HCM

Hudson Capital Management Portfolio holdings

AUM $387M
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$3.1M
3
+$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

1
+$14.5M
2
+$10.1M
3
+$8.75M
4
ADP icon
Automatic Data Processing
ADP
+$3.12M
5
VLO icon
Valero Energy
VLO
+$797K

Sector Composition

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
GS icon
51
Goldman Sachs
GS
$314B
$404K 0.1%
477
IEMG icon
52
iShares Core MSCI Emerging Markets ETF
IEMG
$167B
$390K 0.1%
5,585
-121,217
IBM icon
53
IBM
IBM
$309B
$388K 0.1%
+1,602
AMZN icon
54
Amazon
AMZN
$2.76T
$384K 0.1%
1,842
+650
MSFT icon
55
Microsoft
MSFT
$3.28T
$373K 0.1%
1,008
+210
META icon
56
Meta Platforms (Facebook)
META
$1.52T
$351K 0.09%
614
+150
PEG icon
57
Public Service Enterprise Group
PEG
$39B
$334K 0.09%
+4,123
IEF icon
58
iShares 7-10 Year Treasury Bond ETF
IEF
$48B
$326K 0.08%
3,419
+147
ISTB icon
59
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$324K 0.08%
6,691
+2,296
NVS icon
60
Novartis
NVS
$274B
$312K 0.08%
2,040
ISRG icon
61
Intuitive Surgical
ISRG
$142B
$309K 0.08%
670
+261
QQQ icon
62
Invesco QQQ Trust
QQQ
$496B
$296K 0.08%
512
+86
ARCC icon
63
Ares Capital
ARCC
$13.6B
$293K 0.08%
16,268
GOOG icon
64
Alphabet (Google) Class C
GOOG
$4.34T
$284K 0.07%
+989
COST icon
65
Costco
COST
$423B
$270K 0.07%
271
-76
MRK icon
66
Merck
MRK
$286B
$262K 0.07%
2,182
CLBK icon
67
Columbia Financial
CLBK
$2.12B
$256K 0.07%
14,632
CMI icon
68
Cummins
CMI
$92.8B
$245K 0.06%
+456
JNJ icon
69
Johnson & Johnson
JNJ
$537B
$238K 0.06%
+975
FPE icon
70
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$237K 0.06%
13,344
-108
EPD icon
71
Enterprise Products Partners
EPD
$81.6B
$236K 0.06%
+6,230
LNG icon
72
Cheniere Energy
LNG
$49.5B
$224K 0.06%
+790
TOTL icon
73
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.16B
$219K 0.06%
+5,520
MPC icon
74
Marathon Petroleum
MPC
$76.8B
$213K 0.06%
+871
TT icon
75
Trane Technologies
TT
$101B
$208K 0.05%
+500
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