HUDSON CANYON INVESTMENT COUNSELORS LLC
13F Reported Value
ⓘ$443.4M
Holdings
145
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
HUDSON CANYON INVESTMENT COUNSELORS LLC disclosed 145 positions worth $443.4M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 16.3% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 9 new positions and exited 3 and a full exit from $HON. The portfolio is most concentrated in Technology (59.5% of disclosed assets). All figures are sourced directly from HUDSON CANYON INVESTMENT COUNSELORS LLC’s Form 13F-HR filing with the SEC under CIK 1167026.
AI Fund Analysis
Stable
$NVDA
$AAPL
$GOOG
$AMZN
$CRWD
$JPM
$PWR
$TSLASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$72.3M361,332 sh - 76.4#84
Quality
$38.2M132,060 sh - 78.2#57
Quality
$30.6M85,652 sh - 68.7
Quality
$25.8M108,383 sh - 67.7
Quality
$25.3M33,149 sh - 72.1
Quality
$20.8M28,944 sh - 87.5
Quality
$20.6M17,172 sh - 79.8
Quality
$19.9M53,220 sh - 84.5
Quality
$12.5M33,196 sh - 81.1
Quality
$11.6M9,849 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $72.3M | 361,332 |
| Apple Inc.$AAPL | 76.4#84 | $38.2M | 132,060 |
| Alphabet Inc.$GOOG | 78.2#57 | $30.6M | 85,652 |
| AMAZON COM INC$AMZN | 68.7 | $25.8M | 108,383 |
| CrowdStrike Holdings, Inc.$CRWD | 67.7 | $25.3M | 33,149 |
| QUANTA SERVICES, INC.$PWR | 72.1 | $20.8M | 28,944 |
 ELI LILLY & Co$LLY | 87.5 | $20.6M | 17,172 |
 MICROSOFT CORP$MSFT | 79.8 | $19.9M | 53,220 |
 Broadcom Inc.$AVGO | 84.5 | $12.5M | 33,196 |
 GE Vernova Inc.$GEV | 81.1 | $11.6M | 9,849 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HUDSON CANYON INVESTMENT COUNSELORS LLC's 145 positions.
Showing top 10 of 145 holdings.
Sector Allocation
Technology
$263.6M
Industrials
$43.2M
Financials
$37.4M
Healthcare
$36.8M
Consumer Discretionary
$30.8M
Materials
$15.5M
Other
$7.3M
Energy
$2.9M
Full Holdings — HUDSON CANYON INVESTMENT COUNSELORS LLC (Q2 2026)
All 145 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $72.3M | 16.3% | -1% | 85.9 |
| 2 | $AAPL | Apple Inc. | $38.2M | 8.6% | -3% | 76.4 |
| 3 | $GOOG | Alphabet Inc. | $30.6M | 6.9% | +0% | 78.2 |
| 4 | $AMZN | AMAZON COM INC | $25.8M | 5.8% | -1% | 68.7 |
| 5 | $CRWD | CrowdStrike Holdings, Inc. | $25.3M | 5.7% | +0% | 67.7 |
| 6 | $PWR | QUANTA SERVICES, INC. | $20.8M | 4.7% | +1% | 72.1 |
| 7 | $LLY | ELI LILLY & Co | $20.6M | 4.7% | +4% | 87.5 |
| 8 | $MSFT | MICROSOFT CORP | $19.9M | 4.5% | -0% | 79.8 |
| 9 | $AVGO | Broadcom Inc. | $12.5M | 2.8% | +4% | 84.5 |
| 10 | $GEV | GE Vernova Inc. | $11.6M | 2.6% | +2% | 81.1 |
| 11 | $JPM | JPMORGAN CHASE & CO | $7.3M | 1.6% | +3% | 70.7 |
| 12 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $7.0M | 1.6% | -3% | 75.4 |
| 13 |  $GLW | CORNING INC /NY | $7.0M | 1.6% | -0% | 73.7 |
| 14 |  $C | CITIGROUP INC | $6.9M | 1.6% | +5% | 65 |
| 15 |  $COHR | COHERENT CORP. | $6.0M | 1.4% | +1% | 58.5 |
| 16 |  $AMD | ADVANCED MICRO DEVICES INC | $5.3M | 1.2% | -0% | 79.8 |
| 17 |  $GE | GENERAL ELECTRIC CO | $5.2M | 1.2% | +5% | 73.8 |
| 18 |  $CAT | CATERPILLAR INC | $5.1M | 1.1% | +0% | 66.5 |
| 19 |  $GOOGL | Alphabet Inc. | $4.7M | 1.1% | -4% | 78.2 |
| 20 |  $RTX | RTX Corp | $4.2M | 0.9% | +6% | 73.2 |
| 21 | $TSLA | Tesla, Inc. | $3.9M | 0.9% | +3% | 53.9 |
| 22 |  $ZS | Zscaler, Inc. | $3.7M | 0.8% | +4% | 63.7 |
| 23 |  $MRVL | Marvell Technology, Inc. | $3.3M | 0.8% | -0% | 76.5 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.3M | 0.7% | -6% | 66.2 |
| 25 |  $AXP | AMERICAN EXPRESS CO | $3.2M | 0.7% | +400% | 69.4 |
| 26 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $3.2M | 0.7% | -4% | 58.7 |
| 27 |  $BA | BOEING CO | $3.0M | 0.7% | +1% | 61.6 |
| 28 |  $AZN | ASTRAZENECA PLC | $2.9M | 0.7% | +19% | — |
| 29 |  $MA | Mastercard Inc | $2.8M | 0.6% | -46% | 85.1 |
| 30 |  $DE | DEERE & CO | $2.6M | 0.6% | +0% | 55.4 |
| 31 |  $LEU | CENTRUS ENERGY CORP | $2.4M | 0.5% | +4% | 41.3 |
| 32 |  $NXPI | NXP Semiconductors N.V. | $2.1M | 0.5% | -7% | — |
| 33 |  $WFC | WELLS FARGO & COMPANY/MN | $2.0M | 0.5% | +6% | 61.8 |
| 34 |  $QCOM | QUALCOMM INC/DE | $2.0M | 0.5% | -14% | 70.5 |
| 35 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.9M | 0.4% | -0% | 67.6 |
| 36 |  $META | Meta Platforms, Inc. | $1.9M | 0.4% | -6% | 79.6 |
| 37 |  $LITE | Lumentum Holdings Inc. | $1.9M | 0.4% | -3% | 44.3 |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.4% | +10% | 70.3 |
| 39 |  $NOW | ServiceNow, Inc. | $1.8M | 0.4% | +13% | 72.9 |
| 40 |  $FCX | FREEPORT-MCMORAN INC | $1.8M | 0.4% | -1% | 62 |
| 41 |  $ENTG | ENTEGRIS INC | $1.8M | 0.4% | +0% | 58 |
| 42 |  $ABBV | AbbVie Inc. | $1.8M | 0.4% | +0% | 72.6 |
| 43 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.5M | 0.3% | -7% | 66.3 |
| 44 |  $BWXT | BWX Technologies, Inc. | $1.5M | 0.3% | -0% | 63.8 |
| 45 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.5M | 0.3% | -14% | — |
| 46 | — | ISHARES TR - CORE S&P500 ETF | $1.4M | 0.3% | +0% | — |
| 47 |  $UBER | Uber Technologies, Inc | $1.2M | 0.3% | -19% | 73.5 |
| 48 |  $AMGN | AMGEN INC | $1.2M | 0.3% | -8% | 79.2 |
| 49 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1.2M | 0.3% | +14% | 62.9 |
| 50 |  $DELL | Dell Technologies Inc. | $1.2M | 0.3% | -28% | 71.2 |
| 51 |  $ACM | AECOM | $933,017 | 0.2% | -1% | 47.1 |
| 52 |  $IRM | IRON MOUNTAIN INC | $884,296 | 0.2% | -5% | 62.9 |
| 53 |  $DIS | Walt Disney Co | $817,836 | 0.2% | -18% | 60.1 |
| 54 |  $ISRG | INTUITIVE SURGICAL INC | $799,734 | 0.2% | +59% | 79.9 |
| 55 |  $IONQ | IonQ, Inc. | $772,856 | 0.2% | +0% | 30.2 |
| 56 |  $EVR | Evercore Inc. | $757,997 | 0.2% | -69% | 76.9 |
| 57 |  $V | VISA INC. | $723,336 | 0.2% | -3% | 82.9 |
| 58 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $710,836 | 0.2% | -6% | 71 |
| 59 | — | ISHARES TR - PFD AND INCM SEC | $698,404 | 0.2% | +2% | — |
| 60 |  $DY | DYCOM INDUSTRIES INC | $696,197 | 0.2% | +0% | 56.3 |
| 61 |  $GS | GOLDMAN SACHS GROUP INC | $681,663 | 0.1% | +0% | 73.5 |
| 62 |  $AXTI | AXT INC | $671,065 | 0.1% | -1% | 43 |
| 63 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $649,762 | 0.1% | +0% | — |
| 64 |  $BY | BYLINE BANCORP, INC. | $643,007 | 0.1% | +4% | 55.7 |
| 65 |  $TRP | TC ENERGY CORP | $631,545 | 0.1% | -2% | — |
| 66 |  $PANW | Palo Alto Networks Inc | $625,431 | 0.1% | +28% | 65.5 |
| 67 |  $TFC | TRUIST FINANCIAL CORP | $621,727 | 0.1% | -13% | 76.4 |
| 68 |  $HD | HOME DEPOT, INC. | $594,320 | 0.1% | +2% | 60.3 |
| 69 |  $MCHP | MICROCHIP TECHNOLOGY INC | $594,310 | 0.1% | +18% | 52.9 |
| 70 |  $DUK | Duke Energy CORP | $584,630 | 0.1% | +0% | 56.4 |
| 71 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $582,635 | 0.1% | -18% | 69.7 |
| 72 |  $NBIS | Nebius Group N.V. | $568,082 | 0.1% | +6% | — |
| 73 |  $WTFC | WINTRUST FINANCIAL CORP | $558,020 | 0.1% | +0% | 60.3 |
| 74 |  $HWC | HANCOCK WHITNEY CORP | $537,984 | 0.1% | +16% | 53 |
| 75 |  $MTB | M&T BANK CORP | $530,467 | 0.1% | +30% | 58.6 |
| 76 |  $SNPS | SYNOPSYS INC | $525,470 | 0.1% | +6% | 67.9 |
| 77 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $517,411 | 0.1% | +11% | 65.1 |
| 78 |  $BANR | BANNER CORP | $516,970 | 0.1% | +7% | — |
| 79 |  $FBNC | FIRST BANCORP /NC/ | $511,440 | 0.1% | +0% | 51.4 |
| 80 |  $TJX | TJX COMPANIES INC /DE/ | $511,176 | 0.1% | +42% | 68.7 |
| 81 |  $MCK | MCKESSON CORP | $494,170 | 0.1% | +0% | 63.4 |
| 82 |  $XOM.R34088 | EXXON MOBIL CORP | $480,476 | 0.1% | +21% | 57.9 |
| 83 |  $NVO | NOVO NORDISK A S | $479,112 | 0.1% | -6% | — |
| 84 |  $PG | PROCTER & GAMBLE Co | $476,280 | 0.1% | +21% | 64.6 |
| 85 | — | TOWNEBANK PORTSMOUTH VA - COM | $469,091 | 0.1% | +8% | — |
| 86 |  $VMC | Vulcan Materials CO | $468,181 | 0.1% | +0% | 63.5 |
| 87 |  $SBFG | SB FINANCIAL GROUP, INC. | $465,170 | 0.1% | +0% | 52.7 |
| 88 |  $JNJ | JOHNSON & JOHNSON | $457,655 | 0.1% | +20% | 69 |
| 89 |  $CVX | CHEVRON CORP | $446,108 | 0.1% | +29% | 62.8 |
| 90 |  $SCHW | SCHWAB CHARLES CORP | $445,791 | 0.1% | +0% | 79.4 |
| 91 | — | VANGUARD INDEX FDS - GROWTH ETF | $445,235 | 0.1% | +501% | — |
| 92 |  $SAIL | SailPoint, Inc. | $435,891 | 0.1% | -16% | 49 |
| 93 |  $CMI | CUMMINS INC | $429,375 | 0.1% | +0% | 58.1 |
| 94 |  $VZ | VERIZON COMMUNICATIONS INC | $427,474 | 0.1% | +105% | 65.8 |
| 95 |  $BMRC | Bank of Marin Bancorp | $417,134 | 0.1% | +0% | 20.2 |
| 96 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $413,879 | 0.1% | +0% | 73.7 |
| 97 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $403,824 | 0.1% | NEW | — |
| 98 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $400,467 | 0.1% | +0% | — |
| 99 |  $NIC | NICOLET BANKSHARES INC | $396,936 | 0.1% | +0% | 67.6 |
| 100 |  $MDB | MongoDB, Inc. | $385,277 | 0.1% | -11% | 68.8 |
| 101 |  $MCD | MCDONALDS CORP | $383,300 | 0.1% | +0% | 69 |
| 102 |  $CCBG | CAPITAL CITY BANK GROUP INC | $379,694 | 0.1% | +0% | 50.8 |
| 103 |  $GLD | SPDR GOLD TRUST | $376,484 | 0.1% | +0% | — |
| 104 |  $DPRO | Draganfly Inc. | $366,284 | 0.1% | +29% | 24.8 |
| 105 |  $EQT | EQT Corp | $361,479 | 0.1% | +3% | 83.7 |
| 106 |  $UNTY | UNITY BANCORP INC /NJ/ | $358,772 | 0.1% | +0% | 60.6 |
| 107 |  $RIO | RIO TINTO PLC | $349,247 | 0.1% | -10% | — |
| 108 |  $SF | STIFEL FINANCIAL CORP | $348,850 | 0.1% | +52% | 67 |
| 109 |  $KO | COCA COLA CO | $345,154 | 0.1% | -2% | 69.5 |
| 110 |  $MRK | Merck & Co., Inc. | $344,926 | 0.1% | -8% | 59.9 |
| 111 |  $AUB | Atlantic Union Bankshares Corp | $338,480 | 0.1% | +0% | 73.1 |
| 112 |  $NTR | Nutrien Ltd. | $334,894 | 0.1% | +0% | — |
| 113 |  $IPGP | IPG PHOTONICS CORP | $331,312 | 0.1% | +0% | 41.6 |
| 114 | — | ISHARES TR - CORE S&P MCP ETF | $326,946 | 0.1% | +0% | — |
| 115 |  $FCCO | FIRST COMMUNITY CORP /SC/ | $326,800 | 0.1% | +43% | 57.6 |
| 116 |  $LIN | LINDE PLC | $325,907 | 0.1% | -3% | — |
| 117 |  $OSBC | OLD SECOND BANCORP INC | $321,116 | 0.1% | +0% | 58.7 |
| 118 |  $COF | CAPITAL ONE FINANCIAL CORP | $312,365 | 0.1% | +0% | 62.4 |
| 119 |  $PR | Permian Resources Corp | $311,037 | 0.1% | -55% | 79.5 |
| 120 |  $CFR | CULLEN/FROST BANKERS, INC. | $309,040 | 0.1% | +0% | 63.4 |
| 121 |  $CB | Chubb Ltd | $306,666 | 0.1% | +0% | — |
| 122 |  $QBTS | D-Wave Quantum Inc. | $300,523 | 0.1% | -7% | 27.9 |
| 123 | — | ISHARES TR - ISHARES SEMICDTR | $298,110 | 0.1% | NEW | — |
| 124 |  $BPRN | Princeton Bancorp, Inc. | $296,503 | 0.1% | +0% | 45 |
| 125 |  $CRM | Salesforce, Inc. | $288,311 | 0.1% | -2% | 77 |
| 126 |  $BLK | BlackRock, Inc. | $278,852 | 0.1% | +0% | 70 |
| 127 |  $HTB | HomeTrust Bancshares, Inc. | $274,395 | 0.1% | +0% | 44.6 |
| 128 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $273,392 | 0.1% | +0% | — |
| 129 |  $UNH | UNITEDHEALTH GROUP INC | $271,776 | 0.1% | NEW | 62.7 |
| 130 | — | ISHARES TR - CORE S&P SCP ETF | $266,249 | 0.1% | -0% | — |
| 131 |  $UNP | UNION PACIFIC CORP | $264,112 | 0.1% | -12% | 69.7 |
| 132 |  $RGTI | Rigetti Computing, Inc. | $240,515 | 0.1% | +0% | 14.3 |
| 133 |  $PEGA | PEGASYSTEMS INC | $239,760 | 0.1% | +0% | 70.4 |
| 134 |  $WMT | Walmart Inc. | $234,578 | 0.1% | +0% | 60.2 |
| 135 |  $AER | AerCap Holdings N.V. | $233,248 | 0.1% | +0% | — |
| 136 |  $PFE | PFIZER INC | $231,642 | 0.1% | -6% | 62 |
| 137 |  $ETN | Eaton Corp plc | $228,826 | 0.1% | NEW | — |
| 138 |  $NEE | NEXTERA ENERGY INC | $220,478 | 0.1% | NEW | 64.6 |
| 139 |  $SPFI | SOUTH PLAINS FINANCIAL, INC. | $215,425 | 0.1% | NEW | 41.8 |
| 140 | — | FIRST BK WILLIAMSTOWN NEW JE - COM | $212,760 | 0.1% | +0% | — |
| 141 |  $HBCP | HOME BANCORP, INC. | $205,766 | 0.1% | -9% | 55.3 |
| 142 |  $VICR | VICOR CORP | $203,182 | 0.1% | NEW | 58.1 |
| 143 |  $PNFP | Pinnacle Financial Partners, Inc. | $201,760 | 0.1% | NEW | 54.5 |
| 144 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $201,671 | 0.1% | NEW | — |
| 145 |  $NU | Nu Holdings Ltd. | $177,114 | 0.0% | -10% | — |
New Positions (9)
$UNH UNITEDHEALTH GROUP INC$271,776$ETN Eaton Corp plc$228,826$NEE NEXTERA ENERGY INC$220,478$SPFI SOUTH PLAINS FINANCIAL, INC.$215,425$VICR VICOR CORP$203,182$PNFP Pinnacle Financial Partners, Inc.$201,760$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$201,671
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