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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
+0.09%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$322M
AUM Growth
+$8.07M
Cap. Flow
+$10M
Cap. Flow %
3.12%
Top 10 Hldgs %
45.93%
Holding
68
New
2
Increased
17
Reduced
38
Closed
2

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$13.8M
2
MBB icon
iShares MBS ETF
MBB
+$4.96M
3
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.39M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$624K
5
NUE icon
Nucor
NUE
+$363K

Top Sells

Rank Stock Value
1
VST icon
Vistra
VST
+$2.24M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.36M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$805K
4
WMT icon
Walmart Inc
WMT
+$794K
5
CBRE icon
CBRE Group
CBRE
+$690K

Sector Composition

Rank Sector Weight
1 Technology 14.28%
2 Healthcare 5.61%
3 Financials 5.28%
4 Consumer Discretionary 4.39%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
51
Goldman Sachs
GS
$303B
$433K 0.13%
757
– –
COST icon
52
Costco
COST
$420B
$367K 0.11%
400
– –
MSFT icon
53
Microsoft
MSFT
$3.71T
$301K 0.09%
715
+45
+7% +$19.2K
CLBK icon
54
Columbia Financial
CLBK
$1.13B
$273K 0.08%
17,250
– –
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$269K 0.08%
3,276
-66
-2% -$5.43K
IEF icon
56
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$267K 0.08%
2,890
-7
-0.2% -$661
BDX icon
57
Becton Dickinson
BDX
$48.2B
$267K 0.08%
1,177
-200
-15% -$46.2K
FPE icon
58
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$250K 0.08%
14,097
-1,763
-11% -$31.7K
META icon
59
Meta Platforms (Facebook)
META
$1.51T
$250K 0.08%
426
+28
+7% +$16.4K
BR icon
60
Broadridge
BR
$19B
$249K 0.08%
1,100
– –
QQQ icon
61
Invesco QQQ Trust
QQQ
$484B
$229K 0.07%
448
-5
-1% -$2.53K
ISTB icon
62
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$222K 0.07%
4,646
-125
-3% -$6K
UPS icon
63
United Parcel Service
UPS
$88.9B
$219K 0.07%
1,736
– –
MRK icon
64
Merck
MRK
$318B
$218K 0.07%
2,188
+200
+10% +$20.6K
ISRG icon
65
Intuitive Surgical
ISRG
$134B
$209K 0.06%
+400
New +$208K
SRPT icon
66
Sarepta Therapeutics
SRPT
$1.77B
$207K 0.06%
1,700
– –
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
– –
-1,815
Closed -$229K
IPG
68
DELISTED
Interpublic Group of Companies
IPG
– –
-6,618
Closed -$209K
1 2
3

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Hudson Capital Management's Q4 2024 Portfolio in Review

As of Q4 2024, Hudson Capital Management held 68 positions worth $322M, up 2.6% from $314M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Hudson Capital Management deployed $10M of net new capital in Q4 2024, opening 2 new positions and adding to 17 existing holdings. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 126,215 shares worth $13.5M.

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

On the sell side, the largest reduction was Vistra, an estimated $2.24M trimmed.

  • Hudson Capital Management's largest Q4 2024 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 126,215 shares worth $13.5M.
  • Hudson Capital Management added most to iShares MBS ETF in Q4 2024, an estimated $4.96M increase.
  • Hudson Capital Management's biggest Q4 2024 reduction was Vistra, cutting an estimated $2.24M.
  • Hudson Capital Management fully exited iShares ESG Aware MSCI USA ETF in Q4 2024, selling an estimated $229K.
  • Hudson Capital Management's ten largest holdings make up 46% of its $322M portfolio in Q4 2024.
  • Hudson Capital Management opened 2 new positions and closed 2 in Q4 2024.
  • Hudson Capital Management's portfolio value rose 2.6% quarter-over-quarter to $322M.

Based on Hudson Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.