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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
+4.17%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$399M
AUM Growth
+$21.8M
Cap. Flow
+$9.03M
Cap. Flow %
2.27%
Top 10 Hldgs %
45.7%
Holding
72
New
4
Increased
29
Reduced
28
Closed
3

Top Buys

Rank Stock Value
1
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$15.8M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
3
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$639K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$517K

Top Sells

Rank Stock Value
1
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$14.8M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$829K
3
AVGO icon
Broadcom
AVGO
+$818K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$577K
5
SBIT icon
ProShares UltraShort Bitcoin ETF
SBIT
+$317K

Sector Composition

Rank Sector Weight
1 Technology 12.8%
2 Healthcare 5.91%
3 Financials 5.05%
4 Consumer Discretionary 4.9%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJJ icon
26
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.97B
$5.89M 1.48%
44,774
+521
+1% +$67.8K
BAC.PRL icon
27
Bank of America Series L
BAC.PRL
$3.99B
$5.86M 1.47%
4,683
+45
+1% +$56.7K
WFC.PRL icon
28
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
$5.83M 1.46%
4,812
+81
+2% +$99.8K
ZM icon
29
Zoom
ZM
$30.6B
$5.8M 1.45%
67,162
+937
+1% +$78.9K
VLO icon
30
Valero Energy
VLO
$85.9B
$5.7M 1.43%
35,003
-202
-0.6% -$34.2K
PCAR icon
31
PACCAR
PCAR
$70.1B
$5.69M 1.43%
51,915
+1,997
+4% +$205K
IJR icon
32
iShares Core S&P Small-Cap ETF
IJR
$112B
$5.68M 1.43%
47,300
+39,926
+541% +$4.77M
CTSH icon
33
Cognizant
CTSH
$26B
$5.57M 1.4%
67,107
+3,543
+6% +$265K
BMY icon
34
Bristol-Myers Squibb
BMY
$132B
$5.55M 1.39%
102,952
+6,328
+7% +$304K
T icon
35
AT&T
T
$163B
$5.55M 1.39%
223,383
+5,413
+2% +$137K
QCOM icon
36
Qualcomm
QCOM
$176B
$5.46M 1.37%
31,927
+1,110
+4% +$190K
VST icon
37
Vistra
VST
$47.4B
$5.34M 1.34%
33,105
+163
+0.5% +$29.7K
CRM icon
38
Salesforce
CRM
$158B
$5.23M 1.31%
19,725
+1,132
+6% +$281K
PHM icon
39
Pultegroup
PHM
$25.3B
$5.19M 1.3%
44,246
+829
+2% +$102K
PRU icon
40
Prudential Financial
PRU
$41.8B
$5.04M 1.27%
44,692
+1,715
+4% +$184K
CI icon
41
Cigna
CI
$74.6B
$4.63M 1.16%
16,818
+1,087
+7% +$305K
PG icon
42
Procter & Gamble
PG
$339B
$4.52M 1.13%
31,525
+1,613
+5% +$238K
IVE icon
43
iShares S&P 500 Value ETF
IVE
$49.8B
$4.36M 1.09%
20,564
+921
+5% +$193K
IVW icon
44
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.01M 0.76%
24,427
-16
-0.1% -$1.96K
BAB icon
45
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$2.99M 0.75%
110,024
+3,879
+4% +$106K
GLD icon
46
SPDR Gold Trust
GLD
$141B
$1.89M 0.47%
4,772
-216
-4% -$82.5K
VTI icon
47
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$968K 0.24%
2,886
+6
+0.2% +$2K
IVV icon
48
iShares Core S&P 500 ETF
IVV
$902B
$856K 0.21%
1,249
-115
-8% -$78.1K
NVDA icon
49
NVIDIA
NVDA
$5.42T
$828K 0.21%
4,440
– –
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$128B
$725K 0.18%
6,124
-296
-5% -$35.1K
1
2
3

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Hudson Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Capital Management held 72 positions worth $399M, up 5.8% from $377M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Hudson Capital Management's Q4 2025 filing shows 4 new, 29 increased, 28 reduced and 3 closed positions. Its largest new stake was Vanguard Information Technology ETF: 6,720 shares worth $633K. The largest sale was Invesco BulletShares 2025 Corporate Bond ETF, an estimated $14.8M.

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

  • Hudson Capital Management's largest Q4 2025 buy was Vanguard Information Technology ETF: 6,720 shares worth $633K.
  • Hudson Capital Management added most to Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025, an estimated $15.8M increase.
  • Hudson Capital Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $829K.
  • Hudson Capital Management fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $14.8M.
  • Hudson Capital Management's ten largest holdings make up 46% of its $399M portfolio in Q4 2025.
  • Hudson Capital Management opened 4 new positions and closed 3 in Q4 2025.
  • Hudson Capital Management's portfolio value rose 5.8% quarter-over-quarter to $399M.

Based on Hudson Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.