Palisades Hudson Asset Management, L.P.
Palisades Hudson Asset Management, L.P. reported 108 positions worth $285.8K as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IJS (13.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IJS | SH | $37.4K | 13.09% | 273,676 | — | — | |
| ▸ 2 | VTI | SH | $21.6K | 7.57% | 58,484 | — | — | |
| ▸ 3 | SPY | SH | $21.0K | 7.36% | 28,155 | — | — | |
| ▸ 4 | IJT | SH | $17.2K | 6.02% | 96,350 | — | — | |
| ▸ 5 | IVV | SH | $15.9K | 5.57% | 21,253 | — | — | |
| ▸ 6 | IJR | SH | $14.2K | 4.97% | 95,774 | — | — | |
| ▸ 7 | IEUR | SH | $11.2K | 3.94% | 149,589 | — | — | |
| ▸ 8 | AAXJ | SH | $10.1K | 3.55% | 85,009 | — | — | |
| ▸ 9 | EWJ | SH | $9.9K | 3.47% | 106,199 | — | — | |
| ▸ 10 | 46641Q712 | SH | $9.3K | 3.24% | 122,907 | — | — |
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Frequently Asked Questions
What stocks does Palisades Hudson Asset Management, L.P. hold as of Q2 2026?
Palisades Hudson Asset Management, L.P. reported 108 positions worth $285.8K in its Q2 2026 13F filing. Largest positions: IJS (13.1%), VTI (7.6%), SPY (7.4%), IJT (6.0%) and IVV (5.6%).
What did Palisades Hudson Asset Management, L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Palisades Hudson Asset Management, L.P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.