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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
+6.46%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$353M
AUM Growth
+$24.4M
Cap. Flow
+$7.68M
Cap. Flow %
2.18%
Top 10 Hldgs %
44.4%
Holding
74
New
9
Increased
27
Reduced
24
Closed
1

Top Buys

Rank Stock Value
1
PSC icon
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
+$8.68M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$7.99M
3
VGT icon
Vanguard Information Technology ETF
VGT
+$474K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$415K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$361K

Top Sells

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.96M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.29M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$843K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$616K
5
AVGO icon
Broadcom
AVGO
+$419K

Sector Composition

Rank Sector Weight
1 Technology 13.27%
2 Healthcare 5.32%
3 Financials 5.22%
4 Consumer Discretionary 4.39%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC.PRL icon
26
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.68B
$5.49M 1.56%
4,678
-1
-0% -$1.16K
IJJ icon
27
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
$5.41M 1.54%
43,796
+304
+0.7% +$35.8K
ZM icon
28
Zoom
ZM
$29.4B
$5.04M 1.43%
64,694
+123
+0.2% +$9.51K
GM icon
29
General Motors
GM
$78.5B
$4.98M 1.41%
101,273
+1,123
+1% +$53.2K
CI icon
30
Cigna
CI
$71.1B
$4.83M 1.37%
14,604
+191
+1% +$61.6K
CRM icon
31
Salesforce
CRM
$158B
$4.69M 1.33%
17,209
+563
+3% +$151K
CTSH icon
32
Cognizant
CTSH
$25.4B
$4.69M 1.33%
60,092
+588
+1% +$45.1K
CAT icon
33
Caterpillar
CAT
$410B
$4.67M 1.33%
12,032
+485
+4% +$162K
VLO icon
34
Valero Energy
VLO
$88.4B
$4.65M 1.32%
34,616
+1,105
+3% +$138K
QCOM icon
35
Qualcomm
QCOM
$171B
$4.61M 1.31%
28,975
+971
+3% +$143K
PHM icon
36
Pultegroup
PHM
$25.1B
$4.51M 1.28%
42,762
+1,457
+4% +$147K
NUE icon
37
Nucor
NUE
$63.3B
$4.51M 1.28%
34,784
+2,154
+7% +$252K
PCAR icon
38
PACCAR
PCAR
$71.5B
$4.49M 1.27%
47,253
+1,697
+4% +$157K
PG icon
39
Procter & Gamble
PG
$339B
$4.46M 1.27%
28,004
+474
+2% +$77.4K
PRU icon
40
Prudential Financial
PRU
$43.8B
$4.4M 1.25%
40,939
+211
+0.5% +$21.9K
BMY icon
41
Bristol-Myers Squibb
BMY
$129B
$4.11M 1.17%
88,864
+2,551
+3% +$125K
IVE icon
42
iShares S&P 500 Value ETF
IVE
$49.8B
$3.98M 1.13%
20,376
-3,306
-14% -$616K
REGN icon
43
Regeneron Pharmaceuticals
REGN
$79.4B
$3.21M 0.91%
6,105
+647
+12% +$361K
BAB icon
44
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$2.94M 0.83%
110,915
-3,038
-3% -$79.6K
IVW icon
45
iShares S&P 500 Growth ETF
IVW
$78B
$2.82M 0.8%
25,620
-13,018
-34% -$1.29M
GLD icon
46
SPDR Gold Trust
GLD
$136B
$1.54M 0.44%
5,059
-404
-7% -$122K
VTI icon
47
Vanguard Morningstar Total Stock Market ETF
VTI
$686B
$894K 0.25%
2,940
+4
+0.1% +$1.13K
IJR icon
48
iShares Core S&P Small-Cap ETF
IJR
$113B
$861K 0.24%
7,874
-77,023
-91% -$7.96M
IVV icon
49
iShares Core S&P 500 ETF
IVV
$904B
$850K 0.24%
1,369
– –
NVDA icon
50
NVIDIA
NVDA
$5.33T
$701K 0.2%
4,440
– –
1
2
3

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Hudson Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Hudson Capital Management held 74 positions worth $353M, up 7.4% from $328M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Hudson Capital Management's Q2 2025 filing shows 9 new, 27 increased, 24 reduced and 1 closed positions. Its largest new stake was Principal Exchange-Traded Funds Principal US Small-Cap ETF: 174,950 shares worth $9.32M. The largest sale was iShares Core S&P Small-Cap ETF, an estimated $7.96M.

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

  • Hudson Capital Management's largest Q2 2025 buy was Principal Exchange-Traded Funds Principal US Small-Cap ETF: 174,950 shares worth $9.32M.
  • Hudson Capital Management added most to Regeneron Pharmaceuticals in Q2 2025, an estimated $361K increase.
  • Hudson Capital Management's biggest Q2 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $7.96M.
  • Hudson Capital Management fully exited Enterprise Products Partners in Q2 2025, selling an estimated $213K.
  • Hudson Capital Management's ten largest holdings make up 44% of its $353M portfolio in Q2 2025.
  • Hudson Capital Management opened 9 new positions and closed 1 in Q2 2025.
  • Hudson Capital Management's portfolio value rose 7.4% quarter-over-quarter to $353M.

Based on Hudson Capital Management's 13F filing for Q2 2025, filed 28 Jul 2025.