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Hudock, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1543536
Institutional-grade research for retail investors

Sector Allocation

  • Other69.4%$548.2M
  • Financials14.7%$115.9M
  • Technology6.4%$50.3M
  • Healthcare2.5%$19.9M
  • Energy1.7%$13.5M
  • Industrials1.7%$13.2M
  • Consumer Staples1.1%$8.9M
  • Consumer Discretionary0.8%$6.3M
  • Utilities0.7%$5.4M
  • Materials0.6%$5.0M

AUM History

13fpro.ai/research/fund/hudock-inc-1543536

Conviction and streaks

Diversifying · top 10 = 50.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q3 2026

  • ISHARES
    $96.3M
  • ISHARES
    $38.9M
  • DIMENSIONAL
    $37.4M
  • IVZIVZ
    $36.9M
  • ISHARES
    $36.7M
  • VANGUARD
    $35.8M
  • QQQQQQ
    $34.4M
  • VANGUARD
    $32.3M
  • VANGUARD
    $26.5M
  • ISHARES
    $24.9M
  • ISHARES
    $21.7M
  • ISHARES
    $15.5M
  • BRK.BBRK.B
    $14.4M
  • STTSTT
    $13.9M
  • VICTORY
    $13.1M
  • VANECK
    $12.4M
  • SPDR
    $11.9M
  • AAPLAAPL
    $11.3M
  • VANGUARD
    $9.5M
  • ISHARES
    $7.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/hudock-inc-1543536

Hudock, Inc. 13F holdings — Q3 2026

$789.5M portfolio (+1.1% QoQ) · 225 holdings · Q3 2026 13F · top 10 are 51% of the stock portfolio

  • 1

    ISHARES TR - CORE S&P500 ETF

    $96.3M

    12.2% of stocks

    -0.8%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    ISHARES TR - CORE S&P MCP ETF

    $38.9M

    4.9% of stocks

    +0.6%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    DIMENSIONAL ETF TRUST - INTERNATNAL VAL

    $37.4M

    4.7% of stocks

    -0.6%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $36.9M

    4.7% of stocks

    -0.1%This quarter+1.8%Since filed11+ qtrsHeld
    AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 7 qtrs in a row
  • 5

    ISHARES TR - CORE S&P SCP ETF

    $36.7M

    4.7% of stocks

    +0.3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

    $35.8M

    4.5% of stocks

    +0.2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • -1%This quarter-1.1%Since filed11+ qtrsHeld
  • 8

    VANGUARD SCOTTSDALE FDS - INT-TERM CORP

    $32.3M

    4.1% of stocks

    -17%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

    $26.5M

    3.4% of stocks

    +0.8%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    ISHARES TR - CORE S&P US GWT

    $24.9M

    3.1% of stocks

    +0.2%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — Hudock, Inc. (Q3 2026)

225 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— ISHARES TR - CORE LT USDB ETFetf/fund$21.7MNew
— ISHARES TR - GLOBAL 100 ETFetf/fund$15.5M+2%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$14.4M+0.0%
STT$STTSTATE STREET CORPetf/fund$13.9M+1%
— VICTORY PORTFOLIOS II - SHS FR CA FL ETFetf/fund$13.1M-16%
— VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund$12.4M+0.3%
— SPDR SERIES TRUST - ST LON TREAS ETFetf/fund$11.9MNew
AAPL$AAPLApple Inc.$11.3M-3%
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$9.5M+2%
— ISHARES TR - 0-5YR HI YL CPetf/fund$7.9M+22%
— J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund$7.8M-8%
— ISHARES TR - CORE S&P TTL STKetf/fund$7.6M-0.7%
— NYLIM ACTIVE ETF TR - MACKAY MUN INTERetf/fund$7.2M-24%
JPM$JPMJPMORGAN CHASE & CO$6.9M+0.4%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$6.7M+34%

What changed in Q3 2026

Against the previous quarter's 13F: 15 new, 94 added to, 85 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (15)

  • ISHARES TR - CORE LT USDB ETF$21.7M

    first bought this quarter

  • SPDR SERIES TRUST - ST LON TREAS ETF$11.9M

    first bought this quarter

  • MORGAN STANLEY ETF TRUST - EAT INC OPP ETF$6.4M

    first bought this quarter

  • TIDAL TRUST III - VIST ELEC SU ETF$4.4M

    first bought this quarter

  • MORGAN STANLEY ETF TRUST - EATO VANC BD ETF$2.4M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$409K

    first bought this quarter

+9 more in the Excel export

Added to (94)

  • BLACKROCK ETF TRUST - ISHA PR MONE ETF+112%

    now $4.5M

  • XOM.R34088$XOM.R34088EXXON MOBIL CORP+34%

    now $6.7M · held 11+ qtrs, 3 adds in a row

  • ISHARES TR - 0-5YR HI YL CP+22%

    now $7.9M

  • ISHARES TR - 20 YR TR BD ETF+407%

    now $958K

  • MCD$MCDMCDONALDS CORP+128%

    now $1.3M · held 11+ qtrs

  • ISHARES TR - 1 3 YR TREAS BD+12%

    now $4.0M

+88 more in the Excel export

Trimmed (85)

  • ISHARES TR - CORE US AGGBD ET-67%

    now $6.6M

  • ISHARES TR - 7-10 YR TRSY BD-96%

    now $393K

  • VANGUARD SCOTTSDALE FDS - INT-TERM CORP-17%

    now $32.3M

  • VICTORY PORTFOLIOS II - SHS FR CA FL ETF-16%

    now $13.1M

  • NYLIM ACTIVE ETF TR - MACKAY MUN INTER-24%

    now $7.2M

  • VZ$VZVERIZON COMMUNICATIONS INC-51%

    now $906K · held 11+ qtrs

+79 more in the Excel export

Sold out (7)

  • ISHARES U S ETF TR - SHOR DURA BD ETFwas $578K
  • BA$BABOEING COwas $309K

    held 7 qtrs

  • YUM$YUMYUM BRANDS INCwas $225K

    held 6 qtrs

  • VANECK ETF TRUST - HIGH YLD MUNIETFwas $206K
  • WDC$WDCWESTERN DIGITAL CORPwas $206K
  • AOS$AOSSMITH A O CORPwas $203K

+1 more in the Excel export

Firm AUM (Form ADV): $1.0B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Hudock, Inc. has filed, 42 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Hudock?

Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Hudock's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+0.8%

Value-weighted move of the 10 largest stock positions

Turnover

6%

Last quarter; 13% over the last 4

Top 10 weight

51%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Hudock, Inc. disclosed 225 positions worth $789.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 15 new positions and exited 7. The portfolio is most concentrated in Other (69.4% of disclosed assets). All figures are sourced directly from Hudock, Inc.’s Form 13F-HR filing with the SEC under CIK 1543536.

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AI-Powered Hedge Fund Analysis: Hudock, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Hudock, Inc. (SEC CIK: 1543536), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Hudock, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.