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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
+6.05%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$377M
AUM Growth
+$24.2M
Cap. Flow
+$5.09M
Cap. Flow %
1.35%
Top 10 Hldgs %
44.6%
Holding
74
New
1
Increased
31
Reduced
23
Closed
6

Top Buys

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$5.61M
2
REGN icon
Regeneron Pharmaceuticals
REGN
+$731K
3
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$641K
4
BMY icon
Bristol-Myers Squibb
BMY
+$362K
5
CRM icon
Salesforce
CRM
+$349K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$1.23M
2
VST icon
Vistra
VST
+$1.05M
3
EBAY icon
eBay
EBAY
+$628K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$541K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$474K

Sector Composition

Rank Sector Weight
1 Technology 12.87%
2 Financials 5.18%
3 Healthcare 5.15%
4 Consumer Discretionary 4.93%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$35.1M 9.31%
375,764
+60,822
+19% +$5.61M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$139B
$26.2M 6.96%
261,518
-1,657
-0.6% -$164K
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$186B
$21.4M 5.68%
245,222
+395
+0.2% +$33.6K
IJK icon
4
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$18M 4.79%
188,098
+2,902
+2% +$273K
BSCP
5
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$14.8M 3.92%
713,037
+8,943
+1% +$185K
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$14.4M 3.84%
129,618
+500
+0.4% +$55K
PSC icon
7
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.71B
$10.2M 2.71%
179,070
+4,120
+2% +$225K
MBB icon
8
iShares MBS ETF
MBB
$39.3B
$9.89M 2.63%
103,932
+496
+0.5% +$46.6K
GLDM icon
9
SPDR Gold MiniShares Trust
GLDM
$27.1B
$9.3M 2.47%
121,660
-5,593
-4% -$383K
BSCQ icon
10
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$8.66M 2.3%
442,842
+32,792
+8% +$641K
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$8.4M 2.23%
127,364
+342
+0.3% +$21.3K
AAPL icon
12
Apple
AAPL
$4.9T
$7.66M 2.03%
30,094
+755
+3% +$171K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.23T
$7.52M 2%
30,938
-459
-1% -$96.1K
JPM icon
14
JPMorgan Chase
JPM
$907B
$7.4M 1.97%
23,470
-294
-1% -$87.4K
AVGO icon
15
Broadcom
AVGO
$1.76T
$7.39M 1.96%
22,392
-4,010
-15% -$1.23M
ADP icon
16
Automatic Data Processing
ADP
$102B
$6.86M 1.82%
23,371
– –
VST icon
17
Vistra
VST
$52.4B
$6.45M 1.71%
32,942
-5,277
-14% -$1.05M
WMT icon
18
Walmart Inc
WMT
$909B
$6.42M 1.7%
62,306
+286
+0.5% +$28.5K
BAC icon
19
Bank of America
BAC
$430B
$6.37M 1.69%
123,552
+649
+0.5% +$31.7K
CBRE icon
20
CBRE Group
CBRE
$41.3B
$6.37M 1.69%
40,428
-238
-0.6% -$36.8K
EBAY icon
21
eBay
EBAY
$49.8B
$6.34M 1.68%
69,731
-7,099
-9% -$628K
GM icon
22
General Motors
GM
$68.6B
$6.22M 1.65%
102,013
+740
+0.7% +$41.3K
T icon
23
AT&T
T
$152B
$6.16M 1.63%
217,970
-4,934
-2% -$140K
VLO icon
24
Valero Energy
VLO
$91.9B
$5.99M 1.59%
35,205
+589
+2% +$87.8K
BAC.PRL icon
25
Bank of America Series L
BAC.PRL
$3.96B
$5.94M 1.58%
4,638
+32
+0.7% +$39.7K
1
2 3

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Hudson Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Hudson Capital Management held 74 positions worth $377M, up 6.9% from $353M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Hudson Capital Management's Q3 2025 filing shows 1 new, 31 increased, 23 reduced and 6 closed positions. Its largest new stake was ProShares UltraShort Bitcoin ETF: 10,901 shares worth $317K. The largest sale was Broadcom, an estimated $1.23M.

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

  • Hudson Capital Management's largest Q3 2025 buy was ProShares UltraShort Bitcoin ETF: 10,901 shares worth $317K.
  • Hudson Capital Management added most to PIMCO Active Bond Exchange-Traded Fund in Q3 2025, an estimated $5.61M increase.
  • Hudson Capital Management's biggest Q3 2025 reduction was Broadcom, cutting an estimated $1.23M.
  • Hudson Capital Management fully exited Vanguard Information Technology ETF in Q3 2025, selling an estimated $541K.
  • Hudson Capital Management's ten largest holdings make up 45% of its $377M portfolio in Q3 2025.
  • Hudson Capital Management opened 1 new position and closed 6 in Q3 2025.
  • Hudson Capital Management's portfolio value rose 6.9% quarter-over-quarter to $377M.

Based on Hudson Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.