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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
+6.46%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$353M
AUM Growth
+$24.4M
Cap. Flow
+$7.68M
Cap. Flow %
2.18%
Top 10 Hldgs %
44.4%
Holding
74
New
9
Increased
27
Reduced
24
Closed
1

Top Buys

Rank Stock Value
1
PSC icon
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
+$8.68M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$7.99M
3
VGT icon
Vanguard Information Technology ETF
VGT
+$474K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$415K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$361K

Top Sells

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.96M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.29M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$843K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$616K
5
AVGO icon
Broadcom
AVGO
+$419K

Sector Composition

Rank Sector Weight
1 Technology 13.27%
2 Healthcare 5.32%
3 Financials 5.22%
4 Consumer Discretionary 4.39%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$127B
$681K 0.19%
6,420
– –
ARCC icon
52
Ares Capital
ARCC
$14.1B
$627K 0.18%
28,568
– –
VGT icon
53
Vanguard Information Technology ETF
VGT
$147B
$541K 0.15%
+6,520
New +$474K
XLK icon
54
State Street Technology Select Sector SPDR ETF
XLK
$122B
$474K 0.13%
+3,742
New +$415K
GS icon
55
Goldman Sachs
GS
$301B
$437K 0.12%
617
-150
-20% -$86.9K
COST icon
56
Costco
COST
$421B
$404K 0.11%
408
– –
MSFT icon
57
Microsoft
MSFT
$3.71T
$397K 0.11%
798
– –
META icon
58
Meta Platforms (Facebook)
META
$1.5T
$342K 0.1%
464
– –
IEF icon
59
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$314K 0.09%
3,279
+97
+3% +$9.17K
BR icon
60
Broadridge
BR
$18.8B
$268K 0.08%
1,104
– –
IYC icon
61
iShares US Consumer Discretionary ETF
IYC
$1.21B
$266K 0.08%
+2,665
New +$247K
AMZN icon
62
Amazon
AMZN
$2.94T
$261K 0.07%
1,192
+125
+12% +$24.7K
SHY icon
63
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$257K 0.07%
3,098
+45
+1% +$3.71K
FPE icon
64
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$255K 0.07%
14,342
-1,334
-9% -$23.3K
NVS icon
65
Novartis
NVS
$293B
$248K 0.07%
+2,048
New +$231K
QQQ icon
66
Invesco QQQ Trust
QQQ
$479B
$247K 0.07%
448
– –
ISTB icon
67
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$227K 0.06%
4,675
+32
+0.7% +$1.54K
CLBK icon
68
Columbia Financial
CLBK
$1.13B
$227K 0.06%
15,632
– –
ISRG icon
69
Intuitive Surgical
ISRG
$132B
$222K 0.06%
409
– –
TT icon
70
Trane Technologies
TT
$105B
$222K 0.06%
+508
New +$200K
RSPT icon
71
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.77B
$219K 0.06%
+5,368
New +$194K
VFH icon
72
Vanguard Financials ETF
VFH
$13.7B
$216K 0.06%
+1,695
New +$202K
BDX icon
73
Becton Dickinson
BDX
$48.8B
$203K 0.06%
1,177
– –
EPD icon
74
Enterprise Products Partners
EPD
$82.3B
– –
-6,230
Closed -$213K
1 2
3

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Hudson Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Hudson Capital Management held 74 positions worth $353M, up 7.4% from $328M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Hudson Capital Management's Q2 2025 filing shows 9 new, 27 increased, 24 reduced and 1 closed positions. Its largest new stake was Principal Exchange-Traded Funds Principal US Small-Cap ETF: 174,950 shares worth $9.32M. The largest sale was iShares Core S&P Small-Cap ETF, an estimated $7.96M.

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

  • Hudson Capital Management's largest Q2 2025 buy was Principal Exchange-Traded Funds Principal US Small-Cap ETF: 174,950 shares worth $9.32M.
  • Hudson Capital Management added most to Regeneron Pharmaceuticals in Q2 2025, an estimated $361K increase.
  • Hudson Capital Management's biggest Q2 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $7.96M.
  • Hudson Capital Management fully exited Enterprise Products Partners in Q2 2025, selling an estimated $213K.
  • Hudson Capital Management's ten largest holdings make up 44% of its $353M portfolio in Q2 2025.
  • Hudson Capital Management opened 9 new positions and closed 1 in Q2 2025.
  • Hudson Capital Management's portfolio value rose 7.4% quarter-over-quarter to $353M.

Based on Hudson Capital Management's 13F filing for Q2 2025, filed 28 Jul 2025.