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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
+4.17%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$399M
AUM Growth
+$21.8M
Cap. Flow
+$9.03M
Cap. Flow %
2.27%
Top 10 Hldgs %
45.7%
Holding
72
New
4
Increased
29
Reduced
28
Closed
3

Top Buys

Rank Stock Value
1
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$15.8M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
3
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$639K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$517K

Top Sells

Rank Stock Value
1
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$14.8M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$829K
3
AVGO icon
Broadcom
AVGO
+$818K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$577K
5
SBIT icon
ProShares UltraShort Bitcoin ETF
SBIT
+$317K

Sector Composition

Rank Sector Weight
1 Technology 12.8%
2 Healthcare 5.91%
3 Financials 5.05%
4 Consumer Discretionary 4.9%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
51
Vanguard Information Technology ETF
VGT
$149B
$633K 0.16%
+6,720
New +$639K
GS icon
52
Goldman Sachs
GS
$303B
$419K 0.11%
477
-140
-23% -$114K
MSFT icon
53
Microsoft
MSFT
$3.71T
$386K 0.1%
798
– –
ARCC icon
54
Ares Capital
ARCC
$14.4B
$329K 0.08%
16,268
-12,300
-43% -$248K
IEF icon
55
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$315K 0.08%
3,272
+159
+5% +$15.4K
META icon
56
Meta Platforms (Facebook)
META
$1.51T
$306K 0.08%
464
– –
COST icon
57
Costco
COST
$420B
$299K 0.08%
347
-61
-15% -$55.3K
NVS icon
58
Novartis
NVS
$297B
$281K 0.07%
2,040
-8
-0.4% -$1.05K
AMZN icon
59
Amazon
AMZN
$2.96T
$275K 0.07%
1,192
– –
QQQ icon
60
Invesco QQQ Trust
QQQ
$484B
$262K 0.07%
426
– –
BR icon
61
Broadridge
BR
$19B
$246K 0.06%
1,104
– –
FPE icon
62
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$245K 0.06%
13,452
-124
-0.9% -$2.27K
SHY icon
63
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$242K 0.06%
2,916
-49
-2% -$4.06K
ISRG icon
64
Intuitive Surgical
ISRG
$134B
$232K 0.06%
+409
New +$218K
MRK icon
65
Merck
MRK
$318B
$230K 0.06%
+2,182
New +$205K
CLBK icon
66
Columbia Financial
CLBK
$1.13B
$227K 0.06%
14,632
– –
VHT icon
67
Vanguard Health Care ETF
VHT
$18.6B
$219K 0.06%
+762
New +$213K
BDX icon
68
Becton Dickinson
BDX
$48.2B
$215K 0.05%
1,107
-70
-6% -$13.3K
ISTB icon
69
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$214K 0.05%
4,395
-83
-2% -$4.05K
BSCP
70
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-713,037
Closed -$14.8M
TT icon
71
Trane Technologies
TT
$106B
– –
-508
Closed -$214K
SBIT icon
72
ProShares UltraShort Bitcoin ETF
SBIT
$164M
– –
-10,901
Closed -$317K
1 2
3

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Hudson Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Capital Management held 72 positions worth $399M, up 5.8% from $377M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Hudson Capital Management's Q4 2025 filing shows 4 new, 29 increased, 28 reduced and 3 closed positions. Its largest new stake was Vanguard Information Technology ETF: 6,720 shares worth $633K. The largest sale was Invesco BulletShares 2025 Corporate Bond ETF, an estimated $14.8M.

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

  • Hudson Capital Management's largest Q4 2025 buy was Vanguard Information Technology ETF: 6,720 shares worth $633K.
  • Hudson Capital Management added most to Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025, an estimated $15.8M increase.
  • Hudson Capital Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $829K.
  • Hudson Capital Management fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $14.8M.
  • Hudson Capital Management's ten largest holdings make up 46% of its $399M portfolio in Q4 2025.
  • Hudson Capital Management opened 4 new positions and closed 3 in Q4 2025.
  • Hudson Capital Management's portfolio value rose 5.8% quarter-over-quarter to $399M.

Based on Hudson Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.