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Hudock Inc Portfolio holdings

AUM $781M
1-Year Est. Return 27.68%
This Fund
S&P 500
This Quarter Est. Return
+15.83%
1 Year Est. Return
+27.68%
3 Year Est. Return
+64.42%
5 Year Est. Return
+61.83%
10 Year Est. Return
+171.44%
AUM
$781M
AUM Growth
+$101M
Cap. Flow
+$13.1M
Cap. Flow %
1.68%
Top 10 Hldgs %
52.71%
Holding
227
New
27
Increased
113
Reduced
52
Closed
10

Top Buys

Rank Stock Value
1
CZFS icon
Citizens Financial Services
CZFS
+$2.46M
2
PMMF
iShares Prime Money Market ETF
PMMF
+$2.15M
3
CHMG icon
Chemung Financial Corp
CHMG
+$1.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.1M
5
GLW icon
Corning
GLW
+$928K

Top Sells

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.04M
2
HON icon
Honeywell
HON
+$487K
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$475K
4
MRVL icon
Marvell Technology
MRVL
+$422K
5
JPM icon
JPMorgan Chase
JPM
+$392K

Sector Composition

Rank Sector Weight
1 Miscellaneous 77.86%
2 Financials 6.2%
3 Technology 5.9%
4 Industrials 2.35%
5 Healthcare 2.34%

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Hudock Inc's Q2 2026 Portfolio in Review

As of Q2 2026, Hudock Inc held 227 positions worth $781M, up 15% from $680M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Hudock Inc's Q2 2026 filing shows 27 new, 113 increased, 52 reduced and 10 closed positions. Its largest new stake was iShares Prime Money Market ETF: 21,431 shares worth $2.15M. The largest sale was iShares Core S&P Small-Cap ETF, an estimated $1.04M.

By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, down from 79% a quarter earlier, followed by Financials and Technology.

  • Hudock Inc's largest Q2 2026 buy was iShares Prime Money Market ETF: 21,431 shares worth $2.15M.
  • Hudock Inc added most to Citizens Financial Services in Q2 2026, an estimated $2.46M increase.
  • Hudock Inc's biggest Q2 2026 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $1.04M.
  • Hudock Inc fully exited Honeywell in Q2 2026, selling an estimated $487K.
  • Hudock Inc's ten largest holdings make up 53% of its $781M portfolio in Q2 2026.
  • Hudock Inc opened 27 new positions and closed 10 in Q2 2026.
  • Hudock Inc's portfolio value rose 15% quarter-over-quarter to $781M.

Based on Hudock Inc's 13F filing for Q2 2026, filed 31 Jul 2026.