Hudock, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1543536
Institutional-grade research for retail investors
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13F Reported Value

$781.1M

Holdings

217

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Hudock, Inc. disclosed 217 positions worth $781.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 26 new positions and exited 10 and a full exit from $HON. The portfolio is most concentrated in Other (69.0% of disclosed assets). All figures are sourced directly from Hudock, Inc.’s Form 13F-HR filing with the SEC under CIK 1543536.

Sector Allocation

OtherFinancialsTechnologyIndustrialsHealthcareEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • ISHARES TR - CORE S&P500 ETF

    Quality

    $95.0M126,814 sh
  • ISHARES TR - CORE S&P MCP ETF

    Quality

    $41.4M536,816 sh
  • VANGUARD SCOTTSDALE FDS - INT-TERM CORP

    Quality

    $41.1M496,838 sh
  • ISHARES TR - CORE S&P SCP ETF

    Quality

    $39.9M268,825 sh
  • $36.8M121,336 sh
  • DIMENSIONAL ETF TRUST - INTERNATNAL VAL

    Quality

    $36.4M673,584 sh
  • VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

    Quality

    $36.0M602,481 sh
  • $34.7M47,072 sh
  • VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

    Quality

    $26.6M372,797 sh
  • ISHARES TR - CORE S&P US GWT

    Quality

    $24.1M128,030 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Hudock, Inc.'s 217 positions.

Showing top 10 of 217 holdings.

Sector Allocation

Other

$538.9M

Financials

$116.8M

Technology

$48.2M

Industrials

$18.7M

Healthcare

$18.6M

Energy

$9.5M

Consumer Staples

$7.7M

Consumer Discretionary

$7.1M

Top HoldingsHudock, Inc. (Q2 2026)

Top 150 of 217 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
ISHARES TR - CORE S&P500 ETF$95.0M
ISHARES TR - CORE S&P MCP ETF$41.4M
VANGUARD SCOTTSDALE FDS - INT-TERM CORP$41.1M
ISHARES TR - CORE S&P SCP ETF$39.9M
IVZ$IVZInvesco Ltd.$36.8M
DIMENSIONAL ETF TRUST - INTERNATNAL VAL$36.4M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$36.0M
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$34.7M
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$26.6M
ISHARES TR - CORE S&P US GWT$24.1M
ISHARES TR - CORE US AGGBD ET$21.0M
STT$STTSTATE STREET CORP$14.8M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$14.5M
ISHARES TR - GLOBAL 100 ETF$14.5M
VICTORY PORTFOLIOS II - SHS FR CA FL ETF$13.9M
VANECK ETF TRUST - SEMICONDUCTR ETF$13.3M
ISHARES TR - 7-10 YR TRSY BD$11.1M
AAPL$AAPLApple Inc.$10.1M
NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER$10.1M
VANGUARD INDEX FDS - S&P 500 ETF SHS$9.1M
CAT$CATCATERPILLAR INC$8.6M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$8.5M
ISHARES TR - CORE S&P TTL STK$7.6M
JPM$JPMJPMORGAN CHASE & CO$6.8M
ISHARES TR - 0-5YR HI YL CP$6.7M
IVZ$IVZInvesco Ltd.$5.8M
CZFS$CZFSCITIZENS FINANCIAL SERVICES INC$5.7M
NVDA$NVDANVIDIA CORP$5.3M
MSFT$MSFTMICROSOFT CORP$4.7M
IVZ$IVZInvesco Ltd.$4.4M
SCHWAB STRATEGIC TR - US DIVIDEND EQ$4.2M
XOM.R34088$XOM.R34088EXXON MOBIL CORP$4.2M
MRK$MRKMerck & Co., Inc.$4.0M
GLW$GLWCORNING INC /NY$3.9M
WT$WTWisdomTree, Inc.$3.7M
LLY$LLYELI LILLY & Co$3.6M
ISHARES TR - 1 3 YR TREAS BD$3.6M
JNJ$JNJJOHNSON & JOHNSON$3.3M
CVX$CVXCHEVRON CORP$3.3M
MTB$MTBM&T BANK CORP$3.3M
ISHARES TR - EXPANDED TECH$3.3M
PG$PGPROCTER & GAMBLE Co$2.9M
STATE STR SPDR DOW JONES IND - UT SER 1$2.8M
SELECT SECTOR SPDR TR - ST STR UTIL ETF$2.8M
BX$BXBlackstone Inc.$2.6M
NWBI$NWBINorthwest Bancshares, Inc.$2.6M
AMZN$AMZNAMAZON COM INC$2.4M
GOOGL$GOOGLAlphabet Inc.$2.3M
KO$KOCOCA COLA CO$2.3M
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$2.3M
BLACKROCK ETF TRUST - ISHA PR MONE ETF$2.1M
ISHARES TR - FUTU AI TECH ETF$2.1M
AMGN$AMGNAMGEN INC$2.1M
AMAT$AMATAPPLIED MATERIALS INC /DE$2.0M
VANGUARD STAR FDS - VG TL INTL STK F$1.9M
CSCO$CSCOCISCO SYSTEMS, INC.$1.9M
GOOG$GOOGAlphabet Inc.$1.8M
PACER FDS TR - US CASH COWS 100$1.8M
VZ$VZVERIZON COMMUNICATIONS INC$1.7M
ISHARES TR - NATIONAL MUN ETF$1.7M
CHMG$CHMGCHEMUNG FINANCIAL CORP$1.6M
INTC$INTCINTEL CORP$1.6M
SELECT SECTOR SPDR TR - ST STR CARE ETF$1.5M
HD$HDHOME DEPOT, INC.$1.5M
VANGUARD INDEX FDS - TOTAL STK MKT$1.5M
SOFI$SOFISoFi Technologies, Inc.$1.5M
GS$GSGOLDMAN SACHS GROUP INC$1.4M
VRT$VRTVertiv Holdings Co$1.4M
WMT$WMTWalmart Inc.$1.4M
VANGUARD INDEX FDS - VALUE ETF$1.3M
HL$HLHECLA MINING CO/DE/$1.3M
CZNC$CZNCCITIZENS & NORTHERN CORP$1.2M
UNH$UNHUNITEDHEALTH GROUP INC$1.2M
CRDO$CRDOCredo Technology Group Holding Ltd$1.1M
LRCX$LRCXLAM RESEARCH CORP$1.1M
GLD$GLDSPDR GOLD TRUST$1.1M
VANGUARD WORLD FD - MEGA CAP VAL ETF$1.1M
ORCL$ORCLORACLE CORP$1.1M
MRVL$MRVLMarvell Technology, Inc.$1.1M
META$METAMeta Platforms, Inc.$1.1M
GE$GEGENERAL ELECTRIC CO$1.1M
MS$MSMORGAN STANLEY$1.1M
RTX$RTXRTX Corp$1.0M
AVGO$AVGOBroadcom Inc.$1.0M
SLV$SLViShares Silver Trust$1.0M
PEP$PEPPEPSICO INC$1.0M
NEE$NEENEXTERA ENERGY INC$973,529
SCHWAB STRATEGIC TR - US BRD MKT ETF$932,418
LMT$LMTLOCKHEED MARTIN CORP$928,995
VANGUARD WORLD FD - INF TECH ETF$921,543
VANGUARD MUN BD FDS - TAX EXEMPT BD$906,858
SPY$SPYSPDR S&P 500 ETF TRUST$879,652
ETR$ETRENTERGY CORP /DE/$879,238
DDOG$DDOGDatadog, Inc.$866,999
ISHARES TR - US AER DEF ETF$835,800
PANW$PANWPalo Alto Networks Inc$825,202
PPL$PPLPPL Corp$815,252
PFE$PFEPFIZER INC$796,261
VANGUARD INDEX FDS - REAL ESTATE ETF$778,567
ARM$ARMARM HOLDINGS PLC /UK$737,860
WFC$WFCWELLS FARGO & COMPANY/MN$717,388
BAC$BACBANK OF AMERICA CORP /DE/$717,350
SELECT SECTOR SPDR TR - ST STR INDL ETF$694,871
DOV$DOVDOVER Corp$671,663
MCD$MCDMCDONALDS CORP$669,372
TSLA$TSLATesla, Inc.$667,888
TXN$TXNTEXAS INSTRUMENTS INC$651,918
V$VVISA INC.$649,356
CRWV$CRWVCoreWeave, Inc.$641,535
DUK$DUKDuke Energy CORP$630,769
CMI$CMICUMMINS INC$623,184
NET$NETCloudflare, Inc.$621,294
ISHARES TR - MSCI EAFE ETF$605,291
URI$URIUNITED RENTALS, INC.$585,003
T$TAT&T INC.$584,765
NKE$NKENIKE, Inc.$581,282
ABBV$ABBVAbbVie Inc.$579,563
ISHARES U S ETF TR - SHOR DURA BD ETF$577,710
PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$571,187
WELL$WELLWELLTOWER INC.$568,273
AON$AONAon plc$561,172
VANECK ETF TRUST - PHARMACEUTCL ETF$531,907
WEC$WECWEC ENERGY GROUP, INC.$527,052
WM$WMWASTE MANAGEMENT INC$524,897
PM$PMPhilip Morris International Inc.$521,894
HSY$HSYHERSHEY CO$514,880
SNDK$SNDKSandisk Corp$513,863
GEV$GEVGE Vernova Inc.$512,529
SCHWAB STRATEGIC TR - US LRG CAP ETF$512,306
BNY$BNYBank of New York Mellon Corp$509,694
MPC$MPCMarathon Petroleum Corp$499,042
UNP$UNPUNION PACIFIC CORP$497,309
FIDELITY COVINGTON TRUST - ENHANCED LARGE$497,053
ISHARES TR - IBOXX INV CP ETF$490,425
NVO$NVONOVO NORDISK A S$489,659
AXP$AXPAMERICAN EXPRESS CO$484,036
CIEN$CIENCIENA CORP$483,692
APD$APDAir Products & Chemicals, Inc.$480,686
EA SERIES TRUST - GADSDN DYN MLT$468,044
MA$MAMastercard Inc$467,318
AMD$AMDADVANCED MICRO DEVICES INC$463,566
ROK$ROKROCKWELL AUTOMATION, INC$454,272
D$DDOMINION ENERGY, INC$437,724
SCHWAB STRATEGIC TR - US LCAP GR ETF$423,594
AXON$AXONAXON ENTERPRISE, INC.$418,215
ISHARES INC - MSCI EMRG CHN$414,900
CRWD$CRWDCrowdStrike Holdings, Inc.$414,385
ALL$ALLALLSTATE CORP$411,555
NFLX$NFLXNETFLIX INC$401,168
PIMCO ETF TR - ENHAN SHRT MA AC$399,731

New Positions (26)

BLACKROCK ETF TRUST - ISHA PR MONE ETF$2.1M
CHMG$CHMG CHEMUNG FINANCIAL CORP$1.6M
SNDK$SNDK Sandisk Corp$513,863
NVO$NVO NOVO NORDISK A S$489,659
AMD$AMD ADVANCED MICRO DEVICES INC$463,566
AXON$AXON AXON ENTERPRISE, INC.$418,215
DIMENSIONAL ETF TRUST - US TARGETED VLU$364,904
SITM$SITM SITIME Corp$354,141
AZN$AZN ASTRAZENECA PLC$344,567
NVS$NVS NOVARTIS AG$336,856
ZS$ZS Zscaler, Inc.$310,671
GLOBAL X FDS - GLBL X MLP ETF$310,101
STX$STX Seagate Technology Holdings plc$288,411
RVMD$RVMD Revolution Medicines, Inc.$275,302
TSM$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$266,083

Exited Positions (10)

HON$HON HONEYWELL INTERNATIONAL INC
PLTR$PLTR Palantir Technologies Inc.
EQT$EQT EQT Corp
KTOS$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
BE$BE Bloom Energy Corp
SHEL$SHEL Shell plc
ALB$ALB ALBEMARLE CORP
ISHARES TR
DOW$DOW DOW INC.
NEM$NEM NEWMONT Corp /DE/

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