Latest Hudock, Inc. Stock Portfolio

Hudock, Inc. Performance:
2025 Q2: 4.63%YTD: 2.12%2024: 3.71%

Performance for 2025 Q2 is 4.63%, and YTD is 2.12%, and 2024 is 3.71%.

About Hudock, Inc. and 13F Hedge Fund Stock Holdings

Hudock, Inc. is a hedge fund based in WILLIAMSPORT, PA. On 23-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $633.4 Millions. In it's latest 13F Holdings report, Hudock, Inc. reported an equity portfolio of $622 Millions as of 30 Jun, 2025.

The top stock holdings of Hudock, Inc. are IJR, BNDW, IJR. The fund has invested 12.4% of it's portfolio in ISHARES TR and 6.4% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off ISHARES TR (IJR), CONOCOPHILLIPS (COP) and T-MOBILE US INC (TMUS) stocks. They significantly reduced their stock positions in EQT CORP (EQT), SELECT SECTOR SPDR TR (XLB) and CONSTELLATION ENERGY CORP (CEG). Hudock, Inc. opened new stock positions in VANGUARD WHITEHALL FDS (VIGI), VANECK ETF TRUST (AFK) and ENTERPRISE PRODS PARTNERS L (EPD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD STAR FDS (VXUS), VANECK ETF TRUST (AFK) and PETROLEO BRASILEIRO SA PETRO (PBR).

Hudock, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Hudock, Inc. made a return of 4.63% in the last quarter. In trailing 12 months, it's portfolio return was 6.04%.
2019202020212022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
vanguard whitehall fds2,207,020
vaneck etf trust810,797
enterprise prods partners l611,821
servicenow inc495,535
salesforce inc287,139
palantir technologies inc258,872
crowdstrike hldgs inc238,357
vanguard index fds217,235

New stocks bought by Hudock, Inc.

Additions

Ticker% Inc.
vanguard star fds228
vaneck etf trust42.64
petroleo brasileiro sa petro34.63
corning inc33.75
ishares tr31.86
invesco exchange traded fd t19.42
vertiv holdings co18.24
meta platforms inc17.98

Additions to existing portfolio by Hudock, Inc.

Reductions

Ticker% Reduced
eqt corp-31.96
select sector spdr tr-23.69
constellation energy corp-19.88
dow inc-16.52
select sector spdr tr-16.31
broadcom inc-14.67
eli lilly & co-11.14
vanguard world fd-10.36

Hudock, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-2,626,840
conocophillips-220,645
t-mobile us inc-200,033

Hudock, Inc. got rid off the above stocks

Sector Distribution

Hudock, Inc. has about 82.3% of it's holdings in Others sector.

85%
Sector%
Others82.3
Technology4.9
Financial Services4.1
Healthcare1.7
Industrials1.6
Consumer Defensive1.3
Communication Services1.1

Market Cap. Distribution

Hudock, Inc. has about 16.5% of it's portfolio invested in the large-cap and mega-cap stocks.

83%
Category%
UNALLOCATED82.3
MEGA-CAP8.7
LARGE-CAP7.8

Stocks belong to which Index?

About 17% of the stocks held by Hudock, Inc. either belong to S&P 500 or RUSSELL 2000 index.

83%16%
Index%
Others83
S&P 50015.9
RUSSELL 20001.1
Top 5 Winners (%)%
CRDO
credo technology group holdi
119.3 %
VRT
vertiv holdings co
66.5 %
AVGO
broadcom inc
60.5 %
CEG
constellation energy corp
56.9 %
SOFI
sofi technologies inc
56.5 %
Top 5 Winners ($)$
IJR
ishares tr
7.3 M
QQQ
invesco qqq tr
3.7 M
IJR
ishares tr
3.1 M
IJR
ishares tr
1.9 M
MSFT
microsoft corp
1.5 M
Top 5 Losers (%)%
BMY
bristol-myers squibb co
-24.1 %
DOW
dow inc
-23.3 %
TMO
thermo fisher scientific inc
-18.4 %
CVX
chevron corp new
-14.2 %
PEP
pepsico inc
-11.9 %
Top 5 Losers ($)$
AAPL
apple inc
-0.6 M
CVX
chevron corp new
-0.4 M
MRK
merck & co inc
-0.3 M
XOM
exxon mobil corp
-0.3 M
PG
procter and gamble co
-0.2 M

Hudock, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

IJRBNDWIJRVEUIJRFNDAQQQBABVEAIJRIJRBBAXAFTYXLBIJRIJRAAXJVBAFKAAPLJPMMSFTIJ..AC..CS..NVDAAGZDIBMBXCATPGCVXXOMDIAI..C..M..P..VI..PS..LL..MT..J..A..K..XL..CS..V..A..

Current Stock Holdings of Hudock, Inc.

Hudock, Inc. has 183 stocks in it's portfolio. About 53.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Hudock, Inc. last quarter.

Last Reported on: 08 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of ISHARES TR Position Held By Hudock, Inc.

What % of Portfolio is IJR?:

No data available

Number of IJR shares held:

No data available

Change in No. of Shares Held:

No data available