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).
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 |
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 ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| 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 | ||
| AAXJ | ishares tr | 1.31 | 19,320 | 1,404,180 | reduced | -3.5 | ||
| AAXJ | ishares tr | 0.84 | 16,890 | 900,068 | reduced | -24.23 | ||
| AAXJ | ishares tr | 0.82 | 7,356 | 876,026 | reduced | -11.97 | ||
| AAXJ | ishares tr | 0.66 | 6,350 | 701,167 | added | 18.69 | ||
| AAXJ | ishares tr | 0.20 | 1,950 | 218,400 | reduced | -3.47 | ||
| AB | alliancebernstein hldg l p | 0.36 | 9,450 | 385,844 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.27 | 1,560 | 289,567 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.19 | 671 | 200,555 | new | |||
| ACWV | ishares inc | 2.02 | 36,382 | 2,162,910 | reduced | -1.29 | ||
| ALKS | alkermes plc | 1.01 | 37,775 | 1,080,740 | reduced | -6.07 | ||
| ALL | allstate corp | 2.49 | 13,247 | 2,666,750 | reduced | -2.57 | ||
| ALLY | ally finl inc | 0.75 | 20,639 | 803,889 | reduced | -2.82 | ||
| AMGN | amgen inc | 1.00 | 3,843 | 1,073,000 | reduced | -1.91 | ||
| 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 | ||
| AMZN | amazon com inc | 0.56 | 2,709 | 594,328 | unchanged | 0.00 | ||
| BABA | alibaba group hldg ltd | 0.38 | 3,575 | 405,441 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 1.00 | 13,208 | 1,065,890 | reduced | -1.12 | ||