Palisades Hudson Asset Management, L.P.
All 13F Filings
- Location
- Fort Lauderdale, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 257,917
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 101 | 257,917 | 13F-HR | Palisades Hudson Asset Management, L.P. |
| Q3 2025 | 11/6/2025 | 107 | 275,687 | 13F-HR | Palisades Hudson Asset Management, L.P. |
| Q2 2025 | 8/12/2025 | 110 | 255,582 | 13F-HR | Palisades Hudson Asset Management, L.P. |
| Q1 2014 | 5/15/2014 | 72 | 116,308 | 13F-HR | Palisades Hudson Asset Management, L.P. |
| Q4 2013 | 1/28/2014 | 69 | 119,658 | 13F-HR | Palisades Hudson Asset Management, L.P. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 120.7 K | 46.8% | 0 | 2.104 K | -2.104 K |
| ETFs | 137.2 K | 53.2% | 0 | 14.09 K | -14.09 K |
| Debt | 0 | 0.0% | 0 | 1.577 K | -1.577 K |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
257,917
Holdings
101
QoQ value change ($000)
-17,770
(-6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.