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  Name: PALISADES HUDSON ASSET MANAGEMENT L.P.
  City: SCARSDALE
  State: NY
  Zip: 10583
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $219,542,000
  Total Value Change : $13,349,000
  Securities Held Change : 3
   
All Securities Held : 97
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 20
  Unchanged Positions : 48
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 68 New $1,656.63 $377,000 221 0.17% 377,000 221 0.001    Business Software & S...
   (TXRH)1 Year Chart         TXRH Texas Roadhouse Inc 84 New $170.16 $244,000 1,580 0.11% 244,000 1,580 0.002    Restaurants
   (CAT)1 Year Chart         CAT Caterpillar Inc 89 New $328.29 $218,000 595 0.1% 218,000 595 0    Farm & Construction M...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 90 New $60.24 $217,000 3,593 0.1% 217,000 3,593 0    Discount, Variety Stores
   (BAC)1 Year Chart         BAC Bank of America Corp 92 New $39.70 $212,000 5,582 0.1% 212,000 5,582 0    Domestic Money Center...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 93 New $58.87 $207,000 3,405 0.09% 207,000 3,405 0.001    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 95 New $538.61 $105,000 188 0.05% 105,000 188 0    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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