Filed: 8/7/2026ACC: 0001388443-26-000007
📋 What this filing means
PALISADES HUDSON ASSET MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $285.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$285.8K
Total AUM (reported)
2.30M
Total Shares
Allocation by class
COM$39.1K13.7%
SP SMCP600VL ETF$37.4K13.1%
TOTAL STK MKT$21.6K7.6%
TR UNIT$21.0K7.4%
SP SMCP600GR ETF$17.2K6.0%
CORE S&P 500 ETF$15.9K5.6%
CORE S&P SCP ETF$14.2K5.0%
Portfolio Concentration
Top 3$80.1K28.0%
4–10$87.9K30.8%
11–25$69.8K24.4%
Rest$48.0K16.8%
Top 3 weight
28.0%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 2.30M
Sole
Full voting authority
2.11M
shares
% of voting shares92.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
184.61K
shares
% of voting shares8.0%
Investment Discretion (by position count)
Sole45
Shared0
Other63
Dominant voting typeSole · 92.0% of voting shares
Institutional Holdings108
Rows:
iShares Tr
SOLEShares273.68K
TypeSH
Market value$37.4K
13.09%
Sole
273.68K
Shared
0.00
None
0.00
Vanguard Index Fds
SOLEShares58.48K
TypeSH
Market value$21.6K
7.57%
Sole
58.48K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Tr
SOLEShares28.16K
TypeSH
Market value$21.0K
7.36%
Sole
28.16K
Shared
0.00
None
0.00
iShares Tr
SOLEShares96.35K
TypeSH
Market value$17.2K
6.02%
Sole
96.35K
Shared
0.00
None
0.00
iShares Tr
SOLEShares21.25K
TypeSH
Market value$15.9K
5.57%
Sole
21.25K
Shared
0.00
None
0.00
iShares Tr
SOLEShares95.77K
TypeSH
Market value$14.2K
4.97%
Sole
95.77K
Shared
0.00
None
0.00
iShares Tr
SOLEShares149.59K
TypeSH
Market value$11.2K
3.94%
Sole
149.59K
Shared
0.00
None
0.00
iShares Tr
SOLEShares85.01K
TypeSH
Market value$10.1K
3.55%
Sole
85.01K
Shared
0.00
None
0.00
iShares
SOLEShares106.20K
TypeSH
Market value$9.9K
3.47%
Sole
106.20K
Shared
0.00
None
0.00
JP Morgan Exchange Traded Fund
SOLEShares122.91K
TypeSH
Market value$9.3K
3.24%
Sole
122.91K
Shared
0.00
None
0.00
Vanguard World FD
SOLEShares50.85K
TypeSH
Market value$6.7K
2.35%
Sole
50.85K
Shared
0.00
None
0.00
SPDR S&P Small Cap Value
SOLEShares59.92K
TypeSH
Market value$6.5K
2.29%
Sole
59.92K
Shared
0.00
None
0.00
Vanguard Intl Equity Index F
SOLEShares72.68K
TypeSH
Market value$6.4K
2.25%
Sole
72.68K
Shared
0.00
None
0.00
Nuveen ESG Small-Cap ETF
SOLEShares119.28K
TypeSH
Market value$6.2K
2.18%
Sole
119.28K
Shared
0.00
None
0.00
Nvidia Corp
OTRShares29K
TypeSH
Market value$5.8K
2.03%
Sole
2.33K
Shared
0.00
None
26.68K
iShares
SOLEShares201.80K
TypeSH
Market value$5.7K
1.99%
Sole
201.80K
Shared
0.00
None
0.00
iShares Gold Trust
SOLEShares73.25K
TypeSH
Market value$5.5K
1.94%
Sole
73.25K
Shared
0.00
None
0.00
Apple Inc
OTRShares17.65K
TypeSH
Market value$5.1K
1.79%
Sole
1.93K
Shared
0.00
None
15.71K
Vanguard Bd Index Fds
SOLEShares95.60K
TypeSH
Market value$4.8K
1.67%
Sole
95.60K
Shared
0.00
None
0.00
SPDR Gold Trust
SOLEShares9.54K
TypeSH
Market value$3.5K
1.23%
Sole
9.54K
Shared
0.00
None
0.00
Microsoft Corp
OTRShares8.84K
TypeSH
Market value$3.3K
1.15%
Sole
3.13K
Shared
0.00
None
5.71K
Amazon Com Inc
OTRShares11.45K
TypeSH
Market value$2.7K
0.96%
Sole
1.06K
Shared
0.00
None
10.39K
SPDR Index Shs Fds
SOLEShares40K
TypeSH
Market value$2.7K
0.94%
Sole
40K
Shared
0.00
None
0.00
Alphabet Inc
OTRShares7.12K
TypeSH
Market value$2.5K
0.88%
Sole
39.00
Shared
0.00
None
7.08K
SPDR S&P Small Cap Growth
SOLEShares19.21K
TypeSH
Market value$2.3K
0.80%
Sole
19.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares TrSOLE | SP SMCP600VL ETF | 273.68K | SH | $37.4K 13.09% | 273.68K | 0.00 | 0.00 |
Vanguard Index FdsSOLE | TOTAL STK MKT | 58.48K | SH | $21.6K 7.57% | 58.48K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrSOLE | TR Unit | 28.16K | SH | $21.0K 7.36% | 28.16K | 0.00 | 0.00 |
iShares TrSOLE | SP SMCP600GR ETF | 96.35K | SH | $17.2K 6.02% | 96.35K | 0.00 | 0.00 |
iShares TrSOLE | Core S&P 500 ETF | 21.25K | SH | $15.9K 5.57% | 21.25K | 0.00 | 0.00 |
iShares TrSOLE | Core S&P SCP ETF | 95.77K | SH | $14.2K 4.97% | 95.77K | 0.00 | 0.00 |
iShares TrSOLE | Core MSCI Euro | 149.59K | SH | $11.2K 3.94% | 149.59K | 0.00 | 0.00 |
iShares TrSOLE | MSCI AC Asia ETF | 85.01K | SH | $10.1K 3.55% | 85.01K | 0.00 | 0.00 |
iSharesSOLE | MSCI Japan ETF | 106.20K | SH | $9.9K 3.47% | 106.20K | 0.00 | 0.00 |
JP Morgan Exchange Traded FundSOLE | Betbuld Japan | 122.91K | SH | $9.3K 3.24% | 122.91K | 0.00 | 0.00 |
Vanguard World FDSOLE | ESG US STK ETF | 50.85K | SH | $6.7K 2.35% | 50.85K | 0.00 | 0.00 |
SPDR S&P Small Cap ValueSOLE | S&P 600 Smcp Val | 59.92K | SH | $6.5K 2.29% | 59.92K | 0.00 | 0.00 |
Vanguard Intl Equity Index FSOLE | FTSE EUROPE ETF | 72.68K | SH | $6.4K 2.25% | 72.68K | 0.00 | 0.00 |
Nuveen ESG Small-Cap ETFSOLE | Nuveen ESG SMLCP ETF | 119.28K | SH | $6.2K 2.18% | 119.28K | 0.00 | 0.00 |
Nvidia CorpOTR | Com | 29K | SH | $5.8K 2.03% | 2.33K | 0.00 | 26.68K |
iSharesSOLE | MSCI Aust ETF | 201.80K | SH | $5.7K 1.99% | 201.80K | 0.00 | 0.00 |
iShares Gold TrustSOLE | iShares | 73.25K | SH | $5.5K 1.94% | 73.25K | 0.00 | 0.00 |
Apple IncOTR | Com | 17.65K | SH | $5.1K 1.79% | 1.93K | 0.00 | 15.71K |
Vanguard Bd Index FdsSOLE | Vanguard Ultra | 95.60K | SH | $4.8K 1.67% | 95.60K | 0.00 | 0.00 |
SPDR Gold TrustSOLE | Gold SHS | 9.54K | SH | $3.5K 1.23% | 9.54K | 0.00 | 0.00 |
Microsoft CorpOTR | Com | 8.84K | SH | $3.3K 1.15% | 3.13K | 0.00 | 5.71K |
Amazon Com IncOTR | Com | 11.45K | SH | $2.7K 0.96% | 1.06K | 0.00 | 10.39K |
SPDR Index Shs FdsSOLE | Glb Nat Resrce | 40K | SH | $2.7K 0.94% | 40K | 0.00 | 0.00 |
Alphabet IncOTR | Cap Stk Cl C | 7.12K | SH | $2.5K 0.88% | 39.00 | 0.00 | 7.08K |
SPDR S&P Small Cap GrowthSOLE | S&P 600 Smcp Grw | 19.21K | SH | $2.3K 0.80% | 19.21K | 0.00 | 0.00 |
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