Hudson Portfolio Management LLC
Sector Allocation
- Other36.2%$47.9M
- Technology20.2%$26.7M
- Financials12.5%$16.6M
- Healthcare10.0%$13.2M
- Communication Services4.7%$6.3M
- Consumer Discretionary4.3%$5.8M
- Energy4.1%$5.4M
- Consumer Staples3.7%$4.9M
- Industrials3.5%$4.6M
- Real Estate0.4%$558,201
AUM History
13fpro.ai/research/fund/hudson-portfolio-management-llc-1847700
Conviction and streaks
Concentrating · top 10 = 33.1%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 — Q2 2026
TSM
$8.1MGOOG
$7.8M- ISHARES$4.1M
MCK
$4.1M- ISHARES$3.8M
- ISHARES$3.3M
- SPDR$3.2M
BNY
$3.1M- ISHARES$3.1M
ALL
$3.0MAAPL
$2.7MCVS
$2.7M- ISHARES$2.5M
TD
$2.2M- ISHARES$2.2M
- J$2.0M
SPY
$2.0MCNA
$1.9MTTE
$1.8M- PIMCO$1.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hudson-portfolio-management-llc-1847700
Hudson Portfolio Management LLC 13F holdings — Q2 2026
$132.3M portfolio (+11.4% QoQ) · 117 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
$8.1M
6.1% of stocks
-0.5%This quarter-1.1%Since filed8+ qtrsHeld$7.8M
5.9% of stocks
-6%This quarter-8.2%Since filed8+ qtrsHeld- 3
ISHARES INC - MSCI JAPAN ETF
$4.1M
3.1% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $4.1M
3.1% of stocks
-0.3%This quarter+13.0%Since filed8+ qtrsHeld- 5
ISHARES TR - 0-5 YR TIPS ETF
$3.8M
2.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - ISHS 1-5YR INVS
$3.3M
2.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR CONV ETF
$3.2M
2.4% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $3.1M
2.4% of stocks
-1%This quarter-9.7%Since filed8+ qtrsHeld- 9
ISHARES TR - TRUST ISHARE 0-1
$3.1M
2.4% of stocks
+54%This quarter—Since filed—HeldAIQuality—Est. buy— $3.0M
2.3% of stocks
-0.7%This quarter+0.0%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $8.1M | 6.1% | -0.5% | -1.1% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $7.8M | 5.9% | -6% | -8.2% | 8+ qtrsTrimmed 5 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES INC - MSCI JAPAN ETF | $4.1M | 3.1% | +11% | — | — | — | — | |
| 4 | $4.1M | 3.1% | -0.3% | +13.0% | 8+ qtrs | 63.3#621 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - 0-5 YR TIPS ETF | $3.8M | 2.9% | +7% | — | — | — | — | |
| 6 | ISHARES TR - ISHS 1-5YR INVS | $3.3M | 2.5% | +6% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR CONV ETF | $3.2M | 2.4% | +1% | — | — | — | — | |
| 8 | $3.1M | 2.4% | -1% | -9.7% | 8+ qtrs | 74.0#115 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - TRUST ISHARE 0-1 | $3.1M | 2.4% | +54% | — | — | — | — | |
| 10 | $3.0M | 2.3% | -0.7% | +0.0% | 8+ qtrs | 78.3#50 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Hudson Portfolio Management LLC (Q2 2026)
117 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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $2.7M | 2.0% | 9,289 | +8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CVS HEALTH Corp | Healthcare | $2.7M | 2.0% | 26K | -0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES INC - MSCI EURZONE ETFetf/fund | — | $2.5M | 1.9% | 36K | -0.4% | — | — | 13F |
| 14 | TORONTO DOMINION BANK | Financials | $2.2M | 1.7% | 18K | -3% | 8+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $2.2M | 1.6% | 43K | +4% | — | — | 13F |
| 16 | — | J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEWetf/fund | — | $2.0M | 1.5% | 20K | +3% | — | — | 13F |
| 17 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.0M | 1.5% | 2,663 | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CNA FINANCIAL CORP | Financials | $1.9M | 1.5% | 40K | -0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TotalEnergies SE | Energy | $1.8M | 1.4% | 23K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | PIMCO ETF TR - 1-5 US TIP IDXetf/fund | — | $1.8M | 1.3% | 33K | -3% | — | — | 13F |
| 21 | OLD REPUBLIC INTERNATIONAL CORP | Financials | $1.6M | 1.2% | 40K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | — | $1.6M | 1.2% | 32K | +73% | — | — | 13F |
| 23 | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 1.2% | 38K | -0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - EAFE SML CP ETFetf/fund | — | $1.6M | 1.2% | 19K | -1% | — | — | 13F |
| 25 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $1.5M | 1.2% | 15K | -7% | — | — | 13F |
| 26 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 1.1% | 6,008 | -0.2% | |||
| 27 | — | ISHARES TR - MSCI EAFE ETF | — | $1.5M | 1.1% | 15K | -0.4% | |||
| 28 | $INFY | Infosys Ltd | Technology | $1.4M | 1.1% | 136K | -0.4% | |||
| 29 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.4M | 1.1% | 21K | +20% | |||
| 30 | $MSFT | MICROSOFT CORP | Technology | $1.4M | 1.1% | 3,789 | +24% | |||
| 31 | — | ISHARES TR - U.S. TECH ETF | — | $1.4M | 1.1% | 5,575 | -9% | |||
| 32 | $AMGN | AMGEN INC | Healthcare | $1.4M | 1.0% | 3,793 | — | |||
| 33 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $1.4M | 1.0% | 19K | — | |||
| 34 | $ALKS | Alkermes plc. | Healthcare | $1.4M | 1.0% | 26K | -20% | |||
| 35 | $KMI | KINDER MORGAN, INC. | Energy | $1.4M | 1.0% | 42K | -4% | |||
| 36 | — | SPDR SERIES TRUST - ST STR RATE ETF | — | $1.3M | 1.0% | 44K | +0.7% | |||
| 37 | $HMC | HONDA MOTOR CO LTD | Consumer Discretionary | $1.3M | 1.0% | 47K | -0.4% | |||
| 38 | $ORCL | ORACLE CORP | Technology | $1.1M | 0.8% | 7,679 | — | |||
| 39 | — | ISHARES TR - LATN AMER 40 ETF | — | $1.1M | 0.8% | 33K | +95% | |||
| 40 | $GIB | CGI INC | Technology | $1.1M | 0.8% | 17K | New | |||
| 41 | $RTX | RTX Corp | Industrials | $1.1M | 0.8% | 5,756 | -0.4% | |||
| 42 | $CCZ | COMCAST CORP | Communication Services | $997K | 0.8% | 41K | +3% | |||
| 43 | — | ISHARES TR - 3 7 YR TREAS BD | — | $914K | 0.7% | 7,781 | -7% | |||
| 44 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $907K | 0.7% | 5,388 | -0.3% | |||
| 45 | $NXST | NEXSTAR MEDIA GROUP, INC. | Communication Services | $899K | 0.7% | 5,032 | — | |||
| 46 | $ALLY | Ally Financial Inc. | Financials | $892K | 0.7% | 19K | -0.6% | |||
| 47 | $GSK | GSK plc | Healthcare | $889K | 0.7% | 17K | -2% | |||
| 48 | $SHEL | Shell plc | Energy | $882K | 0.7% | 11K | -0.9% | |||
| 49 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $857K | 0.7% | 3,606 | -0.6% | |||
| 50 | — | ISHARES TR - RUSSELL 2000 ETF | — | $793K | 0.6% | 2,640 | -0.9% | |||
| 51 | $MXF | MEXICO FUND INC | Other | $784K | 0.6% | 36K | -0.5% | |||
| 52 | $BPOP | POPULAR, INC. | Financials | $761K | 0.6% | 4,635 | -16% | |||
| 53 | $JAZZ | Jazz Pharmaceuticals plc | Healthcare | $752K | 0.6% | 3,121 | -19% | |||
| 54 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $740K | 0.6% | 1,365 | -24% | |||
| 55 | — | ISHARES TR - IBOXX INV CP ETF | — | $737K | 0.6% | 6,756 | +16% | |||
| 56 | $TRP | TC ENERGY CORP | Energy | $724K | 0.6% | 11K | -0.9% | |||
| 57 | $DLX | DELUXE CORP | Communication Services | $696K | 0.5% | 29K | — | |||
| 58 | — | ISHARES TR - ISHS 5-10YR INVT | — | $696K | 0.5% | 13K | — | |||
| 59 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $694K | 0.5% | 11K | +4% | |||
| 60 | $MDT | Medtronic plc | Healthcare | $693K | 0.5% | 8,855 | — | |||
| 61 | $OMC | OMNICOM GROUP INC. | Communication Services | $685K | 0.5% | 9,410 | -0.6% | |||
| 62 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $668K | 0.5% | 3,545 | — | |||
| 63 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $644K | 0.5% | 40K | — | |||
| 64 | $AMZN | AMAZON COM INC | Consumer Discretionary | $641K | 0.5% | 2,689 | — | |||
| 65 | $CI | Cigna Group | Healthcare | $637K | 0.5% | 2,312 | — | |||
| 66 | $TWN | TAIWAN FUND INC | Other | $625K | 0.5% | 6,494 | -22% | |||
| 67 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $614K | 0.5% | 362 | — | |||
| 68 | $T | AT&T INC. | Communication Services | $604K | 0.5% | 29K | -0.2% | |||
| 69 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $585K | 0.4% | 2,164 | -0.5% | |||
| 70 | $WPC | W. P. Carey Inc. | Real Estate | $558K | 0.4% | 7,807 | -0.8% | |||
| 71 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $531K | 0.4% | 1,607 | -0.6% | |||
| 72 | $LCII | LCI INDUSTRIES | Industrials | $521K | 0.4% | 4,916 | -0.4% | |||
| 73 | $PLAB | PHOTRONICS INC | Technology | $500K | 0.4% | 15K | -41% | |||
| 74 | $SNY | Sanofi | Healthcare | $479K | 0.4% | 11K | — | |||
| 75 | $SON | SONOCO PRODUCTS CO | Materials | $468K | 0.3% | 8,305 | +6% | |||
| 76 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $456K | 0.3% | 619 | -7% | |||
| 77 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $445K | 0.3% | 1,987 | -50% | |||
| 78 | $HONA | Honeywell Aerospace Inc. | Industrials | $439K | 0.3% | 1,987 | New | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $439K | 0.3% | 8,189 | — | |||
| 80 | $FAF | First American Financial Corp | Financials | $436K | 0.3% | 6,350 | — | |||
| 81 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $433K | 0.3% | 863 | New | |||
| 82 | — | ISHARES INC - MSCI ITALY ETF | — | $432K | 0.3% | 7,300 | — | |||
| 83 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $430K | 0.3% | 11K | -0.4% | |||
| 84 | — | FLEXSHARES TR - M STAR DEV MKT | — | $418K | 0.3% | 4,267 | +5% | |||
| 85 | $QRVO | Qorvo, Inc. | Technology | $405K | 0.3% | 4,344 | — | |||
| 86 | $UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | $404K | 0.3% | 2,720 | — | |||
| 87 | $CHDN | Churchill Downs Inc | Communication Services | $402K | 0.3% | 4,485 | +33% | |||
| 88 | $ACN | Accenture plc | Technology | $397K | 0.3% | 3,191 | +173% | |||
| 89 | $ABBV | AbbVie Inc. | Healthcare | $393K | 0.3% | 1,560 | — | |||
| 90 | $MRK | Merck & Co., Inc. | Healthcare | $380K | 0.3% | 2,961 | — | |||
| 91 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $380K | 0.3% | 29K | -0.5% | |||
| 92 | $GF | NEW GERMANY FUND INC | Other | $375K | 0.3% | 33K | — | |||
| 93 | $NTAP | NetApp, Inc. | Technology | $363K | 0.3% | 2,345 | — | |||
| 94 | $GOOGL | Alphabet Inc. | Technology | $340K | 0.3% | 950 | -1% | |||
| 95 | $AB | ALLIANCEBERNSTEIN HOLDING L.P. | Financials | $333K | 0.3% | 9,450 | — | |||
| 96 | $EEFT | EURONET WORLDWIDE, INC. | Financials | $326K | 0.3% | 4,455 | — | |||
| 97 | $FDX | FEDEX CORP | Industrials | $316K | 0.2% | 1,010 | — | |||
| 98 | $PYPL | PayPal Holdings, Inc. | Financials | $298K | 0.2% | 6,890 | -3% | |||
| 99 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $293K | 0.2% | 1,275 | New | |||
| 100 | $LMT | LOCKHEED MARTIN CORP | Industrials | $292K | 0.2% | 574 | -2% | |||
| 101 | $F | FORD MOTOR CO | Consumer Discretionary | $283K | 0.2% | 20K | — | |||
| 102 | $MTB | M&T BANK CORP | Financials | $280K | 0.2% | 1,176 | — | |||
| 103 | $STT | STATE STREET CORP | Financials | $279K | 0.2% | 2,490 | -2% | |||
| 104 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $276K | 0.2% | 1,657 | New | |||
| 105 | $NVO | NOVO NORDISK A S | Healthcare | $260K | 0.2% | 5,415 | New | |||
| 106 | $CRM | Salesforce, Inc. | Technology | $255K | 0.2% | 1,625 | New | |||
| 107 | $WGO | WINNEBAGO INDUSTRIES INC | Industrials | $242K | 0.2% | 7,745 | — | |||
| 108 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $236K | 0.2% | 2,460 | — | |||
| 109 | — | ISHARES TR - EAFE GRWTH ETF | — | $218K | 0.2% | 1,750 | -5% | |||
| 110 | $STRA | Strategic Education, Inc. | Consumer Discretionary | $217K | 0.2% | 2,827 | New | |||
| 111 | $FNF | Fidelity National Financial, Inc. | Financials | $216K | 0.2% | 4,573 | — | |||
| 112 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $211K | 0.2% | 1,777 | New | |||
| 113 | $KF | KOREA FUND INC | Other | $209K | 0.2% | 2,783 | New | |||
| 114 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $205K | 0.1% | 1,720 | -26% | |||
| 115 | $SBH | Sally Beauty Holdings, Inc. | Consumer Discretionary | $204K | 0.1% | 14K | — | |||
| 116 | $OLN | OLIN Corp | Healthcare | $202K | 0.1% | 10K | -27% | |||
| 117 | $IFN | ABERDEEN INDIA FUND, INC. | Other | $127K | 0.1% | 11K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 11 new, 20 added to, 54 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
first bought this quarter
$GIBCGI INC$1.1M
first bought this quarter
$HONAHoneywell Aerospace Inc.$439K
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$433K
first bought this quarter
$FDSFACTSET RESEARCH SYSTEMS INC$293K
first bought this quarter
$MRSHMARSH & MCLENNAN COMPANIES, INC.$276K
first bought this quarter
+5 more in the Excel export
Added to (20)
- ISHARES TR - TRUST ISHARE 0-1+54%
now $3.1M
- J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED+73%
now $1.6M
- ISHARES TR - LATN AMER 40 ETF+95%
now $1.1M
- ISHARES INC - MSCI JAPAN ETF+11%
now $4.1M
$MSFTMICROSOFT CORP+24%
now $1.4M · held 8+ qtrs, 2 adds in a row
- ISHARES TR - 0-5 YR TIPS ETF+7%
now $3.8M
+14 more in the Excel export
Trimmed (54)
now $7.8M · held 8+ qtrs, 5 trims in a row
$HONHONEYWELL INTERNATIONAL INC-50%
now $445K · held 4 qtrs
$PLABPHOTRONICS INC-41%
now $500K · held 8+ qtrs
$ALKSAlkermes plc.-20%
now $1.4M · held 8+ qtrs, 7 trims in a row
$UTHRUNITED THERAPEUTICS Corp-24%
now $740K · held 8+ qtrs, 3 trims in a row
$JAZZJazz Pharmaceuticals plc-19%
now $752K · held 8+ qtrs, 2 trims in a row
+48 more in the Excel export
Holdings by quarter
Every 13F Hudson Portfolio Management LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Hudson Portfolio Management?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Hudson Portfolio Management's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 14% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
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 Q3 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
Hudson Portfolio Management LLC disclosed 117 positions worth $132.3M in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 6.1% of the equity portfolio, followed by $GOOG. During the quarter the fund opened 11 new positions and exited 5 — including a new stake in $TTE and a full exit from $JOF. The portfolio is most concentrated in Other (36.2% of disclosed assets). All figures are sourced directly from Hudson Portfolio Management LLC’s Form 13F-HR filing with the SEC under CIK 1847700.
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AI-Powered Hedge Fund Analysis: Hudson Portfolio Management LLC
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