We are live on ! Find out more
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
BDX icon
76
Becton Dickinson
BDX
$48.2B
– –
-1,107
Closed -$215K
BR icon
77
Broadridge
BR
$19B
– –
-1,104
Closed -$246K
LQD icon
78
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
– –
-131,765
Closed -$14.5M
MBB icon
79
iShares MBS ETF
MBB
$39.1B
– –
-105,974
Closed -$10.1M
SHY icon
80
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
– –
-2,916
Closed -$242K
VHT icon
81
Vanguard Health Care ETF
VHT
$18.7B
– –
-762
Closed -$219K
1 2 3
4

Similar funds

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
SWC
Square Wave Capital Brooklyn, New York $413M AUM 15.36% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
VCP
Varenne Capital Partners Paris, France $413M AUM 52.65% 1-Year Est. Return
LCM
Lionstone Capital Management New York $413M AUM 30.15% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
I
InceptionR Lafayette, California $415M AUM 17.85% 1-Year Est. Return

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.