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
+0.35%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$387M
AUM Growth
-$11.6M
Cap. Flow
-$8.3M
Cap. Flow %
-2.15%
Top 10 Hldgs %
46.99%
Holding
81
New
12
Increased
43
Reduced
15
Closed
6

Top Buys

Rank Stock Value
1
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$8.23M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$3.1M
3
CRM icon
Salesforce
CRM
+$1.38M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.29M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.25M

Top Sells

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14.5M
2
MBB icon
iShares MBS ETF
MBB
+$10.1M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.75M
4
ADP icon
Automatic Data Processing
ADP
+$3.12M
5
VLO icon
Valero Energy
VLO
+$797K

Sector Composition

Rank Sector Weight
1 Technology 11.8%
2 Healthcare 6.87%
3 Consumer Discretionary 5.08%
4 Financials 4.96%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$442B
$6.28M 1.62%
128,890
+6,140
+5% +$317K
IJR icon
27
iShares Core S&P Small-Cap ETF
IJR
$112B
$5.82M 1.5%
46,787
-513
-1% -$65.2K
BAC.PRL icon
28
Bank of America Series L
BAC.PRL
$3.99B
$5.8M 1.5%
4,871
+188
+4% +$233K
ZM icon
29
Zoom
ZM
$30.6B
$5.8M 1.5%
72,148
+4,986
+7% +$418K
WFC.PRL icon
30
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
$5.75M 1.49%
4,978
+166
+3% +$202K
CBRE icon
31
CBRE Group
CBRE
$42.9B
$5.73M 1.48%
42,302
+2,151
+5% +$327K
PHM icon
32
Pultegroup
PHM
$25.3B
$5.56M 1.44%
47,256
+3,010
+7% +$385K
VST icon
33
Vistra
VST
$47.4B
$5.52M 1.43%
36,729
+3,624
+11% +$587K
PG icon
34
Procter & Gamble
PG
$339B
$5.18M 1.34%
35,882
+4,357
+14% +$661K
CI icon
35
Cigna
CI
$74.6B
$5.09M 1.32%
19,084
+2,266
+13% +$627K
PRU icon
36
Prudential Financial
PRU
$41.8B
$4.96M 1.28%
50,790
+6,098
+14% +$632K
CRM icon
37
Salesforce
CRM
$158B
$4.92M 1.27%
26,368
+6,643
+34% +$1.38M
CTSH icon
38
Cognizant
CTSH
$26B
$4.86M 1.26%
79,220
+12,113
+18% +$867K
QCOM icon
39
Qualcomm
QCOM
$176B
$4.82M 1.25%
37,431
+5,504
+17% +$803K
IVE icon
40
iShares S&P 500 Value ETF
IVE
$49.8B
$4.07M 1.05%
19,266
-1,298
-6% -$281K
BAB icon
41
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$3.28M 0.85%
121,715
+11,691
+11% +$318K
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$77.6B
$2.66M 0.69%
23,503
-924
-4% -$111K
ADP icon
43
Automatic Data Processing
ADP
$108B
$1.98M 0.51%
9,745
-13,626
-58% -$3.12M
GLD icon
44
SPDR Gold Trust
GLD
$141B
$1.98M 0.51%
4,596
-176
-4% -$78.8K
NVDA icon
45
NVIDIA
NVDA
$5.42T
$1.1M 0.28%
6,298
+1,858
+42% +$341K
VTI icon
46
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$928K 0.24%
2,891
+5
+0.2% +$1.68K
IVV icon
47
iShares Core S&P 500 ETF
IVV
$902B
$848K 0.22%
1,298
+49
+4% +$33.5K
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$128B
$651K 0.17%
6,108
-16
-0.3% -$1.82K
VGT icon
49
Vanguard Information Technology ETF
VGT
$149B
$569K 0.15%
6,520
-200
-3% -$18.4K
XOM icon
50
ExxonMobil
XOM
$634B
$459K 0.12%
+2,706
New +$395K
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
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 2026 Portfolio in Review

As of Q1 2026, Hudson Capital Management held 81 positions worth $387M, down 2.9% from $399M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Hudson Capital Management's Q1 2026 filing shows 12 new, 43 increased, 15 reduced and 6 closed positions. Its largest new stake was Avantis Emerging Markets Equity ETF: 99,128 shares worth $7.99M. The largest sale was iShares iBoxx $ Investment Grade Corporate Bond ETF, an estimated $14.5M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Hudson Capital Management's largest Q1 2026 buy was Avantis Emerging Markets Equity ETF: 99,128 shares worth $7.99M.
  • Hudson Capital Management added most to PIMCO Active Bond Exchange-Traded Fund in Q1 2026, an estimated $3.1M increase.
  • Hudson Capital Management's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $8.75M.
  • Hudson Capital Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026, selling an estimated $14.5M.
  • Hudson Capital Management's ten largest holdings make up 47% of its $387M portfolio in Q1 2026.
  • Hudson Capital Management opened 12 new positions and closed 6 in Q1 2026.
  • Hudson Capital Management's portfolio value fell 2.9% quarter-over-quarter to $387M.

Based on Hudson Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.