Palisades Hudson Asset Management, L.P.
CIK 1388443 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $281K
- Posisi
- 108
- Per tanggal
- 30 Juni 2026
#9.307 dari 9.443 berdasarkan nilai 13F · top 98.6%
Nilai portofolio QoQ: +11.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,71%
- Bobot 25 kepemilikan teratas
- 83,59%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 20,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,46% Perkiraan pembelian $3.905 · penjualan $5.333
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,7% masih dipegang
- Posisi baru
- 6
- Meningkat
- 20
- Menurun
- 26
- Tertutup
- 6
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
5,2%
Communication Services
1,6%
Financial Services
1,6%
Retail
1,5%
Industrials
1,5%
Healthcare
0,9%
Financials
0,7%
Consumer Discretionary
0,7%
Materials
0,4%
Real Estate
0,4%
Logistics & Transportation
0,3%
Communications
0,3%
Consumer products
0,1%
Energy
0,1%
Telecommunication
0,0%
Lainnya/Tidak terpetakan
84,5%
Portofolio lengkap 108 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IJS | $37.406 | 13,30% | 273.676 | $4.046 | Turun ×3 | ||
| VTI | $21.641 | 7,69% | 58.484 | $2.879 | Naik ×1 | ||
| SPY SPY | $21.025 | 7,47% | 28.155 | $2.644 | Turun ×3 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $17.208 | 6,12% | 96.350 | $2.877 | Turun ×1 | ||
| IVV | $15.916 | 5,66% | 21.253 | $2.150 | Naik ×1 | ||
| IJR | $14.204 | 5,05% | 95.774 | $2.303 | Naik ×1 | ||
| IEUR | $11.245 | 4,00% | 149.589 | $573 | Turun ×4 | ||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $10.144 | 3,61% | 85.009 | $1.487 | Turun ×4 | ||
| EWJ | $9.905 | 3,52% | 106.199 | $882 | Turun ×6 | ||
| BBJPXXXX | $9.256 | 3,29% | 122.907 | $554 | Turun ×4 | ||
| ESGV | $6.724 | 2,39% | 50.847 | $1.486 | Naik ×6 | ||
| SLYV | $6.538 | 2,32% | 59.924 | $667 | Turun ×1 | ||
| VGK | $6.435 | 2,29% | 72.676 | $375 | Turun ×3 | ||
| NUSC | $6.217 | 2,21% | 119.284 | $1.164 | Naik ×6 | ||
| EWA | $5.683 | 2,02% | 201.800 | $152 | Naik ×3 | ||
| IAU | $5.531 | 1,97% | 73.252 | $-927 | |||
| NVDA NVIDIA Corporation - Common Stock | $5.260 | 1,87% | 26.288 | $675 | |||
| VUSB | $4.759 | 1,69% | 95.600 | $18 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $4.501 | 1,60% | 15.554 | $531 | Turun ×6 | ||
| GLD | $3.516 | 1,25% | 9.545 | $-591 | |||
| GNR | $2.692 | 0,96% | 40.001 | $-312 | Turun ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.480 | 0,88% | 7.020 | $466 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2.452 | 0,87% | 10.287 | $262 | Turun ×1 | ||
| SLYG | $2.289 | 0,81% | 19.215 | $403 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.096 | 0,75% | 5.615 | $17 | |||
| SMOG | $2.066 | 0,73% | 14.143 | $-68 | Turun ×1 | ||
| FREL | $1.850 | 0,66% | 63.130 | $163 | Naik ×6 | ||
| VNQ | $1.811 | 0,64% | 18.782 | $136 | Turun ×1 | ||
| EWC | $1.783 | 0,63% | 30.931 | $100 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.495 | 0,53% | 4.184 | $212 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1.444 | 0,51% | 1.428 | $236 | |||
| IEV | $1.349 | 0,48% | 18.521 | $104 | Naik ×1 | ||
| ICLN iShares Global Clean Energy ETF | $1.170 | 0,42% | 57.102 | $256 | Naik ×4 | ||
| IWM | $1.161 | 0,41% | 3.863 | $203 | Naik ×1 | ||
| STLD Steel Dynamics, Inc. - Common Stock | $1.118 | 0,40% | 4.874 | $241 | |||
| COST Costco Wholesale Corporation - Common Stock | $1.105 | 0,39% | 1.181 | $-66 | |||
| VOO | $1.089 | 0,39% | 1.586 | $144 | Naik ×2 | ||
| IWO | $1.016 | 0,36% | 2.579 | $208 | Naik ×6 | ||
| V Visa Inc. | $973 | 0,35% | 2.836 | $116 | |||
| IWN | $802 | 0,29% | 3.624 | $116 | Naik ×4 | ||
| BBCAXXXX | $758 | 0,27% | 7.622 | $39 | Turun ×3 | ||
| APH Amphenol Corporation Common Stock | $733 | 0,26% | 4.160 | $207 | |||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $729 | 0,26% | 3.871 | $86 | |||
| TT Trane Technologies plc | $688 | 0,24% | 1.400 | $105 | |||
| MA Mastercard Incorporated Common Stock | $631 | 0,22% | 1.229 | $-118 | Turun ×1 | ||
| AXP American Express Company Common Stock | $610 | 0,22% | 1.803 | $65 | |||
| PLD Prologis, Inc. Common Stock | $599 | 0,21% | 4.419 | $15 | |||
| ABBV AbbVie Inc. Common Stock | $596 | 0,21% | 2.369 | $-114 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $596 | 0,21% | 1.579 | $107 | |||
| FITB Fifth Third Bancorp - Common Stock | $590 | 0,21% | 10.464 | $104 | |||
| MCO Moody's Corporation Common Stock | $570 | 0,20% | 1.258 | $21 | |||
| BWZ | $569 | 0,20% | 21.259 | $28 | Naik ×6 | ||
| MAR Marriott International - Class A Common Stock | $568 | 0,20% | 1.533 | $67 | |||
| KLAC KLA Corporation - Common Stock | $564 | 0,20% | 1.870 | $289 | Naik ×1 | ||
| BNDX Vanguard Total International Bond ETF | $555 | 0,20% | 11.450 | $154 | Naik ×4 | ||
| YUM Yum! Brands, Inc. | $515 | 0,18% | 3.223 | $-129 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $496 | 0,18% | 466 | $166 | |||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $492 | 0,17% | 2.565 | $188 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $482 | 0,17% | 855 | $-7 | |||
| HIG The Hartford Insurance Group, Inc. Common Stock | $467 | 0,17% | 3.523 | $-9 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $459 | 0,16% | 1.866 | $-163 | Turun ×1 | ||
| DE Deere & Company Common Stock | $452 | 0,16% | 712 | $51 | |||
| CMI Cummins Inc. Common Stock | $442 | 0,16% | 620 | $108 | |||
| BA Boeing Company (The) Common Stock | $434 | 0,15% | 2.005 | $35 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $426 | 0,15% | 1.026 | $148 | |||
| SLV | $424 | 0,15% | 7.939 | $-117 | |||
| ABT Abbott Laboratories Common Stock | $394 | 0,14% | 4.339 | $-51 | |||
| MS Morgan Stanley Common Stock | $392 | 0,14% | 1.878 | $83 | |||
| TSLA Tesla, Inc. - Common Stock | $385 | 0,14% | 915 | $36 | Turun ×2 | ||
| VUG | $385 | 0,14% | 4.464 | Naik ×1 | |||
| RHP Ryman Hospitality Properties, Inc. (REIT) | $384 | 0,14% | 2.986 | $108 | |||
| INTU Intuit Inc. - Common Stock | $383 | 0,14% | 1.467 | $-251 | |||
| IYH | $381 | 0,14% | 5.692 | $7 | Turun ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $371 | 0,13% | 728 | $-126 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $359 | 0,13% | 618 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $352 | 0,13% | 2.995 | $120 | |||
| ORCL Oracle Corporation Common Stock | $347 | 0,12% | 2.367 | $-1 | |||
| UNP Union Pacific Corporation Common Stock | $340 | 0,12% | 1.250 | $37 | |||
| MSI Motorola Solutions, Inc. Common Stock | $336 | 0,12% | 810 | $-16 | |||
| GGG Graco Inc. Common Stock | $334 | 0,12% | 4.416 | $-40 | |||
| MU Micron Technology, Inc. - Common Stock | $328 | 0,12% | 284 | Naik ×1 | |||
| IQSU | $325 | 0,12% | 5.192 | $60 | Naik ×6 | ||
| VSS | $301 | 0,11% | 1.948 | $-32 | Turun ×1 | ||
| AZO AutoZone, Inc. Common Stock | $294 | 0,10% | 92 | $-17 | |||
| BAC Bank of America Corporation Common Stock | $289 | 0,10% | 5.076 | $42 | |||
| TXRH Texas Roadhouse, Inc. - Common Stock | $284 | 0,10% | 1.468 | $42 | |||
| ELV Elevance Health, Inc. Common Stock | $280 | 0,10% | 723 | $15 | Turun ×1 | ||
| MRSH Marsh Common Stock | $263 | 0,09% | 1.579 | $-11 | |||
| LITE Lumentum Holdings Inc. - Common Stock | $262 | 0,09% | 305 | $48 | |||
| WY Weyerhaeuser Company Common Stock | $261 | 0,09% | 10.898 | $-5 | |||
| IJH | $260 | 0,09% | 3.373 | $32 | |||
| HD Home Depot, Inc. (The) Common Stock | $256 | 0,09% | 726 | $17 | |||
| ADBE Adobe Inc. - Common Stock | $255 | 0,09% | 1.243 | $-47 | |||
| MCK McKesson Corporation Common Stock | $252 | 0,09% | 334 | $-37 | |||
| EBAY eBay Inc. - Common Stock | $243 | 0,09% | 2.172 | Naik ×1 | |||
| SCHD | $241 | 0,09% | 7.599 | $8 | |||
| SCHH | $237 | 0,08% | 10.001 | $17 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $237 | 0,08% | 2.320 | $29 | |||
| DHR Danaher Corporation Common Stock | $233 | 0,08% | 1.225 | $1 | |||
| PG Procter & Gamble Company (The) Common Stock | $231 | 0,08% | 1.576 | $3 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IJS | Dipangkas | -8K | +$4K |
| VTI | Beli lebih banyak | +1 | +$3K |
| IJT | Dipangkas | -3K | +$3K |
| SPY | Dipangkas | -109 | +$3K |
| IJR | Beli lebih banyak | +36 | +$2K |
| IVV | Beli lebih banyak | +179 | +$2K |
| AAXJ | Dipangkas | -5K | +$1K |
| ESGV | Beli lebih banyak | +4K | +$1K |
| NUSC | Beli lebih banyak | +7K | +$1K |
| IAU | Hanya pergerakan harga | +0 | -$927 |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BSV | 31 Des. 2025 | 14.383 | $1.135 | Tidak lagi dilacak |
| SCHH | 31 Maret 2025 | 29.387 | $619 | Tidak lagi dilacak |
| CMA | 31 Maret 2026 | 5.608 | $488 | Tidak lagi dilacak |
| BSV | 31 Maret 2025 | 6.206 | $480 | Tidak lagi dilacak |
| FLOT | 31 Des. 2025 | 8.645 | $442 | Tidak lagi dilacak |
| JNPR | 30 Sep. 2025 | 8.308 | $332 | Tidak lagi dilacak |
| MSTR | 31 Des. 2025 | 979 | $315 | -20,8% |
| VNQI | 31 Des. 2025 | 6.598 | $315 | |
| CVX | 31 Maret 2025 | 2.024 | $293 | 23,5% |
| AVGO | 31 Maret 2025 | 1.220 | $283 | 122,6% |
| TPYPXXXX | 30 Sep. 2025 | 7.252 | $259 | Tidak lagi dilacak |
| VTV | 30 Juni 2026 | 1.282 | $252 | Tidak lagi dilacak |
| SHV | 30 Sep. 2025 | 2.276 | $251 | |
| IVW | 31 Des. 2025 | 2.010 | $243 | Tidak lagi dilacak |
| AMLP | 30 Sep. 2025 | 4.500 | $220 | Tidak lagi dilacak |
| PYPL | 31 Des. 2025 | 3.279 | $220 | 6,6% |
| CSM | 30 Juni 2026 | 2.883 | $216 | Tidak lagi dilacak |
| NFLX | 30 Juni 2026 | 2.240 | $215 | 11,4% |
| CAT | 31 Maret 2025 | 590 | $214 | 149,8% |
| SBUX | 30 Sep. 2025 | 2.320 | $213 | 22,5% |
| IJH | 31 Maret 2025 | 3.405 | $212 | Tidak lagi dilacak |
| ADP | 31 Des. 2025 | 693 | $203 | 8,5% |
| CHTR | 30 Sep. 2025 | 492 | $201 | -46,5% |
| GILD | 30 Juni 2025 | 1.775 | $199 | 30,6% |
| T | 31 Des. 2025 | 6.414 | $181 | 2,1% |
| XOM | 30 Juni 2026 | 935 | $159 | 21,7% |
| MCD | 30 Juni 2026 | 278 | $86 | -0,6% |
| SENS | 31 Maret 2025 | 40.002 | $21 | -29,0% |
| ACONW | 30 Juni 2026 | 56.000 | $3 | -10,4% |