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HCM

Hudson Capital Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.94%
This Fund
S&P 500
This Quarter Est. Return
+9.09%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$414M
AUM Growth
+$26.7M
Cap. Flow
+$349K
Cap. Flow %
0.08%
Top 10 Hldgs %
47.38%
Holding
79
New
4
Increased
35
Reduced
31
Closed
5

Top Buys

1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.31M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$841K
3
CTSH icon
Cognizant
CTSH
+$537K
4
CRM icon
Salesforce
CRM
+$447K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$362K

Top Sells

1
CAT icon
Caterpillar
CAT
+$661K
2
VGT icon
Vanguard Information Technology ETF
VGT
+$569K
3
AVGO icon
Broadcom
AVGO
+$564K
4
CSCO icon
Cisco
CSCO
+$514K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$431K

Sector Composition

1 Technology 12.69%
2 Healthcare 5.99%
3 Consumer Discretionary 5.37%
4 Financials 5.21%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$40.8M 9.87%
442,761
+14,227
+3% +$1.31M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$139B
$28.1M 6.8%
284,336
+8,502
+3% +$841K
BSCQ icon
3
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$25.9M 6.26%
1,326,191
+12,299
+0.9% +$240K
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$186B
$24.6M 5.95%
254,966
-1,615
-0.6% -$155K
IJK icon
5
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$23.8M 5.76%
202,922
-3,148
-2% -$350K
PSC icon
6
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.71B
$13.6M 3.28%
193,743
-2,971
-2% -$191K
CAT icon
7
Caterpillar
CAT
$405B
$10.6M 2.56%
9,942
-752
-7% -$661K
CSCO icon
8
Cisco
CSCO
$441B
$9.83M 2.38%
83,697
-4,917
-6% -$514K
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
$9.4M 2.27%
97,429
-1,699
-2% -$157K
AAPL icon
10
Apple
AAPL
$4.9T
$9.25M 2.24%
31,953
+289
+0.9% +$82.7K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.23T
$8.77M 2.12%
24,538
-1,198
-5% -$431K
GLDM icon
12
SPDR Gold MiniShares Trust
GLDM
$27.1B
$8.48M 2.05%
106,828
-1,895
-2% -$169K
NUE icon
13
Nucor
NUE
$53.9B
$8.04M 1.94%
36,078
-1,864
-5% -$422K
EBAY icon
14
eBay
EBAY
$49.8B
$7.96M 1.92%
71,207
-1,802
-2% -$192K
VLO icon
15
Valero Energy
VLO
$91.9B
$7.95M 1.92%
30,523
-612
-2% -$151K
JPM icon
16
JPMorgan Chase
JPM
$907B
$7.73M 1.87%
23,625
-206
-0.9% -$64K
AVGO icon
17
Broadcom
AVGO
$1.76T
$7.43M 1.8%
19,657
-1,407
-7% -$564K
BAC icon
18
Bank of America
BAC
$430B
$7.38M 1.79%
129,585
+695
+0.5% +$37K
GM icon
19
General Motors
GM
$68.6B
$7.22M 1.75%
93,655
-1,256
-1% -$98.7K
IJJ icon
20
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.82B
$7.14M 1.73%
48,312
+636
+1% +$90K
WMT icon
21
Walmart Inc
WMT
$909B
$7.05M 1.71%
62,271
-1,191
-2% -$148K
QCOM icon
22
Qualcomm
QCOM
$181B
$6.84M 1.65%
37,027
-404
-1% -$75.5K
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$110B
$6.74M 1.63%
45,464
-1,323
-3% -$182K
GILD icon
24
Gilead Sciences
GILD
$167B
$6.69M 1.62%
52,947
+120
+0.2% +$15.8K
PHM icon
25
Pultegroup
PHM
$24B
$6.67M 1.61%
48,625
+1,369
+3% +$166K
1
2 3 4

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Hudson Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Hudson Capital Management held 79 positions worth $414M, up 6.9% from $387M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Hudson Capital Management's Q2 2026 filing shows 4 new, 35 increased, 31 reduced and 5 closed positions. Its largest new stake was Palo Alto Networks: 931 shares worth $317K. The largest sale was Caterpillar, an estimated $661K.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Hudson Capital Management's largest Q2 2026 buy was Palo Alto Networks: 931 shares worth $317K.
  • Hudson Capital Management added most to PIMCO Active Bond Exchange-Traded Fund in Q2 2026, an estimated $1.31M increase.
  • Hudson Capital Management's biggest Q2 2026 reduction was Caterpillar, cutting an estimated $661K.
  • Hudson Capital Management fully exited Vanguard Information Technology ETF in Q2 2026, selling an estimated $569K.
  • Hudson Capital Management's ten largest holdings make up 47% of its $414M portfolio in Q2 2026.
  • Hudson Capital Management opened 4 new positions and closed 5 in Q2 2026.
  • Hudson Capital Management's portfolio value rose 6.9% quarter-over-quarter to $414M.

Based on Hudson Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.