Latest Hudson Portfolio Management LLC Stock Portfolio

Hudson Portfolio Management LLC Performance:

2025 Q2: 2.43%YTD: 3.46%2024: 4.92%

Performance for 2025 Q2 is 2.43%, and YTD is 3.46%, and 2024 is 4.92%.

About Hudson Portfolio Management LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Hudson Portfolio Management LLC reported an equity portfolio of $107 Millions as of 30 Jun, 2025.

The top stock holdings of Hudson Portfolio Management LLC are GOOG, TSM, MCK. The fund has invested 4.7% of it's portfolio in ALPHABET INC and 3.9% of portfolio in TAIWAN SEMICONDUCTOR MFG LTD.

The fund managers got completely rid off SIRIUSXM HOLDINGS INC, INTERNATIONAL PAPER CO (IP) and LOWES COS INC (LOW) stocks. They significantly reduced their stock positions in CARDINAL HEALTH INC (CAH), VISTRA CORP (VST) and ALPHABET INC (GOOG). Hudson Portfolio Management LLC opened new stock positions in ISHARES TR (IJR) and ACCENTURE PLC IRELAND (ACN). The fund showed a lot of confidence in some stocks as they added substantially to DELUXE CORP (DLX), ISHARES TR (IJR) and ISHARES TR (AAXJ).

Hudson Portfolio Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hudson Portfolio Management LLC made a return of 2.43% in the last quarter. In trailing 12 months, it's portfolio return was 2.86%.

New Buys

Ticker	$ Bought
ishares tr	212,432
accenture plc ireland	200,555

New stocks bought by Hudson Portfolio Management LLC

Additions

Ticker	% Inc.
deluxe corp	23.08
ishares tr	19.12
ishares tr	18.69
microsoft corp	18.67
medtronic plc	14.21
ishares tr	13.24
cognizant technology solutio	12.93
ishares tr	9.79

Additions to existing portfolio by Hudson Portfolio Management LLC

Reductions

Ticker	% Reduced
cardinal health inc	-44.36
vistra corp	-30.93
alphabet inc	-25.97
ishares tr	-24.23
clarivate plc	-21.08
pimco etf tr	-16.1
intel corp	-14.1
ishares tr	-11.97

Hudson Portfolio Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
siriusxm holdings inc	-286,141
international paper co	-226,738
lowes cos inc	-207,575

Hudson Portfolio Management LLC got rid off the above stocks

Sector Distribution

Hudson Portfolio Management LLC has about 44.3% of it's holdings in Others sector.

Sector	%
Others	44.3
Healthcare	13.1
Financial Services	11.4
Communication Services	9.1
Technology	7.4
Utilities	6.1
Consumer Cyclical	3.9
Industrials	2.5
Energy	1.5

Market Cap. Distribution

Hudson Portfolio Management LLC has about 41.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.3
LARGE-CAP	29.8
MEGA-CAP	11.5
MID-CAP	7.6
SMALL-CAP	6.8

Stocks belong to which Index?

About 44.5% of the stocks held by Hudson Portfolio Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	55.5
S&P 500	36.2
RUSSELL 2000	8.3

Top 5 Winners (%)		%
VST	vistra corp	65.0 %
ORCL	oracle corp	56.4 %
MELI	mercadolibre inc	34.0 %
MSFT	microsoft corp	26.1 %
IJR	ishares tr	22.8 %

Top 5 Winners ($)		$
ORCL	oracle corp	0.8 M
GOOG	alphabet inc	0.6 M
MCK	mckesson corp	0.4 M
VST	vistra corp	0.3 M
MELI	mercadolibre inc	0.2 M

Top 5 Losers (%)		%
OLN	olin corp	-17.1 %
WGO	winnebago inds inc	-15.8 %
JAZZ	jazz pharmaceuticals plc	-14.5 %
FNF	fidelity national financial	-13.9 %
ALKS	alkermes plc	-13.4 %

Top 5 Losers ($)		$
ALKS	alkermes plc	-0.2 M
CNA	cna finl corp	-0.2 M
AAPL	apple inc	-0.2 M
AMGN	amgen inc	-0.1 M
OMC	omnicom group inc	-0.1 M

Hudson Portfolio Management LLC Holdings Map

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

Current Stock Holdings of Hudson Portfolio Management LLC

Hudson Portfolio Management LLC has 112 stocks in it's portfolio. About 29% of the portfolio is in top 10 stocks. ALKS proved to be the most loss making stock for the portfolio. ORCL was the most profitable stock for Hudson Portfolio Management LLC last quarter.

Last Reported on: 13 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	GOOG	alphabet inc	4.68	28,216	5,005,240	reduced	-1.59
Historical Trend of ALPHABET INC Position Held By Hudson Portfolio Management LLC What % of Portfolio is GOOG?: Number of GOOG shares held: Change in No. of Shares Held:
	TSM	taiwan semiconductor mfg ltd	3.88	18,321	4,149,520	added	2.3

	MCK	mckesson corp	3.85	5,626	4,122,620	reduced	-5.64

	AMPS	ishares tr	3.09	64,827	3,307,500	added	2.07

	AMPS	ishares tr	2.54	26,360	2,712,710	added	2.15

	ALL	allstate corp	2.49	13,247	2,666,750	reduced	-2.57

	INFY	infosys ltd	2.37	136,765	2,534,260	reduced	-1.03

	BIL	spdr series trust	2.06	26,720	2,208,680	reduced	-0.62

	EMGF	ishares inc	2.04	29,089	2,180,800	reduced	-1.64

	ACWV	ishares inc	2.02	36,382	2,162,910	reduced	-1.29

	ORCL	oracle corp	1.96	9,593	2,097,320	reduced	-4.24

	BK	bank new york mellon corp	1.89	22,145	2,017,630	reduced	-2.77

	BOND	pimco etf tr	1.88	20,007	2,011,420	reduced	-16.1

	BIL	spdr series trust	1.86	64,685	1,994,240	added	0.15

	CNA	cna finl corp	1.76	40,505	1,884,700	reduced	-0.49

	CVS	cvs health corp	1.71	26,503	1,828,180	reduced	-2.03

	AAPL	apple inc	1.70	8,883	1,822,520	reduced	-4.31

	AAXJ	ishares tr	1.66	33,631	1,774,370	added	9.79

	VZ	verizon communications inc	1.60	39,643	1,715,350	reduced	-1.31

	ORI	old rep intl corp	1.59	44,305	1,703,080	reduced	-1.23