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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
+0.35%
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 Miscellaneous 53.33%
2 Technology 11.8%
3 Healthcare 6.87%
4 Consumer Discretionary 5.08%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
1
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.52B
$39.5M 10.22%
428,534
+33,215
+8% +$3.1M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$27.4M 7.08%
275,834
+9,749
+4% +$975K
BSCQ icon
3
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.46B
$25.7M 6.63%
1,313,892
+63,977
+5% +$1.25M
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$196B
$23.2M 6%
256,581
+12,831
+5% +$1.2M
IJK icon
5
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$20.7M 5.36%
206,070
+12,600
+7% +$1.29M
PSC icon
6
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.64B
$11.3M 2.91%
196,714
+13,823
+8% +$822K
GLDM icon
7
SPDR Gold MiniShares Trust
GLDM
$32B
$10.1M 2.6%
108,723
-5,918
-5% -$571K
AAPL icon
8
Apple
AAPL
$4.79T
$8.04M 2.08%
31,664
+1,969
+7% +$512K
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$28.3B
$7.99M 2.06%
+99,128
New +$8.23M
WMT icon
10
Walmart Inc
WMT
$860B
$7.89M 2.04%
63,462
+1,637
+3% +$201K
VLO icon
11
Valero Energy
VLO
$107B
$7.69M 1.99%
31,135
-3,868
-11% -$797K
CAT icon
12
Caterpillar
CAT
$368B
$7.58M 1.96%
10,694
-1,091
-9% -$756K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.19T
$7.4M 1.91%
25,736
-2,302
-8% -$723K
GILD icon
14
Gilead Sciences
GILD
$188B
$7.36M 1.9%
52,827
+791
+2% +$111K
GM icon
15
General Motors
GM
$76.5B
$7.07M 1.83%
94,911
-3,393
-3% -$270K
JPM icon
16
JPMorgan Chase
JPM
$962B
$7.01M 1.81%
23,831
+992
+4% +$301K
T icon
17
AT&T
T
$179B
$6.96M 1.8%
240,149
+16,766
+8% +$448K
CSCO icon
18
Cisco
CSCO
$428B
$6.88M 1.78%
88,614
+4,667
+6% +$365K
EBAY icon
19
eBay
EBAY
$47.1B
$6.65M 1.72%
73,009
+3,305
+5% +$297K
BMY icon
20
Bristol-Myers Squibb
BMY
$139B
$6.62M 1.71%
109,121
+6,169
+6% +$360K
AVGO icon
21
Broadcom
AVGO
$1.7T
$6.52M 1.68%
21,064
+960
+5% +$316K
NUE icon
22
Nucor
NUE
$59.5B
$6.42M 1.66%
37,942
+1,592
+4% +$277K
REGN icon
23
Regeneron Pharmaceuticals
REGN
$86.8B
$6.38M 1.65%
8,255
+448
+6% +$343K
IJJ icon
24
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$6.32M 1.63%
47,676
+2,902
+6% +$397K
PCAR icon
25
PACCAR
PCAR
$65.5B
$6.29M 1.63%
54,496
+2,581
+5% +$312K
1
2 3 4

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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 Miscellaneous at 53% of assets, down from 56% a quarter earlier, followed by Technology and Healthcare.

  • 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.