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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
+0.27%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$6.33M
Cap. Flow
+$8.29M
Cap. Flow %
2.53%
Top 10 Hldgs %
46.64%
Holding
68
New
2
Increased
45
Reduced
14
Closed
3

Top Buys

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.65M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.22M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$724K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$661K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$440K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.22M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$359K
3
GILD icon
Gilead Sciences
GILD
+$238K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$238K
5
UPS icon
United Parcel Service
UPS
+$219K

Sector Composition

Rank Sector Weight
1 Technology 13.02%
2 Healthcare 6.09%
3 Financials 5.12%
4 Consumer Discretionary 4.39%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
51
Goldman Sachs
GS
$303B
$419K 0.13%
767
+10
+1% +$6.02K
COST icon
52
Costco
COST
$420B
$386K 0.12%
408
+8
+2% +$7.8K
IEF icon
53
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$303K 0.09%
3,182
+292
+10% +$27.3K
MSFT icon
54
Microsoft
MSFT
$3.71T
$300K 0.09%
798
+83
+12% +$33.8K
FPE icon
55
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$276K 0.08%
15,676
+1,579
+11% +$28K
BDX icon
56
Becton Dickinson
BDX
$48.2B
$270K 0.08%
1,177
– –
BR icon
57
Broadridge
BR
$19B
$268K 0.08%
1,104
+4
+0.4% +$941
META icon
58
Meta Platforms (Facebook)
META
$1.51T
$267K 0.08%
464
+38
+9% +$24.5K
SHY icon
59
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$253K 0.08%
3,053
-223
-7% -$18.3K
CLBK icon
60
Columbia Financial
CLBK
$1.13B
$234K 0.07%
15,632
-1,618
-9% -$25.1K
ISTB icon
61
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$224K 0.07%
4,643
-3
-0.1% -$144
EPD icon
62
Enterprise Products Partners
EPD
$81.7B
$213K 0.06%
+6,230
New +$207K
QQQ icon
63
Invesco QQQ Trust
QQQ
$484B
$210K 0.06%
448
– –
AMZN icon
64
Amazon
AMZN
$2.96T
$203K 0.06%
+1,067
New +$232K
ISRG icon
65
Intuitive Surgical
ISRG
$134B
$203K 0.06%
409
+9
+2% +$4.98K
MRK icon
66
Merck
MRK
$318B
– –
-2,188
Closed -$218K
SRPT icon
67
Sarepta Therapeutics
SRPT
$1.77B
– –
-1,700
Closed -$207K
UPS icon
68
United Parcel Service
UPS
$88.9B
– –
-1,736
Closed -$219K
1 2
3

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Hudson Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Hudson Capital Management held 68 positions worth $328M, up 2% from $322M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Hudson Capital Management's Q1 2025 filing shows 2 new, 45 increased, 14 reduced and 3 closed positions. Its largest new stake was Amazon: 1,067 shares worth $203K. The largest sale was iShares Core MSCI EAFE ETF, an estimated $1.22M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Healthcare and Financials.

  • Hudson Capital Management's largest Q1 2025 buy was Amazon: 1,067 shares worth $203K.
  • Hudson Capital Management added most to iShares Core S&P Small-Cap ETF in Q1 2025, an estimated $2.65M increase.
  • Hudson Capital Management's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $1.22M.
  • Hudson Capital Management fully exited United Parcel Service in Q1 2025, selling an estimated $219K.
  • Hudson Capital Management's ten largest holdings make up 47% of its $328M portfolio in Q1 2025.
  • Hudson Capital Management opened 2 new positions and closed 3 in Q1 2025.
  • Hudson Capital Management's portfolio value rose 2% quarter-over-quarter to $328M.

Based on Hudson Capital Management's 13F filing for Q1 2025, filed 11 Apr 2025.