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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
+4.17%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$399M
AUM Growth
+$21.8M
Cap. Flow
+$9.03M
Cap. Flow %
2.27%
Top 10 Hldgs %
45.7%
Holding
72
New
4
Increased
29
Reduced
28
Closed
3

Top Buys

Rank Stock Value
1
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$15.8M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
3
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$639K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$517K

Top Sells

Rank Stock Value
1
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$14.8M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$829K
3
AVGO icon
Broadcom
AVGO
+$818K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$577K
5
SBIT icon
ProShares UltraShort Bitcoin ETF
SBIT
+$317K

Sector Composition

Rank Sector Weight
1 Technology 12.8%
2 Healthcare 5.91%
3 Financials 5.05%
4 Consumer Discretionary 4.9%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$36.8M 9.23%
395,319
+19,555
+5% +$1.83M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$26.6M 6.67%
266,085
+4,567
+2% +$458K
BSCQ icon
3
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
$24.5M 6.14%
1,249,915
+807,073
+182% +$15.8M
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$186B
$21.8M 5.47%
243,750
-1,472
-0.6% -$130K
IJK icon
5
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$18.7M 4.7%
193,470
+5,372
+3% +$517K
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$14.5M 3.64%
131,765
+2,147
+2% +$239K
PSC icon
7
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.52B
$10.6M 2.65%
182,891
+3,821
+2% +$218K
MBB icon
8
iShares MBS ETF
MBB
$39B
$10.1M 2.53%
105,974
+2,042
+2% +$195K
GLDM icon
9
SPDR Gold MiniShares Trust
GLDM
$27.5B
$9.79M 2.46%
114,641
-7,019
-6% -$577K
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.91T
$8.78M 2.2%
28,038
-2,900
-9% -$829K
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$8.52M 2.14%
126,802
-562
-0.4% -$37.7K
AAPL icon
12
Apple
AAPL
$4.89T
$8.07M 2.03%
29,695
-399
-1% -$107K
GM icon
13
General Motors
GM
$74.7B
$7.99M 2.01%
98,304
-3,709
-4% -$261K
JPM icon
14
JPMorgan Chase
JPM
$939B
$7.36M 1.85%
22,839
-631
-3% -$195K
AVGO icon
15
Broadcom
AVGO
$1.82T
$6.96M 1.75%
20,104
-2,288
-10% -$818K
WMT icon
16
Walmart Inc
WMT
$871B
$6.89M 1.73%
61,825
-481
-0.8% -$51.6K
CAT icon
17
Caterpillar
CAT
$409B
$6.75M 1.69%
11,785
-500
-4% -$278K
BAC icon
18
Bank of America
BAC
$435B
$6.75M 1.69%
122,750
-802
-0.6% -$42.4K
CSCO icon
19
Cisco
CSCO
$450B
$6.47M 1.62%
83,947
-1,016
-1% -$75.4K
CBRE icon
20
CBRE Group
CBRE
$40.8B
$6.46M 1.62%
40,151
-277
-0.7% -$43.6K
GILD icon
21
Gilead Sciences
GILD
$161B
$6.39M 1.6%
52,036
-873
-2% -$106K
EBAY icon
22
eBay
EBAY
$48.6B
$6.07M 1.52%
69,704
-27
-0% -$2.34K
REGN icon
23
Regeneron Pharmaceuticals
REGN
$68.8B
$6.03M 1.51%
7,807
+410
+6% +$278K
ADP icon
24
Automatic Data Processing
ADP
$100B
$6.01M 1.51%
23,371
– –
NUE icon
25
Nucor
NUE
$56.4B
$5.93M 1.49%
36,350
+630
+2% +$94.7K
1
2 3

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Hudson Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Capital Management held 72 positions worth $399M, up 5.8% from $377M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Hudson Capital Management's Q4 2025 filing shows 4 new, 29 increased, 28 reduced and 3 closed positions. Its largest new stake was Vanguard Information Technology ETF: 6,720 shares worth $633K. The largest sale was Invesco BulletShares 2025 Corporate Bond ETF, an estimated $14.8M.

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

  • Hudson Capital Management's largest Q4 2025 buy was Vanguard Information Technology ETF: 6,720 shares worth $633K.
  • Hudson Capital Management added most to Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025, an estimated $15.8M increase.
  • Hudson Capital Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $829K.
  • Hudson Capital Management fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $14.8M.
  • Hudson Capital Management's ten largest holdings make up 46% of its $399M portfolio in Q4 2025.
  • Hudson Capital Management opened 4 new positions and closed 3 in Q4 2025.
  • Hudson Capital Management's portfolio value rose 5.8% quarter-over-quarter to $399M.

Based on Hudson Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.