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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
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.43B
$29M 8.24%
314,942
-3,187
-1% -$290K
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$137B
$26.1M 7.41%
263,175
-4,166
-2% -$408K
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$191B
$20.4M 5.8%
244,827
-10,623
-4% -$843K
IJK icon
4
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$16.8M 4.78%
185,196
+749
+0.4% +$64.1K
BSCP
5
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$14.6M 4.13%
704,094
-2,074
-0.3% -$42.9K
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$14.2M 4.01%
129,118
-288
-0.2% -$30.9K
MBB icon
7
iShares MBS ETF
MBB
$38.9B
$9.71M 2.75%
103,436
-484
-0.5% -$44.9K
PSC icon
8
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.27B
$9.32M 2.64%
+174,950
New +$8.68M
GLDM icon
9
SPDR Gold MiniShares Trust
GLDM
$27.4B
$8.34M 2.37%
127,253
-3,043
-2% -$198K
BSCQ icon
10
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
$8M 2.27%
+410,050
New +$7.99M
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$7.63M 2.16%
127,022
-3,021
-2% -$169K
VST icon
12
Vistra
VST
$52.4B
$7.41M 2.1%
38,219
-838
-2% -$124K
AVGO icon
13
Broadcom
AVGO
$1.86T
$7.28M 2.06%
26,402
-1,931
-7% -$419K
ADP icon
14
Automatic Data Processing
ADP
$108B
$7.21M 2.04%
23,371
– –
JPM icon
15
JPMorgan Chase
JPM
$935B
$6.89M 1.95%
23,764
-156
-0.7% -$39.8K
T icon
16
AT&T
T
$162B
$6.45M 1.83%
222,904
-1,902
-0.8% -$52.4K
WMT icon
17
Walmart Inc
WMT
$881B
$6.06M 1.72%
62,020
-451
-0.7% -$43K
AAPL icon
18
Apple
AAPL
$4.5T
$6.02M 1.71%
29,339
+300
+1% +$60.6K
GILD icon
19
Gilead Sciences
GILD
$161B
$5.94M 1.68%
53,553
-239
-0.4% -$25.4K
CSCO icon
20
Cisco
CSCO
$457B
$5.87M 1.66%
84,538
-346
-0.4% -$21.3K
BAC icon
21
Bank of America
BAC
$437B
$5.82M 1.65%
122,903
+853
+0.7% +$35.9K
EBAY icon
22
eBay
EBAY
$48.1B
$5.72M 1.62%
76,830
-564
-0.7% -$40K
CBRE icon
23
CBRE Group
CBRE
$42.7B
$5.7M 1.62%
40,666
+34
+0.1% +$4.3K
BAC.PRL icon
24
Bank of America Series L
BAC.PRL
$3.96B
$5.59M 1.58%
4,606
+14
+0.3% +$16.5K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.58T
$5.53M 1.57%
31,397
+362
+1% +$59.3K
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.