Institutions / Hudson Portfolio Management LLC

Hudson Portfolio Management LLC

CIK 1847700 · Institution · as of Dec 31, 2025
Portfolio value
$116.14M
Positions
108
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 108 →
CompanyClassValueShares% of portfolio
Alphabet Inc.$7.61M24,2526.6%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$5.37M17,6734.6%
McKesson Corp$4.48M5,4583.9%
iShares MSCI UAE ETF$3.52M34,3333.0%
iShares Inc$2.91M36,0852.5%
iShares Tr$2.85M53,8762.5%
Allstate Corp$2.65M12,7372.3%
Bank of New York Mellon Corp/The$2.55M21,9582.2%
SPDR Series Trust$2.51M28,1772.2%
Infosys LtdINFYADR$2.44M137,0352.1%
Apple Inc.$2.34M8,5932.0%
iShares Tr$2.29M45,0622.0%
iShares Inc$2.28M35,5682.0%
CVS HEALTH Corp$2.06M25,9531.8%
Cna Financial CorpCNACommon Stock$1.91M39,9801.6%
SPDR S&P 500 ETF Tr$1.86M2,7221.6%
Old Republic International Corp$1.84M40,3351.6%
PIMCO ETF Tr$1.84M34,2111.6%
Toronto Dominion Bk Ont$1.81M19,2081.6%
J P Morgan Exchange Traded F$1.75M18,8601.5%
Verizon Communications Inc$1.60M39,2631.4%
Oracle Corp$1.50M7,6791.3%
iShares Tr$1.48M19,0651.3%
Kinder Morgan, Inc.$1.46M53,0061.3%
PIMCO ETF Tr$1.46M14,5171.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.