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HCM

Hudson Capital Management Portfolio holdings

AUM $414M Turnover 11.39%
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
Avg Time Held
4.3 years
Top 10 Avg Time Held
3 years
Top 20 Avg Time Held
2.5 years

Top Buys

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Miscellaneous 52.86%
2 Technology 12.69%
3 Healthcare 5.99%
4 Consumer Discretionary 5.37%
5 Financials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.61B
$40.8M 9.87%
442,761
+14,227
+3% +$1.31M
2017 Q4
34 quarters
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$28.1M 6.8%
284,336
+8,502
+3% +$841K
2022 Q4
14 quarters
BSCQ icon
3
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.16B
$25.9M 6.26%
1,326,191
+12,299
+0.9% +$240K
2025 Q2
4 quarters
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$190B
$24.6M 5.95%
254,966
-1,615
-0.6% -$155K
2017 Q4
34 quarters
IJK icon
5
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.4B
$23.8M 5.76%
202,922
-3,148
-2% -$350K
2017 Q4
34 quarters
PSC icon
6
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.7B
$13.6M 3.28%
193,743
-2,971
-2% -$191K
2025 Q2
4 quarters
CAT icon
7
Caterpillar
CAT
$333B
$10.6M 2.56%
9,942
-752
-7% -$661K
2024 Q2
8 quarters
CSCO icon
8
Cisco
CSCO
$424B
$9.8M 2.38%
83,697
-4,917
-6% -$514K
2017 Q4
34 quarters
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$27.2B
$9.4M 2.27%
97,429
-1,699
-2% -$157K
2026 Q1
1 quarter
AAPL icon
10
Apple
AAPL
$5.02T
$9.25M 2.24%
31,953
+289
+0.9% +$82.7K
2017 Q4
34 quarters
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.19T
$8.77M 2.12%
24,538
-1,198
-5% -$431K
2021 Q1
21 quarters
GLDM icon
12
SPDR Gold MiniShares Trust
GLDM
$31B
$8.48M 2.05%
106,828
-1,895
-2% -$169K
2020 Q1
25 quarters
NUE icon
13
Nucor
NUE
$59.3B
$8.04M 1.94%
36,078
-1,864
-5% -$422K
2018 Q2
32 quarters
EBAY icon
14
eBay
EBAY
$53.6B
$7.96M 1.92%
71,207
-1,802
-2% -$192K
2020 Q3
23 quarters
VLO icon
15
Valero Energy
VLO
$129B
$7.95M 1.92%
30,523
-612
-2% -$151K
2017 Q4
34 quarters
JPM icon
16
JPMorgan Chase
JPM
$896B
$7.73M 1.87%
23,625
-206
-0.9% -$64K
2017 Q4
34 quarters
AVGO icon
17
Broadcom
AVGO
$1.6T
$7.43M 1.8%
19,657
-1,407
-7% -$564K
2021 Q3
19 quarters
BAC icon
18
Bank of America
BAC
$358B
$7.38M 1.79%
129,585
+695
+0.5% +$37K
2017 Q4
34 quarters
GM icon
19
General Motors
GM
$73.3B
$7.22M 1.75%
93,655
-1,256
-1% -$98.7K
2017 Q4
34 quarters
IJJ icon
20
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.5B
$7.14M 1.73%
48,312
+636
+1% +$90K
2017 Q4
34 quarters
WMT icon
21
Walmart Inc
WMT
$943B
$7.05M 1.71%
62,271
-1,191
-2% -$148K
2017 Q4
34 quarters
QCOM icon
22
Qualcomm
QCOM
$190B
$6.84M 1.65%
37,027
-404
-1% -$75.5K
2017 Q4
34 quarters
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$102B
$6.74M 1.63%
45,464
-1,323
-3% -$182K
2017 Q4
34 quarters
GILD icon
24
Gilead Sciences
GILD
$194B
$6.69M 1.62%
52,947
+120
+0.2% +$15.8K
2017 Q4
34 quarters
PHM icon
25
Pultegroup
PHM
$21.4B
$6.67M 1.61%
48,625
+1,369
+3% +$166K
2017 Q4
34 quarters
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 Miscellaneous at 53% of assets, down from 53% a quarter earlier, followed by Technology and Healthcare.

  • 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.