SMCP600VL ETF

Shares284.16K

TypeSH

Market value$32.3K

12.53%

Sole

284.16K

Shared

0.00

None

0.00

Vanguard Index Fds

SOLE

TOTAL STK MKT

Shares58.52K

TypeSH

Market value$19.6K

7.61%

Sole

58.52K

Shared

0.00

None

0.00

SPDR S&P 500 ETF Tr

SOLE

TR Unit

Shares28.71K

TypeSH

Market value$19.6K

7.59%

Sole

28.71K

Shared

0.00

None

0.00

iShares Tr

SOLE

Core S&P 500 ETF

Shares21.11K

TypeSH

Market value$14.5K

5.61%

Sole

21.11K

Shared

0.00

None

0.00

iShares Tr

SOLE

SP SMCP600GR ETF

Shares98.28K

TypeSH

Market value$13.9K

5.38%

Sole

98.28K

Shared

0.00

None

0.00

iShares Tr

SOLE

Core S&P SCP ETF

Shares95.80K

TypeSH

Market value$11.5K

4.46%

Sole

95.80K

Shared

0.00

None

0.00

iShares Tr

SOLE

Core MSCI Euro

Shares156.39K

TypeSH

Market value$11.1K

4.30%

Sole

156.39K

Shared

0.00

None

0.00

JP Morgan Exchange Traded Fund

SOLE

Betbuld Japan

Shares131.94K

TypeSH

Market value$8.7K

3.37%

Sole

131.94K

Shared

0.00

None

0.00

iShares

SOLE

MSCI Japan ETF

Shares107.37K

TypeSH

Market value$8.7K

3.36%

Sole

107.37K

Shared

0.00

None

0.00

iShares Tr

SOLE

MSCI AC Asia ETF

Shares91.02K

TypeSH

Market value$8.5K

3.29%

Sole

91.02K

Shared

0.00

None

0.00

iShares Gold Trust

SOLE

iShares

Shares99.14K

TypeSH

Market value$8.0K

3.12%

Sole

99.14K

Shared

0.00

None

0.00

Vanguard Intl Equity Index F

SOLE

FTSE EUROPE ETF

Shares74.25K

TypeSH

Market value$6.2K

2.41%

Sole

74.25K

Shared

0.00

None

0.00

SPDR S&P Small Cap Value

SOLE

S&P 600 Smcp Val

Shares61.76K

TypeSH

Market value$5.6K

2.18%

Sole

61.76K

Shared

0.00

None

0.00

Nvidia Corp

OTR

Com

Shares29K

TypeSH

Market value$5.4K

2.10%

Sole

2.33K

Shared

0.00

None

26.68K

iShares

SOLE

MSCI Aust ETF

Shares198.94K

TypeSH

Market value$5.2K

2.02%

Sole

198.94K

Shared

0.00

None

0.00

Vanguard World FD

SOLE

ESG US STK ETF

Shares41.14K

TypeSH

Market value$5.0K

1.93%

Sole

41.14K

Shared

0.00

None

0.00

Apple Inc

OTR

Com

Shares17.82K

TypeSH

Market value$4.8K

1.88%

Sole

2.01K

Shared

0.00

None

15.81K

Nuveen ESG Small-Cap ETF

SOLE

Nuveen ESG SMLCP ETF

Shares107.97K

TypeSH

Market value$4.8K

1.87%

Sole

107.97K

Shared

0.00

None

0.00

Vanguard Bd Index Fds

SOLE

Vanguard Ultra

Shares86.83K

TypeSH

Market value$4.3K

1.68%

Sole

86.83K

Shared

0.00

None

0.00

Microsoft Corp

OTR

Com

Shares8.84K

TypeSH

Market value$4.3K

1.66%

Sole

3.13K

Shared

0.00

None

5.71K

SPDR Gold Trust

SOLE

Gold SHS

Shares9.76K

TypeSH

Market value$3.9K

1.50%

Sole

9.76K

Shared

0.00

None

0.00

Amazon Com Inc

OTR

Com

Shares11.67K

TypeSH

Market value$2.7K

1.04%

Sole

1.06K

Shared

0.00

None

10.60K

SPDR Index Shs Fds

SOLE

Glb Nat Resrce

Shares40.82K

TypeSH

Market value$2.5K

0.98%

Sole

40.82K

Shared

0.00

None

0.00

Alphabet Inc

OTR

Cap Stk Cl C

Shares7.11K

TypeSH

Market value$2.2K

0.86%

Sole

26.00

Shared

0.00

None

7.08K

VanEck ETF Trust

SOLE

Global Alter ETF

Shares15.38K

TypeSH

Market value$2.0K

0.77%

Sole

15.38K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
iShares TrSOLE	SP SMCP600VL ETF	284.16K	SH	$32.3K 12.53%	284.16K	0.00
Vanguard Index FdsSOLE	TOTAL STK MKT	58.52K	SH	$19.6K 7.61%	58.52K	0.00
SPDR S&P 500 ETF TrSOLE	TR Unit	28.71K	SH	$19.6K 7.59%	28.71K	0.00
iShares TrSOLE	Core S&P 500 ETF	21.11K	SH	$14.5K 5.61%	21.11K	0.00
iShares TrSOLE	SP SMCP600GR ETF	98.28K	SH	$13.9K 5.38%	98.28K	0.00
iShares TrSOLE	Core S&P SCP ETF	95.80K	SH	$11.5K 4.46%	95.80K	0.00
iShares TrSOLE	Core MSCI Euro	156.39K	SH	$11.1K 4.30%	156.39K	0.00
JP Morgan Exchange Traded FundSOLE	Betbuld Japan	131.94K	SH	$8.7K 3.37%	131.94K	0.00
iSharesSOLE	MSCI Japan ETF	107.37K	SH	$8.7K 3.36%	107.37K	0.00
iShares TrSOLE	MSCI AC Asia ETF	91.02K	SH	$8.5K 3.29%	91.02K	0.00
iShares Gold TrustSOLE	iShares	99.14K	SH	$8.0K 3.12%	99.14K	0.00
Vanguard Intl Equity Index FSOLE	FTSE EUROPE ETF	74.25K	SH	$6.2K 2.41%	74.25K	0.00
SPDR S&P Small Cap ValueSOLE	S&P 600 Smcp Val	61.76K	SH	$5.6K 2.18%	61.76K	0.00
Nvidia CorpOTR	Com	29K	SH	$5.4K 2.10%	2.33K	26.68K
iSharesSOLE	MSCI Aust ETF	198.94K	SH	$5.2K 2.02%	198.94K	0.00
Vanguard World FDSOLE	ESG US STK ETF	41.14K	SH	$5.0K 1.93%	41.14K	0.00
Apple IncOTR	Com	17.82K	SH	$4.8K 1.88%	2.01K	15.81K
Nuveen ESG Small-Cap ETFSOLE	Nuveen ESG SMLCP ETF	107.97K	SH	$4.8K 1.87%	107.97K	0.00
Vanguard Bd Index FdsSOLE	Vanguard Ultra	86.83K	SH	$4.3K 1.68%	86.83K	0.00
Microsoft CorpOTR	Com	8.84K	SH	$4.3K 1.66%	3.13K	5.71K
SPDR Gold TrustSOLE	Gold SHS	9.76K	SH	$3.9K 1.50%	9.76K	0.00
Amazon Com IncOTR	Com	11.67K	SH	$2.7K 1.04%	1.06K	10.60K
SPDR Index Shs FdsSOLE	Glb Nat Resrce	40.82K	SH	$2.5K 0.98%	40.82K	0.00
Alphabet IncOTR	Cap Stk Cl C	7.11K	SH	$2.2K 0.86%	26.00	7.08K
VanEck ETF TrustSOLE	Global Alter ETF	15.38K	SH	$2.0K 0.77%	15.38K	0.00

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