We are live on ! Find out more
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
PCAR icon
26
PACCAR
PCAR
$66.4B
$6.56M 1.59%
54,641
+145
+0.3% +$17.1K
BMY icon
27
Bristol-Myers Squibb
BMY
$124B
$6.3M 1.52%
109,354
+233
+0.2% +$13.4K
BAC.PRL icon
28
Bank of America Series L
BAC.PRL
$3.96B
$6.21M 1.5%
4,954
+83
+2% +$101K
ZM icon
29
Zoom
ZM
$26.7B
$6.11M 1.48%
70,807
-1,341
-2% -$127K
VST icon
30
Vistra
VST
$52.4B
$6.08M 1.47%
38,354
+1,625
+4% +$252K
CBRE icon
31
CBRE Group
CBRE
$41.3B
$5.87M 1.42%
43,565
+1,263
+3% +$174K
WFC.PRL icon
32
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.72B
$5.86M 1.42%
5,066
+88
+2% +$104K
PRU icon
33
Prudential Financial
PRU
$41.4B
$5.77M 1.39%
53,430
+2,640
+5% +$268K
PG icon
34
Procter & Gamble
PG
$349B
$5.44M 1.32%
37,128
+1,246
+3% +$181K
CI icon
35
Cigna
CI
$74.5B
$5.38M 1.3%
19,527
+443
+2% +$125K
REGN icon
36
Regeneron Pharmaceuticals
REGN
$70.9B
$5.27M 1.27%
8,447
+192
+2% +$131K
T icon
37
AT&T
T
$152B
$5.07M 1.23%
244,854
+4,705
+2% +$117K
CRM icon
38
Salesforce
CRM
$140B
$4.53M 1.1%
28,911
+2,543
+10% +$447K
IVE icon
39
iShares S&P 500 Value ETF
IVE
$48.8B
$4.22M 1.02%
18,571
-695
-4% -$155K
BAB icon
40
Invesco Taxable Municipal Bond ETF
BAB
$1.04B
$3.63M 0.88%
135,219
+13,504
+11% +$362K
CTSH icon
41
Cognizant
CTSH
$21.2B
$3.46M 0.84%
89,427
+10,207
+13% +$537K
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$73.1B
$3.13M 0.76%
22,754
-749
-3% -$98.9K
ADP icon
43
Automatic Data Processing
ADP
$102B
$2.22M 0.54%
9,900
+155
+2% +$33.1K
GLD icon
44
SPDR Gold Trust
GLD
$130B
$1.68M 0.41%
4,568
-28
-0.6% -$11.6K
NVDA icon
45
NVIDIA
NVDA
$4.91T
$1.36M 0.33%
6,796
+498
+8% +$102K
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$658B
$1.06M 0.26%
2,868
-23
-0.8% -$8.22K
IVV icon
47
iShares Core S&P 500 ETF
IVV
$881B
$1.05M 0.25%
1,402
+104
+8% +$75.7K
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$123B
$758K 0.18%
6,108
– –
IEMG icon
49
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$462K 0.11%
5,576
-9
-0.2% -$717
GS icon
50
Goldman Sachs
GS
$314B
$458K 0.11%
453
-24
-5% -$23.4K
1
2
3 4

Similar funds

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
SWC
Square Wave Capital Brooklyn, New York $413M AUM 15.36% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
VCP
Varenne Capital Partners Paris, France $413M AUM 52.65% 1-Year Est. Return
LCM
Lionstone Capital Management New York $413M AUM 30.15% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return

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.