We are live on ! Find out more
HI

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
126
Hershey
HSY
$34.9B
$515K 0.07%
2,934
+3
+0.1% +$566
SNDK
127
Sandisk
SNDK
$252B
$514K 0.07%
+226
New +$323K
GEV icon
128
GE Vernova
GEV
$251B
$513K 0.07%
436
+100
+30% +$102K
SCHX icon
129
Schwab US Large- Cap ETF
SCHX
$74.4B
$512K 0.07%
17,407
+12
+0.1% +$343
BNY
130
Bank of New York Mellon
BNY
$112B
$510K 0.07%
3,524
– –
MPC icon
131
Marathon Petroleum
MPC
$109B
$499K 0.06%
1,951
+945
+94% +$232K
UNP icon
132
Union Pacific
UNP
$173B
$497K 0.06%
1,828
-2
-0.1% -$525
FELC icon
133
Fidelity Enhanced Large Cap Core ETF
FELC
$8.59B
$497K 0.06%
11,860
– –
LQD icon
134
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$490K 0.06%
4,496
+88
+2% +$9.59K
NVO
135
Novo Nordisk
NVO
$206B
$490K 0.06%
+10,214
New +$439K
AXP icon
136
American Express
AXP
$221B
$484K 0.06%
1,431
+300
+27% +$96.1K
CIEN icon
137
Ciena
CIEN
$45.6B
$484K 0.06%
986
+236
+31% +$120K
APD icon
138
Air Products & Chemicals
APD
$67.3B
$481K 0.06%
1,639
– –
GDMA icon
139
Gadsden Dynamic Multi-Asset ETF
GDMA
$199M
$468K 0.06%
10,781
– –
MA icon
140
Mastercard
MA
$510B
$467K 0.06%
909
+1
+0.1% +$499
AMD icon
141
Advanced Micro Devices
AMD
$776B
$464K 0.06%
+798
New +$327K
ROK icon
142
Rockwell Automation
ROK
$48.3B
$454K 0.06%
917
+1
+0.1% +$435
D icon
143
Dominion Energy
D
$58B
$438K 0.06%
6,409
– –
SCHG icon
144
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$424K 0.05%
12,517
+2
+0% +$66
AXON
145
Axon Enterprise
AXON
$42.2B
$418K 0.05%
+746
New +$312K
EMXC icon
146
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.6B
$415K 0.05%
4,055
+11
+0.3% +$1.04K
CRWD icon
147
CrowdStrike
CRWD
$218B
$414K 0.05%
2,172
-152
-7% -$21.6K
ALL icon
148
Allstate
ALL
$66B
$412K 0.05%
1,729
+558
+48% +$121K
NFLX icon
149
Netflix
NFLX
$329B
$401K 0.05%
5,618
+662
+13% +$58.3K
MINT icon
150
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$400K 0.05%
3,965
+30
+0.8% +$3.02K
4 5
6
7 8

Similar funds

AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
QCM
Qsemble Capital Management New York $781M AUM 15.27% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $782M AUM 48.76% 1-Year Est. Return

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.