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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
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.43B
$29.4M 8.97%
318,129
+7,238
+2% +$661K
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$137B
$26.4M 8.06%
267,341
+4,500
+2% +$440K
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$191B
$19.3M 5.89%
255,450
-16,306
-6% -$1.22M
IJK icon
4
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$15.4M 4.68%
184,447
+3,326
+2% +$300K
BSCP
5
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$14.6M 4.45%
706,168
+5,421
+0.8% +$112K
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$14.1M 4.29%
129,406
+3,191
+3% +$344K
MBB icon
7
iShares MBS ETF
MBB
$38.9B
$9.75M 2.97%
103,920
+543
+0.5% +$50.2K
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$111B
$8.88M 2.71%
84,897
+23,499
+38% +$2.65M
GLDM icon
9
SPDR Gold MiniShares Trust
GLDM
$27.4B
$8.06M 2.46%
130,296
-4,195
-3% -$238K
ADP icon
10
Automatic Data Processing
ADP
$108B
$7.14M 2.18%
23,371
-92
-0.4% -$27.8K
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$7.02M 2.14%
130,043
+6,150
+5% +$331K
AAPL icon
12
Apple
AAPL
$4.5T
$6.45M 1.97%
29,039
+423
+1% +$98K
T icon
13
AT&T
T
$162B
$6.36M 1.94%
224,806
-887
-0.4% -$22.3K
GILD icon
14
Gilead Sciences
GILD
$161B
$6.03M 1.84%
53,792
-2,310
-4% -$238K
JPM icon
15
JPMorgan Chase
JPM
$935B
$5.87M 1.79%
23,920
+116
+0.5% +$29.6K
BAC.PRL icon
16
Bank of America Series L
BAC.PRL
$3.96B
$5.67M 1.73%
4,592
+24
+0.5% +$29.5K
WFC.PRL icon
17
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.72B
$5.62M 1.71%
4,679
+89
+2% +$107K
WMT icon
18
Walmart Inc
WMT
$881B
$5.48M 1.67%
62,471
-297
-0.5% -$27.9K
CBRE icon
19
CBRE Group
CBRE
$42.7B
$5.31M 1.62%
40,632
+460
+1% +$62.5K
BMY icon
20
Bristol-Myers Squibb
BMY
$133B
$5.26M 1.6%
86,313
+4,182
+5% +$244K
EBAY icon
21
eBay
EBAY
$48.1B
$5.24M 1.6%
77,394
+671
+0.9% +$44.7K
CSCO icon
22
Cisco
CSCO
$457B
$5.24M 1.6%
84,884
+1,028
+1% +$63.3K
IJJ icon
23
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.89B
$5.21M 1.59%
43,492
+647
+2% +$81K
BAC icon
24
Bank of America
BAC
$437B
$5.09M 1.55%
122,050
+1,710
+1% +$76.2K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.58T
$4.8M 1.46%
31,035
+775
+3% +$141K
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.