Palisades Hudson Asset Management, L.P. reported 66 positions worth $57.63M for the quarter ended Jun 30, 2026, up 5.2% on the prior quarter. It opened 4 new positions, added to 3, trimmed 11 and exited 3. Its largest holding is Nvidia Corp at 10.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +807 | – | $469.00K | 0.814% |
| MU Micron Technology Inc | +295 | – | $341.00K | 0.592% |
| EBAY Ebay Inc | +2,172 | – | $243.00K | 0.422% |
| MPC Marathon Petroleum Corp | +808 | – | $206.00K | 0.357% |
| CSCO Cisco Systems, Inc. | +11 | +0.4% | $1.29K | 0.613% |
| NOC Northrop Grumman Corp | +1 | +0.1% | $510.29 | 0.645% |
| NVDA Nvidia Corp | +1 | +0.0% | $200.11 | 10.07% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PNC Pnc Financial Services Group, Inc. | -1,124 | -37.5% | $276.20K | 0.798% |
| XOM ExxonMobil Holdings Corp | -1,325 | -100.0% | $226.00K | Exited |
| ABBV AbbVie Inc. | -897 | -27.3% | $225.76K | 1.04% |
| NFLX Netflix Inc | -2,330 | -100.0% | $224.00K | Exited |
| MCD Mcdonalds Corp | -700 | -100.0% | $217.00K | Exited |
| YUM Yum Brands Inc | -920 | -22.2% | $147.01K | 0.894% |
| MA Mastercard Inc | -271 | -18.0% | $139.11K | 1.1% |
| GOOGL Alphabet Inc. | -277 | -6.1% | $98.95K | 2.65% |
| ELV Elevance Health, Inc. | -183 | -20.2% | $70.87K | 0.486% |
| AMZN Amazon Com Inc | -214 | -1.8% | $51.01K | 4.74% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 29.0K | $5.80M | 10.07% | +1 | +0.0% | Added | 0% |
| 2 | IAU Ishares Gold Trust | Others | 73.3K | $5.53M | 9.6% | 0 | 0.0% | Unchanged | 0.01% |
| 3 | AAPL Apple Inc. | Technology | 17.6K | $5.11M | 8.86% | -88 | -0.5% | Reduced | 0% |
| 4 | GLD Spdr Gold Trust | Financial Services | 9,545 | $3.52M | 6.1% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 8,844 | $3.30M | 5.73% | 0 | 0.0% | Unchanged | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 11.5K | $2.73M | 4.74% | -214 | -1.8% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 7,119 | $2.52M | 4.36% | 0 | 0.0% | Unchanged | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 4,269 | $1.53M | 2.65% | -277 | -6.1% | Reduced | 0% |
| 9 | GS Goldman Sachs Group Inc | Financial Services | 1,433 | $1.45M | 2.51% | 0 | 0.0% | Unchanged | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 2,923 | $1.23M | 2.13% | -22 | -0.7% | Reduced | 0% |
| 11 | COST Costco Wholesale Corp | Consumer Staples | 1,201 | $1.12M | 1.95% | 0 | 0.0% | Unchanged | 0% |
| 12 | STLD Steel Dynamics Inc | Basic Materials | 4,874 | $1.12M | 1.94% | 0 | 0.0% | Unchanged | 0% |
| 13 | V Visa Inc. | Financial Services | 2,873 | $986.00K | 1.71% | 0 | 0.0% | Unchanged | 0% |
| 14 | AXP American Express Co | Financial Services | 2,315 | $783.00K | 1.36% | 0 | 0.0% | Unchanged | 0% |
| 15 | APH Amphenol Corp | Industrials | 8,320 | $733.00K | 1.27% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Palisades Hudson Asset Management.
As of its Q2 2026 13F filing, Palisades Hudson Asset Management, L.P.’s five largest positions were Nvidia Corp (NVDA) at 10.1%, Ishares Gold Trust (IAU) at 9.6%, Apple Inc. (AAPL) at 8.9%, Spdr Gold Trust (GLD) at 6.1%, Microsoft Corp (MSFT) at 5.7% of the reported portfolio.
Palisades Hudson Asset Management, L.P. reported a 13F portfolio worth $57.63M across 66 positions for Q2 2026. That is up 5.2% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($469.00K), Micron Technology Inc ($341.00K), Ebay Inc ($243.00K). It opened 4 new positions.
Its largest sales by value were Pnc Financial Services Group, Inc. ($276.20K), ExxonMobil Holdings Corp ($226.00K), AbbVie Inc. ($225.76K). It exited 3 positions entirely.
From the Form 13F-HR reports Palisades Hudson Asset Management, L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.