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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
+0.35%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$387M
AUM Growth
-$11.6M
Cap. Flow
-$8.3M
Cap. Flow %
-2.15%
Top 10 Hldgs %
46.99%
Holding
81
New
12
Increased
43
Reduced
15
Closed
6

Top Buys

Rank Stock Value
1
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$8.23M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$3.1M
3
CRM icon
Salesforce
CRM
+$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

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14.5M
2
MBB icon
iShares MBS ETF
MBB
+$10.1M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.75M
4
ADP icon
Automatic Data Processing
ADP
+$3.12M
5
VLO icon
Valero Energy
VLO
+$797K

Sector Composition

Rank Sector Weight
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
$303B
$404K 0.1%
477
– –
IEMG icon
52
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$390K 0.1%
5,585
-121,217
-96% -$8.75M
IBM icon
53
IBM
IBM
$224B
$388K 0.1%
+1,602
New +$433K
AMZN icon
54
Amazon
AMZN
$2.96T
$384K 0.1%
1,842
+650
+55% +$143K
MSFT icon
55
Microsoft
MSFT
$3.71T
$373K 0.1%
1,008
+210
+26% +$87.9K
META icon
56
Meta Platforms (Facebook)
META
$1.51T
$351K 0.09%
614
+150
+32% +$96.1K
PEG icon
57
Public Service Enterprise Group
PEG
$37.7B
$334K 0.09%
+4,123
New +$338K
IEF icon
58
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$326K 0.08%
3,419
+147
+4% +$14.1K
ISTB icon
59
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$324K 0.08%
6,691
+2,296
+52% +$112K
NVS icon
60
Novartis
NVS
$297B
$312K 0.08%
2,040
– –
ISRG icon
61
Intuitive Surgical
ISRG
$134B
$309K 0.08%
670
+261
+64% +$132K
QQQ icon
62
Invesco QQQ Trust
QQQ
$484B
$296K 0.08%
512
+86
+20% +$52.2K
ARCC icon
63
Ares Capital
ARCC
$14.4B
$293K 0.08%
16,268
– –
GOOG icon
64
Alphabet (Google) Class C
GOOG
$4.32T
$284K 0.07%
+989
New +$311K
COST icon
65
Costco
COST
$420B
$270K 0.07%
271
-76
-22% -$74.1K
MRK icon
66
Merck
MRK
$318B
$262K 0.07%
2,182
– –
CLBK icon
67
Columbia Financial
CLBK
$1.13B
$256K 0.07%
14,632
– –
CMI icon
68
Cummins
CMI
$88.7B
$245K 0.06%
+456
New +$258K
JNJ icon
69
Johnson & Johnson
JNJ
$625B
$238K 0.06%
+975
New +$227K
FPE icon
70
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$237K 0.06%
13,344
-108
-0.8% -$1.97K
EPD icon
71
Enterprise Products Partners
EPD
$81.7B
$236K 0.06%
+6,230
New +$221K
LNG icon
72
Cheniere Energy
LNG
$52.9B
$224K 0.06%
+790
New +$182K
TOTL icon
73
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
$219K 0.06%
+5,520
New +$222K
MPC icon
74
Marathon Petroleum
MPC
$83.7B
$213K 0.06%
+871
New +$176K
TT icon
75
Trane Technologies
TT
$106B
$208K 0.05%
+500
New +$212K
1 2
3
4

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Hudson Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Hudson Capital Management held 81 positions worth $387M, down 2.9% from $399M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Hudson Capital Management's Q1 2026 filing shows 12 new, 43 increased, 15 reduced and 6 closed positions. Its largest new stake was Avantis Emerging Markets Equity ETF: 99,128 shares worth $7.99M. The largest sale was iShares iBoxx $ Investment Grade Corporate Bond ETF, an estimated $14.5M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Hudson Capital Management's largest Q1 2026 buy was Avantis Emerging Markets Equity ETF: 99,128 shares worth $7.99M.
  • Hudson Capital Management added most to PIMCO Active Bond Exchange-Traded Fund in Q1 2026, an estimated $3.1M increase.
  • Hudson Capital Management's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $8.75M.
  • Hudson Capital Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026, selling an estimated $14.5M.
  • Hudson Capital Management's ten largest holdings make up 47% of its $387M portfolio in Q1 2026.
  • Hudson Capital Management opened 12 new positions and closed 6 in Q1 2026.
  • Hudson Capital Management's portfolio value fell 2.9% quarter-over-quarter to $387M.

Based on Hudson Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.