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
+0.27%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$6.33M
Cap. Flow
+$8.29M
Cap. Flow %
2.53%
Top 10 Hldgs %
46.64%
Holding
68
New
2
Increased
45
Reduced
14
Closed
3

Top Buys

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.65M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.22M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$724K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$661K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$440K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.22M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$359K
3
GILD icon
Gilead Sciences
GILD
+$238K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$238K
5
UPS icon
United Parcel Service
UPS
+$219K

Sector Composition

Rank Sector Weight
1 Technology 13.02%
2 Healthcare 6.09%
3 Financials 5.12%
4 Consumer Discretionary 4.39%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZM icon
26
Zoom
ZM
$30.6B
$4.76M 1.45%
64,571
+1,189
+2% +$94.8K
AVGO icon
27
Broadcom
AVGO
$2.04T
$4.74M 1.45%
28,333
-339
-1% -$71.7K
CI icon
28
Cigna
CI
$74.6B
$4.74M 1.45%
14,413
+671
+5% +$202K
GM icon
29
General Motors
GM
$76.8B
$4.71M 1.44%
100,150
+1,991
+2% +$98.1K
PG icon
30
Procter & Gamble
PG
$339B
$4.69M 1.43%
27,530
+818
+3% +$137K
VST icon
31
Vistra
VST
$47.4B
$4.59M 1.4%
39,057
-694
-2% -$104K
CTSH icon
32
Cognizant
CTSH
$26B
$4.55M 1.39%
59,504
+1,215
+2% +$98.9K
PRU icon
33
Prudential Financial
PRU
$41.8B
$4.55M 1.39%
40,728
+1,438
+4% +$164K
IVE icon
34
iShares S&P 500 Value ETF
IVE
$49.8B
$4.51M 1.38%
23,682
+3,743
+19% +$724K
CRM icon
35
Salesforce
CRM
$158B
$4.47M 1.36%
16,646
+391
+2% +$122K
PCAR icon
36
PACCAR
PCAR
$70.1B
$4.44M 1.35%
45,556
+1,209
+3% +$128K
VLO icon
37
Valero Energy
VLO
$85.9B
$4.43M 1.35%
33,511
+1,719
+5% +$228K
QCOM icon
38
Qualcomm
QCOM
$176B
$4.3M 1.31%
28,004
+1,164
+4% +$190K
PHM icon
39
Pultegroup
PHM
$25.3B
$4.25M 1.29%
41,305
+3,266
+9% +$353K
NUE icon
40
Nucor
NUE
$62.1B
$3.93M 1.2%
32,630
+2,820
+9% +$363K
CAT icon
41
Caterpillar
CAT
$387B
$3.81M 1.16%
11,547
+652
+6% +$232K
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.59M 1.09%
38,638
+12,092
+46% +$1.22M
REGN icon
43
Regeneron Pharmaceuticals
REGN
$80.8B
$3.46M 1.06%
5,458
+497
+10% +$342K
BAB icon
44
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$3.04M 0.93%
113,953
+4,603
+4% +$122K
GLD icon
45
SPDR Gold Trust
GLD
$141B
$1.57M 0.48%
5,463
-66
-1% -$17.5K
VTI icon
46
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$807K 0.25%
2,936
– –
IVV icon
47
iShares Core S&P 500 ETF
IVV
$902B
$769K 0.23%
1,369
-25
-2% -$14.8K
ARCC icon
48
Ares Capital
ARCC
$14.4B
$633K 0.19%
28,568
– –
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$128B
$580K 0.18%
6,420
-3,640
-36% -$359K
NVDA icon
50
NVIDIA
NVDA
$5.42T
$481K 0.15%
4,440
+475
+12% +$60.2K
1
2
3

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
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
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
I
InceptionR Lafayette, California $415M AUM 17.85% 1-Year Est. Return

Hudson Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Hudson Capital Management held 68 positions worth $328M, up 2% from $322M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Hudson Capital Management's Q1 2025 filing shows 2 new, 45 increased, 14 reduced and 3 closed positions. Its largest new stake was Amazon: 1,067 shares worth $203K. The largest sale was iShares Core MSCI EAFE ETF, an estimated $1.22M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Healthcare and Financials.

  • Hudson Capital Management's largest Q1 2025 buy was Amazon: 1,067 shares worth $203K.
  • Hudson Capital Management added most to iShares Core S&P Small-Cap ETF in Q1 2025, an estimated $2.65M increase.
  • Hudson Capital Management's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $1.22M.
  • Hudson Capital Management fully exited United Parcel Service in Q1 2025, selling an estimated $219K.
  • Hudson Capital Management's ten largest holdings make up 47% of its $328M portfolio in Q1 2025.
  • Hudson Capital Management opened 2 new positions and closed 3 in Q1 2025.
  • Hudson Capital Management's portfolio value rose 2% quarter-over-quarter to $328M.

Based on Hudson Capital Management's 13F filing for Q1 2025, filed 11 Apr 2025.