Stock Taper 
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 92 | $294K |
 Micron Technology, Inc. | MU | 295 | $341K |
 Lumentum Holdings Inc. | LITE | 305 | $262K |
 McKesson Corporation | MCK | 335 | $253K |
 Caterpillar Inc. | CAT | 471 | $501K |
 Amgen Inc. | AMGN | 580 | $210K |
 Cummins Inc. | CMI | 620 | $442K |
 Deere & Company | DE | 712 | $452K |
 Elevance Health Inc. | ELV | 723 | $280K |
 Northrop Grumman Corporation | NOC | 729 | $372K |
 The Home Depot, Inc. | HD | 754 | $266K |
 Advanced Micro Devices, Inc. | AMD | 807 | $469K |
 Marathon Petroleum Corporation | MPC | 808 | $206K |
 Motorola Solutions, Inc. | MSI | 810 | $336K |
 Meta Platforms, Inc. | META | 886 | $499K |
 UnitedHealth Group Incorporated | UNH | 1.05K | $435K |
 Costco Wholesale Corporation | COST | 1.2K | $1.12M |
 Mastercard Incorporated | MA | 1.24K | $635K |
 Adobe Inc. | ADBE | 1.24K | $255K |
 Danaher Corporation | DHR | 1.24K | $237K |