Palisades Hudson Asset Management, L.P. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Palisades Hudson Asset Management, L.P. opened 4 positions, added to 4, reduced 11, sold out of 4 and left 47 unchanged. The largest increase in value was NVDA (+$746); the largest decrease was IAU (-$927).
- IAU: Country of operation United States; Class iShares; Shares 2026-03-31 73,252; Shares 2026-06-30 73,252.
- GLD: Country of operation United States; Class Gold SHS; Shares 2026-03-31 9,545; Shares 2026-06-30 9,545.
- GOOG: Country of operation United States; Class Cap Stk Cl C; Shares 2026-03-31 7,119; Shares 2026-06-30 7,119.
- STLD: Country of operation United States; Class Com; Shares 2026-03-31 4,874; Shares 2026-06-30 4,874.
Two Form 13F-HR filings compared (SEC CIK 1388443): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
IAU
iShares Gold Trust | United States | iShares | 73,252 | 73,252 | 0 | $6,458 | $5,531 | -$927 |
|---|
GLD
SPDR Gold Trust | United States | Gold SHS | 9,545 | 9,545 | 0 | $4,107 | $3,516 | -$591 |
|---|
GOOG
Alphabet Inc | United States | Cap Stk Cl C | 7,119 | 7,119 | 0 | $2,042 | $2,515 | +$473 |
|---|
STLD
Steel Dynamics Inc | United States | Com | 4,874 | 4,874 | 0 | $877 | $1,118 | +$241 |
|---|
GS
The Goldman Sachs Group Inc | United States | Com | 1,433 | 1,433 | 0 | $1,212 | $1,449 | +$237 |
|---|
APH
Amphenol Corp Class A | United States | Com | 4,160 | 4,160 | 0 | $526 | $733 | +$207 |
|---|
CAT
Caterpillar | United States | COM | 471 | 471 | 0 | $334 | $501 | +$167 |
|---|
UNH
Unitedhealth Group Inc | United States | Com | 1,047 | 1,047 | 0 | $284 | $435 | +$151 |
|---|
V
Visa Inc | United States | Com Cl A | 2,873 | 2,873 | 0 | $868 | $986 | +$118 |
|---|
SLV
iShares Silver Trust | United States | iShares | 7,939 | 7,939 | 0 | $541 | $424 | -$117 |
|---|
AVGO
Broadcom | United States | Com | 1,629 | 1,629 | 0 | $504 | $615 | +$111 |
|---|
CMI
Cummins Inc | United States | Com | 620 | 620 | 0 | $334 | $442 | +$108 |
|---|
RHP
Ryman Hospitality Pptys Inc | United States | Com | 2,986 | 2,986 | 0 | $276 | $384 | +$108 |
|---|
TT
Trane Technologies PLC Class A | | SHS | 1,427 | 1,427 | 0 | $594 | $701 | +$107 |
|---|
FITB
Fifth Third Bancorp | United States | Com | 10,464 | 10,464 | 0 | $486 | $590 | +$104 |
|---|
T
AT&T Inc | United States | Com | 10,445 | 10,445 | 0 | $303 | $216 | -$87 |
|---|
CHRW
C H Robinson Worldwide Inc | United States | Com New | 3,871 | 3,871 | 0 | $643 | $729 | +$86 |
|---|
AXP
American Express Co | United States | Com | 2,315 | 2,315 | 0 | $700 | $783 | +$83 |
|---|
MS
Morgan Stanley | United States | Com | 1,878 | 1,878 | 0 | $309 | $392 | +$83 |
|---|
COST
Costco Whsl Corp New | United States | Com | 1,201 | 1,201 | 0 | $1,191 | $1,124 | -$67 |
|---|
MAR
Marriott Intl Inc | United States | Cl A | 1,533 | 1,533 | 0 | $501 | $568 | +$67 |
|---|
ABT
Abbott Labs | United States | Com | 4,789 | 4,789 | 0 | $491 | $435 | -$56 |
|---|
DE
Deere & Co | United States | Com | 712 | 712 | 0 | $401 | $452 | +$51 |
|---|
LITE
Lumentum Holdings Inc | United States | Com | 305 | 305 | 0 | $214 | $262 | +$48 |
|---|
BAC
Bank of America Corp | United States | Com | 5,098 | 5,098 | 0 | $248 | $290 | +$42 |
|---|
TXRH
Texas Roadhouse Inc | United States | Com | 1,468 | 1,468 | 0 | $242 | $284 | +$42 |
|---|
GGG
Graco Inc | United States | Com | 4,416 | 4,416 | 0 | $374 | $334 | -$40 |
|---|
UNP
Union Pac Corp | United States | Com | 1,276 | 1,276 | 0 | $309 | $347 | +$38 |
|---|
MCK
McKesson Corp | United States | Com | 335 | 335 | 0 | $290 | $253 | -$37 |
|---|
BA
Boeing Co | United States | Com | 2,005 | 2,005 | 0 | $399 | $434 | +$35 |
|---|
WMT
Walmart Inc | United States | Com | 2,990 | 2,990 | 0 | $371 | $339 | -$32 |
|---|
SBUX
Starbucks Corp | United States | Com | 2,348 | 2,348 | 0 | $211 | $240 | +$29 |
|---|
MSFT
Microsoft Corp | United States | Com | 8,844 | 8,844 | 0 | $3,275 | $3,300 | +$25 |
|---|
GILD
Gilead Sciences Inc | United States | Com | 1,792 | 1,792 | 0 | $249 | $226 | -$23 |
|---|
MCO
Moodys Corp | United States | Com | 1,258 | 1,258 | 0 | $549 | $570 | +$21 |
|---|
HD
The Home Depot Inc | United States | Com | 754 | 754 | 0 | $248 | $266 | +$18 |
|---|
AZO
Autozone Inc | United States | Com | 92 | 92 | 0 | $311 | $294 | -$17 |
|---|
MSI
Motorola Solutions Inc | United States | Com New | 810 | 810 | 0 | $352 | $336 | -$16 |
|---|
PLD
Prologis Inc | United States | Com | 4,419 | 4,419 | 0 | $584 | $599 | +$15 |
|---|
MRSH
Marsh & McClennan Companies Inc | United States | Com | 1,607 | 1,607 | 0 | $279 | $268 | -$11 |
|---|
HIG
The Hartford Insurance Group Inc | United States | Com | 3,523 | 3,523 | 0 | $476 | $467 | -$9 |
|---|
META
Meta Platforms Inc | United States | Cl A | 886 | 886 | 0 | $507 | $499 | -$8 |
|---|
AMGN
Amgen Inc | United States | Com | 580 | 580 | 0 | $204 | $210 | +$6 |
|---|
WY
Weyerhaeuser Co | United States | Com | 10,898 | 10,898 | 0 | $266 | $261 | -$5 |
|---|
PG
Proctor and Gamble Co | United States | Com | 1,601 | 1,601 | 0 | $231 | $235 | +$4 |
|---|
DHR
Danaher Corp Del | United States | Com | 1,244 | 1,244 | 0 | $236 | $237 | +$1 |
|---|
ORCL
Oracle Corp | United States | Com | 2,385 | 2,385 | 0 | $351 | $350 | -$1 |
|---|