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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
+0.09%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$322M
AUM Growth
+$8.07M
Cap. Flow
+$10M
Cap. Flow %
3.12%
Top 10 Hldgs %
45.93%
Holding
68
New
2
Increased
17
Reduced
38
Closed
2

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$13.8M
2
MBB icon
iShares MBS ETF
MBB
+$4.96M
3
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.39M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$624K
5
NUE icon
Nucor
NUE
+$363K

Top Sells

Rank Stock Value
1
VST icon
Vistra
VST
+$2.24M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.36M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$805K
4
WMT icon
Walmart Inc
WMT
+$794K
5
CBRE icon
CBRE Group
CBRE
+$690K

Sector Composition

Rank Sector Weight
1 Technology 14.28%
2 Healthcare 5.61%
3 Financials 5.28%
4 Consumer Discretionary 4.39%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZM icon
26
Zoom
ZM
$29.7B
$5.17M 1.61%
63,382
-3,479
-5% -$274K
T icon
27
AT&T
T
$162B
$5.14M 1.6%
225,693
-13,021
-5% -$293K
CSCO icon
28
Cisco
CSCO
$476B
$4.96M 1.54%
83,856
-1,487
-2% -$84.9K
EBAY icon
29
eBay
EBAY
$48.9B
$4.75M 1.48%
76,723
-5,467
-7% -$347K
PRU icon
30
Prudential Financial
PRU
$41.9B
$4.66M 1.45%
39,290
-790
-2% -$97.5K
BMY icon
31
Bristol-Myers Squibb
BMY
$131B
$4.65M 1.44%
82,131
-6,518
-7% -$364K
PCAR icon
32
PACCAR
PCAR
$69.5B
$4.61M 1.43%
44,347
-305
-0.7% -$33.4K
CTSH icon
33
Cognizant
CTSH
$25.6B
$4.48M 1.39%
58,289
-499
-0.8% -$39K
PG icon
34
Procter & Gamble
PG
$342B
$4.48M 1.39%
26,712
-29
-0.1% -$4.94K
PHM icon
35
Pultegroup
PHM
$24.7B
$4.14M 1.29%
38,039
-1,653
-4% -$215K
QCOM icon
36
Qualcomm
QCOM
$168B
$4.12M 1.28%
26,840
+642
+2% +$105K
CAT icon
37
Caterpillar
CAT
$394B
$3.95M 1.23%
10,895
+66
+0.6% +$25.6K
VLO icon
38
Valero Energy
VLO
$87.2B
$3.9M 1.21%
31,792
+1,937
+6% +$259K
IVE icon
39
iShares S&P 500 Value ETF
IVE
$49.6B
$3.81M 1.18%
19,939
-4,060
-17% -$805K
CI icon
40
Cigna
CI
$72.7B
$3.79M 1.18%
13,742
+429
+3% +$137K
REGN icon
41
Regeneron Pharmaceuticals
REGN
$79.5B
$3.53M 1.1%
4,961
+357
+8% +$300K
NUE icon
42
Nucor
NUE
$61.9B
$3.48M 1.08%
29,810
+2,523
+9% +$363K
BAB icon
43
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$2.86M 0.89%
109,350
+6,631
+6% +$178K
IVW icon
44
iShares S&P 500 Growth ETF
IVW
$77B
$2.7M 0.84%
26,546
-13,612
-34% -$1.36M
GLD icon
45
SPDR Gold Trust
GLD
$138B
$1.34M 0.42%
5,529
-469
-8% -$115K
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$127B
$1.01M 0.31%
10,060
+3,564
+55% +$351K
VTI icon
47
Vanguard Morningstar Total Stock Market ETF
VTI
$680B
$851K 0.26%
2,936
-37
-1% -$10.8K
IVV icon
48
iShares Core S&P 500 ETF
IVV
$897B
$821K 0.26%
1,394
-5
-0.4% -$2.96K
ARCC icon
49
Ares Capital
ARCC
$14.1B
$625K 0.19%
28,568
– –
NVDA icon
50
NVIDIA
NVDA
$5.3T
$532K 0.17%
3,965
– –
1
2
3

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Hudson Capital Management's Q4 2024 Portfolio in Review

As of Q4 2024, Hudson Capital Management held 68 positions worth $322M, up 2.6% from $314M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Hudson Capital Management deployed $10M of net new capital in Q4 2024, opening 2 new positions and adding to 17 existing holdings. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 126,215 shares worth $13.5M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vistra, an estimated $2.24M trimmed.

  • Hudson Capital Management's largest Q4 2024 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 126,215 shares worth $13.5M.
  • Hudson Capital Management added most to iShares MBS ETF in Q4 2024, an estimated $4.96M increase.
  • Hudson Capital Management's biggest Q4 2024 reduction was Vistra, cutting an estimated $2.24M.
  • Hudson Capital Management fully exited iShares ESG Aware MSCI USA ETF in Q4 2024, selling an estimated $229K.
  • Hudson Capital Management's ten largest holdings make up 46% of its $322M portfolio in Q4 2024.
  • Hudson Capital Management opened 2 new positions and closed 2 in Q4 2024.
  • Hudson Capital Management's portfolio value rose 2.6% quarter-over-quarter to $322M.

Based on Hudson Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.