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HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
+2.86%
1 Year Est. Return
+18.73%
3 Year Est. Return
+48.34%
5 Year Est. Return
+47.36%
10 Year Est. Return
+142.57%
AUM
$679M
AUM Growth
+$20.3M
Cap. Flow
+$4.6M
Cap. Flow %
0.68%
Top 10 Hldgs %
52.18%
Holding
203
New
4
Increased
106
Reduced
59
Closed
9

Top Buys

Rank Stock Value
1
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.83M
2
DFIV icon
Dimensional International Value ETF
DFIV
+$2.22M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.09M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$596K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$512K

Top Sells

Rank Stock Value
1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.77M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.74M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$498K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$428K
5
TEAM icon
Atlassian
TEAM
+$365K

Sector Composition

Rank Sector Weight
1 Financials 6.05%
2 Technology 5.21%
3 Healthcare 2.07%
4 Industrials 1.89%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
51
Cisco
CSCO
$441B
$2.02M 0.3%
26,213
-114
-0.4% -$8.46K
AMGN icon
52
Amgen
AMGN
$198B
$1.92M 0.28%
5,873
+12
+0.2% +$3.81K
KO icon
53
Coca-Cola
KO
$351B
$1.87M 0.28%
26,700
-120
-0.4% -$8.37K
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.23T
$1.67M 0.25%
5,323
+373
+8% +$107K
HL icon
55
Hecla Mining
HL
$9.61B
$1.58M 0.23%
82,094
+18
+0% +$275
VZ icon
56
Verizon
VZ
$182B
$1.55M 0.23%
37,953
-302
-0.8% -$12.3K
SOFI icon
57
SoFi Technologies
SOFI
$22.2B
$1.54M 0.23%
58,652
+89
+0.2% +$2.48K
MCD icon
58
McDonald's
MCD
$190B
$1.47M 0.22%
4,819
+54
+1% +$16.5K
XLV icon
59
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$1.45M 0.21%
9,391
+180
+2% +$27K
VTI icon
60
Vanguard Total Stock Market ETF
VTI
$658B
$1.37M 0.2%
4,095
-50
-1% -$16.6K
WMT icon
61
Walmart Inc
WMT
$909B
$1.37M 0.2%
12,304
+3
+0% +$322
ARTY
62
iShares Future AI & Tech ETF
ARTY
$3.43B
$1.32M 0.2%
27,496
+598
+2% +$28.8K
VXUS icon
63
Vanguard Total International Stock ETF
VXUS
$153B
$1.31M 0.19%
17,415
+1,164
+7% +$86.9K
GS icon
64
Goldman Sachs
GS
$314B
$1.25M 0.18%
1,422
+3
+0.2% +$2.45K
GLD icon
65
SPDR Gold Trust
GLD
$129B
$1.22M 0.18%
3,074
-25
-0.8% -$9.55K
SLV icon
66
iShares Silver Trust
SLV
$27.1B
$1.21M 0.18%
18,838
– –
PPH icon
67
VanEck Pharmaceutical ETF
PPH
$962M
$1.11M 0.16%
10,738
+908
+9% +$88.3K
META icon
68
Meta Platforms (Facebook)
META
$1.64T
$1.09M 0.16%
1,645
+33
+2% +$22K
XLP icon
69
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.07M 0.16%
13,750
+610
+5% +$47.6K
VTV icon
70
Vanguard Value ETF
VTV
$186B
$1.03M 0.15%
5,405
+215
+4% +$40.4K
PEP icon
71
PepsiCo
PEP
$187B
$1.02M 0.15%
7,079
– –
AVGO icon
72
Broadcom
AVGO
$1.76T
$971K 0.14%
2,805
+579
+26% +$207K
MGV icon
73
Vanguard Mega Cap Value ETF
MGV
$13.1B
$965K 0.14%
6,838
+36
+0.5% +$5K
RTX icon
74
RTX Corp
RTX
$261B
$954K 0.14%
5,202
-148
-3% -$25.7K
VRT icon
75
Vertiv
VRT
$111B
$908K 0.13%
5,605
+82
+1% +$14.2K
1 2
3
4 5

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Hudock Inc's Q4 2025 Portfolio in Review

As of Q4 2025, Hudock Inc held 203 positions worth $679M, up 3.1% from $658M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Hudock Inc's Q4 2025 filing shows 4 new, 106 increased, 59 reduced and 9 closed positions. Its largest new stake was Oneok: 3,122 shares worth $229K. The largest sale was Pacer US Cash Cows 100 ETF, an estimated $1.77M.

By sector, the portfolio is most concentrated in Financials at 6.1% of assets, down from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Hudock Inc's largest Q4 2025 buy was Oneok: 3,122 shares worth $229K.
  • Hudock Inc added most to Invesco BuyBack Achievers ETF in Q4 2025, an estimated $2.83M increase.
  • Hudock Inc's biggest Q4 2025 reduction was Pacer US Cash Cows 100 ETF, cutting an estimated $1.77M.
  • Hudock Inc fully exited Atlassian in Q4 2025, selling an estimated $365K.
  • Hudock Inc's ten largest holdings make up 52% of its $679M portfolio in Q4 2025.
  • Hudock Inc opened 4 new positions and closed 9 in Q4 2025.
  • Hudock Inc's portfolio value rose 3.1% quarter-over-quarter to $679M.

Based on Hudock Inc's 13F filing for Q4 2025, filed 12 Feb 2026.