Latest Hudson Portfolio Management LLC Stock Portfolio

Hudson Portfolio Management LLC Performance:

2025 Q3: 7.53%YTD: 13.91%2024: 4.96%

Performance for 2025 Q3 is 7.53%, and YTD is 13.91%, and 2024 is 4.96%.

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 $112.9 Millions as of 30 Sep, 2025.

The top stock holdings of Hudson Portfolio Management LLC are GOOG, TSM, MCK. The fund has invested 5.9% of it's portfolio in ALPHABET INC and 4.4% of portfolio in TAIWAN SEMICONDUCTOR MFG LTD.

The fund managers got completely rid off INTEL CORP (INTC), WPP PLC NEW and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in VISTRA CORP (VST), PERRIGO CO PLC (PRGO) and SPDR SERIES TRUST (BIL). Hudson Portfolio Management LLC opened new stock positions in HONEYWELL INTL INC (HON), NOVO-NORDISK A S and MERCK & CO INC (MRK). The fund showed a lot of confidence in some stocks as they added substantially to PETROLEO BRASILEIRO SA PETRO (PBR), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (AMPS).

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

Our best estimate is that Hudson Portfolio Management LLC made a return of 7.53% in the last quarter. In trailing 12 months, it's portfolio return was 11.32%.

Performance
S&P 500

New Buys

Ticker	$ Bought
honeywell intl inc	836,738
novo-nordisk a s	300,478
merck & co inc	234,249
lowes cos inc	223,666
telefonica s a	79,726

New stocks bought by Hudson Portfolio Management LLC

Additions

Ticker	% Inc.
petroleo brasileiro sa petro	65.78
j p morgan exchange traded f	32.76
ishares tr	30.03
ishares tr	29.36
cognizant technology solutio	18.56
euronet worldwide inc	11.86
ishares tr	9.23
comcast corp new	6.42

Additions to existing portfolio by Hudson Portfolio Management LLC

Reductions

Ticker	% Reduced
vistra corp	-43.05
perrigo co plc	-40.41
spdr series trust	-31.11
ishares tr	-30.71
ishares tr	-25.15
winnebago inds inc	-25.13
ishares tr	-22.5
oracle corp	-19.95

Hudson Portfolio Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
intel corp	-670,790
clarivate plc	-73,100
telefonica brasil sa	-84,119
melco resorts and entmnt ltd	-80,361
wpp plc new	-302,311
cboe global mkts inc	-235,542
accenture plc ireland	-200,555

Hudson Portfolio Management LLC got rid off the above stocks

Sector Distribution

Hudson Portfolio Management LLC has about 43.2% of it's holdings in Others sector.

Sector	%
Others	43.2
Healthcare	12.9
Financial Services	11.3
Communication Services	10.3
Technology	6.7
Utilities	6.2
Consumer Cyclical	3.8
Industrials	3.4
Energy	1.3

Market Cap. Distribution

Hudson Portfolio Management LLC has about 42.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	43.2
LARGE-CAP	29.4
MEGA-CAP	13
SMALL-CAP	7.3
MID-CAP	7

Stocks belong to which Index?

About 46.4% of the stocks held by Hudson Portfolio Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	53.6
S&P 500	37.7
RUSSELL 2000	8.7

Top 5 Winners (%)		%
SBH	sally beauty hldgs inc	75.8 %
BABA	alibaba group hldg ltd	56.5 %
UTHR	united therapeutics corp del	45.7 %
CHRW	c h robinson worldwide inc	37.7 %
GOOG	alphabet inc	36.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.8 M
TSM	taiwan semiconductor mfg ltd	1.0 M
ORCL	oracle corp	0.5 M
AAPL	apple inc	0.4 M
BK	bank new york mellon corp	0.4 M

Top 5 Losers (%)		%
PRGO	perrigo co plc	-13.3 %
CTSH	cognizant technology solutio	-13.1 %
EEFT	euronet worldwide inc	-12.8 %
CI	the cigna group	-12.4 %
INFY	infosys ltd	-12.1 %

Top 5 Losers ($)		$
INFY	infosys ltd	-0.3 M
CMCSA	comcast corp new	-0.2 M
PRGO	perrigo co plc	-0.1 M
MELI	mercadolibre inc	-0.1 M
CTSH	cognizant technology solutio	-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 110 stocks in it's portfolio. About 30.8% of the portfolio is in top 10 stocks. INFY proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Hudson Portfolio Management LLC last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.94	8,593	2,188,040	reduced	-3.26

AAXJ	ishares tr	2.04	43,506	2,307,120	added	29.36

AAXJ	ishares tr	1.30	19,065	1,462,670	reduced	-1.32

AAXJ	ishares tr	0.63	13,090	708,038	reduced	-22.5

AAXJ	ishares tr	0.58	5,506	658,022	reduced	-25.15

AAXJ	ishares tr	0.43	4,400	486,156	reduced	-30.71

AAXJ	ishares tr	0.19	1,840	209,539	reduced	-5.64

AB	alliancebernstein hldg l p	0.32	9,450	361,179	unchanged	0.00

ABBV	abbvie inc	0.32	1,560	361,202	unchanged	0.00

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	1.96	35,732	2,213,240	reduced	-1.79

ALKS	alkermes plc	0.97	36,455	1,093,650	reduced	-3.49

ALL	allstate corp	2.42	12,737	2,734,000	reduced	-3.85

ALLY	ally finl inc	0.68	19,589	767,889	reduced	-5.09

AMGN	amgen inc	0.95	3,793	1,070,380	reduced	-1.3

AMPS	ishares tr	3.14	34,276	3,542,770	added	30.03

AMPS	ishares tr	2.78	61,497	3,141,600	reduced	-5.14

AMZN	amazon com inc	0.52	2,689	590,424	reduced	-0.74

BABA	alibaba group hldg ltd	0.55	3,445	615,725	reduced	-3.64

BBAX	j p morgan exchange traded f	1.35	17,535	1,529,580	added	32.76